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Formula Systems 1985 (FORTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
GHP Investment Advisors, Inc.
UNCHANGED
Shares7,716 from 7,716
Change0 (0%)
Value$865.7K (+$78.6K)
Filed 2026-10-15
Dimensional Fund Advisors LP
UNCHANGED
Shares3,315 from 3,315
Change0 (0%)
Value$372.2K (+$27.6K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
NEW
Shares1,918
Change+1,918
Value$215.2K
Filed 2026-11-05
CX Institutional
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$207 (+$19)
Filed 2026-10-02
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$8 ($0)
Filed 2026-11-02
Signature Equity Partners, LLC
NEW
Shares70
Change+70
Value$7.9K
Filed 2026-10-29
SBI Securities Co., Ltd.
NEW
Shares40
Change+40
Value$4.6K
Filed 2026-10-22
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 777,703
Change-777,703 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 500
Change-500 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Group AG
N/A
Shares— from 57
Change-57 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
GHP Investment Advisors, Inc.
UNCHANGED7,7167,71600%$787.1K$865.7K+$78.6K2026-10-15
Dimensional Fund Advisors LP
UNCHANGED3,3153,31500%$344.6K$372.2K+$27.6K2026-11-04
Elevation Point Wealth Partners, LLC
NEW1,918—+1,918——$215.2K—2026-11-05
CX Institutional
UNCHANGED1,8441,84400%$188$207+$192026-10-02
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED757500%$8$8$02026-11-02
Signature Equity Partners, LLC
NEW70—+70——$7.9K—2026-10-29
SBI Securities Co., Ltd.
NEW40—+40——$4.6K—2026-10-22
Clal Insurance Enterprises Holdings Ltd
N/A—777,703-777,703-100%$80.9K———
Morgan Stanley
N/A—2,707-2,707-100%$276.1K———
Altshuler Shaham Ltd
N/A—2,565-2,565-100%$231.4K———
BlackRock, Inc.
N/A—680-680-100%$69.4K———
Royal Bank of Canada
N/A—500-500-100%$51.0K———
BNP Paribas Financial Markets
N/A—100-100-100%$10.4K———
UBS Group AG
N/A—57-57-100%$5.8K———
Osaic Holdings, Inc.
N/A—7-7-100%$714———
Smartleaf Asset Management LLC
N/A—2-2-100%$206———
Wells Fargo & Company
N/A—00—$12———
Showing 17 of 17 institutions