Company · Ownership research

FORMULA SYSTEMS (1985) LTD FORTY

CIK 0001045986 · CUSIP 346414105

Insider tradingInitial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Clal Insurance Enterprises Holdings Ltd CIK 1376192 · View history	$89.52M 777,703 shares	0.43%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
02	GHP Investment Advisors, Inc. CIK 1401561 · View history	$865.74K 7,716 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Oct 15, 2026	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$372.21K 3,315 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 4, 2026	▾
04	Altshuler Shaham Ltd CIK 1324290 · View history	$265.30K 2,337 shares	0.00%	-228(-8.90%)Reduced	SEC filing ↗ Nov 12, 2026	▾
05	ELEVATION POINT WEALTH PARTNERS, LLC CIK 1744349 · View history	$215.20K 1,918 shares	0.00%	+1.92KNew	SEC filing ↗ Nov 5, 2026	▾
06	CX Institutional CIK 1737089 · View history	$207.00K 1,844 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Oct 2, 2026	▾
07	BNP PARIBAS FINANCIAL MARKETS CIK 1166588 · View history	$11.22K 100 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
08	Harel Insurance Investments & Financial Services Ltd. CIK 1429390 · View history	$8.00K 75 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 2, 2026	▾
09	Signature Equity Partners, LLC CIK 2109813 · View history	$7.85K 70 shares	0.00%	+70New	SEC filing ↗ Oct 29, 2026	▾
10	SBI Securities Co., Ltd. CIK 1851815 · View history	$4.60K 40 shares	0.00%	+40New	SEC filing ↗ Oct 22, 2026	▾
11	UBS Group AG CIK 1610520 · View history	$2.69K 24 shares	0.00%	-33(-57.90%)Reduced	SEC filing ↗ Nov 10, 2026	▾
12	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$785.00 7 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
13	Smartleaf Asset Management LLC CIK 2010393 · View history	$225.00 2 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 10, 2026	▾

Showing 13 / 13 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

795,151

Not deduplicated across managers

Disclosed value

$91.48M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

FORMULA SYSTEMS (1985) LTD · Q3 2026

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This page includes 13 of 13 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.