FORMULA SYSTEMS (1985) LTD (FORTY) — Institutional Holders, Q2 2026
14 institutional investment managers reported a FORTY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $82.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FORTY in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- ROYAL BANK OF CANADANew · +500 sh+$51.0K
- OSAICAdded · +2 sh+$204.00
Biggest sellers
- Clal Insurance Enterprises LtdTrimmed · -47,000 sh-$4.8M
- Altshuler Shaham LtdTrimmed · -5,177 sh-$528.1K
- Mount Yale Investment AdvisorsSold out · -1,865 sh-$190.2K
- CX InstitutionalTrimmed · -315 sh-$32.1K
- UBS Group AGTrimmed · -70 sh-$7.1K
FORTY 13F holders ranked 1–14 of 14
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Clal Insurance Enterprises Ltd#1 · 777,703 sh | 777,703 | $80.9M | 0.36% | -5.7% |
| 2 | GHP Investment Advisors#2 · 7,716 sh | 7,716 | $787.1K | — | 0.0% |
| 3 | DIMENSIONAL FUND ADVISORS#3 · 3,315 sh | 3,315 | $344.6K | <0.01% | 0.0% |
| 4 | MORGAN STANLEY#4 · 2,707 sh | 2,707 | $276.1K | 0.00% | 0.0% |
| 5 | Altshuler Shaham Ltd#5 · 2,565 sh | 2,565 | $231.4K | <0.01% | -66.9% |
| 6 | CX Institutional#6 · 1,844 sh | 1,844 | $188.0K | — | -14.6% |
| 7 | BlackRock#7 · 680 sh | 680 | $69.4K | 0.00% | 0.0% |
| 8 | ROYAL BANK OF CANADA#8 · 500 sh | 500 | $51.0K | 0.00% | New |
| 9 | BNP PARIBAS FINANCIAL MARKETS#9 · 100 sh | 100 | $10.4K | 0.00% | 0.0% |
| 10 | Harel Insurance Investments & Financial Services Ltd.#10 · 75 sh | 75 | $8.0K | 0.00% | 0.0% |
| 11 | UBS Group AG#11 · 57 sh | 57 | $5.8K | 0.00% | -55.1% |
| 12 | OSAIC#12 · 7 sh | 7 | $714.00 | 0.00% | +40.0% |
| 13 | Smartleaf Asset Management#13 · 2 sh | 2 | $206.00 | 0.00% | 0.0% |
| 14 | WELLS FARGO & COMPANY#14 · 0 sh | 0 | $12.00 | 0.00% | New |
Funds that sold out of FORTY in Q2 2026 (2)
Held FORTY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Mount Yale Investment Advisors1,865 sh | 1,865 | $205.7K |
| SBI Securities , Ltd.10 sh | 10 | $1.1K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.