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Formula Systems (1985) (FORTY) Institutional Ownership

Formula Systems (1985) logo
$142.14 +9.66 (+7.29%)
As of 09:30 AM Eastern

Institutional Ownership Changes (13F Filings) for Formula Systems (1985) (NASDAQ:FORTY)

Current
Institutional Ownership
Percentage
34.76%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.28M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$44.83K
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FORTY Institutional Buying and Selling by Quarter

Formula Systems (1985) Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2026 Elevation Point Wealth Partners LLC1,865$206K0.0%N/A0.012%
2/18/2026Altshuler Shaham Ltd7,015$1.18M0.0%+30.8%0.000%
11/12/2025Dimensional Fund Advisors LP3,236$460K0.0%-9.2%0.021%
10/31/2025 GHP Investment Advisors Inc.7,716$1.08M0.0%+10.8%0.050%
10/23/2025 CX Institutional2,838$398K0.0%N/A0.019%
8/14/2025Raymond James Financial Inc.568$73K0.0%N/A0.004%
8/13/2025 Elevation Point Wealth Partners LLC1,740$222K0.0%N/A0.011%
2/14/2025Dimensional Fund Advisors LP3,638$305K0.0%-8.1%0.024%
2/13/2025Altshuler Shaham Ltd6,385$536K0.0%+7.6%0.042%
1/28/2025TFG Advisers LLC7,258$589K0.2%-1.6%0.047%
11/15/2024Jane Street Group LLC2,772$222K0.0%N/A0.018%
10/22/2024TFG Advisers LLC7,373$590K0.2%-2.7%0.048%
8/14/2024Altshuler Shaham Ltd6,711$478K0.0%+52.2%0.044%
2/14/2024Clal Insurance Enterprises Holdings Ltd808,061$53.58M0.7%N/A5.275%
2/7/2024Altshuler Shaham Ltd14,251$945K0.1%+6.3%0.093%
10/19/2023TFG Advisers LLC7,529$566K0.3%+10.7%0.049%
5/9/2023Altshuler Shaham Ltd13,397$880K0.0%+1.9%0.088%
2/16/2023Altshuler Shaham Ltd13,143$952K0.0%N/A0.086%
10/21/2022TFG Advisers LLC6,877$566K0.3%+2.3%0.045%
7/20/2022TFG Advisers LLC6,722$624K0.3%+4.6%0.044%
4/28/2022Naples Global Advisors LLC2,800$282K0.0%+28.7%0.018%
4/20/2022TFG Advisers LLC6,428$647K0.3%+2.8%0.042%


FORTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FORTY shares?

During the previous two years, the following institutional investors and hedge funds held shares of Formula Systems (1985) shares: Altshuler Shaham Ltd ($1.18M), GHP Investment Advisors Inc. ($1.08M), TFG Advisers LLC ($589K), Dimensional Fund Advisors LP ($460K), CX Institutional ($398K), Jane Street Group LLC ($222K), and Elevation Point Wealth Partners LLC ($206K).Learn more on Formula Systems (1985)'s institutional investors.

What percentage of Formula Systems (1985)'s stock is owned by institutional investors?

34.76% of Formula Systems (1985)'s stock is owned by institutional investors. Learn more on FORTY's institutional investor holdings.

Which institutional investors have been buying Formula Systems (1985)'s stock?

The following institutional investors have purchased Formula Systems (1985)'s stock in the last 24 months: Altshuler Shaham Ltd ($4.40K), Elevation Point Wealth Partners LLC ($3.61K), CX Institutional ($2.84K), Jane Street Group LLC ($2.77K), GHP Investment Advisors Inc. ($755.00), and Raymond James Financial Inc. ($568.00).

How much institutional buying is happening at Formula Systems (1985)?

Institutional investors have bought a total of 9,416 shares in the last 24 months. This purchase volume represents approximately $1.28M in transactions.

Which of Formula Systems (1985)'s major shareholders have been selling company stock?

The following institutional investors have sold Formula Systems (1985) stock in the last 24 months: Dimensional Fund Advisors LP ($327.00).

How much institutional selling is happening at Formula Systems (1985)?

Institutional investors have sold a total of 327 shares in the last 24 months. This volume of shares sold represents approximately $44.83K in transactions.



This page (NASDAQ:FORTY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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