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Formula Systems (1985) (FORTY) Institutional Ownership

Formula Systems (1985) logo
$116.21 0.00 (0.00%)
As of 08/20/2026

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

Current
Institutional Ownership
Percentage
34.76%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.21M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$76.96K
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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
8/19/2026 Field & Main Bank20,960$3.07M0.5%N/A0.137%
7/2/2026 CX Institutional1,844$188K0.0%-14.6%0.012%
5/19/2026 Altshuler Shaham Ltd7,742$926K0.0%+10.4%0.051%
5/7/2026 Dimensional Fund Advisors LP3,315$391K0.0%+2.7%0.022%
4/27/2026 Elevation Point Wealth Partners LLC1,865$206K0.0%N/A0.012%
2/18/2026 Altshuler Shaham Ltd7,015$1.18M0.0%+30.8%0.000%
11/12/2025 Dimensional 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%
8/14/2025 Raymond 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%


FORTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of Formula Systems (1985). The most heavily invested institutionals were Field & Main Bank ($3.07M), GHP Investment Advisors Inc. ($1.08M), Altshuler Shaham Ltd ($926K), TFG Advisers LLC ($589K), Dimensional Fund Advisors LP ($391K), Jane Street Group LLC ($222K), and Elevation Point Wealth Partners LLC ($206K).Learn more on Formula Systems (1985)'s institutional investors.

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

The following institutional investors have purchased Formula Systems (1985)'s stock in the last 24 months: Field & Main Bank ($20.96K), Elevation Point Wealth Partners LLC ($3.61K), CX Institutional ($2.84K), Altshuler Shaham Ltd ($2.83K), Jane Street Group LLC ($2.77K), GHP Investment Advisors Inc. ($755.00), and Raymond James Financial Inc. ($568.00).

Institutional investors have bought a total of 28,881 shares in the last 24 months. This purchase volume represents approximately $3.21M in transactions.

The following institutional investors have sold Formula Systems (1985) stock in the last 24 months: Dimensional Fund Advisors LP ($327.00), and CX Institutional ($315.00).

Institutional investors have sold a total of 642 shares in the last 24 months. This volume of shares sold represents approximately $76.96K in transactions.



Institutional ownership data for NASDAQ:FORTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/19/2026. New 13F filings are added each quarter as they're published.
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