Popularity #5,249Dividend on the way · $1.63
FORTY · NASDAQ · Information Technology Services

Formula Systems (1985) (ADR) (FORTY)

Builds and oversees a decentralized portfolio of software and IT-services businesses.

$115.90
vs last close+1.90 (+1.67%)

13F · 13D/G · Form 4

Institutions5.20%797.3K ADS
13 holders · as of Jun 30, 2026
Insiders37.22%5.71M ADS
3 holders · as of Apr 20, 2026
Strategic holders32.91%5.05M ADS
6 holders · as of Feb 2, 2022
Other24.67%3.78M ADS
remainder

15.33M ADS as of Sep 1, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

The share count is from the company's Dec 2024 annual report; nothing newer is on file here.

13F · 13D/G · Form 4

HolderStakeSharesDate
Asseco Poland S.A.Insider
25.29%3.88Mfiled Aug 25, 2017
Guy BernsteinInsiderofficer: CEO
11.72%1.80M ordinaryfiled Apr 20, 2026
Menora Mivtachim Holdings Ltd.Strategic
7.39%1.13Mfiled Feb 11, 2021
Meitav Dash Investments Ltd.Strategic
6.56%1.01Mfiled Feb 2, 2022
The Phoenix HoldingS Ltd.Strategic
6.26%959,538filed Feb 11, 2021
Clal Insurance Enterprises Holdings LtdInstitution
5.07%777,703 ADSas of Jun 30, 2026
Migdal Insurance & Financial Holdings LtdStrategic
4.78%732,544filed Oct 24, 2017
Psagot Investment House Ltd.Strategic
4.41%675,756filed Feb 18, 2020
Provident funds of MEITAV DASH INVESTMENTS LTD group.Strategic
3.52%540,387filed Jan 8, 2018
Asaf BerenstinInsiderofficer: CFO
0.21%31,833 ordinaryfiled Apr 20, 2026
GHP Investment Advisors, Inc.Institution
0.05%7,716 ADSas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.02%3,315 ADSas of Jun 30, 2026
Morgan StanleyInstitution
0.02%2,707 ADSas of Jun 30, 2026
Altshuler Shaham LtdInstitution
0.02%2,565 ADSas of Jun 30, 2026
CX InstitutionalInstitution
0.01%1,844 ADSas of Jun 30, 2026
BlackRock, Inc.Institution
0.00%680 ADSas of Jun 30, 2026
Royal Bank of CanadaInstitution
0.00%500 ADSas of Jun 30, 2026
BNP Paribas Arbitrage, SNCInstitution
0.00%100 ADSas of Jun 30, 2026
Harel Insurance Investments & Financial Services Ltd.Institution
0.00%75 ADSas of Jun 30, 2026
UBS Group AGInstitution
0.00%57 ADSas of Jun 30, 2026
Advisor Group Holdings, Inc.Institution
0.00%7 ADSas of Jun 30, 2026
Smartleaf Asset Management LLCInstitution
0.00%2 ADSas of Jun 30, 2026
Lapidot Holdings Management Ltd.Strategic
4.57% of class, as filedfiled Feb 11, 2019
Ltd.Strategic
5.56% of class, as filedfiled Mar 18, 2019
Yelin Lapidot Holdings Management Ltd.Strategic
5.20% of class, as filedfiled Feb 7, 2022

13F, as of Jun 30, 2026

13 holders · 797.3K shares · 1 new position · 2 increased · 5 reduced · 2 closed

HolderShares% outstandingChg q/qFiled
Clal Insurance Enterprises Holdings Ltd777.7K5.07%−47.0KAug 13, 2026
GHP Investment Advisors, Inc.7.7K0.05%0Jul 20, 2026
Dimensional Fund Advisors LP3.3K0.02%0Aug 11, 2026
Morgan Stanley2.7K0.02%−1Aug 13, 2026
Altshuler Shaham Ltd2.6K0.02%−5.2KAug 12, 2026
CX Institutional1.8K0.01%−315Jul 2, 2026
BlackRock, Inc.6800.00%0Aug 7, 2026
Royal Bank of Canada5000.00%+500newAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Harel Insurance Investments & Financial Services Ltd.6.00%919.5K13GMay 5, 2026

Form 4

Latest trades

Nothing filed in the last 12 months.

House and Senate disclosures

Not reported.