FORTY: FORMULA SYSTEMS (1985) LTD insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-05 | 13G amendment | MENORA MIVTACHIM HOLDINGS LTD. | 8.86% | SEC | |
| 2026-07-29 | Fell below 5% | Harel Insurance Investments & Financial Services Ltd. | 4.90% | SEC |
Institutional ownership (Q2 2026)
14 institutions reported holding $1.86M of FORMULA SYSTEMS (1985) LTD on Form 13F (15 the quarter before). 1 opened a new position and 2 sold out. Shares held by institutions: -6%.
| Largest holders | Shares | Value |
|---|---|---|
| GHP Investment Advisors, Inc. | 7,716 | $787K |
| DIMENSIONAL FUND ADVISORS LP | 3,315 | $345K |
| MORGAN STANLEY | 2,707 | $276K |
| Altshuler Shaham Ltd | 2,565 | $231K |
| Clal Insurance Enterprises Holdings Ltd | 777,703 | $81K |
| BlackRock, Inc. | 680 | $69K |
| ROYAL BANK OF CANADA | 500 | $51K |
| BNP PARIBAS FINANCIAL MARKETS | 100 | $10K |
| UBS Group AG | 57 | $6K |
| OSAIC HOLDINGS, INC. | 7 | $714 |
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