FORTYNasdaqServices-Computer Programming ServicesFiscal year ends December 31
FORMULA SYSTEMS (1985) LTD
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on May 13, 2026
$114.28−0.32 (-0.28%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 3.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
5.2%
1M of 15M shares
Institutional holders
13
1 new, 2 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Yelin Lapidot Holdings Management Ltd. | 981 | 6.40% | 13G (passive) amendment | Dec 31, 2023 |
| Clal Insurance Enterprises Holdings Ltd. | 808,061 | 5.30% | 13G (passive) amendment | Dec 31, 2023 |
| Menora Mivtachim Holdings Ltd. | 1,359,061 | 8.86% | 13G (passive) amendment | Jun 30, 2026 |
| Phoenix Financial Ltd. | 1,065,978 | 6.95% | 13G (passive) amendment | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FORTY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 777,703 | 5.07% | $80.93K | −47,000 | 0.36% |
| GHP Investment Advisors, Inc. | 7,716 | 0.05% | $787.11K | – | 0.03% |
| Dimensional Fund Advisors LP | 3,315 | 0.02% | $344.56K | – | 0.00% |
| Morgan Stanley | 2,707 | 0.02% | $276.14K | −1 | 0.00% |
| Altshuler Shaham Ltd | 2,565 | 0.02% | $231.38K | −5,177 | 0.00% |
| CX Institutional | 1,844 | 0.01% | $188 | −315 | 0.01% |
| BlackRock, Inc. | 680 | 0.00% | $69.37K | – | 0.00% |
| Royal Bank of Canada | 500 | 0.00% | $51.00K | New | 0.00% |
| Bnp Paribas Arbitrage, Snc | 100 | 0.00% | $10.39K | – | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 75 | 0.00% | $8 | – | 0.00% |
| UBS Group AG | 57 | 0.00% | $5.82K | −70 | 0.00% |
| Osaic Holdings, Inc. | 7 | 0.00% | $714 | +2 | 0.00% |
| Smartleaf Asset Management LLC | 2 | 0.00% | $206 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | 1M | 5.2% | 1 / 1 | 5 / 2 | 0M | 0M |
| Q1 2026 | 14 | 1M | 5.6% | 2 / 3 | 0 / 3 | 0M | 0M |
| Q4 2025 | 15 | 1M | 5.5% | 1 / 1 | 6 / 1 | 0M | 0M |
| Q3 2025 | 15 | 1M | 5.5% | 2 / 3 | 3 / 3 | 0M | 0M |
| Q2 2025 | 17 | 1M | 5.6% | 3 / 3 | 3 / 1 | 0M | 0M |
| Q1 2025 | 15 | 1M | 5.6% | 1 / 3 | 2 / 0 | 0M | 0M |
| Q4 2024 | 14 | 1M | 5.6% | 3 / 2 | 2 / 1 | 0M | 0M |
| Q3 2024 | 12 | 1M | 5.6% | 3 / 1 | 4 / 2 | 0M | 0M |
| Q2 2024 | 12 | 1M | 5.6% | 2 / 2 | 4 / 1 | 0M | 0M |
| Q1 2024 | 11 | 1M | 5.6% | 0 / 3 | 2 / 0 | 0M | 0M |
| Q4 2023 | 11 | 1M | 5.5% | 1 / 3 | 2 / 0 | 1M | 0M |
| Q3 2023 | 10 | 0M | 0.2% | 0 / 2 | 4 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FORTY | Value | % of fund | As of |
|---|---|---|---|---|---|
| International Sustainability Core 1 Portfolio | 1,495 | 0.01% | $156.03K | 0.00% | Jul 31, 2026 |
| Dimensional International Core Equity 2 ETF | 278 | 0.00% | $29.01K | 0.00% | Jul 31, 2026 |
| World ex U.S. Targeted Value Portfolio | 229 | 0.00% | $23.90K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 193 | 0.00% | $24.70K | 0.00% | May 31, 2026 |
| M International Equity Fund | 122 | 0.00% | $14.40K | 0.01% | Mar 31, 2026 |
| M International Equity Fund | 122 | 0.00% | $12.68K | 0.00% | Jun 30, 2026 |
| Dimensional International Sustainability Core 1 ETF | 20 | 0.00% | $2.09K | 0.00% | Jul 31, 2026 |
| Dimensional International High Profitability ETF | 16 | 0.00% | $1.67K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Asaf Berenstin | CFO | 31,833 | 0.21% | Apr 20, 2026 |
| Guy Bernstein | CEO | 1,797,973 | 11.73% | Apr 20, 2026 |
| Karolina Maria Rzonca-Bajorek | Director | – | – | Apr 16, 2026 |
| Rafal Marek Kozlowski | Director | – | – | Apr 16, 2026 |
| Gabriela Barbara Zukowicz | Director | – | – | Apr 16, 2026 |
| Ilan Regev | Director | – | – | Apr 16, 2026 |
| Amir Hillman | Director | – | – | Apr 16, 2026 |
| Itay IM Meroz | Director | – | – | Apr 16, 2026 |
| Marek Pawel Panek | Director | – | – | Apr 16, 2026 |