13F

Stock

Formula Systems (1985) Ltd

FORTY · held by 15 managers

Reported value

$2.87M

Holders

15

+2 new · −3 exited

Holders’ est. mark

−$1.21M

Price effect on 12 books still in the name

Largest holder

$926.3K

Altshuler Shaham Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Altshuler Shaham Ltd7.74K$926.3K−$342.2KCut−$255.2K
GHP Investment Advisors, Inc.7.72K$850.9K−$440.4KCut−$440.4K
DIMENSIONAL FUND ADVISORS LP3.31K$391.2K−$185.7KCut−$175.6K
MORGAN STANLEY2.71K$298.6K−$154.6KCut−$154.6K
ELEVATION POINT WEALTH PARTNERS, LLC1.86K$205.7KNew
Clal Insurance Enterprises Holdings Ltd824.7K$98.7K−$40.7KCut−$40.7K
BlackRock, Inc.680$75K−$38.8KCut−$38.8K
UBS Group AG127$14K−$970Added$11.2K
BNP PARIBAS FINANCIAL MARKETS100$11K−$6.18KCut−$6.18K
SBI Securities Co., Ltd.10$1.1K−$567Cut−$567
OSAIC HOLDINGS, INC.5$551−$286Cut−$286
CX Institutional2.16K$238−$123Cut−$123
Smartleaf Asset Management LLC2$225−$124Cut−$124
WELLS FARGO & COMPANY/MN0$13Cut−$7
Harel Insurance Investments & Financial Services Ltd.75$9New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.