Who owns Formula Systems?
- Ticker: FORTY
- CUSIP Number: 346414105
Tip: Access positions for across all investors
Analyze quarterly positions in Formula Systems with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Formula Systems stock
Who bought or sold Formula Systems this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings | 825k | $99M | 0% | Mar 2026 |
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| Altshuler Shaham | 7.7k | $926k | 10% | Mar 2026 |
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| GHP Investment Advisors | 7.7k | $851k | 0% | Mar 2026 |
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| Dimensional Fund Advisors | 3.3k | $391k | 3% | Mar 2026 |
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| Morgan Stanley | 2.7k | $299k | 0% | Mar 2026 |
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| CX Institutional | 2.2k | $238k | 0% | Mar 2026 |
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| Mount Yale Investment Advisors | 1.9k | $206k | 100% | Mar 2026 |
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| BlackRock | 680.00 | $75k | 0% | Mar 2026 |
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| UBS Group | 127.00 | $14k | 647% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 100.00 | $11k | 0% | Mar 2026 |
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| Harel Insurance Investments & Financial Services | 75.00 | $9.0k | 100% | Mar 2026 |
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| SBI Securities | 10.00 | $1.1k | 0% | Mar 2026 |
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| Advisor Group Holdings | 5.00 | $837.000000 | -29% | Dec 2025 |
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| Smartleaf Asset Management | 2.00 | $225.000000 | 0% | Mar 2026 |
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Who sold out of Formula Systems?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rhumbline Advisers | Dec 2025 | 113.00 | $20k |
| EverSource Wealth Advisors | Dec 2025 | 2.00 | $335.000000 |