Formula Systems 1985 Ltd (FORTY)

Currency in ILS
35,320
-830(-2.30%)
Delayed Data·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1.48M9.66%535.53M
Other Institutional Investors
10.24M66.75%3.70B
Public Companies & Retail Investors
3.62M23.59%1.31B
Total
15.33M100.00%5.54B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25.81%3,958,1541,430,873
Clal Financial Management Ltd10.45%1,602,406579,270
Menora Mivtachim Provident Funds8.86%1,359,061491,301
Yelin Lapidot Holdings Ltd.6.78%1,038,923375,571
Phoenix Investments & Finances Ltd6.60%1,011,904365,803
Meitav Investment House Ltd4.96%760,367274,873
Harel Insurance Investments & Financial Services Ltd4.88%748,186270,469
Vanguard Capital Management, LLC2.37%363,171131,286
BlackRock, Inc.1.10%168,93461,070
Dimensional Fund Advisors LP0.98%150,65854,463

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Vanguard STAR Funds - Vanguard Total International Stock ETF0.92%140,54350,806
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.61%93,00833,622
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.47%71,46825,836
iShares Trust - iShares Core MSCI EAFE ETF0.39%60,47521,862
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0.38%57,84620,911
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0.32%49,09717,749
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0.27%41,32214,938
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF0.23%35,35112,779
iShares Trust - iShares MSCI EAFE Small-Cap ETF0.23%34,75912,565
Yelin Lapidot Mutual Funds - YALIN LAPIDOT (4B) MENAYATIT IL0.22%34,50012,472
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