AS
FORTY

Altshuler Shaham’s Formula Systems FORTY Stock Holding History

Altshuler Shaham’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$926K Buy
7,742
+727
+10% +$96.7K 0.02% 133
2025
Q4 		$1.18M Buy
7,015
+1,650
+31% +$254K 0.02% 87
2025
Q3 		$748K Buy
5,365
+1,125
+27% +$145K 0.01% 104
2025
Q2 		$539K Buy
4,240
+314
+8% +$30.3K 0.02% 103
2025
Q1 		$340K Sell
3,926
-2,459
-39% -$229K 0.01% 108
2024
Q4 		$536K Buy
6,385
+450
+8% +$37.8K 0.02% 74
2024
Q3 		$477K Sell
5,935
-776
-12% -$59.3K 0.03% 75
2024
Q2 		$478K Buy
6,711
+2,303
+52% +$178K 0.02% 73
2024
Q1 		$360K Sell
4,408
-9,843
-69% -$713K 0.01% 70
2023
Q4 		$945K Buy
14,251
+850
+6% +$52.7K 0.05% 40
2023
Q3 		$985K Sell
13,401
-96
-0.7% -$7.12K 0.03% 44
2023
Q2 		$995K Buy
13,497
+100
+0.7% +$6.92K 0.02% 46
2023
Q1 		$880K Buy
13,397
+254
+2% +$18.3K 0.02% 52
2022
Q4 		$952K Buy
+13,143
New +$1.03M 0.04% 41
2019
Q3 		– Sell
-1,000
Closed -$52K – 470
2019
Q2 		$52K Buy
+1,000
New +$48.5K ﹤0.01% 178

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Altshuler Shaham's FORTY Position: Q1 2026 in Review

Altshuler Shaham increased its Formula Systems (FORTY) stake by 10% in Q1 2026, buying an estimated $96.7K and bringing the position to 7,742 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #133.

Altshuler Shaham first reported a position in FORTY in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2025. 14 funds tracked by Wall St. Rank hold FORTY as of Q1 2026.

  • Altshuler Shaham held 7,742 shares of Formula Systems worth $926K as of Q1 2026.
  • Altshuler Shaham bought 727 Formula Systems shares in Q1 2026, an estimated $96.7K.
  • Formula Systems made up 0.02% of Altshuler Shaham's portfolio in Q1 2026, its #133 holding.
  • Altshuler Shaham first reported a position in Formula Systems in Q2 2019 and has held it in 15 quarters since.
  • Altshuler Shaham's Formula Systems position peaked at $1.18M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Formula Systems as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.