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
Q2 		$231K Sell
2,565
-5,177
-67% -$665K ﹤0.01% 204
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 $22.3B AUM 79.91% 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 $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Altshuler Shaham's FORTY Position: Q2 2026 in Review

Altshuler Shaham reduced its Formula Systems (FORTY) stake by 67% in Q2 2026, selling an estimated $665K and leaving 2,565 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Altshuler Shaham first reported a position in FORTY in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.18M in Q4 2025. 13 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

  • Altshuler Shaham held 2,565 shares of Formula Systems worth $231K as of Q2 2026.
  • Altshuler Shaham sold 5,177 Formula Systems shares in Q2 2026, an estimated $665K.
  • Formula Systems made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #204 holding.
  • Altshuler Shaham first reported a position in Formula Systems in Q2 2019 and has held it in 16 quarters since.
  • Altshuler Shaham's Formula Systems position peaked at $1.18M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.