Clal Insurance’s Formula Systems FORTY Stock Holding History

Clal Insurance’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	$80.9M	Sell	777,703 -47,000	-6%	-$6.03M	0.36%	54
2026 Q1	$98.7M	Hold	824,703	–	–	0.59%	40
2025 Q4	$139M	Hold	824,703	–	–	0.9%	27
2025 Q3	$115M	Hold	824,703	–	–	0.88%	33
2025 Q2	$105M	Hold	824,703	–	–	1.03%	27
2025 Q1	$71.4M	Hold	824,703	–	–	0.74%	34
2024 Q4	$69.2M	Hold	824,703	–	–	0.62%	37
2024 Q3	$66.3M	Hold	824,703	–	–	0.59%	43
2024 Q2	$58.8M	Hold	824,703	–	–	0.61%	38
2024 Q1	$67.3M	Buy	824,703 +16,642	+2%	+$1.21M	0.76%	36
2023 Q4	$53.6M	Buy	+808,061	New	+$50.1M	0.7%	38

Other funds holding FORTY

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance's FORTY Position: Q2 2026 in Review

Clal Insurance reduced its Formula Systems (FORTY) stake by 5.7% in Q2 2026, selling an estimated $6.03M and leaving 777,703 shares worth $80.9M. The position accounts for 0.36% of the portfolio, ranked #54.

Clal Insurance first reported a position in FORTY in Q4 2023 and has held it in 11 quarters since. The position peaked at $139M in Q4 2025. 13 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

Clal Insurance held 777,703 shares of Formula Systems worth $80.9M as of Q2 2026.
Clal Insurance sold 47,000 Formula Systems shares in Q2 2026, an estimated $6.03M.
Formula Systems made up 0.36% of Clal Insurance's portfolio in Q2 2026, its #54 holding.
Clal Insurance first reported a position in Formula Systems in Q4 2023 and has held it in 11 quarters since.
Clal Insurance's Formula Systems position peaked at $139M in Q4 2025.
13 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.