CX Institutional’s Formula Systems FORTY Stock Holding History

CX Institutional’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	$188K	Sell	1,844 -315	-15%	-$40.4K	0.01%	754
2026 Q1	$238K	Hold	2,159	–	–	0.01%	670
2025 Q4	$361K	Sell	2,159 -679	-24%	-$105K	0.01%	515
2025 Q3	$398K	Buy	+2,838	New	+$366K	0.01%	492

Other funds holding FORTY

GIA

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CX Institutional's FORTY Position: Q2 2026 in Review

CX Institutional reduced its Formula Systems (FORTY) stake by 15% in Q2 2026, selling an estimated $40.4K and leaving 1,844 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #754.

CX Institutional first reported a position in FORTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $398K in Q3 2025. 4 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

CX Institutional held 1,844 shares of Formula Systems worth $188K as of Q2 2026.
CX Institutional sold 315 Formula Systems shares in Q2 2026, an estimated $40.4K.
Formula Systems made up 0.01% of CX Institutional's portfolio in Q2 2026, its #754 holding.
CX Institutional first reported a position in Formula Systems in Q3 2025 and has held it in 4 quarters since.
CX Institutional's Formula Systems position peaked at $398K in Q3 2025.
4 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.