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 Q3	$207K	Hold	1,844	–	–	0.01%	737
2026 Q2	$188K	Sell	1,844 -315	-15%	-$40.4K	0.01%	755
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

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CX Institutional's FORTY Position: Q3 2026 in Review

CX Institutional held its Formula Systems (FORTY) position steady in Q3 2026 at 1,844 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #737.

CX Institutional first reported a position in FORTY in Q3 2025 and has held it in 5 quarters since. The position peaked at $398K in Q3 2025. 7 funds tracked by Wall St. Rank hold FORTY as of Q3 2026.

CX Institutional held 1,844 shares of Formula Systems worth $207K as of Q3 2026.
CX Institutional left its Formula Systems share count unchanged in Q3 2026.
Formula Systems made up 0.01% of CX Institutional's portfolio in Q3 2026, its #737 holding.
CX Institutional first reported a position in Formula Systems in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Formula Systems position peaked at $398K in Q3 2025.
7 funds tracked by Wall St. Rank held Formula Systems as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.