SAM
FORTY

Smartleaf Asset Management’s Formula Systems FORTY Stock Holding History

Smartleaf Asset Management’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 		$225 Hold
2
– – ﹤0.01% 3323
2025
Q4 		$349 Buy
+2
New +$308 ﹤0.01% 3308

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

Smartleaf Asset Management's FORTY Position: Q1 2026 in Review

Smartleaf Asset Management held its Formula Systems (FORTY) position steady in Q1 2026 at 2 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Smartleaf Asset Management first reported a position in FORTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $349 in Q4 2025. 14 funds tracked by Wall St. Rank hold FORTY as of Q1 2026.

  • Smartleaf Asset Management held 2 shares of Formula Systems worth $225 as of Q1 2026.
  • Smartleaf Asset Management left its Formula Systems share count unchanged in Q1 2026.
  • Formula Systems made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3323 holding.
  • Smartleaf Asset Management first reported a position in Formula Systems in Q4 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's Formula Systems position peaked at $349 in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Formula Systems as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.