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FORTY

Formula Systems
FORTY

13 hedge funds and large institutions have $82.9M invested in Formula Systems in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% less ownership

Funds ownership: 5.55% → 5.2% (-0.35%)

7% less funds holding

Funds holding: 14 → 13 (-1)

18% less capital invested

Capital invested by funds: $102M → $82.9M (-$18.8M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.2K
2
Osaic Holdings
Osaic Holdings
Arizona
+$257

Top Sellers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
-$6.03M
2
AS
Altshuler Shaham
Israel
-$665K
3
MYIA
Mount Yale Investment Advisors
Colorado
-$206K
4
CI
CX Institutional
Indiana
-$40.4K
5
UBS Group
UBS Group
Switzerland
-$8.99K

FORTY Hedge Fund Activity: Q2 2026 in Review

13 of the 8,344 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q2 2026, worth a combined $82.9M — down 18% from $102M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of FORTY and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 1 added.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $64.2K. The largest seller was Clal Insurance, cutting an estimated $6.03M.

  • 13 institutional investors held Formula Systems (FORTY) as of Q2 2026, down from 14 in Q1 2026.
  • Funds reported $82.9M of Formula Systems stock for Q2 2026, down 18% quarter-over-quarter.
  • 1 fund opened new Formula Systems positions in Q2 2026 and 2 closed out, a net change of -1 holder.
  • The largest Formula Systems buyer in Q2 2026 was Royal Bank of Canada, an estimated $64.2K added.
  • The largest Formula Systems seller in Q2 2026 was Clal Insurance, an estimated $6.03M sold.

Based on aggregated 13F filings for Q2 2026.