Formula Systems (1985) LTD: which funds bought and sold

Institutions that bought and sold Formula Systems (1985) shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 2 institutions that filed 13F reports for both quarters added to or opened positions in Formula Systems (1985), and 7 cut or closed them. Together they sold a net 54K shares, −6.3% on what they held at the start of the quarter. 1 opened a new position and 2 sold out entirely.

Bought, Q2 2026 2 institutions, 1 of them new holders Sold, Q2 2026 7 institutions, 2 of them sold out

Net change, all compared −54K shares (−6.3%)

Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 15

2 bought 6 7 sold

Active managers and hedge funds 0 bought · 0 sold · 0

Index fund managers 0 bought · 0 sold · 0

Other institutions 2 bought · 7 sold · −54K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Royal Bank Of Canada	+500 New position	500	$51,000
Osaic Holdings, Inc.	+2 +40.0%	7	$714

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Clal Insurance Enterprises Holdings Ltd	−47K −5.7%	778K	$80.9M
Altshuler Shaham Ltd	−5,177 −66.9%	2,565	$231,378
Elevation Point Wealth Partners, LLC	−1,865 Sold out	0	—
Cx Institutional	−315 −14.6%	1,844	$188,000
UBS Group AG	−70 −55.1%	57	$5,815
Sbi Securities Co., Ltd.	−10 Sold out	0	—
Morgan Stanley	−1 0.0%	2,707	$276,141

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Royal Bank Of Canada	500	$51,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Elevation Point Wealth Partners, LLC	1,865	$205,709
Sbi Securities Co., Ltd.	10	$1,103

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 13
Ten largest holders: 100.0%
Index fund managers: 0.1%
Active managers and hedge funds: 0.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	0	0	0	0	—
Index fund managers	0	0	0	0	0	0.0%
Other institutions	2	7	1	2	−54K	−6.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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