% of shares outstanding not shown: this line files 20-F annual reports only — a foreign private issuer whose US listing trades as ADSs (depositary receipts), while its cover-page share count is in ORDINARY shares. The depositary ratio is not in our data. The count we hold for this line is 15,332,667 shares (as of 2025-12-31, source dei). Dividing one by the other is wrong by the whole ratio (a 5:1 ADR reads one fifth of the true percentage), so the percentage is withheld rather than served wrong. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for FORTY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Clal Insurance Enterprises Holdings Ltd | 824,703824,703 | $99M | — | — |
| 2 | Altshuler Shaham Ltd | 7,7427,742 | $926,349 | — | ADD 10% |
| 3 | GHP Investment Advisors, Inc. | 7,7167,716 | $850,921 | — | — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3,3153,315 | $391,187 | — | ADD 3% |
| 5 | MORGAN STANLEY | 2,7082,708 | $298,638 | — | — |
| 6 | CX Institutional | 2,1592,159 | $238,000 | — | — |
| 7 | ELEVATION POINT WEALTH PARTNERS, LLC | 1,8651,865 | $205,709 | — | NEW |
| 8 | BlackRock, Inc. | 680680 | $74,990 | — | — |
| 9 | UBS Group AG | 127127 | $14,006 | — | ADD 647% |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 100100 | $11,028 | — | — |
| 11 | Harel Insurance Investments & Financial Services Ltd. | 7575 | $9,000 | — | NEW |
| 12 | SBI Securities Co., Ltd. | 1010 | $1,103 | — | — |
| 13 | OSAIC HOLDINGS, INC. | 55 | $551 | — | — |
| 14 | Smartleaf Asset Management LLC | 22 | $225 | — | — |
| 15 | WELLS FARGO & COMPANY/MN | 00 | $13 | — | EXIT |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 825K | 825K | 825K | 825K | 825K | 825K | $99M |
| Altshuler Shaham Ltd | 6K | 4K | 4K | 5K | 7K | 8K | $926,349 |
| GHP Investment Advisors, Inc. | 7K | 7K | 7K | 8K | 8K | 8K | $850,921 |
| DIMENSIONAL FUND ADVISORS LP | 4K | 4K | 4K | 3K | 3K | 3K | $391,187 |
| MORGAN STANLEY | 3K | 3K | 3K | 3K | 3K | 3K | $298,638 |
| CX Institutional | — | — | — | 3K | 2K | 2K | $238,000 |
| ELEVATION POINT WEALTH PARTNERS, LLC | — | — | 2K | — | — | 2K | $205,709 |
| BlackRock, Inc. | 680 | 680 | 680 | 680 | 680 | 680 | $74,990 |
| UBS Group AG | 496 | 414 | 292 | 123 | 17 | 127 | $14,006 |
| BNP PARIBAS FINANCIAL MARKETS | 100 | 100 | 100 | 100 | 100 | 100 | $11,028 |
| Harel Insurance Investments & Financial Services Ltd. | — | — | — | — | — | 75 | $9,000 |
| SBI Securities Co., Ltd. | 10 | 10 | 10 | 10 | 10 | 10 | $1,103 |
| OSAIC HOLDINGS, INC. | 2 | 3 | 13 | 7 | 5 | 5 | $551 |
| Smartleaf Asset Management LLC | — | — | — | — | 2 | 2 | $225 |
| WELLS FARGO & COMPANY/MN | 0 | 0 | 0 | 0 | 0 | 0 | $13 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Holder | % of class | Type | As of | |
|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 4.9% | Passive | 2026-06-30 | SEC → |
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | +1,865 | $205,672 | OPEN |
| Altshuler Shaham Ltd | +727 | $80,174 | ADD |
| UBS Group AG | +110 | $12,131 | ADD |
| DIMENSIONAL FUND ADVISORS LP | +86 | $9,484 | ADD |
| Harel Insurance Investments & Financial Services Ltd. | +75 | $8,271 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −1,000 | $110,280 | CLOSE |
| RHUMBLINE ADVISERS | −113 | $12,462 | CLOSE |
| EverSource Wealth Advisors, LLC | −2 | $221 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 15 | 851,207 | — | $102M |
| 2025-Q4 | 16 | 849,459 | — | $144M |
| 2025-Q3 | 16 | 848,689 | — | $118M |
| 2025-Q2 | 18 | 858,050 | — | $109M |
| 2025-Q1 | 16 | 851,721 | — | $74M |
| 2024-Q4 | 15 | 854,224 | — | $72M |
| 2024-Q3 | 13 | 856,653 | — | $69M |
| 2024-Q2 | 13 | 854,880 | — | $61M |
| 2024-Q1 | 12 | 858,392 | — | $70M |
| 2023-Q4 | 12 | 848,695 | — | $56M |
| 2023-Q3 | 11 | 36,992 | — | $3M |
| 2023-Q2 | 11 | 36,527 | — | $3M |
| 2023-Q1 | 12 | 37,637 | — | $2M |
| 2022-Q4 | 11 | 51,142 | — | $3M |
| 2022-Q3 | 12 | 43,681 | — | $4M |
| 2022-Q2 | 10 | 44,685 | — | $4M |
| 2022-Q1 | 15 | 48,048 | — | $5M |
| 2021-Q4 | 16 | 39,794 | — | $5M |
| 2021-Q3 | 12 | 24,973 | — | $2M |
| 2021-Q2 | 11 | 24,688 | — | $2M |
| 2021-Q1 | 9 | 24,355 | — | $2M |
| 2020-Q4 | 7 | 23,015 | — | $2M |
| 2020-Q3 | 8 | 22,660 | — | $2M |
| 2020-Q2 | 7 | 19,762 | — | $1M |
| 2020-Q1 | 7 | 26,439 | — | $1M |
| 2019-Q4 | 7 | 24,901 | — | $2M |
| 2019-Q3 | 6 | 20,524 | — | $1M |
| 2019-Q2 | 7 | 15,997 | — | $857,000 |
| 2019-Q1 | 6 | 15,364 | — | $697,000 |
| 2018-Q4 | 5 | 15,413 | — | $577,000 |
| 2018-Q3 | 4 | 9,473 | — | $380,000 |
| 2018-Q2 | 4 | 10,950 | — | $387,000 |
| 2018-Q1 | 3 | 17,900 | — | $648,000 |
| 2017-Q4 | 3 | 2,650 | — | $107,000 |
| 2017-Q3 | 3 | 2,885 | — | $123,000 |
| 2017-Q2 | 5 | 15,341 | — | $565,000 |
| 2017-Q1 | 5 | 15,807 | — | $611,000 |
| 2016-Q4 | 7 | 15,407 | — | $612,000 |
| 2016-Q3 | 7 | 4,015 | — | $153,000 |
| 2016-Q2 | 6 | 2,741 | — | $86,000 |
| 2016-Q1 | 7 | 4,817 | — | $141,000 |
| 2015-Q4 | 7 | 16,321 | — | $430,000 |
| 2015-Q3 | 7 | 18,196 | — | $497,000 |
| 2015-Q2 | 7 | 30,417 | — | $822,813 |
| 2015-Q1 | 9 | 69,394 | — | $2M |
| 2014-Q4 | 8 | 94,789 | — | $2M |
| 2014-Q3 | 8 | 98,321 | — | $3M |
| 2014-Q2 | 10 | 109,137 | — | $3M |
| 2014-Q1 | 7 | 98,818 | — | $3M |
| 2013-Q4 | 8 | 113,014 | — | $3M |
| 2013-Q3 | 8 | 108,751 | — | $3M |
| 2013-Q2 | 6 | 84,446 | — | $2M |
