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5%+ stakes · Schedule 13D and 13G

Formula Systems (1985) Ltd: 5%+ holders

Who has reported owning 5% or more of Formula Systems (1985) Ltd, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more1
Filings5
Latest filing2026-08-05

Formula Systems (1985) Ltd has 5 Schedule 13D or 13G filings on record since 2026-04-13. 1 holder's latest filing reports 5% or more of american depositary shares, each representing one ordinary share, nis 1 par value. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Menora Mivtachim Holdings Ltd.8.86%1,359,061SCHEDULE 13G/A, 2026-08-052026-06-30
Meitav Investment House Ltd4.96%760,367SCHEDULE 13G/A, 2026-06-082026-06-04
Harel Insurance Investments & Financial Services Ltd.4.9%748,111SCHEDULE 13G/A, 2026-07-292026-06-30

Timeline

FiledHolderPercentFiling
2026-04-13Meitav Investment House Ltd5.35%SCHEDULE 13G/A
2026-05-05Harel Insurance Investments & Financial Services Ltd.6%SCHEDULE 13G/A
2026-06-08Meitav Investment House Ltd4.96%SCHEDULE 13G/A
2026-07-29Harel Insurance Investments & Financial Services Ltd.4.9%SCHEDULE 13G/A
2026-08-05Menora Mivtachim Holdings Ltd.8.86%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/formula-systems-1985
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Formula Systems (1985) Ltd 5%+ holders: 1 at 5% or more, largest Menora Mivtachim Holdings Ltd. 8.86%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/formula-systems-1985