Meitav reports 4.96% stake in Formula Systems

Meitav Investment House Ltd reports beneficial ownership of 760,367 ordinary shares of Formula Systems (1985) Ltd, equal to 4.96% of the class as of June 04, 2026.

Rhea-AI Filing Summary

Meitav Investment House Ltd reports beneficial ownership of 760,367 ordinary shares of Formula Systems (1985) Ltd, equal to 4.96% of the class as of June 04, 2026. The filing states total shares outstanding were 15,334,667 as of that date. The interests are held across subsidiaries and client accounts; the filing discloses per-subsidiary holdings of 264,872, 335,935, and 159,560 shares and notes that subsidiaries operate under independent management.

Insights

Institutional Ownership Analyst

Meitav lists a 760,367-share, 4.96% position in Formula Systems as of June 04, 2026.

The filing breaks the stake into three subsidiary holdings: 264,872, 335,935, and 159,560 shares. It attributes shared voting and dispositive power of 760,367 shares to the reporting entity and cites 15,334,667 shares outstanding as of the same date.

Cash-flow treatment and planned transactions are not stated; subsequent filings would disclose any changes in voting or disposition. The reported position is below the 5% threshold that typically triggers additional disclosures and the filing emphasizes independent management of subsidiaries.

Corporate Governance Specialist

The schedule clarifies voting and dispositive arrangements across affiliated subsidiaries rather than asserting sole ownership.

The report specifies 0 sole voting and dispositive power and 760,367 shared voting and dispositive power, and includes a disclaimer denying group status under Section 13(d). This framing limits attribution of control while reporting economic exposure.

Watch for any amendment or Form 13D that would follow if the reporting group changes its intent or crosses regulatory thresholds; details about client-held accounts and independent management are provided verbatim in Item 4(a).

Key Figures

Reported shares beneficially owned: 760,367 shares Percent of class: 4.96% Shares outstanding: 15,334,667 shares +3 more

6 metrics

Reported shares beneficially owned 760,367 shares reported as of June 04, 2026

Percent of class 4.96% based on shares outstanding as of June 04, 2026

Shares outstanding 15,334,667 shares as of June 04, 2026 (source cited in filing)

Subsidiary holding A 264,872 shares held by Meitav Tachlit Mutual Funds Ltd., as of June 04, 2026

Subsidiary holding B 335,935 shares held by Meitav Provident Funds & Pension Ltd., as of June 04, 2026

Subsidiary holding C 159,560 shares held by Meitav Portfolio Management Ltd., as of June 04, 2026

Key Terms

Schedule 13G/A, Beneficial ownership, Shared Dispositive Power, Section 13(d)

4 terms

Schedule 13G/A regulatory

"Amendment No. 14 ) FORMULA SYSTEMS (1985) LTD"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership financial

"Amount beneficially owned: See row 9 of cover page"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Shared Dispositive Power regulatory

"Shared Dispositive Power 760,367.00"

Section 13(d) regulatory

"disclaims the existence of any such group for purposes of Section 13(d)"

A Section 13(d) filing is a public disclosure required under U.S. securities law when a person or group acquires more than 5% of a company’s registered equity and may influence control. The filer must report who owns the shares, how they were acquired, and any plans or intentions for the company, so the market and other shareholders can see if a large buyer is attempting a takeover or other strategic move. Think of it like a formal announcement that someone has crossed a threshold and is showing their hand.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Meitav Investment House report in Formula Systems (FORTY)?

Meitav reports beneficial ownership of 760,367 shares, representing 4.96% of Formula Systems' ordinary shares as of June 04, 2026. The filing cites 15,334,667 shares outstanding on that date.

How are Meitav's holdings in Formula Systems allocated across its subsidiaries?

The filing discloses three subsidiary holdings: 264,872 shares, 335,935 shares, and 159,560 shares as of June 04, 2026. Each subsidiary is described as operating under independent management.

Does Meitav claim sole voting or dispositive power over these shares?

No. The schedule shows 0 sole voting and dispositive power and reports 760,367 in shared voting and dispositive power for the reporting person on the cover page.

Does the Schedule 13G/A indicate plans to buy or sell Formula Systems shares?

The filing does not state any planned purchases or sales. It describes current beneficial ownership and notes certain shares are held in client accounts; no transaction intentions are disclosed in the excerpt.

What does the filing say about group status or attribution under Section 13(d)?

The reporting person and its subsidiaries explicitly disclaim the existence of any group for purposes of Section 13(d) and disclaim beneficial ownership beyond their actual pecuniary interest, per Item 4(a).

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/08/2026 - 06:50 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 14)

FORMULA SYSTEMS (1985) LTD

(Name of Issuer)

Ordinary Shares, NIS 0.1 par value

(Title of Class of Securities)

559166103

(CUSIP Number)

06/04/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 559166103

1

Names of Reporting Persons

MEITAV INVESTMENT HOUSE LTD

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

ISRAEL

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 760,367.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 760,367.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

760,367.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.96 %

12

Type of Reporting Person (See Instructions)

CO

Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), the beneficial ownership of the securities reported herein is described in Item 4(a). Row (11) is based on 15,334,667 Ordinary Shares outstanding as of June 04, 2026 (as reported on Bloomberg LP).

SCHEDULE 13G

Item 1.
(a)	Name of issuer: FORMULA SYSTEMS (1985) LTD
(b)	Address of issuer's principal executive offices: Terminal Center, 1 Yahadut Canada Street, Or-Yehuda, Israel, 6037501
Item 2.
(a)	Name of person filing: MEITAV INVESTMENT HOUSE LTD The securities reported herein are beneficially owned by various direct or indirect, majority or wholly-owned subsidiaries of the MEITAV INVESTMENT HOUSE LTD. (the "Subsidiaries"). Some of the securities reported herein are held by third-party client accounts managed by a subsidiary of the Reporting Person as portfolio managers, which subsidiary operates under independent management and makes independent investment decisions and has no voting power in the securities held in such client accounts. The Subsidiaries manage their own funds and/or the funds of others, including for holders of exchange-traded notes or members of pension or provident funds, unit holders of mutual funds, and portfolio management clients. Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions.
(b)	Address or principal business office or, if none, residence: 1 Jabotinski, Bene-Beraq, Israel
(c)	Citizenship: Israel
(d)	Title of class of securities: Ordinary Shares, NIS 0.1 par value
(e)	CUSIP No.: 559166103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See row 9 of cover page of the reporting person. Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions. Neither the filing of this Schedule 13G nor any of its contents shall be deemed to constitute an admission by either the Filing Person or Subsidiaries that a group exists for purposes of Section 13(d) of the Securities Exchange Act of 1934 or for any other purpose, and each reporting person disclaims the existence of any such group. In addition, the Filing Person and Subsidiaries disclaims any beneficial ownership of the securities covered by this report in excess of their actual pecuniary interest therein. This Statement shall not be construed as an admission by the Filing Person or Subsidiaries that they are the beneficial owners of any of the Ordinary Shares covered by this Statement, and each of Filing Person and Subsidiaries disclaims beneficial ownership of any such Ordinary Shares. As of June 04, 2026, the securities reported herein were held as follows: 264,872 ordinary shares (representing 1.73% of the total ordinary shares outstanding) beneficially owned by MEITAV TACHLIT MUTUAL FUNDS LTD. 335,935 ordinary shares (representing 2.19% of the total ordinary shares outstanding) beneficially owned by MEITAV PROVIDENT FUNDS & PENSION LTD. 159,560 ordinary shares (representing 1.04% of the total ordinary shares outstanding) beneficially owned by MEITAV PORTFOLIO MANAGEMENT LTD..
(b)	Percent of class: See row 11 of cover page of the reporting person
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See row 5 of cover page of each reporting person
	(ii) Shared power to vote or to direct the vote: See row 6 of cover page of each reporting person and note in Item 4(a) above
	(iii) Sole power to dispose or to direct the disposition of: See row 7 of cover page of each reporting person
	(iv) Shared power to dispose or to direct the disposition of: See row 8 of cover page of each reporting person and note in Item 4(a) above
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

MEITAV INVESTMENT HOUSE LTD

Signature:	Ilan Raviv
Name/Title:	Ilan Raviv/CEO
Date:	06/08/2026