Beneficial Ownership Report · SCHEDULE 13G/A
Formula Systems (1985) Ltd.
Beneficial Ownership Report
Structured filing — SCHEDULE 13G/A
primary_doc.xml
Amendment · This filing reports the amendment as submitted.
Subject company
- Company
- FORMULA SYSTEMS (1985) LTD
- Company CIK
- 0001045986
- Street
- Terminal Center, 1 Yahadut Canada Street
- City
- Or-Yehuda
- State / country code
- L3
- Postal code
- 6037501
Statement details
- Amendment number
- 14
- Security class
- Ordinary Shares, NIS 0.1 par value
- Event date
- 06/04/2026
- Rule designation
- Rule 13d-1(c)
Reporting person 1
- Name
- MEITAV INVESTMENT HOUSE LTD
- Citizenship / organization
- L3
- Reporting person type
- CO
- Group designation
- b
- Aggregate amount owned
- 760,367.00
- Percent of class
- 4.96
- Sole voting power
- 0.00
- Shared voting power
- 760,367.00
- Sole dispositive power
- 0.00
- Shared dispositive power
- 760,367.00
- Aggregate excludes certain shares
- N
- Comments
- 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).
Item 1
Issuer
FORMULA SYSTEMS (1985) LTD
Principal executive office address
Terminal Center, 1 Yahadut Canada Street, Or-Yehuda, Israel, 6037501
Item 2
Citizenship
Israel
Filing person
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.
Principal business or residence address
1 Jabotinski, Bene-Beraq, Israel
Item 3
Not applicable indication
Y
Item 4
Percent of class
See row 11 of cover page of the reporting person
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..
Sole voting power
See row 5 of cover page of each reporting person
Shared voting power
See row 6 of cover page of each reporting person and note in Item 4(a) above
Sole dispositive power
See row 7 of cover page of each reporting person
Shared dispositive power
See row 8 of cover page of each reporting person and note in Item 4(a) above
Item 5
Not applicable indication
Y
Item 6
Not applicable indication
Y
Item 7
Not applicable indication
Y
Item 8
Not applicable indication
Y
Item 9
Not applicable indication
Y
Item 10
Not applicable indication
N
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 1
- Reporting person
- MEITAV INVESTMENT HOUSE LTD
- Signed
- Ilan Raviv
- Title
- Ilan Raviv/CEO
- Date
- 06/08/2026
Company context
Formula Systems (1985) Ltd., whose ordinary shares are traded on the Tel-Aviv Stock Exchange and ADSs are traded on the Nasdaq Global Select Market, is a global information technology holding company engaged, through its subsidiaries and affiliates, in providing software consulting services and computer-based business solutions and developing proprietary software products.