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Ballentine Partners’s Tyler Technologies TYL Stock Holding History

Ballentine Partners’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-361
Closed -$214K – 1066
2025
Q2 		$214K Buy
+361
New +$204K ﹤0.01% 856
2025
Q1 		– Sell
-350
Closed -$202K – 996
2024
Q4 		$202K Buy
350
+1
+0.3% +$604 ﹤0.01% 782
2024
Q3 		$204K Buy
+349
New +$197K ﹤0.01% 749

Other funds holding TYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ballentine Partners's TYL Position: Q3 2025 in Review

Ballentine Partners sold out of Tyler Technologies (TYL) in Q3 2025, closing a stake of 361 shares — an estimated $214K sold.

Ballentine Partners first reported a position in TYL in Q3 2024 and held it in 3 quarters. The position peaked at $214K in Q2 2025. 857 funds tracked by Wall St. Rank hold TYL as of Q3 2025.

  • Ballentine Partners reported no remaining Tyler Technologies position as of Q3 2025 after selling out during the quarter.
  • Ballentine Partners sold 361 Tyler Technologies shares in Q3 2025, an estimated $214K.
  • Ballentine Partners first reported a position in Tyler Technologies in Q3 2024 and held it in 3 quarters.
  • Ballentine Partners's Tyler Technologies position peaked at $214K in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2025.

Based on Ballentine Partners's 13F filing for Q3 2025, filed 3 Nov 2025.