Ellevest Inc
TYL icon

Ellevest Inc’s Tyler Technologies TYL Stock Holding History

Ellevest Inc’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
2026
Q3 		$244K Sell
767
-363
-32% -$120K 0.03% 387
2026
Q2 		$331K Buy
1,130
+252
+29% +$79.7K 0.04% 338
2026
Q1 		$301K Buy
+878
New +$327K 0.04% 323
2025
Q3 		– Sell
-659
Closed -$391K – 471
2025
Q2 		$391K Buy
659
+9
+1% +$5.1K 0.06% 250
2025
Q1 		$378K Buy
650
+24
+4% +$14.3K 0.03% 243
2024
Q4 		$361K Sell
626
-28
-4% -$16.9K 0.02% 273
2024
Q3 		$382K Buy
+654
New +$368K 0.02% 277
2024
Q2 		– Sell
-516
Closed -$219K – 427
2024
Q1 		$219K Sell
516
-93
-15% -$39.7K 0.01% 364
2023
Q4 		$255K Sell
609
-92
-13% -$36.8K 0.02% 325
2023
Q3 		$271K Sell
701
-43
-6% -$16.9K 0.02% 278
2023
Q2 		$310K Buy
744
+452
+155% +$174K 0.02% 265
2023
Q1 		$104K Buy
292
+146
+100% +$47.5K 0.01% 438
2022
Q4 		$47.1K Sell
146
-321
-69% -$105K ﹤0.01% 620
2022
Q3 		$162K Buy
467
+386
+477% +$144K 0.02% 318
2022
Q2 		$27K Buy
81
+12
+17% +$4.4K ﹤0.01% 707
2022
Q1 		$31K Buy
69
+6
+10% +$2.7K ﹤0.01% 639
2021
Q4 		$34K Sell
63
-7
-10% -$3.62K ﹤0.01% 601
2021
Q3 		$32K Buy
70
+7
+11% +$3.34K ﹤0.01% 574
2021
Q2 		$28K Sell
63
-10
-14% -$4.25K ﹤0.01% 584
2021
Q1 		$31K Sell
73
-8
-10% -$3.46K ﹤0.01% 571
2020
Q4 		$35K Buy
81
+11
+16% +$4.54K 0.01% 535
2020
Q3 		$24K Buy
70
+12
+21% +$4.15K ﹤0.01% 498
2020
Q2 		$20K Buy
58
+4
+7% +$1.34K ﹤0.01% 492
2020
Q1 		$16K Hold
54
– – ﹤0.01% 470
2019
Q4 		$16K Buy
+54
New +$15K ﹤0.01% 458
2019
Q2 		– Sell
-18
Closed -$4K – 471
2019
Q1 		$4K Buy
+18
New +$3.56K ﹤0.01% 256

Other funds holding TYL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mizuho Markets Cayman
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.12B AUM 114.77% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Ellevest Inc's TYL Position: Q3 2026 in Review

Ellevest Inc reduced its Tyler Technologies (TYL) stake by 32% in Q3 2026, selling an estimated $120K and leaving 767 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #387.

Ellevest Inc first reported a position in TYL in Q1 2019 and has held it in 26 quarters since. The position peaked at $391K in Q2 2025. 452 funds tracked by Wall St. Rank hold TYL as of Q3 2026.

  • Ellevest Inc held 767 shares of Tyler Technologies worth $244K as of Q3 2026.
  • Ellevest Inc sold 363 Tyler Technologies shares in Q3 2026, an estimated $120K.
  • Tyler Technologies made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #387 holding.
  • Ellevest Inc first reported a position in Tyler Technologies in Q1 2019 and has held it in 26 quarters since.
  • Ellevest Inc's Tyler Technologies position peaked at $391K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.