EWA
TYL icon

EP Wealth Advisors’s Tyler Technologies TYL Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-908
Closed -$528K – 1475
2025
Q1 		$528K Sell
908
-953
-51% -$566K ﹤0.01% 687
2024
Q4 		$1.07M Buy
1,861
+1,356
+269% +$819K 0.01% 481
2024
Q3 		$295K Sell
505
-10
-2% -$5.63K ﹤0.01% 869
2024
Q2 		$259K Sell
515
-148
-22% -$68.2K ﹤0.01% 695
2024
Q1 		$282K Buy
663
+20
+3% +$8.54K ﹤0.01% 647
2023
Q4 		$269K Sell
643
-32
-5% -$12.8K ﹤0.01% 647
2023
Q3 		$261K Buy
+675
New +$265K ﹤0.01% 587

Other funds holding TYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EP Wealth Advisors's TYL Position: Q2 2025 in Review

EP Wealth Advisors sold out of Tyler Technologies (TYL) in Q2 2025, closing a stake of 908 shares — an estimated $528K sold.

EP Wealth Advisors first reported a position in TYL in Q3 2023 and held it in 7 quarters. The position peaked at $1.07M in Q4 2024. 842 funds tracked by Wall St. Rank hold TYL as of Q2 2025.

  • EP Wealth Advisors reported no remaining Tyler Technologies position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 908 Tyler Technologies shares in Q2 2025, an estimated $528K.
  • EP Wealth Advisors first reported a position in Tyler Technologies in Q3 2023 and held it in 7 quarters.
  • EP Wealth Advisors's Tyler Technologies position peaked at $1.07M in Q4 2024.
  • 842 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.