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Forum Financial Management’s Tyler Technologies TYL Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-785
Closed -$356K – 949
2025
Q4 		$356K Buy
785
+114
+17% +$54.3K ﹤0.01% 656
2025
Q3 		$351K Buy
671
+301
+81% +$169K ﹤0.01% 650
2025
Q2 		$219K Buy
+370
New +$210K ﹤0.01% 860

Other funds holding TYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's TYL Position: Q1 2026 in Review

Forum Financial Management sold out of Tyler Technologies (TYL) in Q1 2026, closing a stake of 785 shares — an estimated $356K sold.

Forum Financial Management first reported a position in TYL in Q2 2025 and held it in 3 quarters. The position peaked at $356K in Q4 2025. 782 funds tracked by Wall St. Rank hold TYL as of Q1 2026.

  • Forum Financial Management reported no remaining Tyler Technologies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 785 Tyler Technologies shares in Q1 2026, an estimated $356K.
  • Forum Financial Management first reported a position in Tyler Technologies in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Tyler Technologies position peaked at $356K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Tyler Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.