IC
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IEQ Capital’s Tyler Technologies TYL Stock Holding History

IEQ Capital’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
2024
Q4 		– Sell
-691
Closed -$403K – 1438
2024
Q3 		$403K Sell
691
-602
-47% -$339K ﹤0.01% 829
2024
Q2 		$650K Buy
1,293
+299
+30% +$138K 0.01% 582
2024
Q1 		$422K Buy
994
+203
+26% +$86.7K 0.01% 683
2023
Q4 		$331K Buy
791
+17
+2% +$6.8K 0.01% 704
2023
Q3 		$299K Buy
774
+128
+20% +$50.3K 0.01% 721
2023
Q2 		$269K Sell
646
-8
-1% -$3.08K 0.01% 716
2023
Q1 		$232K Buy
+654
New +$213K 0.01% 786
2022
Q4 		– Sell
-603
Closed -$210K – 890
2022
Q3 		$210K Buy
+603
New +$224K 0.01% 758
2022
Q2 		– Sell
-617
Closed -$274K – 860
2022
Q1 		$274K Buy
617
+244
+65% +$110K 0.01% 662
2021
Q4 		$201K Buy
+373
New +$193K ﹤0.01% 695

Other funds holding TYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return