Institute for Wealth Management’s Tyler Technologies TYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.3K Buy
+83
New +$26.2K ﹤0.01% 1071
2025
Q4
– Sell
-803
Closed -$420K – 587
2025
Q3
$420K Buy
+803
New +$451K 0.04% 369

Other funds holding TYL

Institute for Wealth Management's TYL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Tyler Technologies (TYL) in Q2 2026: 83 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TYL as recently as Q3 2025.

Institute for Wealth Management first reported a position in TYL in Q3 2025 and has held it in 2 quarters since. The position peaked at $420K in Q3 2025. 765 funds tracked by Wall St. Rank hold TYL as of Q2 2026.

  • Institute for Wealth Management held 83 shares of Tyler Technologies worth $24.3K as of Q2 2026.
  • Tyler Technologies was a new Institute for Wealth Management position in Q2 2026.
  • Tyler Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1071 holding.
  • Institute for Wealth Management first reported a position in Tyler Technologies in Q3 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's Tyler Technologies position peaked at $420K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.