Pathstone Family Office’s Tyler Technologies TYL Stock Holding History

Pathstone Family Office’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
2023 Q3	$467K	Buy	1,209 +407	+51%	+$160K	﹤0.01%	1072
2023 Q2	$394K	Buy	+802	New	+$309K	0.01%	852
2023 Q1	–	Sell	-2,232	Closed	-$720K	–	1503
2022 Q4	$720K	Sell	2,232 -1,834	-45%	-$599K	0.01%	932
2022 Q3	$1.41M	Buy	4,066 +3,202	+371%	+$1.19M	0.01%	568
2022 Q2	$287K	Buy	864 +349	+68%	+$128K	0.01%	808
2022 Q1	$229K	Sell	515 -36	-7%	-$16.2K	0.01%	852
2021 Q4	$297K	Buy	551 +36	+7%	+$18.6K	0.01%	711
2021 Q3	$236K	Buy	515 +6	+1%	+$2.87K	0.01%	757
2021 Q2	$230K	Buy	+509	New	+$216K	0.01%	728
2021 Q1	–	Sell	-20	Closed	-$9K	–	1301
2020 Q4	$9K	Sell	20 -10	-33%	-$4.13K	﹤0.01%	894
2020 Q3	$10K	Buy	+30	New	+$10.4K	﹤0.01%	599

Other funds holding TYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Pathstone Family Office's TYL Position: Q3 2023 in Review

Pathstone Family Office increased its Tyler Technologies (TYL) stake by 51% in Q3 2023, buying an estimated $160K and bringing the position to 1,209 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Pathstone Family Office first reported a position in TYL in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2022. 645 funds tracked by Wall St. Rank hold TYL as of Q3 2023.

Pathstone Family Office held 1,209 shares of Tyler Technologies worth $467K as of Q3 2023.
Pathstone Family Office bought 407 Tyler Technologies shares in Q3 2023, an estimated $160K.
Tyler Technologies made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1072 holding.
Pathstone Family Office first reported a position in Tyler Technologies in Q3 2020 and has held it in 11 quarters since.
Pathstone Family Office's Tyler Technologies position peaked at $1.41M in Q3 2022.
645 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.