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Plan A Wealth’s Tyler Technologies TYL Stock Holding History

Plan A Wealth’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
Q3 		$258K Buy
+811
New +$267K 0.09% 156

Other funds holding TYL

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Plan A Wealth's TYL Position: Q3 2026 in Review

Plan A Wealth opened a new position in Tyler Technologies (TYL) in Q3 2026: 811 shares worth $258K. The stake represents 0.09% of the portfolio and ranks #156 among its holdings.

16 funds tracked by Wall St. Rank hold TYL as of Q3 2026.

  • Plan A Wealth held 811 shares of Tyler Technologies worth $258K as of Q3 2026.
  • Tyler Technologies was a new Plan A Wealth position in Q3 2026.
  • Tyler Technologies made up 0.09% of Plan A Wealth's portfolio in Q3 2026, its #156 holding.
  • 16 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.