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Summit Trail Advisors’s Tyler Technologies TYL Stock Holding History

Summit Trail Advisors’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 		$3.42M Buy
9,975
+4,370
+78% +$1.63M 0.05% 256
2025
Q4 		$2.54M Buy
5,605
+647
+13% +$308K 0.04% 293
2025
Q3 		$2.59M Buy
4,958
+2,638
+114% +$1.48M 0.04% 315
2025
Q2 		$1.38M Buy
+2,320
New +$1.31M 0.02% 365
2024
Q4 		– Sell
-2,756
Closed -$1.61M – 744
2024
Q3 		$1.61M Sell
2,756
-276
-9% -$155K 0.04% 192
2024
Q2 		$1.52M Buy
3,032
+287
+10% +$132K 0.04% 170
2024
Q1 		$1.17M Buy
2,745
+271
+11% +$116K 0.03% 196
2023
Q4 		$1.03M Sell
2,474
-178
-7% -$71.2K 0.03% 170
2023
Q3 		$1.02M Buy
2,652
+14
+0.5% +$5.5K 0.04% 159
2023
Q2 		$1.1M Buy
2,638
+58
+2% +$22.3K 0.04% 157
2023
Q1 		$915K Buy
2,580
+14
+0.5% +$4.55K 0.04% 138
2022
Q4 		$827K Buy
2,566
+37
+1% +$12.1K 0.04% 132
2022
Q3 		$879K Buy
2,529
+115
+5% +$42.8K 0.05% 117
2022
Q2 		$803K Buy
+2,414
New +$884K 0.05% 140
2018
Q1 		– Sell
-218
Closed -$43K – 1576
2017
Q4 		$43K Buy
+218
New +$38.7K 0.01% 853

Other funds holding TYL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Summit Trail Advisors's TYL Position: Q1 2026 in Review

Summit Trail Advisors increased its Tyler Technologies (TYL) stake by 78% in Q1 2026, buying an estimated $1.63M and bringing the position to 9,975 shares worth $3.42M. The position accounts for 0.05% of the portfolio, ranked #256.

Summit Trail Advisors first reported a position in TYL in Q4 2017 and has held it in 15 quarters since. 777 funds tracked by Wall St. Rank hold TYL as of Q1 2026.

  • Summit Trail Advisors held 9,975 shares of Tyler Technologies worth $3.42M as of Q1 2026.
  • Summit Trail Advisors bought 4,370 Tyler Technologies shares in Q1 2026, an estimated $1.63M.
  • Tyler Technologies made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #256 holding.
  • Summit Trail Advisors first reported a position in Tyler Technologies in Q4 2017 and has held it in 15 quarters since.
  • 777 funds tracked by Wall St. Rank held Tyler Technologies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.