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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
Q2 		$2.18M Sell
7,446
-2,529
-25% -$800K 0.03% 562
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's TYL Position: Q2 2026 in Review

Summit Trail Advisors reduced its Tyler Technologies (TYL) stake by 25% in Q2 2026, selling an estimated $800K and leaving 7,446 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #562.

Summit Trail Advisors first reported a position in TYL in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.42M in Q1 2026. 764 funds tracked by Wall St. Rank hold TYL as of Q2 2026.

  • Summit Trail Advisors held 7,446 shares of Tyler Technologies worth $2.18M as of Q2 2026.
  • Summit Trail Advisors sold 2,529 Tyler Technologies shares in Q2 2026, an estimated $800K.
  • Tyler Technologies made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #562 holding.
  • Summit Trail Advisors first reported a position in Tyler Technologies in Q4 2017 and has held it in 16 quarters since.
  • Summit Trail Advisors's Tyler Technologies position peaked at $3.42M in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.