Position in TYL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$389,556
-$105,183 QoQ
Shares Held
1,332
-7.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#458
of 756 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TYL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Smith Salley Wealth Management holds $18,000,892 across 6 Software - Application names. TYL ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
32,879 | $11,125,924 | |
| 2 | NOW |
ServiceNow, Inc.
|
30,900 | $3,067,752 | |
| 3 | CRM |
Salesforce, Inc.
|
16,453 | $2,577,526 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,227 | $498,736 | |
| 5 | TYL |
Tyler Technologies Inc
This page
|
1,332 | $389,556 | |
| 6 | SHOP |
Shopify Inc.
|
2,990 | $341,398 |
All Filings in TYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,556 | 1,332 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $494,739 | 1,445 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $655,957 | 1,445 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $755,966 | 1,445 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $856,653 | 1,445 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $840,108 | 1,445 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $849,390 | 1,473 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $859,819 | 1,473 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $750,147 | 1,492 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $608,614 | 1,432 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $602,092 | 1,440 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $633,269 | 1,640 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $683,010 | 1,640 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $581,609 | 1,640 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $528,752 | 1,640 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $662,682 | 1,907 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $634,039 | 1,907 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $848,405 | 1,907 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,026,408 | 1,908 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $647,155 | 1,411 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,486,940 | 3,287 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,395,005 | 3,286 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,434,404 | 3,286 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,145,368 | 3,286 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,139,847 | 3,286 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $974,496 | 3,286 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||