Position in TYL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,254,365
+$18,711,018 QoQ
Shares Held
65,836
+4048.5% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#89
of 758 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TYL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $192,569,799 across 31 Software - Application names. TYL ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
209,893 | $54,782,073 | |
| 2 | CRM |
Salesforce, Inc.
|
257,028 | $40,265,966 | |
| 3 | ADP |
Automatic Data Processing Inc
|
108,921 | $24,392,825 | |
| 4 | TYL |
Tyler Technologies Inc
This page
|
65,836 | $19,254,365 | |
| 5 | ADBE |
Adobe Inc.
|
43,339 | $8,885,336 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
22,683 | $8,513,350 | |
| 7 | SHOP |
Shopify Inc.
|
62,616 | $7,149,467 | |
| 8 | PAYX |
Paychex Inc
|
50,034 | $4,919,812 |
All Filings in TYL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,254,365 | 65,836 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $543,347 | 1,587 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $401,285 | 884 | Shares | Other | 2026-01-26 | |
| 2023-12-31 | $2,292,133 | 5,482 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,744,580 | 4,518 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,525,946 | 3,664 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $958,591 | 2,703 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $894,042 | 2,773 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $962,575 | 2,770 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $986,135 | 2,966 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,051,719 | 2,364 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $904,831 | 1,682 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $749,434 | 1,634 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $786,219 | 1,738 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $270,425 | 637 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $415,567 | 952 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $316,841 | 909 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $257,038 | 741 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $294,187 | 992 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||