TYL β€” TYLER TECHNOLOGIES INC

Ownership history in ELEVATION POINT WEALTH PARTNERS, LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which ELEVATION POINT WEALTH PARTNERS, LLC reported a position in TYLER TECHNOLOGIES INC (TYL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.09% (2020 Q4)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2020 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

ELEVATION POINT WEALTH PARTNERS, LLC Γ— TYL AI Analytics

πŸ“‰ ELEVATION POINT WEALTH PARTNERS, LLC underperformed the S&P 500 by –24.7% annually on this TYL position. Timing score: 50% (3/6 decisions correct). Average cost basis: $356.01. Maximum drawdown during holding period: –10.0%.

πŸ“ˆ Position Alpha vs SPY
-24.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 24.7% ann.
6 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct

πŸ’° Entry Quality
$356.01
+47.0% vs current ($523.16)

Best entry: $348.56 (2020 Q3)  Β·  Worst: $523.16 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–10.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
29%
buy-side decisions

2 adds Β· 5 trims. Bought during 1 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TYL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 456 +76 +20.0% 0.02% $239K $523.16
2025 Q1 REDUCED 380 -898 -70.3% 0.02% $221K $581.39
2021 Q3 REDUCED 1,278 -140 -9.9% 0.07% $586K $458.65
2021 Q2 REDUCED 1,418 -28 -1.9% 0.08% $641K $452.37
2021 Q1 REDUCED 1,446 -88 -5.7% 0.08% $614K $424.53
2020 Q4 REDUCED 1,534 -170 -10.0% 0.09% $670K $436.52
2020 Q3 INITIATED 1,704 β€” β€” 0.08% $594K $348.56

🏒 Other funds also holding TYL

As of 2025 Q4 β€” sorted by position size

RGM Capital, LLC 3Y 7Y 6.72% Seilern Investment Management Ltd 5.32% Praesidium Investment Management Company, LLC 3Y 7Y 4.8% Quantum Capital Management, LLC / NJ 3Y 7Y 3.84% Montanaro Asset Management Ltd 3Y 3.83% Westwind Capital 3Y 7Y 3.72% Hudson Way Capital Management LLC 3Y 7Y 3.56% Sandhill Capital Partners LLC 3Y 7Y 3.24% CYPRESS FUNDS LLC 3Y 7Y 3.21% EULAV Asset Management 3Y 7Y 3.02%
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