What smart money is saying about Tyler Technologies
6 funds in our archive have pitched Tyler Technologies — most recently Heartland Value Plus Fund in September 2026.
Tyler Technologies, Inc. specializes in delivering comprehensive information management solutions and services tailored for the public sector. Its operations are organized into three primary divisions: Enterprise Software, Appraisal and Tax, and NIC. The company's extensive product portfolio encompasses financial management tools, such as modular fund accounting systems designed for government bodies and non-profit organizations, as well as utility billing platforms for managing both metered and unmetered services. Additionally, Tyler offers solutions that automate a wide array of municipal and county operations, ranging from municipal court and parking ticket administration to animal and business licensing, permits and inspections, code enforcement, citizen complaint resolution, ambulance billing, fleet maintenance, and cemetery records management. Educational institutions, particularly K-12 schools, benefit from their specialized student information and transportation management systems. Furthermore, the company delivers a comprehensive suite of judicial technologies, including systems for court case management, integrated court and law enforcement functions, prosecutor support, and supervision. These solutions are scalable for diverse needs, from single-county deployments to multi-jurisdictional or statewide implementations. Their offerings extend to public safety software, alongside systems designed for the automated appraisal and assessment of both real and personal property, complemented by tax billing and collection applications for relevant agencies. Public sector agencies also leverage Tyler's software for planning, regulatory compliance, and maintenance operations. Dedicated applications enhance and automate records and document management, while their data and insights solutions provide valuable analytical capabilities. Beyond core software, Tyler Technologies facilitates Software-as-a-Service (SaaS) deployments and provides electronic document filing solutions for legal and judicial entities. Their service portfolio is robust, encompassing software and hardware installation, data conversion, user training, product customization, and ongoing maintenance and support. They also offer outsourced property appraisal services to taxing authorities. A strategic collaboration agreement with Amazon Web Services (AWS) underscores the company's commitment to cloud-based hosting solutions. Established in 1966, Tyler Technologies, Inc. maintains its headquarters in Plano, Texas.
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Position history
Between Q3 2025 and Q3 2026, 15 fund letters reported a position in Tyler Technologies — 4 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 8 | 2 | 0 | 3 |
| Q2 2026 | 2 | 1 | 0 | 3 |
| Q4 2025 | 1 | 1 | 0 | 0 |
| Q3 2025 | 4 | 0 | 2 | 0 |
Fund activity · 15 positions · 6 moves
- September 2026
“Elsewhere, we are becoming more confident that well-positioned vertical software franchises can incorporate AI in ways that are accretive to their businesses over time. Valuations in this area remain more attractive than among faster-growing AI infrastructure companies, and we have begun to modestly increase exposure through companies such as Manhattan Associates and Tyler Technologies.”
Tyler Technologies - September 2026
“We purchased three positions during the quarter: Tyler Technologies, Inc., NICE Ltd., and Skyworks Solutions, Inc.”
374 more words on why — unlock Vulcan Value Partners Multi-Strategy Equity Portfolios’s full commentTyler Technologies - September 2026
“One of our Fund’s Technology holdings, Tyler Technologies (TYL) , is a leading provider of software solutions and services to public sector organizations, including school districts, city and county offices, and law enforcement.”
Tyler Technologies - September 2026
“Valuations in this area remain more attractive than those of faster-growing AI infrastructure companies, and we have begun modestly increasing exposure through companies such as Manhattan Associates and Tyler Technologies.”
Tyler Technologies - September 2026
“Elsewhere, we are becoming more confident that well-positioned vertical software franchises can incorporate AI in ways that are accretive to their businesses over time. Valuations in this area remain more attractive than among faster-growing AI infrastructure companies, and we have begun to modestly increase exposure through companies such as Manhattan Associates and Tyler Technologies.”
Tyler Technologies - September 2026
“Moving on. Mettler-Toledo, Dick’s Sporting Goods (since sold), and Domino’s Pizza (also sold) were the largest contributors to this month’s performance, while Jack Henry, Tyler Technologies, and Copart were the largest detractors.”
Tyler Technologies - New positionBrown Advisory U.S. Flexible Equity FundSeptember 2026
“We took advantage of the sell-off in software to initiate a new position in Tyler Technologies, a leading provider of integrated software and technology solutions purpose-built for the public sector.”
Tyler Technologies - September 2026
“Elsewhere, we are becoming more confident that well-positioned vertical software franchises can incorporate AI in ways that are accretive to their businesses over time. Valuations in this area remain more attractive than among faster- growing AI infrastructure companies, and we have begun to modestly increase exposure through companies such as Manhattan Associates and Tyler Technologies.”
Tyler Technologies - June 2026
“Tyler Technologies, Inc. 2.08”
Tyler Technologies - June 2026
“We sold our Small/Mid Strategy position to fund the initiation of Tyler Technologies, which we view as a more compelling opportunity for the strategy.”
Tyler Technologies - New positionClearbridge Mid Cap StrategyDecember 2025
“We initiated positions in Casella Waste Systems, a residential waste services provider with a high proportion of recurring revenue, following a transitory selloff tied to minor acquisition integration issues, and Tyler Technologies, a provider of mission-critical software to state and local governments, where a highly recurring revenue model and limited exposure to near-term AI disruption support durable long-term growth.”
Tyler Technologies - September 2025
“we sold 7 positions to zero in Q3: o six in technology: Tyler Technologies, CyberArk Software, Salesforce, Atlassian, ARM Holdings, Toast”
Tyler Technologies - September 2025
“Tyler Technologies provides end-to-end information management solutions and services for local government offices. When we purchased the stock in 2020, our investment thesis focused on its potential for durable growth, driven by the resilience of its end markets and the opportunity presented by its transition to cloud- based subscriptions. As anticipated, the shift to the cloud has accelerated revenue growth and contributed to margin expansion. We trimmed our position during the quarter as the stock’s valuation increasingly reflected these benefits, but we continue to hold it in the CropSM.”
Tyler Technologies - September 2025
Listed in Brown Capital Small Company Fund’s reported holdings.
Tyler Technologies - HoldsConestogaSeptember 2025
“3. Tyler Technologies, Inc. (TYL) The company provides integrated information management and software solutions to public sector agencies, including courts, schools, municipalities, and state governments across the U.S.”
Tyler Technologies
Fund coverage · 6 theses
- Heartland Value Plus FundSeptember 2026
Tyler Technologies provides software to public sector customers and is seen as a long-term beneficiary of AI, supported by high switching costs, domain expertise, insider buying, and buybacks.
Read the full thesis - Vulcan Value Partners Multi-Strategy Equity PortfoliosSeptember 2026
Tyler Technologies, Inc. sells mission-critical software to local and state governments, supported by long replacement cycles, strong switching costs, and AI-driven growth.
Read the full thesis - Brown Advisory U.S. Flexible Equity FundSeptember 2026
Tyler Technologies provides mission-critical software for public-sector workflows and is viewed as a resilient compounder with durable growth, high retention, pricing power, and AI-driven upside.
Read the full thesis Tyler Technologies has a defensible public-sector software franchise with recurring revenue, strong retention and long runway for growth.
Read the full thesis- Andvari AssociatesJune 2026
Tyler Technologies benefits from cloud migration, SaaS conversion, transaction-based revenue, and operating leverage that support higher long-term growth and margins.
Read the full thesis Tyler Technologies, Inc. provides mission-critical government software, and the thesis is supported by deep domain expertise, recurring revenue, and strong competitive advantages.
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