Letters by company
Tyler Technologies INC
6 letters discussing TYL. Everything written about it on this site is on its ticker page.
- Vulcan Value Partners Third Quarter 2026 Vulcan Value Partners sold IQVIA, CarMax, Qorvo and ISS to fund businesses judged more deeply discounted, while adding Tyler Technologies, NICE, Skyworks, Fortune Brands and TransDigm. The firm argues that entrenched software, aerospace and semiconductor businesses retain strong fundamentals despite market concerns, and says its portfolios carry historically low price-to-value ratios. Third Quarter 2026 FBIN $5.7BIQV $44BISS $7.4B
- Andvari Associates Andvari's Q2 2026 Letter Andvari argues that Constellation Software, Tyler Technologies and S&P Global retain durable advantages while cloud conversion, transaction revenue and the Mobility Global spinout create further value drivers. It adds Amazon, Microsoft, Texas Instruments and Martin Marietta but underweights AI infrastructure, warning that excessive capital investment, circular financing and competition could erode returns. Q2 2026 AMZN $2.9TCNSWF $52BMBGL $6.9B
- Fenimore Asset Management Q2 2026 Quarterly Investment Commentary Fenimore added Ryan Specialty, Thermo Fisher Scientific, and Tyler Technologies while trimming or exiting selected holdings to fund higher-conviction opportunities. The firm argues that AI infrastructure demand favored semiconductor-linked businesses, while volatility in software, outsourcing, and defensive stocks created entry points for companies with durable competitive positions. Q2 2026 BOC $394MBR $22BEXLS $6.5B
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund reduced AI-infrastructure exposure, harvesting Twist Bioscience, Modine and Lattice Semiconductor while retaining concentrated holdings in differentiated franchises. The portfolio initiated Glaukos, 10x Genomics and Manhattan Associates, added Weatherford and Vita Coco, and exited Ionis, ServiceTitan and Birkenstock after thesis setbacks. Q3 2026 BIRK $6BCOCO $3.6BGKOS $15B
- Value Line Funds Portfolio Manager Q&A: Value Line Mid Cap Focused Fund (VLIFX/VLMIX) Value Line Mid Cap Focused Fund reduced Monolithic Power Systems, HEICO and Casey’s General Stores after their appreciation, while technology holdings Tyler Technologies and Roper Technologies lagged speculative mid-cap areas. The fund added O’Reilly Automotive, Curtiss-Wright, argenx and W.W. Grainger, and exited IQVIA, ICON, IDEXX Laboratories and Exponent under its consistency-focused risk discipline. 2nd Quarter 2026 —
- Value Line Funds Portfolio Manager Q&A: Value Line Asset Allocation Fund (VLAAX/VLAIX) Value Line Asset Allocation Fund attributed weakness to technology holdings, industrial stock selection, financials and no energy exposure. The fund added Marriott International, Parker Hannifin, Casey’s General Stores and Teledyne Technologies, while exiting Gartner, Chemed and Pool and maintaining a quality-focused fixed-income allocation. 1st Quarter 2026 —
