Holders over time
- TYL
- MSFT
| Quarter | TYL | MSFT |
|---|---|---|
| Q3 2020 | 12 holders, $2.0bn | 63 holders, $218bn |
| Q4 2020 | 12 holders, $2.5bn | 66 holders, $228bn |
| Q1 2021 | 12 holders, $2.3bn | 65 holders, $241bn |
| Q2 2021 | 10 holders, $1.9bn | 62 holders, $273bn |
| Q3 2021 | 12 holders, $2.0bn | 64 holders, $283bn |
| Q4 2021 | 16 holders, $2.6bn | 65 holders, $336bn |
| Q1 2022 | 12 holders, $2.4bn | 63 holders, $297bn |
| Q2 2022 | 15 holders, $2.2bn | 67 holders, $245bn |
| Q3 2022 | 15 holders, $2.2bn | 68 holders, $216bn |
| Q4 2022 | 17 holders, $2.0bn | 62 holders, $217bn |
| Q1 2023 | 11 holders, $2.1bn | 65 holders, $254bn |
| Q2 2023 | 14 holders, $2.6bn | 69 holders, $304bn |
| Q3 2023 | 12 holders, $2.3bn | 71 holders, $281bn |
| Q4 2023 | 11 holders, $2.2bn | 66 holders, $333bn |
| Q1 2024 | 11 holders, $2.2bn | 68 holders, $361bn |
| Q2 2024 | 9 holders, $2.6bn | 67 holders, $374bn |
| Q3 2024 | 14 holders, $3.0bn | 69 holders, $356bn |
| Q4 2024 | 14 holders, $2.9bn | 70 holders, $338bn |
| Q1 2025 | 14 holders, $3.1bn | 67 holders, $294bn |
| Q2 2025 | 15 holders, $3.4bn | 65 holders, $401bn |
| Q3 2025 | 13 holders, $2.4bn | 70 holders, $427bn |
| Q4 2025 | 11 holders, $1.9bn | 68 holders, $411bn |
| Q1 2026 | 9 holders, $638m | 64 holders, $312bn |
| Q2 2026 | 11 holders, $929m | 60 holders, $291bn |
Tyler Technologies Inc
- Holders
- 14
- Reported value
- $3.0bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 among 94 comparable managers.
Microsoft Corp
- Holders
- 69
- Reported value
- $356bn
- Buyers
- 33
- Sellers
- 33
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (14)
Artisan Partners LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc
Only TYL (0)
None.
Only MSFT (55)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, and 30 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.