13F Portfolios

Tensile Capital Management LP: TYLER TECHNOLOGIES INC (TYL): Quarterly 13F Position History

As of Q2 2026, Tensile Capital Management LP reported 245,043 shares of TYLER TECHNOLOGIES INC (TYL), worth $71.7M and representing 9.9% of its 13F equity book. Quarter-over-quarter share count change: + 193,668 (+377.0%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: Tensile Capital Management LP first reported TYL on the Q1 2026 filing, so fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 245,043 +193,668 +377.0% $71.7M 9.9% $292.5
Q1 2026 51,375 $17.6M 2.5% $342.4

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Tensile Capital Management LP first disclose a TYL position in 13F-HR filings?

Tensile Capital Management LP first reported TYLER TECHNOLOGIES INC (TYL) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.

What was Tensile Capital Management LP's most recent quarter-over-quarter share-count change in TYL?

Between Q1 2026 and Q2 2026, Tensile Capital Management LP added 193,668 shares of TYL (+377.0%), bringing the total reported position to 245,043 shares at a market value of $71.7M.

Does the implied price-per-share represent Tensile Capital Management LP's cost basis in TYL?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.