TYL at a glance
Tyler Technologies (TYL, SEC CIK 860731) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Tyler Technologies (TYL) reported revenue of $2.3 billion (up 9.1% from FY2024) and net income of $315.6 million. Diluted EPS was $7.20.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Tyler Technologies (TYL) shares worth $5.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by MOORE H LYNN JR on August 28, 2026 of 9,250 shares at $372.79 per share.
- In the last 90 days, TYL insiders reported 0 open-market purchases ($0) and 2 open-market sales ($6.5M) on Form 4, a net sale of $6.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.3B
- +9.1% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$6.5M
- 13F holders
- 39 funds
- $5.7B · +0 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Integrated software and technology management solutions for public sector government agencies
- New emphasis on platform & transformative technologies, including cybersecurity, low-code development, and digital resident experience solutions
- Strategic shift to "cloud-first" sales approach, increasing SaaS subscriptions and transitioning hosting to AWS cloud platform
- Annual Recurring Revenue (ARR) grew 11% to $2.06 billion as of Dec 31, 2025, reflecting SaaS growth and client expansion
- Workforce stable at ~7,800 employees, with 51% remote work and voluntary turnover reduced to 7% in 2025 versus 8% in 2024
Risk Factors
- Regulatory risk from evolving US Patent Office standards post Ex Parte Desjardins impacting software patent protections
- Geopolitical cyber threat from state-sponsored hackers targeting data centers and client deployments, increasing incident risk
- Operational exposure from reliance on AWS for cloud hosting, with past significant outages and migration costs if disrupted
- Competitive threat from new AI technologies and market entrants that may outpace Tyler’s AI product integration and timing
- Financial risk of fixed-price contracts with potential cost overruns and penalties from inaccurate resource and scope estimates
Management Discussion & Analysis
- Revenue $2.33B, up 9.1% YoY driven by 18.1% growth in subscription revenue ($1.59B vs $1.34B), with subscriptions comprising 68% of total revenues
- Operating margin 15.3% vs 14.0%, net income margin 13.5% vs 12.3% improved despite 8.8% R&D expense increase (8.8% vs 5.5%)
- Best segment: Enterprise Software subscriptions up 27% to $1.01B; worst segment: Platform Technologies professional services down 34% to $29M
- Capital allocation: $91.7M spent on acquisitions in 2025; headcount shift with cost of revenues employees down by 177 (5,073 vs 5,250), R&D headcount up 498 (1,368 vs 870)
- Forward-looking: ARR up 11% to $2.06B, management expects solid revenue/earnings growth, accelerating cloud migration and product investments to expand market and competitiveness
AI summary of the TYL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $636.1M, up 8.2% YoY, driven primarily by subscriptions growth
- Gross margin 47.6% vs 45.8% YoY; operating margin 14.7% vs 16.0%
- Best segment ES subscriptions $308.0M, up 20%; worst PT subscriptions $145.8M, down 1%
- 2031 Notes yielded $1.41B; $320.7M funded repurchases and $600.0M 2026 Notes repayment
- Headwinds: merchant fees, hosting costs, AI regulation, cyber risks, client budget changes, and project delays
Risk Factors
- No Risk Factors section provided in the submitted filing text
- New convertible debt: 0.50% Convertible Senior Notes due 2031 issued May 14, 2026
- Credit risk: Amended and Restated Credit Agreement dated May 28, 2026
- Liquidity risk: $504.9 million common-stock repurchases during quarter
- Capital-allocation risk: $1.745 billion remaining repurchase authorization as of July 29, 2026
AI summary of the TYL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- $260.0 million Rule 10b5-1 repurchase plan, potentially commencing September 16 and ending October 29, 2026
- $1.416 billion remaining authorization after the new plan, indicating substantial additional buyback capacity
Item 2.02: Results of Operations and Financial Condition
- Earnings release covers results and financial condition as of June 30, 2026
- Exhibit 99.1 contains the substantive financial results and management commentary
Item 8.01: Other Events
- $1.5 billion Class A share repurchase authorization approved July 24, 2026
- Authorization replaces previous plans while preserving unused prior repurchase capacity
Item 8.01: Other Events
- $150.0 million Rule 10b5-1 repurchase plan, potentially commencing June 16 and ending July 30, 2026
- $332.7 million remaining under Tyler’s $1.0 billion board authorization
AI summaries of TYL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TYL
Don't miss the next TYL filing
- Alerts as it files. A push when TYL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TYL, by share count.
- Ask anything. An AI agent that reads every TYL filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Puckett Jeffrey David | A | Sep 30, 2026 | 16.155 | $270.81 |
| MOORE H LYNN JR | Sell | Aug 28, 2026 | 9,250 | $372.79 |
| MOORE H LYNN JR | M | Aug 28, 2026 | 9,250 | $205.66 |
| MOORE H LYNN JR | M | Aug 28, 2026 | 9,250 | - |
| Puckett Jeffrey David | M | Aug 24, 2026 | 8,500 | - |
| Puckett Jeffrey David | Sell | Aug 24, 2026 | 8,500 | $356.44 |
| Puckett Jeffrey David | M | Aug 24, 2026 | 8,500 | $143.42 |
| Puckett Jeffrey David | A | Jun 30, 2026 | 15.085 | $248.59 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.1B | $2.3B |
| Gross Profit | - | $935.8M | $1.1B |
| Operating Income | - | $299.5M | $357.7M |
| Net Income | - | $263.0M | $315.6M |
| Gross Margin | - | 43.8% | 46.5% |
| Op. Margin | - | 14.0% | 15.3% |
| Net Margin | - | 12.3% | 13.5% |
| Balance Sheet | |||
| Total Assets | $4.7B | $5.2B | $5.6B |
| Equity | $2.9B | $3.4B | $3.7B |
| ROE | - | 7.8% | 8.5% |
| Per Share | |||
| EPS | - | $6.05 | $7.20 |
| Cash Flow | |||
| Operating CF | - | $624.6M | $653.5M |
| CapEx | - | $20.5M | $16.0M |
Source: XBRL data in Tyler Technologies (TYL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TYL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $5.74B |
| Q1 2026 | 39 | $6.87B |
| Q4 2025 | 38 | $8.90B |
| Q3 2025 | 39 | $10.34B |
| Q2 2025 | 35 | $11.96B |
| Q1 2025 | 34 | $8.69B |
| Q4 2024 | 28 | $7.07B |
| Q3 2024 | 23 | $3.78B |
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- Vanguard Portfolio Management LLC−291.5K (-12%)
- Citadel Advisors LLC−129.0K (-28%)
- FMR LLC (Fidelity)−93.1K (-67%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 275 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TYL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 14, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| SC 13G | May 11, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - |
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TYL SEC filings: frequently asked questions
Are TYL insiders buying or selling?
In the last 90 days, Tyler Technologies (TYL) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $6.5 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TYL stock?
As of June 30, 2026, the largest Tyler Technologies (TYL) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), Vanguard Capital Management LLC ($806.2 million), Vanguard Portfolio Management LLC ($618.8 million), State Street Corp ($596.6 million), Principal Financial Group ($592.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TYL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Tyler Technologies (TYL) reported revenue of $2.3 billion (up 9.1% from FY2024) and net income of $315.6 million. Diluted EPS was $7.20. The figures come from the XBRL data in the 10-K.
What are the main risks in TYL's latest 10-K?
In the 10-K filed February 18, 2026, Tyler Technologies (TYL) flagged: Regulatory risk from evolving US Patent Office standards post Ex Parte Desjardins impacting software patent protections. Geopolitical cyber threat from state-sponsored hackers targeting data centers and client deployments, increasing incident risk. (AI summary of the Risk Factors section.)
What did TYL report in its latest 8-K?
Tyler Technologies (TYL) filed an 8-K on September 15, 2026 reporting Item 8.01 (Other Events). $260.0 million Rule 10b5-1 repurchase plan, potentially commencing September 16 and ending October 29, 2026.
What are the latest TYL SEC filings?
Tyler Technologies (TYL) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on October 2, 2026.
What is TYL's SEC CIK number?
Tyler Technologies (TYL)'s SEC Central Index Key (CIK) is 860731. EDGAR lists every TYL filing under that number.
Ask anything about TYL
The research agent reads TYL's filings, financials, insider trades and 13F holders, then answers with sources.