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Nathaniel Simons

Meritage Group

Nathaniel Simons Tyler Technologies Inc stake

total: 301

Meritage Group TYL trades

Total transactions:
15
New positions:
3
Sold out:
3
Added:
4
Reduced:
5
Held since:
2022 Q4
Held for:
7 quarters
Latest activity:
2024 Q3
According to 2026 Q2 report, Nathaniel Simons doesn't hold any Tyler Technologies Inc (TYL) shares. To date, the estimated cost basis is nearly $332.91 for "buy" trades and estimated average "sell" price is $480.6. Meritage Group first purchased TYL in 2020 Q3, initially acquiring 639 shares. Nathaniel Simons later completely sold out the position and invested in Tyler Technologies Inc again in 2022 Q4. Since the initial investment in Tyler Technologies Inc (TYL), Meritage Group has made 14 more transactions.

When did Nathaniel Simons sell Tyler Technologies Inc (TYL)?

Nathaniel Simons sold off the entire Tyler Technologies Inc (TYL) position in 2024 Q3.

When did Nathaniel Simons buy Tyler Technologies Inc (TYL)?

Nathaniel Simons first invested in Tyler Technologies Inc (TYL) in 2020 Q3 at the reported quarter-end price of $348.98 per share.

What's the cost basis of Meritage Group's TYL stake?

The estimated cost basis for Tyler Technologies Inc (TYL) stake is around $332.91 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$332.91
Weighted AVG sell price:
$480.60

Nathaniel Simons's historical trades in Tyler Technologies Inc

15 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q3
0.00%
0
$502.78
-100% (-566)
-0.01%
2024 Q2
0.01%
566
$502.78
$284,573
-13.59% (-89)
-0%
2024 Q1
0.01%
655
$424.43
$278,000
-2.96% (-20)
-0%
2023 Q4
0.01%
675
$417.78
$282,000
-8.66% (-64)
-0%
2023 Q3
0.01%
739
$385.66
$285,000
+22.35% (+135)
+0%
2023 Q2
0.01%
604
$417.22
$252,000
-19.68% (-148)
-0%
2023 Q1
0.01%
752
$355.05
$267,000
+3.58% (+26)
+0%
2022 Q4
0.01%
726
$322.31
$234,000
new
+0.01%
2022 Q2
0.00%
0
$444.68
-100% (-470)
-0%
2022 Q1
0.00%
470
$444.68
$209,000
new
+0%
2021 Q3
0.00%
$452.91
-100% (-722)
2021 Q2
0.01%
$452.91
+3.88% (+27)
2021 Q1
0.01%
$424.46
+48.50% (+227)
2020 Q4
0.00%
$435.90
-26.76% (-171)
2020 Q3
0.00%
$348.98
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.