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Andvari Associates's investment thesis on Tyler Technologies ($TYL) — Q2 2026 | Buyside Digest

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$TYLNYSETyler Technologies

NEUTRAL

Andvari Associates—TYL

Fund Letter

Q2 2026

Published August 10, 2026

View Fund Profile

$306.58USD

-15.8% vs last month

$328.64Pitched

-6.7% since pitch

Market Cap$12.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Douglas Ott's Q2 2026 letter details Andvari's portfolio of vertical market software businesses performing well financially, with Constellation Software showing 19.9% revenue growth and record free cash flows while pursuing a record $2.76 billion in acquisitions. Tyler Technologies raised...

— Douglas Ott

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