Tilly's, Inc.
TLYS- Exchange
- NYSE
- Industry
- Retail-Apparel & Accessory Stores
- SEC CIK
- 0001524025
In the last 90 days, Tilly's, Inc. insiders filed 1 open-market purchase and 1 sale; 60 institutions reported holding it in 13F filings for Q2 2026, worth $91.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Tilly's, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 60
- −4 vs. Q1 2026
- Shares held
- 21.8M
- +814.4K (+3.9%) vs. Q1 2026
- Total value
- $91.7M
- +$6.56M (+7.7%) vs. Q1 2026
- New holders
- 10
- 21 more added
- Sold out
- 14
- 16 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TLYS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 60 | $91.7M |
| Q1 2026 | 65 | $85.1M |
| Q4 2025 | 54 | $41.5M |
| Q3 2025 | 60 | $43.6M |
| Q2 2025 | 55 | $30.0M |
| Q1 2025 | 57 | $49.2M |
| Q4 2024 | 61 | $93.6M |
| Q3 2024 | 67 | $112.4M |
| Q2 2024 | 74 | $135.1M |
| Q1 2024 | 67 | $153.8M |
| Q4 2023 | 72 | $167.3M |
| Q3 2023 | 75 | $183.9M |
| Q2 2023 | 82 | $165.1M |
| Q1 2023 | 78 | $179.8M |
| Q4 2022 | 80 | $194.9M |
| Q3 2022 | 94 | $113.3M |
| Q2 2022 | 92 | $126.8M |
| Q1 2022 | 113 | $178.4M |
| Q4 2021 | 128 | $341.9M |
| Q3 2021 | 114 | $280.6M |
| Q2 2021 | 111 | $305.2M |
| Q1 2021 | 97 | $210.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Tilly's, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 8,058,268 | $33.8M | 5.95% | 00.0% | Unchanged |
| BML Capital Management, LLC | 2,150,000 | $9.03M | 5.16% | 00.0% | Unchanged |
| Shay Capital LLC | 1,407,555 | $5.91M | 0.65% | −378,886−21.2% | Reduced |
| Renaissance Technologies LLC | 1,312,712 | $5.51M | 0.01% | +463,398+54.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 900,000 | $3.78M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 877,537 | $3.69M | 0.00% | +67,028+8.3% | Added |
| Simcoe Capital LLC | 873,110 | $3.67M | 2.24% | +253,674+41.0% | Added |
| Pacific Ridge Capital Partners, LLC | 803,638 | $3.38M | 0.61% | +110,318+15.9% | Added |
| Vanguard Capital Management LLC | 782,082 | $3.28M | 0.00% | −203,723−20.7% | Reduced |
| Nomura Holdings Inc | 566,027 | $2.38M | 0.01% | +20,000+3.7% | Added |
| MUFG Securities EMEA plc | 500,000 | $2.10M | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 409,747 | $1.72M | 0.00% | +12,647+3.2% | Added |
| Dimensional Fund Advisors LP | 391,965 | $1.65M | 0.00% | −73,405−15.8% | Reduced |
| Geode Capital Management, LLC | 244,794 | $1.03M | 0.00% | −9,119−3.6% | Reduced |
| SG Americas Securities, LLC | 220,097 | $924.0K | 0.00% | +20.0% | Added |
| Acadian Asset Management LLC | 215,408 | $902.0K | 0.00% | +176,042+447.2% | Added |
| Arrowstreet Capital, Limited Partnership | 213,834 | $898.1K | 0.00% | +162,789+318.9% | Added |
| Aristides Capital LLC | 155,878 | $654.7K | 0.17% | −45,995−22.8% | Reduced |
| Marshall Wace, LLP | 141,823 | $595.7K | 0.00% | +126,923+851.8% | Added |
| Squarepoint Ops LLC | 134,956 | $566.8K | 0.00% | +82,143+155.5% | Added |
| Vanguard Fiduciary Trust Co | 133,834 | $562.1K | 0.00% | −13,539−9.2% | Reduced |
| State Street Corp | 109,138 | $458.4K | 0.00% | +2,030+1.9% | Added |
| Militia Capital Management LLC | 95,493 | $401.1K | 0.07% | +95,493 | New |
| American Century Companies Inc | 92,910 | $390.2K | 0.00% | +92,910 | New |
| Citadel Advisors LLC | 88,019 | $369.7K | 0.00% | +74,919+571.9% | Added |
| Bailard, Inc. | 80,941 | $340.0K | 0.01% | +80,941 | New |
| Bridgeway Capital Management, LLC | 77,931 | $327.3K | 0.01% | +12,000+18.2% | Added |
| CIBC World Markets Inc. | 75,000 | $315.0K | 0.00% | −20,000−21.1% | Reduced |
| CIBC Bancorp USA Inc. | 75,000 | $315.0K | 0.00% | −20,000−21.1% | Reduced |
| Gsa Capital Partners LLP | 63,143 | $265.0K | 0.02% | −60,801−49.1% | Reduced |
| Algert Global LLC | 58,823 | $247.1K | 0.00% | +58,823 | New |
| Hillsdale Investment Management Inc. | 53,158 | $223.3K | 0.01% | +30,000+129.5% | Added |
| Northern Trust Corp | 51,221 | $215.1K | 0.00% | +2,941+6.1% | Added |
| Empowered Funds, LLC | 45,031 | $189.1K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 44,793 | $188.1K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 35,301 | $148.3K | 0.00% | +35,301 | New |
| Susquehanna Portfolio Strategies, LLC | 33,558 | $140.9K | 0.00% | +33,558 | New |
| UBS Group AG | 31,113 | $130.7K | 0.00% | +20,876+203.9% | Added |
| Engineers Gate Manager LP | 29,356 | $123.3K | 0.00% | +29,356 | New |
| GWM Advisors LLC | 27,073 | $113.7K | 0.00% | +27,073 | New |
| Mangrove Partners | 23,615 | $99.2K | 0.01% | +23,615 | New |
| Saber Capital Managment, LLC | 20,500 | $86.1K | 0.06% | +20,500 | New |
| Virtu Financial LLC | 19,575 | $82.0K | 0.00% | +6,660+51.6% | Added |
| FMR LLC | 17,534 | $73.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,524 | $65.2K | 0.00% | −45,304−74.5% | Reduced |
| Morgan Stanley | 15,056 | $63.2K | 0.00% | −2,868−16.0% | Reduced |
| Abel Hall, LLC | 13,680 | $57.5K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 12,039 | $50.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 11,696 | $49.1K | 0.00% | −36−0.3% | Reduced |
| Vanguard Global Advisers, LLC | 7,911 | $33.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,795 | $7.54K | 0.00% | +1,782+13,707.7% | Added |
| Barclays PLC | 1,771 | $7.44K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,092 | $5.00K | 0.00% | +947+653.1% | Added |
| Advisor Group Holdings, Inc. | 811 | $3.41K | 0.00% | +680+519.1% | Added |
| Nisa Investment Advisors, LLC | 437 | $1.83K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 384 | $1.61K | 0.00% | −10−2.5% | Reduced |
| Group One Trading, L.P. | 299 | $1.26K | 0.00% | −5,219−94.6% | Reduced |
| JPMorgan Chase & Co | 258 | $1.00K | 0.00% | −244−48.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 164 | $689 | 0.00% | −152−48.1% | Reduced |
| BNP Paribas Arbitrage, SA | 85 | $357 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −98,103−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −67,431−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −59,356−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Afg Fiduciary Services Limited Partnership | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −28,442−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,774−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −23,165−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,507−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −13,091−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,824−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |