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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, Q4 2022

Institutional positions in Tilly's, Inc. as of Dec 31, 2022. 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
80
−14 vs. Q3 2022
Shares held
21.5M
+5.16M (+31.5%) vs. Q3 2022
Total value
$194.9M
+$81.6M (+72.0%) vs. Q3 2022
New holders
9
27 more added
Sold out
23
32 more reduced

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 80 institutions
Q1 2021: 97 institutionsQ2 2021: 111 institutionsQ3 2021: 114 institutionsQ4 2021: 128 institutionsQ1 2022: 113 institutionsQ2 2022: 92 institutionsQ3 2022: 94 institutionsQ4 2022: 80 institutionsQ1 2023: 78 institutionsQ2 2023: 82 institutionsQ3 2023: 75 institutionsQ4 2023: 72 institutionsQ1 2024: 67 institutionsQ2 2024: 74 institutionsQ3 2024: 67 institutionsQ4 2024: 61 institutionsQ1 2025: 57 institutionsQ2 2025: 55 institutionsQ3 2025: 60 institutionsQ4 2025: 54 institutionsQ1 2026: 65 institutionsQ2 2026: 60 institutions
Value heldQ4 2022: $194.9M
Q1 2021: $210.7MQ2 2021: $305.2MQ3 2021: $280.6MQ4 2021: $341.9MQ1 2022: $178.4MQ2 2022: $126.8MQ3 2022: $113.3MQ4 2022: $194.9MQ1 2023: $179.8MQ2 2023: $165.1MQ3 2023: $183.9MQ4 2023: $167.3MQ1 2024: $153.8MQ2 2024: $135.1MQ3 2024: $112.4MQ4 2024: $93.6MQ1 2025: $49.2MQ2 2025: $30.0MQ3 2025: $43.6MQ4 2025: $41.5MQ1 2026: $85.1MQ2 2026: $91.7M
Institutions holding TLYS and their total value by quarter
QuarterHoldersValue
Q2 202660$91.7M
Q1 202665$85.1M
Q4 202554$41.5M
Q3 202560$43.6M
Q2 202555$30.0M
Q1 202557$49.2M
Q4 202461$93.6M
Q3 202467$112.4M
Q2 202474$135.1M
Q1 202467$153.8M
Q4 202372$167.3M
Q3 202375$183.9M
Q2 202382$165.1M
Q1 202378$179.8M
Q4 202280$194.9M
Q3 202294$113.3M
Q2 202292$126.8M
Q1 2022113$178.4M
Q4 2021128$341.9M
Q3 2021114$280.6M
Q2 2021111$305.2M
Q1 202197$210.7M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Tilly's, Inc.; share changes are against Q3 2022.

Institutions holding TLYS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Fund 1 Investments, LLC4,478,395$40.5M18.42%+4,478,395New
Divisar Capital Management LLC1,574,521$14.2M3.48%+44,306+2.9%Added
BlackRock Inc.1,521,207$13.8M0.00%+31,765+2.1%Added
Dimensional Fund Advisors LP1,448,172$13.1M0.00%+7,622+0.5%Added
Vanguard Group Inc1,201,906$10.9M0.00%−31,826−2.6%Reduced
Long Focus Capital Management, LLC1,180,659$10.7M1.76%+5590.0%Added
BML Capital Management, LLC1,154,844$10.5M9.98%+1,154,844New
Renaissance Technologies LLC1,034,112$9.36M0.01%−83,700−7.5%Reduced
Paradigm Capital Management Inc777,900$7.04M0.47%00.0%Unchanged
Shay Capital LLC717,700$6.50M3.96%+579,046+417.6%Added
State Street Corp661,814$5.99M0.00%+12,296+1.9%Added
Meros Investment Management, LP548,591$4.96M2.93%+45,293+9.0%Added
Newtyn Management, LLC547,463$4.95M1.02%−23,687−4.1%Reduced
Pacific Ridge Capital Partners, LLC487,677$4.41M1.04%+88,161+22.1%Added
Bridgeway Capital Management, LLC464,400$4.20M0.11%−80,300−14.7%Reduced
Geode Capital Management, LLC410,993$3.72M0.00%+5,256+1.3%Added
First Eagle Investment Management, LLC297,509$2.69M0.01%+77,983+35.5%Added
Arrowstreet Capital, Limited Partnership295,555$2.67M0.00%+11,864+4.2%Added
Jacobs Levy Equity Management, Inc273,287$2.47M0.02%−24,049−8.1%Reduced
American Century Companies Inc218,381$1.98M0.00%+75,572+52.9%Added
1492 Capital Management LLC208,256$1.88M1.22%−9,182−4.2%Reduced
Northern Trust Corp190,607$1.72M0.00%−473−0.2%Reduced
Nokomis Capital, L.L.C.167,900$1.52M0.64%−141,407−45.7%Reduced
D. E. Shaw & Co., Inc.150,135$1.36M0.00%−12,932−7.9%Reduced
Bank of New York Mellon Corp135,557$1.23M0.00%−7,710−5.4%Reduced
Royal Bank of Canada114,523$1.04M0.00%+52,834+85.6%Added
Invesco Ltd.112,618$1.02M0.00%+42,905+61.5%Added
AQR Capital Management LLC82,450$746.2K0.00%−201,405−71.0%Reduced
Morgan Stanley67,341$609.4K0.00%−28,230−29.5%Reduced
State Board of Administration of Florida Retirement System61,852$559.8K0.00%−40,078−39.3%Reduced
Nuveen Asset Management, LLC61,007$552.0K0.00%−18,687−23.4%Reduced
Charles Schwab Investment Management Inc60,458$547.1K0.00%00.0%Unchanged
Aristides Capital LLC59,803$541.2K0.33%00.0%Unchanged
Goldman Sachs Group Inc58,576$530.1K0.00%−1,178−2.0%Reduced
Citadel Advisors LLC56,695$513.1K0.00%+56,695New
Ancora Advisors, LLC54,780$496.0K0.01%00.0%Unchanged
Aj Wealth Strategies, LLC44,793$405.0K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC42,496$384.6K0.01%−12,042−22.1%Reduced
Ameriprise Financial Inc40,270$365.0K0.00%−40,331−50.0%Reduced
Rhumbline Advisers35,272$319.0K0.00%+368+1.1%Added
Huber Capital Management LLC34,939$316.2K0.08%−59,836−63.1%Reduced
Public Employees Retirement System of Ohio31,869$288.0K0.00%−7,234−18.5%Reduced
O'Shaughnessy Asset Management, LLC29,490$266.9K0.00%+11,962+68.2%Added
Occudo Quantitative Strategies LP28,991$262.4K0.03%+13,529+87.5%Added
Rothschild Investment Corp25,500$231.0K0.02%00.0%Unchanged
Gsa Capital Partners LLP24,407$221.0K0.03%−85,991−77.9%Reduced
XTX Topco Ltd24,031$217.5K0.05%+24,031New
Two Sigma Advisers, LP22,000$199.1K0.00%−20,700−48.5%Reduced
Russell Investments Group, Ltd.21,750$196.8K0.00%+3,416+18.6%Added
Bank of America Corp20,284$183.6K0.00%+126+0.6%Added
Schonfeld Strategic Advisors LLC16,000$144.8K0.00%+4,000+33.3%Added
New York State Common Retirement Fund13,897$125.8K0.00%−12−0.1%Reduced
JPMorgan Chase & Co12,970$118.0K0.00%+549+4.4%Added
MetLife Investment Management12,132$109.8K0.00%+12,132New
Cubist Systematic Strategies, LLC12,067$109.2K0.00%+12,067New
Sequoia Financial Advisors, LLC12,039$109.0K0.00%+12,039New
Legato Capital Management LLC10,802$97.8K0.02%+10,802New
American International Group, Inc.10,695$96.8K0.00%−39−0.4%Reduced
Deutsche Bank AG9,441$85.4K0.00%+152+1.6%Added
Nisa Investment Advisors, LLC9,086$82.0K0.00%00.0%Unchanged
California State Teachers Retirement System9,026$81.7K0.00%+101+1.1%Added
UBS Group AG8,853$80.1K0.00%+8,481+2,279.8%Added
BNP Paribas Arbitrage, SA6,804$61.6K0.00%−6,481−48.8%Reduced
Barclays PLC6,071$54.9K0.00%+4,769+366.3%Added
State of Wyoming3,205$29.0K0.01%−116−3.5%Reduced
Amalgamated Bank2,905$26.0K0.00%00.0%Unchanged
Legal & General Group Plc2,462$22.3K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC2,112$19.1K0.00%−47−2.2%Reduced
Lazard Asset Management LLC2,057$18.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,890$15.4K0.00%00.0%Unchanged
Federated Hermes, Inc.1,655$15.0K0.00%−159−8.8%Reduced
Metropolitan Life Insurance Co1,474$13.3K0.00%+1,474New
Advisor Group Holdings, Inc.1,293$12.0K0.00%−611−32.1%Reduced
FMR LLC991$8.97K0.00%+291+41.6%Added
Tower Research Capital LLC (TRC)812$8.00K0.00%−1,751−68.3%Reduced
Benjamin F. Edwards & Company, Inc.700$6.00K0.00%+200+40.0%Added
TCI Wealth Advisors, Inc.446$4.04K0.00%00.0%Unchanged
Covestor Ltd324$3.00K0.00%−219−40.3%Reduced
Citigroup Inc154$1.39K0.00%−196−56.0%Reduced
Credit Suisse AG1$90.00%−127−99.2%Reduced
Hotchkis & Wiley Capital Management LLC0$00.00%−273,950−100.0%Sold out
Prudential Financial Inc0$00.00%−96,665−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−50,000−100.0%Sold out
Millennium Management LLC0$00.00%−46,637−100.0%Sold out
Engineers Gate Manager LP0$00.00%−35,403−100.0%Sold out
Caxton Associates LP0$00.00%−33,847−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−31,194−100.0%Sold out
Quadrature Capital Ltd0$00.00%−31,009−100.0%Sold out
Chimera Capital Management LLC0$00.00%−28,039−100.0%Sold out
LSV Asset Management0$00.00%−25,200−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−23,170−100.0%Sold out
Quantbot Technologies LP0$00.00%−22,778−100.0%Sold out
Jump Financial, LLC0$00.00%−18,100−100.0%Sold out
SEI Investments Co0$00.00%−13,200−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−12,000−100.0%Sold out
SG Americas Securities, LLC0$00.00%−11,466−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−11,280−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−10,939−100.0%Sold out
STRS Ohio0$00.00%−3,100−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,030−100.0%Sold out