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 2025
Institutional positions in Tilly's, Inc. as of Jun 30, 2025. 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
- 55
- −2 vs. Q1 2025
- Shares held
- 21.8M
- −594.5K (−2.7%) vs. Q1 2025
- Total value
- $30.0M
- −$19.1M (−38.9%) vs. Q1 2025
- New holders
- 17
- 8 more added
- Sold out
- 19
- 22 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Tilly's, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 8,174,879 | $11.3M | 1.60% | 00.0% | Unchanged |
| Shay Capital LLC | 3,200,000 | $4.42M | 1.01% | +921,000+40.4% | Added |
| Long Focus Capital Management, LLC | 2,181,931 | $3.01M | 0.19% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,078,859 | $1.49M | 0.00% | −96,715−8.2% | Reduced |
| Dimensional Fund Advisors LP | 968,007 | $1.34M | 0.00% | −74,574−7.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 900,000 | $1.24M | 0.00% | +900,000 | New |
| Nomura Holdings Inc | 850,580 | $1.17M | 0.01% | −1,021,000−54.6% | Reduced |
| Renaissance Technologies LLC | 787,812 | $1.09M | 0.00% | −50,200−6.0% | Reduced |
| BlackRock, Inc. | 557,063 | $768.7K | 0.00% | −774,848−58.2% | Reduced |
| Pacific Ridge Capital Partners, LLC | 498,513 | $687.9K | 0.16% | −7,349−1.5% | Reduced |
| Millennium Management LLC | 391,919 | $540.8K | 0.00% | +391,919 | New |
| MUFG Securities EMEA plc | 250,000 | $345.0K | 0.02% | +250,000 | New |
| Geode Capital Management, LLC | 239,166 | $330.1K | 0.00% | −172,380−41.9% | Reduced |
| SG Americas Securities, LLC | 231,845 | $320.0K | 0.00% | +22,415+10.7% | Added |
| Jane Street Group, LLC | 206,978 | $285.6K | 0.00% | +206,978 | New |
| Susquehanna International Group, LLP | 149,883 | $206.8K | 0.00% | +80,623+116.4% | Added |
| Gsa Capital Partners LLP | 134,972 | $186.0K | 0.01% | +134,972 | New |
| Two Sigma Investments, LP | 130,331 | $179.9K | 0.00% | +130,331 | New |
| State Street Corp | 96,908 | $133.7K | 0.00% | −277,222−74.1% | Reduced |
| Aristides Capital LLC | 60,203 | $83.1K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 52,900 | $73.0K | 0.00% | +52,900 | New |
| Northern Trust Corp | 52,354 | $72.2K | 0.00% | −96,112−64.7% | Reduced |
| Bridgeway Capital Management, LLC | 51,159 | $70.6K | 0.00% | −36,888−41.9% | Reduced |
| Marshall Wace, LLP | 50,500 | $69.7K | 0.00% | +50,500 | New |
| Cerity Partners LLC | 44,831 | $61.9K | 0.00% | +303+0.7% | Added |
| Empowered Funds, LLC | 44,659 | $61.6K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 40,804 | $56.3K | 0.09% | +40,804 | New |
| CIBC World Markets Corp | 40,000 | $55.2K | 0.00% | −3,287−7.6% | Reduced |
| CIBC World Markets Inc. | 38,000 | $52.4K | 0.00% | +38,000 | New |
| CI Private Wealth, LLC | 35,000 | $48.3K | 0.00% | +35,000 | New |
| Morgan Stanley | 30,412 | $42.0K | 0.00% | −52,571−63.4% | Reduced |
| Invesco Ltd. | 30,289 | $41.8K | 0.00% | −23,292−43.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 26,018 | $35.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,000 | $30.0K | 0.00% | +22,000 | New |
| Qube Research & Technologies Ltd | 19,313 | $26.7K | 0.00% | +19,313 | New |
| FMR LLC | 18,689 | $25.8K | 0.00% | +16,671+826.1% | Added |
| Abel Hall, LLC | 14,105 | $19.5K | 0.01% | +14,105 | New |
| Sequoia Financial Advisors, LLC | 12,039 | $16.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,783 | $16.3K | 0.00% | +8,037+214.5% | Added |
| Group One Trading, L.P. | 7,611 | $10.5K | 0.00% | +2,500+48.9% | Added |
| Bank of America Corp | 5,917 | $8.16K | 0.00% | −4,951−45.6% | Reduced |
| Simplex Trading, LLC | 6,396 | $8.00K | 0.00% | +6,396 | New |
| UBS Group AG | 2,866 | $3.96K | 0.00% | −14,111−83.1% | Reduced |
| Barclays PLC | 1,772 | $2.44K | 0.00% | −14,635−89.2% | Reduced |
| Royal Bank of Canada | 1,304 | $1.00K | 0.00% | −1,001−43.4% | Reduced |
| CWM, LLC | 410 | $1.00K | 0.00% | +148+56.5% | Added |
| Rhumbline Advisers | 544 | $750 | 0.00% | −26,029−98.0% | Reduced |
| Citigroup Inc | 542 | $748 | 0.00% | −9,791−94.8% | Reduced |
| Nisa Investment Advisors, LLC | 437 | $603 | 0.00% | +437 | New |
| Wells Fargo & Company | 381 | $526 | 0.00% | −8,512−95.7% | Reduced |
| JPMorgan Chase & Co | 356 | $491 | 0.00% | −25,685−98.6% | Reduced |
| SBI Securities Co., Ltd. | 284 | $392 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 165 | $228 | 0.00% | −741−81.8% | Reduced |
| EverSource Wealth Advisors, LLC | 29 | $40 | 0.00% | +29 | New |
| Advisor Group Holdings, Inc. | 5 | $6 | 0.00% | 00.0% | Unchanged |
| Divisar Capital Management LLC | 0 | $0 | 0.00% | −503,290−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −370,114−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −61,845−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −53,013−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −37,678−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −33,968−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −25,108−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −22,335−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −14,821−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −8,871−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −3,695−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |