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, Q3 2025
Institutional positions in Tilly's, Inc. as of Sep 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
- 60
- +6 vs. Q2 2025
- Shares held
- 21.2M
- −551.8K (−2.5%) vs. Q2 2025
- Total value
- $43.6M
- +$13.6M (+45.5%) vs. Q2 2025
- New holders
- 11
- 12 more added
- Sold out
- 5
- 24 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Tilly's, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 8,174,879 | $16.8M | 2.07% | 00.0% | Unchanged |
| Shay Capital LLC | 3,360,000 | $6.92M | 1.25% | +160,000+5.0% | Added |
| Long Focus Capital Management, LLC | 1,712,130 | $3.53M | 0.20% | −469,801−21.5% | Reduced |
| Vanguard Group Inc | 1,078,859 | $2.22M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 900,000 | $1.85M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 835,112 | $1.72M | 0.00% | −132,895−13.7% | Reduced |
| Renaissance Technologies LLC | 781,812 | $1.61M | 0.00% | −6,000−0.8% | Reduced |
| Nomura Holdings Inc | 600,580 | $1.24M | 0.01% | −250,000−29.4% | Reduced |
| MUFG Securities EMEA plc | 500,000 | $1.03M | 0.03% | +250,000+100.0% | Added |
| Pacific Ridge Capital Partners, LLC | 487,460 | $1.00M | 0.22% | −11,053−2.2% | Reduced |
| BlackRock, Inc. | 400,600 | $825.2K | 0.00% | −156,463−28.1% | Reduced |
| Millennium Management LLC | 282,486 | $581.9K | 0.00% | −109,433−27.9% | Reduced |
| Two Sigma Investments, LP | 272,496 | $561.3K | 0.00% | +142,165+109.1% | Added |
| Geode Capital Management, LLC | 239,730 | $494.0K | 0.00% | +564+0.2% | Added |
| SG Americas Securities, LLC | 220,095 | $453.0K | 0.00% | −11,750−5.1% | Reduced |
| Two Sigma Advisers, LP | 183,100 | $377.2K | 0.00% | +130,200+246.1% | Added |
| Gsa Capital Partners LLP | 169,998 | $350.0K | 0.03% | +35,026+26.0% | Added |
| State Street Corp | 96,908 | $199.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 70,254 | $144.7K | 0.00% | −136,724−66.1% | Reduced |
| Kent Lake PR LLC | 67,833 | $139.7K | 0.07% | +67,833 | New |
| Citadel Advisors LLC | 64,726 | $133.3K | 0.00% | +64,726 | New |
| Arrowstreet Capital, Limited Partnership | 60,645 | $124.9K | 0.00% | +34,627+133.1% | Added |
| Aristides Capital LLC | 60,203 | $124.0K | 0.04% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 51,531 | $106.2K | 0.00% | +372+0.7% | Added |
| Squarepoint Ops LLC | 46,986 | $96.8K | 0.00% | +46,986 | New |
| Empowered Funds, LLC | 45,031 | $92.8K | 0.00% | +372+0.8% | Added |
| Cerity Partners LLC | 44,794 | $92.3K | 0.00% | −37−0.1% | Reduced |
| CIBC Bancorp USA Inc. | 40,000 | $82.4K | 0.00% | +40,000 | New |
| CIBC World Markets Inc. | 38,000 | $78.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 32,393 | $66.7K | 0.00% | −117,490−78.4% | Reduced |
| Northern Trust Corp | 29,041 | $59.8K | 0.00% | −23,313−44.5% | Reduced |
| XTX Topco Ltd | 26,252 | $54.1K | 0.00% | +26,252 | New |
| Kathmere Capital Management, LLC | 25,000 | $51.5K | 0.00% | +25,000 | New |
| Afg Fiduciary Services Limited Partnership | 20,000 | $40.6K | 0.02% | +20,000 | New |
| FMR LLC | 18,286 | $37.7K | 0.00% | −403−2.2% | Reduced |
| Qube Research & Technologies Ltd | 15,581 | $32.1K | 0.00% | −3,732−19.3% | Reduced |
| Invesco Ltd. | 14,941 | $30.8K | 0.00% | −15,348−50.7% | Reduced |
| Group One Trading, L.P. | 14,387 | $29.6K | 0.00% | +6,776+89.0% | Added |
| Abel Hall, LLC | 13,930 | $28.7K | 0.01% | −175−1.2% | Reduced |
| Morgan Stanley | 13,482 | $27.8K | 0.00% | −16,930−55.7% | Reduced |
| Acadian Asset Management LLC | 13,159 | $27.0K | 0.00% | +13,159 | New |
| Simplex Trading, LLC | 12,766 | $26.0K | 0.00% | +6,370+99.6% | Added |
| Sequoia Financial Advisors, LLC | 12,039 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,135 | $10.6K | 0.00% | −782−13.2% | Reduced |
| UBS Group AG | 2,737 | $5.64K | 0.00% | −129−4.5% | Reduced |
| Royal Bank of Canada | 2,236 | $4.00K | 0.00% | +932+71.5% | Added |
| Barclays PLC | 1,772 | $3.65K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 544 | $1.12K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 437 | $900 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 336 | $692 | 0.00% | +336 | New |
| JPMorgan Chase & Co | 302 | $622 | 0.00% | −54−15.2% | Reduced |
| SBI Securities Co., Ltd. | 284 | $585 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 248 | $511 | 0.00% | −294−54.2% | Reduced |
| BNP Paribas Arbitrage, SA | 165 | $340 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 39 | $80 | 0.00% | +39 | New |
| Tower Research Capital LLC (TRC) | 31 | $64 | 0.00% | −11,752−99.7% | Reduced |
| Optiver Holding B.V. | 14 | $29 | 0.00% | +14 | New |
| Advisor Group Holdings, Inc. | 5 | $9 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4 | $8 | 0.00% | −25−86.2% | Reduced |
| CWM, LLC | 154 | $0 | 0.00% | −256−62.4% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −40,804−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| CIBC World Markets Corp | – | – | – | – | Not filed |