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 2025
Institutional positions in Tilly's, Inc. as of Dec 31, 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
- 54
- −4 vs. Q3 2025
- Shares held
- 20.9M
- −177.3K (−0.8%) vs. Q3 2025
- Total value
- $41.5M
- −$1.82M (−4.2%) vs. Q3 2025
- New holders
- 3
- 13 more added
- Sold out
- 7
- 24 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Tilly's, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 8,058,268 | $16.0M | 2.32% | −116,611−1.4% | Reduced |
| Shay Capital LLC | 3,360,000 | $6.69M | 1.08% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 1,680,658 | $3.34M | 0.17% | −31,472−1.8% | Reduced |
| Vanguard Group Inc | 1,106,483 | $2.20M | 0.00% | +27,624+2.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 900,000 | $1.79M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 754,212 | $1.50M | 0.00% | −27,600−3.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 692,623 | $1.38M | 0.30% | +205,163+42.1% | Added |
| Dimensional Fund Advisors LP | 657,966 | $1.31M | 0.00% | −177,146−21.2% | Reduced |
| Nomura Holdings Inc | 546,027 | $1.09M | 0.00% | −54,553−9.1% | Reduced |
| MUFG Securities EMEA plc | 500,000 | $995.0K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 392,157 | $780.4K | 0.00% | −8,443−2.1% | Reduced |
| Millennium Management LLC | 249,768 | $497.0K | 0.00% | −32,718−11.6% | Reduced |
| Geode Capital Management, LLC | 239,730 | $477.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 220,095 | $438.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 186,817 | $372.0K | 0.03% | +16,819+9.9% | Added |
| Two Sigma Advisers, LP | 179,000 | $356.2K | 0.00% | −4,100−2.2% | Reduced |
| Two Sigma Investments, LP | 160,683 | $319.8K | 0.00% | −111,813−41.0% | Reduced |
| Aristides Capital LLC | 160,373 | $319.1K | 0.11% | +100,170+166.4% | Added |
| State Street Corp | 107,108 | $213.1K | 0.00% | +10,200+10.5% | Added |
| CIBC World Markets Corp | 95,000 | $189.1K | 0.00% | +95,000 | New |
| Bridgeway Capital Management, LLC | 65,931 | $131.2K | 0.00% | +14,400+27.9% | Added |
| Citadel Advisors LLC | 59,677 | $118.8K | 0.00% | −5,049−7.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 56,545 | $112.5K | 0.00% | −4,100−6.8% | Reduced |
| Squarepoint Ops LLC | 47,255 | $94.0K | 0.00% | +269+0.6% | Added |
| Cerity Partners LLC | 44,793 | $89.1K | 0.00% | −10.0% | Reduced |
| Jane Street Group, LLC | 41,358 | $82.3K | 0.00% | −28,896−41.1% | Reduced |
| Afg Fiduciary Services Limited Partnership | 40,000 | $80.8K | 0.05% | +20,000+100.0% | Added |
| CIBC World Markets Inc. | 38,000 | $75.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 29,041 | $57.8K | 0.00% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 28,817 | $57.3K | 0.01% | +28,817 | New |
| Susquehanna International Group, LLP | 27,403 | $54.5K | 0.00% | −4,990−15.4% | Reduced |
| Kathmere Capital Management, LLC | 25,000 | $49.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 25,216 | $49.0K | 0.00% | +12,057+91.6% | Added |
| FMR LLC | 17,702 | $35.2K | 0.00% | −584−3.2% | Reduced |
| Abel Hall, LLC | 13,764 | $27.4K | 0.01% | −166−1.2% | Reduced |
| Morgan Stanley | 13,137 | $26.1K | 0.00% | −345−2.6% | Reduced |
| Sequoia Financial Advisors, LLC | 12,039 | $24.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 10,325 | $20.5K | 0.00% | −5,256−33.7% | Reduced |
| Group One Trading, L.P. | 10,287 | $20.5K | 0.00% | −4,100−28.5% | Reduced |
| Crewe Advisors LLC | 6,000 | $11.9K | 0.00% | +6,000 | New |
| Bank of America Corp | 5,139 | $10.2K | 0.00% | +4+0.1% | Added |
| Simplex Trading, LLC | 3,276 | $6.52K | 0.00% | −9,490−74.3% | Reduced |
| UBS Group AG | 2,737 | $5.45K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,772 | $3.53K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,469 | $2.92K | 0.00% | +1,438+4,638.7% | Added |
| Royal Bank of Canada | 1,026 | $2.00K | 0.00% | −1,210−54.1% | Reduced |
| Rhumbline Advisers | 544 | $1.08K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 502 | $999 | 0.00% | +200+66.2% | Added |
| Nisa Investment Advisors, LLC | 437 | $870 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 284 | $565 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 131 | $260 | 0.00% | +126+2,520.0% | Added |
| BNP Paribas Arbitrage, SA | 85 | $169 | 0.00% | −80−48.5% | Reduced |
| Optiver Holding B.V. | 13 | $26 | 0.00% | −1−7.1% | Reduced |
| CWM, LLC | 114 | $0 | 0.00% | −40−26.0% | Reduced |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −45,031−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −26,252−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −14,941−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Kent Lake PR LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |