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 |
|---|---|---|---|---|---|
| CWM, LLC | 114 | $0 | 0.00% | −40−26.0% | Reduced |
| Optiver Holding B.V. | 13 | $26 | 0.00% | −1−7.1% | Reduced |
| BNP Paribas Arbitrage, SA | 85 | $169 | 0.00% | −80−48.5% | Reduced |
| Advisor Group Holdings, Inc. | 131 | $260 | 0.00% | +126+2,520.0% | Added |
| SBI Securities Co., Ltd. | 284 | $565 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 437 | $870 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 502 | $999 | 0.00% | +200+66.2% | Added |
| Rhumbline Advisers | 544 | $1.08K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,026 | $2.00K | 0.00% | −1,210−54.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,469 | $2.92K | 0.00% | +1,438+4,638.7% | Added |
| Barclays PLC | 1,772 | $3.53K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,737 | $5.45K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,276 | $6.52K | 0.00% | −9,490−74.3% | Reduced |
| Bank of America Corp | 5,139 | $10.2K | 0.00% | +4+0.1% | Added |
| Crewe Advisors LLC | 6,000 | $11.9K | 0.00% | +6,000 | New |
| Group One Trading, L.P. | 10,287 | $20.5K | 0.00% | −4,100−28.5% | Reduced |
| Qube Research & Technologies Ltd | 10,325 | $20.5K | 0.00% | −5,256−33.7% | Reduced |
| Sequoia Financial Advisors, LLC | 12,039 | $24.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 13,137 | $26.1K | 0.00% | −345−2.6% | Reduced |
| Abel Hall, LLC | 13,764 | $27.4K | 0.01% | −166−1.2% | Reduced |
| FMR LLC | 17,702 | $35.2K | 0.00% | −584−3.2% | Reduced |
| Acadian Asset Management LLC | 25,216 | $49.0K | 0.00% | +12,057+91.6% | Added |
| Kathmere Capital Management, LLC | 25,000 | $49.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,403 | $54.5K | 0.00% | −4,990−15.4% | Reduced |
| Nine Masts Capital Ltd | 28,817 | $57.3K | 0.01% | +28,817 | New |
| Northern Trust Corp | 29,041 | $57.8K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 38,000 | $75.6K | 0.00% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 40,000 | $80.8K | 0.05% | +20,000+100.0% | Added |
| Jane Street Group, LLC | 41,358 | $82.3K | 0.00% | −28,896−41.1% | Reduced |
| Cerity Partners LLC | 44,793 | $89.1K | 0.00% | −10.0% | Reduced |
| Squarepoint Ops LLC | 47,255 | $94.0K | 0.00% | +269+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 56,545 | $112.5K | 0.00% | −4,100−6.8% | Reduced |
| Citadel Advisors LLC | 59,677 | $118.8K | 0.00% | −5,049−7.8% | Reduced |
| Bridgeway Capital Management, LLC | 65,931 | $131.2K | 0.00% | +14,400+27.9% | Added |
| CIBC World Markets Corp | 95,000 | $189.1K | 0.00% | +95,000 | New |
| State Street Corp | 107,108 | $213.1K | 0.00% | +10,200+10.5% | Added |
| Aristides Capital LLC | 160,373 | $319.1K | 0.11% | +100,170+166.4% | Added |
| Two Sigma Investments, LP | 160,683 | $319.8K | 0.00% | −111,813−41.0% | Reduced |
| Two Sigma Advisers, LP | 179,000 | $356.2K | 0.00% | −4,100−2.2% | Reduced |
| Gsa Capital Partners LLP | 186,817 | $372.0K | 0.03% | +16,819+9.9% | Added |
| SG Americas Securities, LLC | 220,095 | $438.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 239,730 | $477.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 249,768 | $497.0K | 0.00% | −32,718−11.6% | Reduced |
| BlackRock, Inc. | 392,157 | $780.4K | 0.00% | −8,443−2.1% | Reduced |
| MUFG Securities EMEA plc | 500,000 | $995.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 546,027 | $1.09M | 0.00% | −54,553−9.1% | Reduced |
| Dimensional Fund Advisors LP | 657,966 | $1.31M | 0.00% | −177,146−21.2% | Reduced |
| Pacific Ridge Capital Partners, LLC | 692,623 | $1.38M | 0.30% | +205,163+42.1% | Added |
| Renaissance Technologies LLC | 754,212 | $1.50M | 0.00% | −27,600−3.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 900,000 | $1.79M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,106,483 | $2.20M | 0.00% | +27,624+2.6% | Added |
| Long Focus Capital Management, LLC | 1,680,658 | $3.34M | 0.17% | −31,472−1.8% | Reduced |
| Shay Capital LLC | 3,360,000 | $6.69M | 1.08% | 00.0% | Unchanged |
| Fund 1 Investments, LLC | 8,058,268 | $16.0M | 2.32% | −116,611−1.4% | 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 |