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, Q1 2026
Institutional positions in Tilly's, Inc. as of Mar 31, 2026. 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
- 65
- +13 vs. Q4 2025
- Shares held
- 21.0M
- +1.33M (+6.8%) vs. Q4 2025
- Total value
- $85.1M
- +$45.9M (+117.4%) vs. Q4 2025
- New holders
- 18
- 18 more added
- Sold out
- 5
- 13 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Tilly's, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 8,058,268 | $32.6M | 4.25% | 00.0% | Unchanged |
| BML Capital Management, LLC | 2,150,000 | $8.71M | 5.60% | +2,150,000 | New |
| Shay Capital LLC | 1,786,441 | $7.24M | 1.03% | −1,573,559−46.8% | Reduced |
| Vanguard Capital Management LLC | 985,805 | $3.99M | 0.00% | +985,805 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 900,000 | $3.65M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 849,314 | $3.44M | 0.01% | +95,102+12.6% | Added |
| Two Sigma Investments, LP | 810,509 | $3.28M | 0.00% | +649,826+404.4% | Added |
| Pacific Ridge Capital Partners, LLC | 693,320 | $2.81M | 0.61% | +697+0.1% | Added |
| Simcoe Capital LLC | 619,436 | $2.51M | 2.30% | +619,436 | New |
| Nomura Holdings Inc | 546,027 | $2.21M | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 500,000 | $2.02M | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 465,370 | $1.88M | 0.00% | −192,596−29.3% | Reduced |
| BlackRock, Inc. | 397,100 | $1.61M | 0.00% | +4,943+1.3% | Added |
| Geode Capital Management, LLC | 253,913 | $1.03M | 0.00% | +14,183+5.9% | Added |
| SG Americas Securities, LLC | 220,095 | $891.0K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 201,873 | $817.6K | 0.27% | +41,500+25.9% | Added |
| Vanguard Fiduciary Trust Co | 147,373 | $596.9K | 0.00% | +147,373 | New |
| Gsa Capital Partners LLP | 123,944 | $502.0K | 0.03% | −62,873−33.7% | Reduced |
| State Street Corp | 107,108 | $433.8K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 98,103 | $397.3K | 0.00% | −151,665−60.7% | Reduced |
| CIBC World Markets Inc. | 95,000 | $384.8K | 0.00% | +57,000+150.0% | Added |
| CIBC Bancorp USA Inc. | 95,000 | $384.8K | 0.00% | +95,000 | New |
| Jane Street Group, LLC | 67,431 | $273.1K | 0.00% | +26,073+63.0% | Added |
| Bridgeway Capital Management, LLC | 65,931 | $267.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 60,828 | $246.4K | 0.00% | +33,425+122.0% | Added |
| HRT Financial LP | 59,356 | $240.0K | 0.00% | +59,356 | New |
| Squarepoint Ops LLC | 52,813 | $213.9K | 0.00% | +5,558+11.8% | Added |
| Arrowstreet Capital, Limited Partnership | 51,045 | $206.7K | 0.00% | −5,500−9.7% | Reduced |
| Kathmere Capital Management, LLC | 50,000 | $202.5K | 0.01% | +25,000+100.0% | Added |
| Northern Trust Corp | 48,280 | $195.5K | 0.00% | +19,239+66.2% | Added |
| Empowered Funds, LLC | 45,031 | $182.4K | 0.00% | +45,031 | New |
| Cerity Partners LLC | 44,793 | $181.4K | 0.00% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 40,000 | $176.0K | 0.10% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 39,366 | $158.0K | 0.00% | +14,150+56.1% | Added |
| Two Sigma Securities, LLC | 28,442 | $115.2K | 0.01% | +28,442 | New |
| Hudson Bay Capital Management LP | 25,774 | $104.4K | 0.00% | +25,774 | New |
| Hillsdale Investment Management Inc. | 23,158 | $93.8K | 0.00% | +23,158 | New |
| FNY Investment Advisers, LLC | 23,165 | $93.0K | 0.04% | +23,165 | New |
| Morgan Stanley | 17,924 | $72.6K | 0.00% | +4,787+36.4% | Added |
| FMR LLC | 17,534 | $71.0K | 0.00% | −168−0.9% | Reduced |
| Marshall Wace, LLP | 14,900 | $60.3K | 0.00% | +14,900 | New |
| Abel Hall, LLC | 13,680 | $55.4K | 0.01% | −84−0.6% | Reduced |
| Qube Research & Technologies Ltd | 13,507 | $54.7K | 0.00% | +3,182+30.8% | Added |
| Citadel Advisors LLC | 13,100 | $53.1K | 0.00% | −46,577−78.0% | Reduced |
| Citigroup Inc | 13,091 | $53.0K | 0.00% | +13,091 | New |
| Virtu Financial LLC | 12,915 | $52.0K | 0.00% | +12,915 | New |
| Sequoia Financial Advisors, LLC | 12,039 | $48.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 11,732 | $47.5K | 0.00% | +6,593+128.3% | Added |
| Scientech Research LLC | 10,824 | $43.8K | 0.04% | +10,824 | New |
| UBS Group AG | 10,237 | $41.5K | 0.00% | +7,500+274.0% | Added |
| Vanguard Global Advisers, LLC | 7,911 | $32.0K | 0.00% | +7,911 | New |
| Group One Trading, L.P. | 5,518 | $22.3K | 0.00% | −4,769−46.4% | Reduced |
| Barclays PLC | 1,771 | $7.17K | 0.00% | −1−0.1% | Reduced |
| Simplex Trading, LLC | 1,451 | $5.88K | 0.00% | −1,825−55.7% | Reduced |
| Rhumbline Advisers | 544 | $2.20K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 502 | $1.99K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 437 | $1.77K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 394 | $1.60K | 0.00% | +110+38.7% | Added |
| Caitong International Asset Management Co., Ltd | 316 | $1.28K | 0.00% | +316 | New |
| Royal Bank of Canada | 145 | $1.00K | 0.00% | −881−85.9% | Reduced |
| Advisor Group Holdings, Inc. | 131 | $530 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 85 | $344 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 80 | $324 | 0.00% | −34−29.8% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $122 | 0.00% | +30 | New |
| Optiver Holding B.V. | 13 | $53 | 0.00% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −1,680,658−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −179,000−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −28,817−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |