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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 13 | $53 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $122 | 0.00% | +30 | New |
| CWM, LLC | 80 | $324 | 0.00% | −34−29.8% | Reduced |
| BNP Paribas Arbitrage, SA | 85 | $344 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 131 | $530 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 145 | $1.00K | 0.00% | −881−85.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 316 | $1.28K | 0.00% | +316 | New |
| SBI Securities Co., Ltd. | 394 | $1.60K | 0.00% | +110+38.7% | Added |
| Nisa Investment Advisors, LLC | 437 | $1.77K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 502 | $1.99K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 544 | $2.20K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,451 | $5.88K | 0.00% | −1,825−55.7% | Reduced |
| Barclays PLC | 1,771 | $7.17K | 0.00% | −1−0.1% | Reduced |
| Group One Trading, L.P. | 5,518 | $22.3K | 0.00% | −4,769−46.4% | Reduced |
| Vanguard Global Advisers, LLC | 7,911 | $32.0K | 0.00% | +7,911 | New |
| UBS Group AG | 10,237 | $41.5K | 0.00% | +7,500+274.0% | Added |
| Scientech Research LLC | 10,824 | $43.8K | 0.04% | +10,824 | New |
| Bank of America Corp | 11,732 | $47.5K | 0.00% | +6,593+128.3% | Added |
| Sequoia Financial Advisors, LLC | 12,039 | $48.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,915 | $52.0K | 0.00% | +12,915 | New |
| Citigroup Inc | 13,091 | $53.0K | 0.00% | +13,091 | New |
| Citadel Advisors LLC | 13,100 | $53.1K | 0.00% | −46,577−78.0% | Reduced |
| Qube Research & Technologies Ltd | 13,507 | $54.7K | 0.00% | +3,182+30.8% | Added |
| Abel Hall, LLC | 13,680 | $55.4K | 0.01% | −84−0.6% | Reduced |
| Marshall Wace, LLP | 14,900 | $60.3K | 0.00% | +14,900 | New |
| FMR LLC | 17,534 | $71.0K | 0.00% | −168−0.9% | Reduced |
| Morgan Stanley | 17,924 | $72.6K | 0.00% | +4,787+36.4% | Added |
| FNY Investment Advisers, LLC | 23,165 | $93.0K | 0.04% | +23,165 | New |
| Hillsdale Investment Management Inc. | 23,158 | $93.8K | 0.00% | +23,158 | New |
| Hudson Bay Capital Management LP | 25,774 | $104.4K | 0.00% | +25,774 | New |
| Two Sigma Securities, LLC | 28,442 | $115.2K | 0.01% | +28,442 | New |
| Acadian Asset Management LLC | 39,366 | $158.0K | 0.00% | +14,150+56.1% | Added |
| Afg Fiduciary Services Limited Partnership | 40,000 | $176.0K | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 44,793 | $181.4K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 45,031 | $182.4K | 0.00% | +45,031 | New |
| Northern Trust Corp | 48,280 | $195.5K | 0.00% | +19,239+66.2% | Added |
| Kathmere Capital Management, LLC | 50,000 | $202.5K | 0.01% | +25,000+100.0% | Added |
| Arrowstreet Capital, Limited Partnership | 51,045 | $206.7K | 0.00% | −5,500−9.7% | Reduced |
| Squarepoint Ops LLC | 52,813 | $213.9K | 0.00% | +5,558+11.8% | Added |
| HRT Financial LP | 59,356 | $240.0K | 0.00% | +59,356 | New |
| Susquehanna International Group, LLP | 60,828 | $246.4K | 0.00% | +33,425+122.0% | Added |
| Bridgeway Capital Management, LLC | 65,931 | $267.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 67,431 | $273.1K | 0.00% | +26,073+63.0% | Added |
| 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 |
| Millennium Management LLC | 98,103 | $397.3K | 0.00% | −151,665−60.7% | Reduced |
| State Street Corp | 107,108 | $433.8K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 123,944 | $502.0K | 0.03% | −62,873−33.7% | Reduced |
| Vanguard Fiduciary Trust Co | 147,373 | $596.9K | 0.00% | +147,373 | New |
| Aristides Capital LLC | 201,873 | $817.6K | 0.27% | +41,500+25.9% | Added |
| SG Americas Securities, LLC | 220,095 | $891.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 253,913 | $1.03M | 0.00% | +14,183+5.9% | Added |
| BlackRock, Inc. | 397,100 | $1.61M | 0.00% | +4,943+1.3% | Added |
| Dimensional Fund Advisors LP | 465,370 | $1.88M | 0.00% | −192,596−29.3% | Reduced |
| MUFG Securities EMEA plc | 500,000 | $2.02M | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 546,027 | $2.21M | 0.02% | 00.0% | Unchanged |
| Simcoe Capital LLC | 619,436 | $2.51M | 2.30% | +619,436 | New |
| Pacific Ridge Capital Partners, LLC | 693,320 | $2.81M | 0.61% | +697+0.1% | Added |
| Two Sigma Investments, LP | 810,509 | $3.28M | 0.00% | +649,826+404.4% | Added |
| Renaissance Technologies LLC | 849,314 | $3.44M | 0.01% | +95,102+12.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 900,000 | $3.65M | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 985,805 | $3.99M | 0.00% | +985,805 | New |
| Shay Capital LLC | 1,786,441 | $7.24M | 1.03% | −1,573,559−46.8% | Reduced |
| BML Capital Management, LLC | 2,150,000 | $8.71M | 5.60% | +2,150,000 | New |
| Fund 1 Investments, LLC | 8,058,268 | $32.6M | 4.25% | 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 |