Tilly's Inc. Class A SHRSTLYS
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 60 institutions reported holding Tilly's Inc. Class A SHRS (TLYS) in their 13F filings, down 5 from Q1 2026. 10 opened new positions and 14 sold out. The largest holders were Fund 1 Investments, LLC ($33.8M), BML Capital Management, LLC ($9.0M) and Shay Capital LLC ($5.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Tilly's Inc. Class A SHRS
- CUSIP
- 886885102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.1M |
| Exits | 14 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 2,125,369 shares bought and 1,311,019 shares sold, net +814,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Fund 1 Investments, LLC | 5.95% | No change | 8,058,268 | $33.8M |
| BML Capital Management, LLC | 5.16% | No change | 2,150,000 | $9.0M |
| Shay Capital LLC | 0.65% | Reduce -21.2% | 1,407,555 | $5.9M |
| Renaissance Technologies | 0.01% | Add +54.6% | 1,312,712 | $5.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 900,000 | $3.8M |
| Two Sigma Investments, LP | 0.00% | Add +8.3% | 877,537 | $3.7M |
| Simcoe Capital LLC | 2.24% | Add +41.0% | 873,110 | $3.7M |
| Pacific Ridge Capital Partners, LLC | 0.61% | Add +15.9% | 803,638 | $3.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -20.7% | 782,082 | $3.3M |
| Nomura Holdings Inc. | 0.01% | Add +3.7% | 566,027 | $2.4M |
| MUFG Securities EMEA plc | 0.02% | No change | 500,000 | $2.1M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 409,747 | $1.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -15.8% | 391,965 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.6% | 244,794 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +0.0% | 220,097 | $924K |
| Acadian Asset Management LLC | 0.00% | Add +447.2% | 215,408 | $902K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +318.9% | 213,834 | $898K |
| Aristides Capital LLC | 0.17% | Reduce -22.8% | 155,878 | $655K |
| Marshall Wace, LLP | 0.00% | Add +851.8% | 141,823 | $596K |
| Squarepoint Ops LLC | 0.00% | Add +155.5% | 134,956 | $567K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -9.2% | 133,834 | $562K |
| State Street Corp. | 0.00% | Add +1.9% | 109,138 | $458K |
| Militia Capital Management LLC | 0.07% | New | 95,493 | $401K |
| American Century Companies Inc. | 0.00% | New | 92,910 | $390K |
| Citadel Advisors | 0.00% | Add +571.9% | 88,019 | $370K |
| Bailard, Inc. | 0.01% | New | 80,941 | $340K |
| Bridgeway Capital Management, LLC | 0.01% | Add +18.2% | 77,931 | $327K |
| Cibc World Market Inc. | 0.00% | Reduce -21.1% | 75,000 | $315K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -21.1% | 75,000 | $315K |
| Gsa Capital Partners LLP | 0.02% | Reduce -49.1% | 63,143 | $265K |
| Algert Global LLC | 0.00% | New | 58,823 | $247K |
| Hillsdale Investment Management Inc. | 0.01% | Add +129.5% | 53,158 | $223K |
| Northern Trust Corp. | 0.00% | Add +6.1% | 51,221 | $215K |
| Empowered Funds, LLC | 0.00% | No change | 45,031 | $189K |
| Cerity Partners LLC | 0.00% | No change | 44,793 | $188K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 35,301 | $148K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 33,558 | $141K |
| UBS Group AG | 0.00% | Add +203.9% | 31,113 | $131K |
| Engineers Gate Manager LP | 0.00% | New | 29,356 | $123K |
| NewEdge Advisors, LLC | 0.00% | New | 27,073 | $114K |
| Mangrove Partners Im, LLC | 0.01% | New | 23,615 | $99K |
| Saber Capital Managment, LLC | 0.06% | New | 20,500 | $86K |
| Virtu Financial LLC | 0.00% | Add +51.6% | 19,575 | $82K |
| FMR LLC | 0.00% | No change | 17,534 | $74K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.5% | 15,524 | $65K |
| Morgan Stanley | 0.00% | Reduce -16.0% | 15,056 | $63K |
| Abel Hall, LLC | 0.01% | No change | 13,680 | $57K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 12,039 | $51K |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 11,696 | $49K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 7,911 | $33K |
| Optiver Holding B.V. | 0.00% | Add +13707.7% | 1,795 | $8K |
| Barclays PLC | 0.00% | No change | 1,771 | $7K |
| Royal Bank of Canada | 0.00% | Add +653.1% | 1,092 | $5K |
| Osaic Holdings, Inc. | 0.00% | Add +519.1% | 811 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 437 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.5% | 384 | $2K |
| Group One Trading LLC | 0.00% | Reduce -94.6% | 299 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.6% | 258 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -48.1% | 164 | $689 |
| BNP Paribas Financial Markets | 0.00% | No change | 85 | $357 |
"% of holder's portfolio" is TLYS's weight in each manager's 13F, not the share of Tilly's Inc. Class A SHRS the manager owns.