Tilly's Inc. Class A SHRSTLYS
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 55 institutions reported holding Tilly's Inc. Class A SHRS (TLYS) in their 13F filings, down 2 from Q1 2025. 17 opened new positions and 19 sold out. The largest holders were Fund 1 Investments, LLC ($11.3M), Shay Capital LLC ($4.4M) and Long Focus Capital Management, LLC ($3.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.2M |
| Exits | 19 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 3,345,381 shares bought and 3,939,907 shares sold, net −594,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Fund 1 Investments, LLC | 1.60% | No change | 8,174,879 | $11.3M |
| Shay Capital LLC | 1.01% | Add +40.4% | 3,200,000 | $4.4M |
| Long Focus Capital Management, LLC | 0.19% | No change | 2,181,931 | $3.0M |
| Vanguard Group Inc. | 0.00% | Reduce -8.2% | 1,078,859 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.2% | 968,007 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 900,000 | $1.2M |
| Nomura Holdings Inc. | 0.01% | Reduce -54.5% | 850,580 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -6.0% | 787,812 | $1.1M |
| BlackRock, Inc. | 0.00% | Reduce -58.2% | 557,063 | $769K |
| Pacific Ridge Capital Partners, LLC | 0.16% | Reduce -1.4% | 498,513 | $688K |
| Millennium Management | 0.00% | New | 391,919 | $541K |
| MUFG Securities EMEA plc | 0.02% | New | 250,000 | $345K |
| Geode Capital Management, LLC | 0.00% | Reduce -41.9% | 239,166 | $330K |
| SG Americas Securities, LLC | 0.00% | Add +10.7% | 231,845 | $320K |
| Jane Street Group, LLC | 0.00% | New | 206,978 | $286K |
| Susquehanna International Group, LLP | 0.00% | Add +116.4% | 149,883 | $207K |
| Gsa Capital Partners LLP | 0.01% | New | 134,972 | $186K |
| Two Sigma Investments, LP | 0.00% | New | 130,331 | $180K |
| State Street Corp. | 0.00% | Reduce -74.1% | 96,908 | $134K |
| Aristides Capital LLC | 0.03% | No change | 60,203 | $83K |
| Two Sigma Advisers, LP | 0.00% | New | 52,900 | $73K |
| Northern Trust Corp. | 0.00% | Reduce -64.7% | 52,354 | $72K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -41.9% | 51,159 | $71K |
| Marshall Wace, LLP | 0.00% | New | 50,500 | $70K |
| Cerity Partners LLC | 0.00% | Add +0.7% | 44,831 | $62K |
| Empowered Funds, LLC | 0.00% | No change | 44,659 | $62K |
| Ground Swell Capital, LLC | 0.09% | New | 40,804 | $56K |
| Cibc World Markets Corp. | 0.00% | Reduce -7.6% | 40,000 | $55K |
| Cibc World Market Inc. | 0.00% | New | 38,000 | $52K |
| Corient Private Wealth LP | 0.00% | New | 35,000 | $48K |
| Morgan Stanley | 0.00% | Reduce -63.4% | 30,412 | $42K |
| Invesco Ltd. | 0.00% | Reduce -43.5% | 30,289 | $42K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 26,018 | $36K |
| Wedbush Securities Inc. | 0.00% | New | 22,000 | $30K |
| Qube Research & Technologies Ltd | 0.00% | New | 19,313 | $27K |
| FMR LLC | 0.00% | Add +826.1% | 18,689 | $26K |
| Abel Hall, LLC | 0.01% | New | 14,105 | $19K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 12,039 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +214.6% | 11,783 | $16K |
| Group One Trading LLC | 0.00% | Add +48.9% | 7,611 | $11K |
| Bank of America Corp. | 0.00% | Reduce -45.6% | 5,917 | $8K |
| Simplex Trading, LLC | 0.00% | New | 6,396 | $8K |
| UBS Group AG | 0.00% | Reduce -83.1% | 2,866 | $4K |
| Barclays PLC | 0.00% | Reduce -89.2% | 1,772 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -43.4% | 1,304 | $1K |
| Cwm, LLC | 0.00% | Add +56.5% | 410 | $1K |
| Rhumbline Advisers | 0.00% | Reduce -98.0% | 544 | $750 |
| Citigroup Inc. | 0.00% | Reduce -94.8% | 542 | $748 |
| Nisa Investment Advisors, LLC | 0.00% | New | 437 | $603 |
| Wells Fargo & Company | 0.00% | Reduce -95.7% | 381 | $526 |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.6% | 356 | $491 |
| SBI Securities Co., Ltd. | 0.00% | No change | 284 | $392 |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.8% | 165 | $228 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 29 | $40 |
| Osaic Holdings, Inc. | 0.00% | No change | 5 | $6 |
"% 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.