Tilly's Inc. Class A SHRSTLYS
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 54 institutions reported holding Tilly's Inc. Class A SHRS (TLYS) in their 13F filings, down 6 from Q3 2025. 2 opened new positions and 7 sold out. The largest holders were Fund 1 Investments, LLC ($16.0M), Shay Capital LLC ($6.7M) and Long Focus Capital Management, LLC ($3.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $69K |
| Exits | 7 | $179K |
All 13F filers, Q3 2025 → Q4 2025: 443,287 shares bought and 715,615 shares sold, net −272,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Fund 1 Investments, LLC | 2.32% | Reduce -1.4% | 8,058,268 | $16.0M |
| Shay Capital LLC | 1.08% | No change | 3,360,000 | $6.7M |
| Long Focus Capital Management, LLC | 0.17% | Reduce -1.8% | 1,680,658 | $3.3M |
| Vanguard Group Inc. | 0.00% | Add +2.6% | 1,106,483 | $2.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 900,000 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -3.5% | 754,212 | $1.5M |
| Pacific Ridge Capital Partners, LLC | 0.30% | Add +42.1% | 692,623 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -21.2% | 657,966 | $1.3M |
| Nomura Holdings Inc. | 0.00% | Reduce -9.1% | 546,027 | $1.1M |
| MUFG Securities EMEA plc | 0.01% | No change | 500,000 | $995K |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 392,157 | $780K |
| Millennium Management | 0.00% | Reduce -11.6% | 249,768 | $497K |
| Geode Capital Management, LLC | 0.00% | No change | 239,730 | $477K |
| SG Americas Securities, LLC | 0.00% | No change | 220,095 | $438K |
| Gsa Capital Partners LLP | 0.03% | Add +9.9% | 186,817 | $372K |
| Two Sigma Advisers, LP | 0.00% | Reduce -2.2% | 179,000 | $356K |
| Two Sigma Investments, LP | 0.00% | Reduce -41.0% | 160,683 | $320K |
| Aristides Capital LLC | 0.11% | Add +166.4% | 160,373 | $319K |
| State Street Corp. | 0.00% | Add +10.5% | 107,108 | $213K |
| Cibc World Markets Corp. | 0.00% | — | 95,000 | $189K |
| Bridgeway Capital Management, LLC | 0.00% | Add +27.9% | 65,931 | $131K |
| Citadel Advisors | 0.00% | Reduce -7.8% | 59,677 | $119K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -6.8% | 56,545 | $113K |
| Squarepoint Ops LLC | 0.00% | Add +0.6% | 47,255 | $94K |
| Cerity Partners LLC | 0.00% | Reduce 0.0% | 44,793 | $89K |
| Jane Street Group, LLC | 0.00% | Reduce -41.1% | 41,358 | $82K |
| Afg Fiduciary Services Limited Partnership | 0.05% | Add +100.0% | 40,000 | $81K |
| Cibc World Market Inc. | 0.00% | No change | 38,000 | $76K |
| Northern Trust Corp. | 0.00% | No change | 29,041 | $58K |
| NINE MASTS CAPITAL Ltd | 0.01% | New | 28,817 | $57K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.4% | 27,403 | $55K |
| Kathmere Capital Management, LLC | 0.00% | No change | 25,000 | $50K |
| Acadian Asset Management LLC | 0.00% | Add +91.6% | 25,216 | $49K |
| FMR LLC | 0.00% | Reduce -3.2% | 17,702 | $35K |
| Abel Hall, LLC | 0.01% | Reduce -1.2% | 13,764 | $27K |
| Morgan Stanley | 0.00% | Reduce -2.6% | 13,137 | $26K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 12,039 | $24K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.7% | 10,325 | $21K |
| Group One Trading LLC | 0.00% | Reduce -28.5% | 10,287 | $20K |
| Crewe Advisors LLC | 0.00% | New | 6,000 | $12K |
| Bank of America Corp. | 0.00% | Add +0.1% | 5,139 | $10K |
| Simplex Trading, LLC | 0.00% | Reduce -74.3% | 3,276 | $7K |
| UBS Group AG | 0.00% | No change | 2,737 | $5K |
| Barclays PLC | 0.00% | No change | 1,772 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4638.7% | 1,469 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -54.1% | 1,026 | $2K |
| Rhumbline Advisers | 0.00% | No change | 544 | $1K |
| JPMorgan Chase & Co. | 0.00% | Add +66.2% | 502 | $999 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 437 | $870 |
| SBI Securities Co., Ltd. | 0.00% | No change | 284 | $565 |
| Osaic Holdings, Inc. | 0.00% | Add +2520.0% | 131 | $260 |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.5% | 85 | $169 |
| Optiver Holding B.V. | 0.00% | Reduce -7.1% | 13 | $26 |
| Cwm, LLC | 0.00% | Reduce -26.0% | 114 | $0 |
"% 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.