Tilly's Inc. Class A SHRSTLYS

13F holders, Q1 2026 (March 31)
65holders +11
14new positions
4sold out
3famous investors
$4.05avg. 13F price*

At the end of Q1 2026, 65 institutions reported holding Tilly's Inc. Class A SHRS (TLYS) in their 13F filings, up 11 from Q4 2025. 14 opened new positions and 4 sold out. The largest holders were Fund 1 Investments, LLC ($32.6M), BML Capital Management, LLC ($8.7M) and Shay Capital LLC ($7.2M). 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

020406080 Q1 2024: 67Q1 2024Q2 2024: 74Q2 2024Q3 2024: 67Q3 2024Q4 2024: 61Q4 2024Q1 2025: 57Q1 2025Q2 2025: 55Q2 2025Q3 2025: 60Q3 2025Q4 2025: 54Q4 2025Q1 2026: 65Q1 2026Q2 2026: 60Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions14$12.3M
Exits4$3.4M

All 13F filers, Q4 2025 → Q1 2026: 4,035,306 shares bought and 3,757,476 shares sold, net +277,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

Fund 1 Investments, LLC 4.25% No change 8,058,268 $32.6M
BML Capital Management, LLC 5.60% New 2,150,000 $8.7M
Shay Capital LLC 1.03% Reduce -46.8% 1,786,441 $7.2M
Vanguard Capital Management LLC 0.00% — 985,805 $4.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 900,000 $3.6M
Renaissance Technologies 0.01% Add +12.6% 849,314 $3.4M
Two Sigma Investments, LP 0.00% Add +404.4% 810,509 $3.3M
Pacific Ridge Capital Partners, LLC 0.61% Add +0.1% 693,320 $2.8M
Simcoe Capital LLC 2.30% New 619,436 $2.5M
Nomura Holdings Inc. 0.02% No change 546,027 $2.2M
MUFG Securities EMEA plc 0.03% No change 500,000 $2.0M
Dimensional Fund Advisors LP 0.00% Reduce -29.3% 465,370 $1.9M
BlackRock, Inc. 0.00% Add +1.3% 397,100 $1.6M
Geode Capital Management, LLC 0.00% Add +5.9% 253,913 $1.0M
SG Americas Securities, LLC 0.00% No change 220,095 $891K
Aristides Capital LLC 0.27% Add +25.9% 201,873 $818K
Vanguard Fiduciary Trust Co. 0.00% — 147,373 $597K
Gsa Capital Partners LLP 0.03% Reduce -33.6% 123,944 $502K
State Street Corp. 0.00% No change 107,108 $434K
Millennium Management 0.00% Reduce -60.7% 98,103 $397K
Cibc World Market Inc. 0.00% Add +150.0% 95,000 $385K
CIBC Bancorp USA Inc. 0.00% — 95,000 $385K
Jane Street Group, LLC 0.00% Add +63.0% 67,431 $273K
Bridgeway Capital Management, LLC 0.01% No change 65,931 $267K
Susquehanna International Group, LLP 0.00% Add +122.0% 60,828 $246K
HRT Financial LP 0.00% New 59,356 $240K
Squarepoint Ops LLC 0.00% Add +11.8% 52,813 $214K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -9.7% 51,045 $207K
Kathmere Capital Management, LLC 0.01% Add +100.0% 50,000 $203K
Northern Trust Corp. 0.00% Add +66.3% 48,280 $196K
Empowered Funds, LLC 0.00% New 45,031 $182K
Cerity Partners LLC 0.00% No change 44,793 $181K
Afg Fiduciary Services Limited Partnership 0.10% No change 40,000 $176K
Acadian Asset Management LLC 0.00% Add +56.1% 39,366 $158K
Two Sigma Securities, LLC 0.01% New 28,442 $115K
Hudson Bay Capital Management LP 0.00% New 25,774 $104K
Hillsdale Investment Management Inc. 0.00% New 23,158 $94K
FNY Investment Advisers, LLC 0.04% New 23,165 $93K
Morgan Stanley 0.00% Add +36.4% 17,924 $73K
FMR LLC 0.00% Reduce -0.9% 17,534 $71K
Marshall Wace, LLP 0.00% New 14,900 $60K
Abel Hall, LLC 0.01% Reduce -0.6% 13,680 $55K
Qube Research & Technologies Ltd 0.00% Add +30.8% 13,507 $55K
Citadel Advisors 0.00% Reduce -78.0% 13,100 $53K
Citigroup Inc. 0.00% New 13,091 $53K
Virtu Financial LLC 0.00% New 12,915 $52K
Sequoia Financial Advisors, LLC 0.00% No change 12,039 $49K
Bank of America Corp. 0.00% Add +128.3% 11,732 $48K
Scientech Research LLC 0.04% New 10,824 $44K
UBS Group AG 0.00% Add +274.0% 10,237 $41K
Vanguard Global Advisers, LLC 0.00% — 7,911 $32K
Group One Trading LLC 0.00% Reduce -46.4% 5,518 $22K
Barclays PLC 0.00% Reduce -0.1% 1,771 $7K
Simplex Trading, LLC 0.00% Reduce -55.7% 1,451 $6K
Rhumbline Advisers 0.00% No change 544 $2K
JPMorgan Chase & Co. 0.00% No change 502 $2K
Nisa Investment Advisors, LLC 0.00% No change 437 $2K
SBI Securities Co., Ltd. 0.00% Add +38.7% 394 $2K
Caitong International Asset Management Co., Ltd 0.00% New 316 $1K
Royal Bank of Canada 0.00% Reduce -85.9% 145 $1K
Osaic Holdings, Inc. 0.00% No change 131 $530
BNP Paribas Financial Markets 0.00% No change 85 $344
Cwm, LLC 0.00% Reduce -29.8% 80 $324
Arax Advisory Partners 0.00% New 30 $122
Optiver Holding B.V. 0.00% No change 13 $53

"% 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.