Tilly's Inc. Class A SHRSTLYS
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $12.3M |
| Exits | 4 | $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.