TILLY'S, INC. (TLYS) — Institutional Holders, Q2 2026
60 institutional investment managers reported a TLYS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $91.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TLYS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- RENAISSANCE TECHNOLOGIESAdded · +463,398 sh+$1.9M
- Simcoe CapitalAdded · +253,674 sh+$1.1M
- ACADIAN ASSET MANAGEMENTAdded · +176,042 sh+$739.4K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +162,789 sh+$683.7K
- MARSHALL WACE, LLPAdded · +126,923 sh+$533.1K
Biggest sellers
- Shay CapitalTrimmed · -378,886 sh-$1.6M
- VANGUARD CAPITAL MANAGEMENTTrimmed · -203,723 sh-$855.6K
- MILLENNIUM MANAGEMENTSold out · -98,103 sh-$412.0K
- DIMENSIONAL FUND ADVISORSTrimmed · -73,405 sh-$308.3K
- JANE STREET GROUPSold out · -67,431 sh-$283.2K
TLYS 13F holders ranked 1–60 of 60
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Fund 1 Investments#1 · 8,058,268 sh | 8,058,268 | $33.8M | 5.61% | 0.0% |
| 2 | BML Capital Management#2 · 2,150,000 sh | 2,150,000 | $9.0M | 5.13% | 0.0% |
| 3 | Shay Capital#3 · 1,407,555 sh | 1,407,555 | $5.9M | 0.38% | -21.2% |
| 4 | RENAISSANCE TECHNOLOGIES#4 · 1,312,712 sh | 1,312,712 | $5.5M | <0.01% | +54.6% |
| 5 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#5 · 900,000 sh | 900,000 | $3.8M | <0.01% | 0.0% |
| 6 | TWO SIGMA INVESTMENTS#6 · 877,537 sh | 877,537 | $3.7M | <0.01% | +8.3% |
| 7 | Simcoe Capital#7 · 873,110 sh | 873,110 | $3.7M | 2.24% | +41.0% |
| 8 | Pacific Ridge Capital Partners#8 · 803,638 sh | 803,638 | $3.4M | 0.61% | +15.9% |
| 9 | VANGUARD CAPITAL MANAGEMENT#9 · 782,082 sh | 782,082 | $3.3M | <0.01% | -20.7% |
| 10 | NOMURA#10 · 566,027 sh | 566,027 | $2.4M | <0.01% | +3.7% |
| 11 | MUFG Securities EMEA plc#11 · 500,000 sh | 500,000 | $2.1M | 0.02% | 0.0% |
| 12 | BlackRock#12 · 409,747 sh | 409,747 | $1.7M | 0.00% | +3.2% |
| 13 | DIMENSIONAL FUND ADVISORS#13 · 391,965 sh | 391,965 | $1.6M | <0.01% | -15.8% |
| 14 | GEODE CAPITAL MANAGEMENT#14 · 244,794 sh | 244,794 | $1.0M | <0.01% | -3.6% |
| 15 | SG Americas Securities#15 · 220,097 sh | 220,097 | $924.0K | <0.01% | 0.0% |
| 16 | ACADIAN ASSET MANAGEMENT#16 · 215,408 sh | 215,408 | $902.0K | <0.01% | +447.2% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#17 · 213,834 sh | 213,834 | $898.1K | <0.01% | +318.9% |
| 18 | Aristides Capital#18 · 155,878 sh | 155,878 | $654.7K | 0.13% | -22.8% |
| 19 | MARSHALL WACE, LLP#19 · 141,823 sh | 141,823 | $595.7K | <0.01% | +851.8% |
| 20 | Squarepoint Ops#20 · 134,956 sh | 134,956 | $566.8K | <0.01% | +155.5% |
| 21 | VANGUARD FIDUCIARY#21 · 133,834 sh | 133,834 | $562.1K | <0.01% | -9.2% |
| 22 | STATE STREET#22 · 109,138 sh | 109,138 | $458.4K | 0.00% | +1.9% |
| 23 | Militia Capital Management#23 · 95,493 sh | 95,493 | $401.1K | 0.01% | New |
| 24 | AMERICAN CENTURY COMPANIES#24 · 92,910 sh | 92,910 | $390.2K | <0.01% | New |
| 25 | CITADEL ADVISORS#25 · 88,019 sh | 88,019 | $369.7K | 0.00% | +571.9% |
| 26 | BAILARD#26 · 80,941 sh | 80,941 | $340.0K | — | New |
| 27 | BRIDGEWAY CAPITAL MANAGEMENT#27 · 77,931 sh | 77,931 | $327.3K | <0.01% | +18.2% |
| 28 | CIBC WORLD MARKET#28 · 75,000 sh | 75,000 | $315.0K | <0.01% | -21.1% |
| 29 | CIBC Bancorp USA#29 · 75,000 sh | 75,000 | $315.0K | <0.01% | -21.1% |
| 30 | GSA CAPITAL PARTNERS LLP#30 · 63,143 sh | 63,143 | $265.0K | 0.02% | -49.1% |
| 31 | ALGERT GLOBAL#31 · 58,823 sh | 58,823 | $247.1K | <0.01% | New |
| 32 | Hillsdale Investment Management#32 · 53,158 sh | 53,158 | $223.3K | <0.01% | +129.5% |
| 33 | NORTHERN#33 · 51,221 sh | 51,221 | $215.1K | 0.00% | +6.1% |
| 34 | Empowered Funds#34 · 45,031 sh | 45,031 | $189.1K | <0.01% | 0.0% |
| 35 | Cerity Partners#35 · 44,793 sh | 44,793 | $188.1K | <0.01% | 0.0% |
| 36 | FULLER & THALER ASSET MANAGEMENT#36 · 35,301 sh | 35,301 | $148.3K | <0.01% | New |
| 37 | Susquehanna Portfolio Strategies#37 · 33,558 sh | 33,558 | $140.9K | <0.01% | New |
| 38 | UBS Group AG#38 · 31,113 sh | 31,113 | $130.7K | 0.00% | +203.9% |
| 39 | Engineers Gate Manager#39 · 29,356 sh | 29,356 | $123.3K | <0.01% | New |
| 40 | NewEdge Advisors#40 · 27,073 sh | 27,073 | $113.7K | <0.01% | New |
| 41 | MANGROVE PARTNERS IM#41 · 23,615 sh | 23,615 | $99.2K | <0.01% | New |
| 42 | Saber Capital Managment#42 · 20,500 sh | 20,500 | $86.1K | 0.06% | New |
| 43 | Virtu Financial#43 · 19,575 sh | 19,575 | $82.0K | <0.01% | +51.6% |
| 44 | FMR#44 · 17,534 sh | 17,534 | $73.6K | 0.00% | 0.0% |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#45 · 15,524 sh | 15,524 | $65.2K | 0.00% | -74.5% |
| 46 | MORGAN STANLEY#46 · 15,056 sh | 15,056 | $63.2K | 0.00% | -16.0% |
| 47 | Abel Hall#47 · 13,680 sh | 13,680 | $57.5K | — | 0.0% |
| 48 | Sequoia Financial Advisors#48 · 12,039 sh | 12,039 | $50.6K | <0.01% | 0.0% |
| 49 | BANK OF AMERICA#49 · 11,696 sh | 11,696 | $49.1K | 0.00% | -0.3% |
| 50 | Vanguard Global Advisers#50 · 7,911 sh | 7,911 | $33.2K | 0.00% | 0.0% |
| 51 | Optiver Holding B.V.#51 · 1,795 sh | 1,795 | $7.5K | 0.00% | New |
| 52 | BARCLAYS PLC#52 · 1,771 sh | 1,771 | $7.4K | 0.00% | 0.0% |
| 53 | ROYAL BANK OF CANADA#53 · 1,092 sh | 1,092 | $5.0K | 0.00% | +653.1% |
| 54 | OSAIC#54 · 811 sh | 811 | $3.4K | 0.00% | +519.1% |
| 55 | NISA INVESTMENT ADVISORS#55 · 437 sh | 437 | $1.8K | — | 0.0% |
| 56 | SBI Securities , Ltd.#56 · 384 sh | 384 | $1.6K | — | -2.5% |
| 57 | GROUP ONE TRADING, L.P.#57 · 299 sh | 299 | $1.3K | 0.00% | -94.6% |
| 58 | JPMORGAN CHASE#58 · 258 sh | 258 | $1.0K | 0.00% | -48.6% |
| 59 | Caitong International Asset Management , Ltd#59 · 164 sh | 164 | $689.00 | <0.01% | -48.1% |
| 60 | BNP PARIBAS FINANCIAL MARKETS#60 · 85 sh | 85 | $357.00 | 0.00% | 0.0% |
Funds that sold out of TLYS in Q2 2026 (14)
Held TLYS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MILLENNIUM MANAGEMENT98,103 sh | 98,103 | $397.3K |
| JANE STREET GROUP67,431 sh | 67,431 | $273.1K |
| HRT FINANCIAL59,356 sh | 59,356 | $240.0K |
| Kathmere Capital Management50,000 sh | 50,000 | $202.5K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP40,000 sh | 40,000 | $176.0K |
| TWO SIGMA SECURITIES28,442 sh | 28,442 | $115.2K |
| Hudson Bay Capital Management25,774 sh | 25,774 | $104.4K |
| FNY Investment Advisers23,165 sh | 23,165 | $93.0K |
| Qube Research & Technologies Ltd13,507 sh | 13,507 | $54.7K |
| CITIGROUP13,091 sh | 13,091 | $53.0K |
| Scientech Research10,824 sh | 10,824 | $43.8K |
| SIMPLEX TRADING1,451 sh | 1,451 | $5.9K |
| RHUMBLINE ADVISERS544 sh | 544 | $2.2K |
| SRS Capital Advisors30 sh | 30 | $122.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.