What is the 13F Pro Quality Score for TLYS?

13F Pro ranks TILLY'S, INC. (TLYS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View TLYS's current score at https://13fpro.ai/research/TLYS (free sign-up required for the full ranking).

Which hedge funds own the most TLYS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of TLYS include Fund 1 Investments,, BML Capital Management,, Shay Capital. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/TLYS as soon as new 13F filings post.

Where does 13F Pro source TLYS data?

All TILLY'S, INC. fundamentals and ownership data come directly from SEC EDGAR. TILLY'S, INC. files with the SEC under CIK 1524025. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is TLYS in?

TILLY'S, INC. (TLYS) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is TLYS research updated on 13F Pro?

TLYS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

TILLY'S, INC.(TLYS)Stock Analysis

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Consumer Discretionary →NYSE

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SEC EDGAR: CIK 1524025 TLYS stock profile & AI dashboard →

13F Pro Quality Score

29.8/100

Rank #2,388 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

21.5/100

Profitability

28.1/100

Balance Sheet

18.6/100

Earnings Quality

30.0/100

Free Cash Flow

28.0/100

Institutional Flow

33.6/100

Revenue Scale

37.5/100

Dilution Risk

81.0/100

TLYS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for TILLY'S, INC. (TLYS), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TLYS at 29.8/100 on a 32-signal composite quality model, placing it at rank #2,388 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include balance sheet strength (18.6) and revenue growth (21.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), TILLY'S, INC. reports quarterly revenue of $124.7M, net income of $-8.0M, free cash flow of $-5.3M. Top institutional holders of TLYS by reported 13-F value include Fund 1 Investments,, BML Capital Management,, Shay Capital, based on the most recent SEC filings. TLYS trades on the NYSE exchange and files with the SEC under CIK 1524025. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TLYS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TILLY'S, INC. directly from SEC EDGAR. TILLY'S, INC.'s 13F Pro composite quality score has ranged between 25 and 30 since 2026, currently 29.8 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.

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Fun facts about TILLY'S, INC.

Quirks, history, and lore behind TLYS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. specialty retailer · small-cap · listed on the NYSE · headquartered in Southern California.
2
The Numbers
Annual revenue in the range of $600–700 million, with roughly 240+ store locations across the United States — all company-owned, no franchises.
3
The History
Founded in 1982, the chain grew by targeting teens and young adults who wanted action-sports-adjacent style without the boutique price tag, going public in 2012.
4
The Secret
Its sweet spot is the value-priced intersection of surf, skate, and streetwear — cheaper than Zumiez, hipper than a department store, and very dependent on mall and strip-center foot traffic.
5
The Lore
The company is named after the founder's daughter — a personal touch that's a little charming and a lot unusual for a publicly traded apparel chain.
6
The Giveaway
Board shorts, band tees, and beanies for the skater-adjacent crowd — sold under a name that sounds like a girl's nickname and ends with a possessive apostrophe.

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Revenue

Q1 2027

$124.7M

Net Income

Q1 2027

$-8.0M

Free Cash Flow

Q1 2027

$-5.3M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-2.8% YoY

$553.6MFY 2026

FY23 $672.3MFY24 $623.1MFY25 $569.5MFY26 $553.6M

Net Income

+62.2% YoY

$-17.5MFY 2026

FY23 $9.7MFY24 $-34.5MFY25 $-46.2MFY26 $-17.5M

Operating Income

+61.2% YoY

$-19.3MFY 2026

FY23 $11.2MFY24 $-31.0MFY25 $-49.8MFY26 $-19.3M

EPS (Diluted)

+62.3% YoY

$-0.58FY 2026

FY23 —FY24 $-1.16FY25 $-1.54FY26 $-0.58

Total Assets

-9.3% YoY

$310.8MFY 2026

FY23 $475.8MFY24 $429.5MFY25 $342.5MFY26 $310.8M

Op. Cash Flow

+109.8% YoY

$4.1MFY 2026

FY23 $-1.4MFY24 $-6.7MFY25 $-42.0MFY26 $4.1M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$553.6M -2.8%	$569.5M -8.6%	$623.1M -7.3%	$672.3M -13.3%	$775.7M +46.0%	$531.3M
Net Income	$-17.5M +62.2%	$-46.2M -34.0%	$-34.5M -456.4%	$9.7M -84.9%	$64.2M +5711.3%	$-1.1M
Operating Income	$-19.3M +61.2%	$-49.8M -60.9%	$-31.0M -376.9%	$11.2M -87.2%	$87.6M +2981.4%	$-3.0M
EPS (Diluted)	$-0.58 +62.3%	$-1.54 -32.8%	$-1.16	—	—	—
Total Assets	$310.8M -9.3%	$342.5M -20.3%	$429.5M -9.7%	$475.8M -5.8%	$504.8M -0.5%	$507.5M
Operating Cash Flow	$4.1M +109.8%	$-42.0M -524.1%	$-6.7M -375.8%	$-1.4M -102.2%	$63.4M +63.0%	$38.9M

AI Insight: TLYS Financial Trends

Tilly's swung to profitability in Q1 2026 after two quarters of losses, but Q2 2026 deterioration signals seasonal weakness and structural margin challenges.

• Q1 2026 net income recovered to $3M and operating income to $3M, matching Q3 2025 peak; operating cash flow positive at $9M.

• Q2 2026 revenue collapsed 35% sequentially to $125M, lowest since Q2 2025, with net loss of $8M and operating cash outflow of $4M.

• Equity eroded from $127M (Q3 2024) to $78M (Q2 2026), a 39% decline over 6 quarters amid persistent quarterly losses.

⚠ Seasonal pattern: Q2 consistently weakest quarter (avg $116M revenue); Q1 2026 strength may not sustain into Q3 2026.

⚠ Operating margins remain razor-thin (±2% range); no evidence of structural improvement despite Q1 2026 profit inflection.

⚠ Equity base compressed $7M Q1→Q2 2026; continued unprofitability will further erode balance sheet cushion.

AI Insight: TLYS Ratio Trends

TLYS swung sharply negative in Q2 2026 after posting modest profitability in Q1, signaling a return to structural losses.

• Operating margin collapsed to –6.5% in Q2 2026 from +1.7% in Q1 2026, a 8.2pp sequential deterioration.

• ROE sank to –40.9% in Q2 2026 versus +13.8% in Q1 2026; Q3 2025 was the sole profitable quarter in nine.

• TTM metrics remain deeply negative: –0.8% OpMargin, –0.6% NPM, –4.2% ROE, all below Q1 2026 gains.

⚠ Q3 2025 profitability (+1.8% OpMargin, +13.0% ROIC) proved unsustainable; Q4–Q2 reversal suggests seasonal or operational fragility.

⚠ Q2 2025 posted worst quarterly metrics on record (–21.1% OpMargin, –112.0% ROE); recovery remains inconsistent and unreliable.

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Available Research

13F Pro tracks comprehensive data for TILLY'S, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of TLYS

Fund 1 Investments, LLC
$32.6M8,058,268 sh
BML Capital Management, LLC
$8.7M2,150,000 sh
Shay Capital LLC
$7.2M1,786,441 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.0M985,805 sh
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$3.6M900,000 sh
RENAISSANCE TECHNOLOGIES LLC
$3.4M849,314 sh
TWO SIGMA INVESTMENTS, LP
$3.3M810,509 sh
Pacific Ridge Capital Partners, LLC
$2.8M693,320 sh
Simcoe Capital LLC
$2.5M619,436 sh
NOMURA HOLDINGS INC
$2.2M546,027 sh

Fund	Value	Shares
Fund 1 Investments, LLC	$32.6M	8,058,268
BML Capital Management, LLC	$8.7M	2,150,000
Shay Capital LLC	$7.2M	1,786,441
VANGUARD CAPITAL MANAGEMENT LLC	$4.0M	985,805
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.6M	900,000
RENAISSANCE TECHNOLOGIES LLC	$3.4M	849,314
TWO SIGMA INVESTMENTS, LP	$3.3M	810,509
Pacific Ridge Capital Partners, LLC	$2.8M	693,320
Simcoe Capital LLC	$2.5M	619,436
NOMURA HOLDINGS INC	$2.2M	546,027

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Is TLYS a good stock to buy?

13F Pro's AI-powered analysis of TILLY'S, INC. (TLYS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TLYS are available on the TLYS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own TLYS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TLYS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TILLY'S, INC.'s investment landscape.