Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in TLYS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Fund 1 Investments, LLC | 8.1M | $33.8M | 0.0% | 26.763% | 5.61% |
| 2 | BML Capital Management, LLC | 2.1M | $9.0M | 0.0% | 7.141% | 5.13% |
| 3 | Shay Capital LLC | 1.4M | $5.9M | -21.2% | 4.675% | 0.38% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 1.3M | $5.5M | +54.6% | 4.360% | 0.01% |
| 5 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 900K | $3.8M | 0.0% | 2.989% | 0.01% |
| 6 | TWO SIGMA INVESTMENTS, LP | 878K | $3.7M | +8.3% | 2.914% | 0.00% |
| 7 | Simcoe Capital LLC | 873K | $3.7M | +40.9% | 2.900% | 2.24% |
| 8 | Pacific Ridge Capital Partners, LLC | 804K | $3.4M | +15.9% | 2.669% | 0.61% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 782K | $3.3M | -20.7% | 2.598% | 0.00% |
| 10 | NOMURA HOLDINGS INC | 566K | $2.4M | +3.7% | 1.880% | 0.00% |
| 11 | MUFG Securities EMEA plc | 500K | $2.1M | 0.0% | 1.661% | 0.02% |
| 12 | BlackRock, Inc. | 410K | $1.7M | +3.2% | 1.361% | 0.00% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 392K | $1.6M | -15.8% | 1.302% | 0.00% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 245K | $1.0M | -3.6% | 0.813% | 0.00% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 214K | $898K | +318.9% | 0.710% | 0.00% |
| 16 | CITADEL ADVISORS LLC | 210K | $882K | +689.9% | 0.698% | 0.00% |
| 17 | JANE STREET GROUP, LLC | 161K | $675K | +95.1% | 0.534% | 0.00% |
| 18 | Aristides Capital LLC | 156K | $655K | -22.8% | 0.518% | 0.13% |
| 19 | MARSHALL WACE, LLP | 142K | $596K | +851.8% | 0.471% | 0.00% |
| 20 | Squarepoint Ops LLC | 135K | $567K | +155.5% | 0.448% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 134K | $562K | -9.2% | 0.445% | 0.00% |
| 22 | STATE STREET CORP | 109K | $458K | +1.9% | 0.363% | 0.00% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108K | $452K | +76.8% | 0.357% | 0.00% |
| 24 | Militia Capital Management LLC | 95K | $401K | — | 0.317% | 0.01% |
| 25 | AMERICAN CENTURY COMPANIES INC | 93K | $390K | — | 0.309% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TLYS — a direct measure of their conviction.
Filings activity in TLYS during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new TLYS position in Q2 2026
Institutions that fully closed their TLYS position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | 6.2% | 73.73% | +4.18 pp | $91M | +9.3% |
| Q1 2026 | 65 | +18% | 69.55% | 0.15 pp | $83M | +104% |
| Q4 2025 | 55 | 8.3% | 69.70% | 0.44 pp | $41M | 4.6% |
| Q3 2025 | 60 | +7.1% | 70.14% | 6.94 pp | $43M | +36% |
| Q2 2025 | 56 | 3.4% | 77.08% | +2.71 pp | $31M | 35% |
| Q1 2025 | 58 | 4.9% | 74.37% | +1.11 pp | $49M | 48% |
| Q4 2024 | 61 | 9.0% | 73.26% | 0.04 pp | $93M | 16% |
| Q3 2024 | 67 | — | 73.30% | — | $112M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TLYS stock.
Based on Q2 2026 13F filings, institutional ownership of Tilly's, Inc. stands at 73.7%, held across 61 reporting institutions.
Fund 1 Investments, LLC is the largest reported institutional holder of TLYS, with approximately 8,058,268 shares worth $0.03B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of TLYS, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for TLYS is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in TLYS during Q2 2026, while 12 fully exited. 38 added to existing positions and 13 trimmed.
TLYS institutional ownership rose by 4.18 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 81.8% of all reported 13F value in TLYS, and the top 25 account for 96.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Tilly's, Inc. (TLYS) Institutional Ownership