Ranked by reported Q1 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 | $32.6M | 0.0% | 26.763% | 4.88% |
| 2 | BML Capital Management, LLC | 2.1M | $8.7M | β | 7.141% | 5.60% |
| 3 | Shay Capital LLC | 1.8M | $7.2M | β | 5.933% | 0.63% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 986K | $4.0M | β | 3.274% | 0.00% |
| 5 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 900K | $3.6M | 0.0% | 2.989% | 0.01% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 849K | $3.4M | +12.6% | 2.821% | 0.01% |
| 7 | TWO SIGMA INVESTMENTS, LP | 811K | $3.3M | +404.4% | 2.692% | 0.00% |
| 8 | Pacific Ridge Capital Partners, LLC | 693K | $2.8M | +0.1% | 2.303% | 0.61% |
| 9 | Simcoe Capital LLC | 619K | $2.5M | β | 2.057% | 2.30% |
| 10 | NOMURA HOLDINGS INC | 546K | $2.2M | 0.0% | 1.813% | 0.01% |
| 11 | MUFG Securities EMEA plc | 500K | $2.0M | 0.0% | 1.661% | 0.03% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 465K | $1.9M | -29.3% | 1.546% | 0.00% |
| 13 | BlackRock, Inc. | 397K | $1.6M | +1.3% | 1.319% | 0.00% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 254K | $1.0M | +5.9% | 0.843% | 0.00% |
| 15 | Aristides Capital LLC | 202K | $818K | +25.9% | 0.670% | 0.27% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 147K | $597K | β | 0.489% | 0.00% |
| 17 | STATE STREET CORP | 107K | $434K | 0.0% | 0.356% | 0.00% |
| 18 | MILLENNIUM MANAGEMENT LLC | 98K | $397K | -60.7% | 0.326% | 0.00% |
| 19 | CIBC World Markets Inc. | 95K | $385K | +150.0% | 0.316% | 0.00% |
| 20 | CIBC Bancorp USA Inc. | 95K | $385K | β | 0.316% | 0.00% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 66K | $267K | 0.0% | 0.219% | 0.01% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61K | $246K | +122.0% | 0.202% | 0.00% |
| 23 | Squarepoint Ops LLC | 53K | $214K | +11.8% | 0.175% | 0.00% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 51K | $207K | -9.7% | 0.169% | 0.00% |
| 25 | Kathmere Capital Management, LLC | 50K | $203K | +100.0% | 0.166% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TLYS β a direct measure of their conviction.
Filings activity in TLYS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TLYS position in Q1 2026
Institutions that fully closed their TLYS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 62 | +15% | 50.48% | +29.67 pp | $83M | +143% |
| Q4 2025 | 54 | 10% | 20.81% | 5.31 pp | $34M | 20% |
| Q3 2025 | 60 | +7.1% | 26.12% | +6.97 pp | $43M | +36% |
| Q2 2025 | 56 | 3.4% | 19.15% | 10.50 pp | $31M | 35% |
| Q1 2025 | 58 | 4.9% | 29.65% | 27.20 pp | $49M | 48% |
| Q4 2024 | 61 | 9.0% | 56.85% | 11.15 pp | $93M | 16% |
| Q3 2024 | 67 | 9.5% | 68.00% | 13.93 pp | $112M | 17% |
| Q2 2024 | 74 | β | 81.93% | β | $134M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TLYS stock.
Based on Q1 2026 13F filings, institutional ownership of Tilly's, Inc. stands at 50.5%, held across 62 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 Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of TLYS, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for TLYS is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in TLYS during Q1 2026, while 10 fully exited. 40 added to existing positions and 3 trimmed.
TLYS institutional ownership rose by 29.67 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 85.1% of all reported 13F value in TLYS, and the top 25 account for 98.0%.
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