Security Snapshot

TILLY'S, INC. - Class A Common Stock, $0.001 par value per share (TLYS) Institutional Ownership

CUSIP: 886885102

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

53

Shares (Excl. Options)

20,876,512

Price

$1.99

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Type / Class
Equity / Class A Common Stock, $0.001 par value per share
Symbol
TLYS on NYSE
Shares outstanding
23,289,213
Price per share
$5.10
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
20,876,512
Total reported value
$41,544,771
% of total 13F portfolios
0%
Share change
-217,349
Value change
-$438,943
Number of holders
53
Price from insider filings
$5.10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • TLYS - TILLY'S, INC. - Class A Common Stock, $0.001 par value per share is tracked under CUSIP 886885102.
  • 53 institutions reported positions in Q4 2025.
  • 9 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 53 to 8 between Q4 2025 and Q1 2026.
  • Reported value moved from $41,544,771 to $1,470,028.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 53 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 886885102?
CUSIP 886885102 identifies TLYS - TILLY'S, INC. - Class A Common Stock, $0.001 par value per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of TILLY'S, INC. - Class A Common Stock, $0.001 par value per share (TLYS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fund 1 Investments, LLC 35% -2.8% $16,035,953 -$232,056 8,058,268 -1.4% Fund 1 Investments, LLC 03 Oct 2025
Shay Capital LLC 15% +24% $4,983,300 +$974,986 3,390,000 +24% Shay Capital LLC 30 Jun 2025
BML Investment Partners, L.P. 9.4% $3,130,536 2,189,186 Leonard Braden Michael 12 Mar 2026
Long Focus Capital Management, LLC 7.4% -22% $3,526,474 -$967,649 1,712,130 -22% LONG FOCUS CAPITAL MANAGEMENT, LLC 30 Sep 2025
VANGUARD GROUP INC 4.7% $1,488,825 1,078,859 The Vanguard Group 30 Jun 2025
DIMENSIONAL FUND ADVISORS LP 4.6% $1,636,852 1,042,581 Dimensional Fund Advisors LP 31 Mar 2025
NOMURA HOLDINGS INC 3.7% -56% $1,250,353 -$1,500,870 850,580 -55% NOMURA HOLDINGS INC 30 Jun 2025
BlackRock, Inc. 2.4% $696,329 557,063 BlackRock, Inc. 30 Jun 2025
Divisar Capital Management LLC 2.2% -55% $790,165 -$1,198,120 503,290 -60% Divisar Capital Management LLC 31 Mar 2025

As of 31 Dec 2025, 53 institutional investors reported holding 20,876,512 shares of TILLY'S, INC. - Class A Common Stock, $0.001 par value per share (TLYS). This represents 90% of the company’s total 23,289,213 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TILLY'S, INC. - Class A Common Stock, $0.001 par value per share (TLYS) together control 88% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Fund 1 Investments, LLC 35% 8,058,268 -1.4% 2.3% $16,035,953
Shay Capital LLC 14% 3,360,000 0% 1.1% $6,686,400
Long Focus Capital Management, LLC 7.2% 1,680,658 -1.8% 0.17% $3,344,509
VANGUARD GROUP INC 4.8% 1,106,483 +2.6% 0% $2,201,901
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3.9% 900,000 0% 0% $1,791,000
RENAISSANCE TECHNOLOGIES LLC 3.2% 754,212 -3.5% 0% $1,500,882
Pacific Ridge Capital Partners, LLC 3% 692,623 +42% 0.3% $1,378,320
DIMENSIONAL FUND ADVISORS LP 2.8% 657,966 -21% 0% $1,309,201
NOMURA HOLDINGS INC 2.3% 546,027 -9.1% 0.01% $1,086,594
MUFG Securities EMEA plc 2.1% 500,000 0% 0.01% $995,000
BlackRock, Inc. 1.7% 392,157 -2.1% 0% $780,392
MILLENNIUM MANAGEMENT LLC 1.1% 249,768 -12% 0% $497,038
GEODE CAPITAL MANAGEMENT, LLC 1% 239,730 0% 0% $477,183
SG Americas Securities, LLC 0.95% 220,095 0% 0% $438,000
GSA CAPITAL PARTNERS LLP 0.8% 186,817 +9.9% 0.03% $372,000
TWO SIGMA ADVISERS, LP 0.77% 179,000 -2.2% 0% $356,210
TWO SIGMA INVESTMENTS, LP 0.69% 160,683 -41% 0% $319,759
Aristides Capital LLC 0.69% 160,373 +166% 0.11% $319,142
STATE STREET CORP 0.46% 107,108 +11% 0% $213,145
CIBC WORLD MARKETS CORP 0.41% 95,000 +138% 0% $189,050
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.28% 65,931 +28% 0% $131,203
CITADEL ADVISORS LLC 0.26% 59,677 -7.8% 0% $118,758
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.24% 56,545 -6.8% 0% $112,525
Squarepoint Ops LLC 0.2% 47,255 +0.57% 0% $94,037
Cerity Partners LLC 0.19% 44,793 -0% 0% $89,138

Institutional Holders of TILLY'S, INC. - Class A Common Stock, $0.001 par value per share (TLYS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 359,810 $1,470,028 +$194,356 $4.05 8
2025 Q4 20,876,512 $41,544,771 -$438,943 $1.99 53
2025 Q3 21,161,774 $43,591,138 -$1,118,710 $2.06 59
2025 Q2 21,753,423 $30,017,850 -$1,758,732 $1.38 55
2025 Q1 22,347,777 $49,166,033 +$344,157 $2.20 56
2024 Q4 22,025,375 $93,607,400 -$196,739 $4.25 61
2024 Q3 22,030,392 $112,355,812 -$1,873,111 $5.10 67
2024 Q2 22,407,071 $135,113,617 -$1,410,065 $6.03 74
2024 Q1 22,602,418 $153,753,567 +$2,725,481 $6.80 65
2023 Q4 22,192,645 $167,332,759 -$3,685,886 $7.54 72
2023 Q3 22,649,766 $183,917,433 -$5,282,514 $8.12 75
2023 Q2 23,548,628 $165,073,183 +$396,594 $7.01 82
2023 Q1 23,326,391 $179,808,222 +$13,458,361 $7.71 78
2022 Q4 21,535,916 $194,899,194 -$2,870,386 $9.05 80
2022 Q3 16,370,552 $113,285,990 -$11,499,441 $6.92 92
2022 Q2 18,063,766 $126,800,585 -$11,103,329 $7.02 90
2022 Q1 19,056,846 $178,364,877 -$33,462,595 $9.36 110
2021 Q4 21,040,156 $338,782,843 +$6,619,638 $16.11 126
2021 Q3 20,023,007 $280,563,933 +$12,935,924 $14.01 112
2021 Q2 19,776,988 $316,506,642 +$6,892,030 $15.98 112
2021 Q1 18,630,951 $210,475,291 +$6,614,892 $11.32 96
2020 Q4 18,067,949 $147,435,014 -$2,355,806 $8.16 78
2020 Q3 18,351,206 $110,662,230 -$4,289,068 $6.03 85
2020 Q2 19,327,395 $109,579,964 -$4,306,188 $5.67 83
2020 Q1 19,899,792 $82,182,212 -$8,601,939 $4.13 91
2019 Q4 20,530,824 $251,500,079 +$10,128,949 $12.25 101
2019 Q3 19,666,886 $185,658,869 -$4,970,062 $9.44 94
2019 Q2 20,656,506 $157,603,564 -$6,468,828 $7.63 106
2019 Q1 21,424,789 $238,451,024 -$2,154,309 $11.13 100
2018 Q4 21,577,127 $234,317,631 -$23,244,294 $10.86 110
2018 Q3 20,871,801 $395,561,914 +$128,980,059 $18.95 137
2018 Q2 14,266,219 $216,147,887 +$10,657,267 $15.15 100
2018 Q1 13,637,852 $154,136,331 -$754,175 $11.30 97
2017 Q4 13,517,408 $199,559,479 +$13,051,191 $14.76 106
2017 Q3 12,551,131 $150,459,847 +$11,875,920 $11.99 88
2017 Q2 11,617,091 $117,909,601 -$3,321,165 $10.15 85
2017 Q1 11,948,902 $107,781,399 +$2,387,396 $9.02 96
2016 Q4 12,307,801 $162,348,694 +$29,240,657 $13.19 105
2016 Q3 9,637,717 $90,460,444 +$9,901,290 $9.39 90
2016 Q2 8,674,091 $50,215,739 -$2,006,283 $5.79 81
2016 Q1 9,029,506 $60,399,466 -$1,295,899 $6.69 85
2015 Q4 9,218,065 $61,068,862 -$6,972,392 $6.63 82
2015 Q3 9,920,881 $73,002,127 -$20,716 $7.36 93
2015 Q2 9,802,096 $94,782,873 -$8,480,049 $9.67 96
2015 Q1 9,859,164 $153,172,829 +$21,401,432 $15.65 110
2014 Q4 8,796,579 $85,317,264 -$3,208,328 $9.69 80
2014 Q3 9,685,154 $72,833,468 -$1,777,967 $7.52 77
2014 Q2 9,828,930 $78,799,633 -$1,333,613 $8.04 76
2014 Q1 9,877,097 $115,337,177 +$3,797,432 $11.70 71
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