Comparable stake leader
Fund 1 Investments, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001524025.
Comparable stake leader
Fund 1 Investments, LLC
Disclosed value leader
Fund 1 Investments, LLC
Comparable rows
50/50
Latest evidence
10 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC |
13F
13D/G
3/4/5
Company · 10%+ Owner
|
35%
from 13D/G
|
$32,635,985
8,058,268 shares
|
— | 31 Mar 2026 |
| Shay Capital LLC |
3/4/5
13D/G
13F
10%+ Owner · Company
|
15%
from 13D/G
|
$8,574,065
2,315,300 shares
mixed-class rows
|
-$2,608,001 | 20 Mar 2026 |
| BML Investment Partners, L.P. |
13D/G
Leonard Braden Michael
|
9.4%
|
$3,130,536
2,189,186 shares
|
$0 | 12 Mar 2026 |
| VANGUARD GROUP INC |
13D/G
The Vanguard Group
|
4.7%
|
$1,488,825
1,078,859 shares
|
$0 | 30 Jun 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
Company
|
4.6%
from 13D/G
|
$1,884,673
465,370 shares
|
— | 31 Mar 2026 |
| NOMURA HOLDINGS INC |
13F
13D/G
Company
|
3.7%
from 13D/G
|
$2,211,409
546,027 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
2.4%
from 13D/G
|
$1,608,255
397,100 shares
|
— | 31 Mar 2026 |
| Divisar Capital Management LLC |
13D/G
|
2.2%
|
$790,165
503,290 shares
|
-$1,198,120 | 31 Mar 2025 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$2,667,285.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 11,250 | $0 | $59,284 | -$59,284 |
| 3-6 | 0 | 1,045,000 | $0 | $2,690,079 | -$2,690,079 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 60,000 | 0 | $82,078 | $0 | +$82,078 |
Reporting owners
Showing 1-17 of 17 reporting-owner rows connected to TILLY'S, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael Joseph Cingolani | TLYS | Class A Common Stock | Sale | -9% | $59,284 | $5.27 | -11,250 | 113,750 | 11 Jun 2026 | Direct |
| Douglas P. Collier | TLYS | Class A Common Stock | Award | 11.3% | 15,444 | 152,511 | 10 Jun 2026 | Direct | ||
| Teresa Luna Aragones | TLYS | Class A Common Stock | Award | 14.9% | 15,444 | 119,110 | 10 Jun 2026 | Direct | ||
| Michael G. Relich | TLYS | Class A Common Stock | Award | 23.6% | 15,444 | 81,018 | 10 Jun 2026 | Direct | ||
| Seth R. Johnson | TLYS | Class A Common Stock | Award | 9.72% | 15,444 | 174,363 | 10 Jun 2026 | Direct | ||
| Janet Kerr | TLYS | Class A Common Stock | Award | 20.8% | 15,444 | 89,526 | 10 Jun 2026 | Direct | ||
| Michael L. Henry | TLYS | Stock Option (Right to Buy) | Award | 40,000 | 40,000 | 01 Apr 2026 | Direct | |||
| Michael Joseph Cingolani | TLYS | Stock Option (Right to Buy) | Award | 40,000 | 40,000 | 01 Apr 2026 | Direct | |||
| Hezy Shaked | TLYS | Stock Option (Right to Buy) | Award | 40,000 | 40,000 | 01 Apr 2026 | Direct | |||
| Shay Capital LLC | TLYS | Common Stock | Sale | -0.86% | $74,074 | $3.70 | -20,000 | 2,315,000 | 20 Mar 2026 | Direct |
| Shay Capital LLC | TLYS | Common Stock | Sale | -30.5% | $2,616,005 | $2.55 | -1,025,000 | 2,335,000 | 12 Mar 2026 | Direct |
| Nathan Michael Smith | TLYS | Stock Option (Right to Buy) | Award | 1,800,000 | 900,000 | 26 Feb 2026 | Direct | |||
| Nathan Michael Smith | TLYS | Stock Option (Right to Buy) | Disposed to Issuer | 1,800,000 | 0 | 26 Feb 2026 | Direct | |||
| Fund 1 Investments, LLC | TLYS | Class A Common Stock, $0.001 par value per share | Other | -1.43% | -116,611 | 8,058,268 | 03 Oct 2025 | See Footnotes | ||
| Nathan Michael Smith | TLYS | Stock Option (Right to Buy) | Award | 1,800,000 | 900,000 | 08 Sep 2025 | Direct | |||
| Shay Capital LLC | TLYS | Common Stock | Purchase | 0.75% | $32,305 | $1.29 | 25,000 | 3,360,000 | 11 Aug 2025 | Direct |
| Shay Capital LLC | TLYS | Common Stock | Purchase | 1.06% | $49,774 | $1.42 | 35,000 | 3,335,000 | 08 Aug 2025 | Direct |