TLYS

Tilly's Inc-Class A SHRS$4.18 1.65%
Consumer DiscretionaryUSCUSIP 886885102· EOD Aug 5, 2026◍ Confluence graph
Tracked 13F Holders
55
-49 QoQ
13F Value (tracked)
$69.9M
Insider Net · 180d
-$2.7M
0↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)15 adding · 6 trimming
Insider net (180d)-$2.7M

Price & smart-money activity

$4.18 1.65%5Y -72.1%
$0.80$5.15$9.51$13.86$18.2120212022202320242025202617244281516611306171722211510184861711135715911656139312104184133121598137513214823
Hover for who · click for detailEnd-of-day closing prices52w $1.18 – $5.45

Who owns TLYS?

55 tracked 13F filers

55 tracked 13F filers disclose a position in TLYS as of the latest SEC 13F filings, a combined $69.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1Fund 1 Investments, LLC
$32.6M
8.1M
Held
Q1 2026
2Shay Capital LLC
$7.2M
1.8M
−47%
Reduced · −1.6M sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$4.0M
986K
First observed position
No prior filed position
Q1 2026
4HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$3.6M
900K
Held
Q1 2026
5Simcoe Capital LLC
$3.7M
873K
+41%
Added · +254K sh
Q2 2026
6RENAISSANCE TECHNOLOGIES LLC
$3.4M
849K
+13%
Added · +95K sh
Q1 2026
7TWO SIGMA INVESTMENTS, LP
$3.3M
811K
+404%
Added · +650K sh
Q1 2026
8MUFG Securities EMEA plc
$2.0M
500K
Held
Q1 2026
9DIMENSIONAL FUND ADVISORS LP
$1.9M
465K
−29%
Reduced · −193K sh
Q1 2026
10BlackRock, Inc.
$1.6M
397K
+1.3%
Added · +5K sh
Q1 2026
11GEODE CAPITAL MANAGEMENT, LLC
$1.0M
254K
+5.9%
Added · +14K sh
Q1 2026
12VANGUARD FIDUCIARY TRUST CO
$597K
147K
First observed position
No prior filed position
Q1 2026
13STATE STREET CORP
$458K
109K
+1.9%
Added · +2K sh
Q2 2026
14MILLENNIUM MANAGEMENT LLC
$397K
98K
−61%
Reduced · −152K sh
Q1 2026
15CIBC Bancorp USA Inc.
$385K
95K
+138%
Added · +55K sh
Q1 2026
16CIBC WORLD MARKET INC.
$385K
95K
+150%
Added · +57K sh
Q1 2026
17BAILARD, INC.
$340K
81K
New
+81K sh
Q2 2026
18JANE STREET GROUP, LLC
$273K
67K
+63%
Added · +26K sh
Q1 2026
19BRIDGEWAY CAPITAL MANAGEMENT, LLC
$267K
66K
Held
Q1 2026
20SUSQUEHANNA INTERNATIONAL GROUP, LLP
$246K
61K
+122%
Added · +33K sh
Q1 2026
21Squarepoint Ops LLC
$214K
53K
+12%
Added · +6K sh
Q1 2026
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$207K
51K
−9.7%
Reduced · −6K sh
Q1 2026
23NORTHERN TRUST CORP
$196K
48K
+66%
Added · +19K sh
Q1 2026
24Empowered Funds, LLC
$182K
45K
New
+45K sh
Q1 2026
25Cerity Partners LLC
$181K
45K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is TLYS being bought or sold by institutions?

Last quarter, 9 funds opened a new position in TLYS and 6 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
6
funds
Reduced
6
funds
Exited
0
funds

Funds that own TLYS also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA22 funds$21.5B
APPLE INCAAPL21 funds$17.6B
MICROSOFT CORPMSFT21 funds$17.3B
AMAZON.COM INCAMZN21 funds$15.9B
BROADCOM INCAVGO21 funds$11.9B
ALPHABET INC-CL AGOOGL21 funds$11.8B
MICRON TECHNOLOGY INCMU21 funds$6.6B
TESLA INCTSLA21 funds$5.3B
META PLATFORMS INC-CLASS AMETA21 funds$5.1B
UNITEDHEALTH GROUP INCUNH21 funds$3.5B
ROSS STORES INCROST21 funds$2.4B
PALANTIR TECHNOLOGIES INC-APLTR20 funds$5.0B

Ranked by how many of TLYS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$2.7M
2 insiders
Net
-$2.7M
3 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 11, 2026Cingolani Michael JosephChief Merchandising OfficerSell (S)11K$59K
Mar 20, 2026Shay Capital LLC10% OwnerSell (S)20K$74K
Mar 12, 2026Shay Capital LLC10% OwnerSell (S)1.0M$2.6M
Aug 11, 2025Shay Capital LLC10% OwnerBuy (P)25K$32K
Aug 8, 2025Shay Capital LLC10% OwnerBuy (P)35K$50K
Jul 30, 2025Shay Capital LLC10% OwnerBuy (P)25K$48K
Jul 29, 2025Shay Capital LLC10% OwnerBuy (P)25K$46K
Jul 28, 2025Shay Capital LLC10% OwnerBuy (P)50K$102K
Jun 30, 2025Shay Capital LLC10% OwnerBuy (P)60K$87K
Jun 27, 2025Shay Capital LLC10% OwnerBuy (P)23K$28K
Jun 27, 2025Shay Capital LLC10% OwnerBuy (P)50K$74K
Jun 26, 2025Shay Capital LLC10% OwnerBuy (P)100K$130K

Institutional ownership over time

4 funds-49 since Q3 2024
02753Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $485K

Recent filings

15 shown

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Connected entities for TLYS

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Ask your agent what changed in TLYS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TLYS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TLYS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TLYS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.