TILLYS INC TLYS
CL A · Common Stock · CUSIP 886885102
American retail clothing company
- SectorConsumer discretionary
- IndustryRetail-Apparel & Accessory Stores
- HeadquartersIrvine, CA
- Founded1982
- Websitetillys.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($74.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.92. Options: 4 managers hold calls ($2.6m notional), 4 hold puts ($947.0k).
Biggest calls
| CTC LLC | — | $2.5m9.2k shares |
| SIMPLEX TRADING, LLC | — | $70.0k10.2k shares |
| GROUP ONE TRADING LLC | — | $2.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| CTC LLC | — | $681.0k2.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $215.0k31.1k shares |
| SIMPLEX TRADING, LLC | — | $51.0k7.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Fund 1 Investments, LLC 13D · may seek influence -9.9 pts · filed 2026-09-08 | 24.9% |
| Shay Capital LLC 13G · passive investor +2.9 pts · filed 2025-08-14 | 14.8% |
| BML Investment Partners, L.P. 13G · passive investor new · filed 2026-03-19 | 9.4% |
| RENAISSANCE TECHNOLOGIES LLC 13G · institution new · filed 2026-08-13 | 5.7% |
Fell to 5% or below in the last year: Long Focus Capital Management, LLC (0.0%, 2026-05-15)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 3 | $1.3m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 1 | $88.0k | 0 | — | — |
| Q3 2022 | 2 | $337.8k | 1 | $101.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-30 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $311.4k45.0k shares |
| 2022-09-30 | KERR JANET Director · By Trust | Sold | $44.1k6.4k shares |
| 2022-09-30 | Henry Michael CFO | Bought | $6.1k900 shares |
| 2022-09-29 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $344.5k48.8k shares |
| 2022-09-28 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $72.8k10.0k shares |
| 2022-09-27 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $151.5k21.5k shares |
| 2022-09-26 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $281.6k40.0k shares |
| 2022-09-23 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $323.4k46.0k shares |
| 2022-09-21 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $288.1k40.0k shares |
| 2022-09-20 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $73.6k10.0k shares |
| 2022-09-19 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $130.0k17.5k shares |
| 2022-09-15 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $60.2k8.5k shares |
| 2022-09-14 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $34.9k5.0k shares |
| 2022-09-14 | SHAKED HEZY Officer, director | Bought | $13.8k2.0k shares |
| 2022-09-13 | SHAKED HEZY Officer, director | Bought | $285.4k41.0k shares |
| 2022-09-09 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $84.0k12.0k shares |
| 2022-09-09 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $75.1k10.8k shares |
| 2022-09-08 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $274.9k40.0k shares |
| 2022-09-08 | Henry Michael CFO | Bought | $15.8k2.3k shares |
| 2022-09-07 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $140.8k20.0k shares |
| 2022-09-06 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $8.8k1.3k shares |
| 2022-09-02 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $291.6k43.0k shares |
| 2022-09-01 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $592.2k81.0k shares |
| 2022-08-31 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $133.5k17.8k shares |
| 2022-08-30 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $192.8k25.0k shares |
| 2022-08-29 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $236.1k30.0k shares |
| 2022-08-24 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $158.6k20.0k shares |
| 2022-08-23 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $128.4k16.0k shares |
| 2022-08-22 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $882.2k110.0k shares |
| 2022-08-19 | Pleasant Lake Onshore Feeder Fund LP +2 10% owner · See Footnotes | Bought | $278.8k33.3k shares |
The latest 30 of 52 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Divisar Capital Management LLC 3.12% of their portfolio | 1.5m $10.6m | — |
| BlackRock Inc. 0.00% of their portfolio | 1.5m $10.3m | — |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.4m $10.0m | — |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.2m $8.5m | — |
| Long Focus Capital Management, LLC 1.72% of their portfolio | 1.2m $8.2m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.1m $7.7m | — |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.39% of their portfolio | 777.9k $5.4m | — |
| STATE STREET CORP 0.00% of their portfolio | 649.5k $4.5m | — |
| Newtyn Management, LLC 0.87% of their portfolio | 571.1k $4.0m | — |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 544.7k $3.8m | — |
| Meros Investment Management, LP 3.59% of their portfolio | 503.3k $3.5m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 405.7k $2.8m | — |
| Pacific Ridge Capital Partners, LLC 0.72% of their portfolio | 399.5k $2.8m | — |
| Nokomis Capital, L.L.C. 0.96% of their portfolio | 309.3k $2.1m | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 297.3k $2.1m | — |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 283.9k $2.0m | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 283.7k $2.0m | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 273.9k $1.9m | — |
| First Eagle Investment Management, LLC 0.00% of their portfolio | 219.5k $1.5m | — |
| 1492 Capital Management LLC 1.09% of their portfolio | 217.4k $1.5m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 191.1k $1.3m | — |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 163.1k $1.1m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 143.3k $991.0k | — |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 142.8k $988.0k | — |
| Shay Capital LLC 0.48% of their portfolio | 138.7k $959.0k | — |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 110.4k $764.0k | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 101.9k $705.0k | — |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 96.7k $669.0k | — |
| MORGAN STANLEY 0.00% of their portfolio | 95.6k $661.0k | — |
| Huber Capital Management LLC 0.18% of their portfolio | 94.8k $656.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 80.6k $559.0k | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 79.7k $551.0k | — |
| Invesco Ltd. 0.00% of their portfolio | 69.7k $482.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 61.7k $426.0k | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 60.5k $419.0k | — |
| Aristides Capital LLC 0.35% of their portfolio | 59.8k $414.0k | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 59.8k $413.0k | — |
| Ancora Advisors LLC 0.01% of their portfolio | 54.8k $379.0k | — |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 54.5k $377.0k | — |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 50.0k $346.0k | — |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 46.6k $323.0k | — |
| AJ WEALTH STRATEGIES, LLC 0.02% of their portfolio | 44.8k $310.0k | — |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 42.7k $295.0k | — |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 39.1k $271.0k | — |
| Engineers Gate Manager LP 0.02% of their portfolio | 35.4k $245.0k | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.9k $242.0k | — |
| CAXTON ASSOCIATES LP 0.04% of their portfolio | 33.8k $234.0k | — |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio | 31.2k $216.0k | — |
| Quadrature Capital Ltd 0.01% of their portfolio | 31.0k $215.0k | — |
| Chimera Capital Management LLC 0.05% of their portfolio | 28.0k $194.0k | — |
| ROTHSCHILD INVESTMENT LLC /IL 0.02% of their portfolio | 25.5k $176.0k | — |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 25.2k $174.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 23.2k $160.0k | — |
| Quantbot Technologies LP 0.01% of their portfolio | 22.8k $157.0k | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 20.2k $140.0k | — |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 18.3k $125.0k | — |
| Jump Financial, LLC 0.00% of their portfolio | 18.1k $125.0k | — |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 17.5k $121.0k | — |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 15.5k $107.0k | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 13.9k $96.0k | — |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 13.3k $91.9k | — |
| SEI INVESTMENTS CO 0.00% of their portfolio | 13.2k $91.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 12.4k $86.0k | — |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 12.0k $83.0k | — |
| Meridian Wealth Management, LLC 0.01% of their portfolio | 12.0k $83.0k | — |
| SG Americas Securities, LLC 0.00% of their portfolio | 11.5k $79.0k | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 11.3k $78.1k | — |
| Graham Capital Management, L.P. 0.00% of their portfolio | 10.9k $75.0k | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 10.7k $74.0k | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.3k $64.0k | — |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 9.1k $73.0k | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 8.9k $62.0k | — |
| State of Wyoming 0.01% of their portfolio | 3.3k $23.0k | — |
| STRS OHIO 0.00% of their portfolio | 3.1k $21.0k | — |
| AMALGAMATED BANK 0.00% of their portfolio | 2.9k $20.0k | — |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.6k $18.0k | — |
| Legal & General Group Plc 0.00% of their portfolio | 2.5k $17.0k | — |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 2.2k $14.0k | — |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 2.1k $14.0k | — |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 2.0k $14.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.9k $13.0k | — |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.9k $13.0k | — |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 1.8k $13.0k | — |
| FMR LLC 0.00% of their portfolio | 700 $5.0k | — |
| Covestor Ltd 0.00% of their portfolio | 543 $4.0k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 500 $3.0k | — |
| TCI Wealth Advisors, Inc. 0.00% of their portfolio | 446 $3.0k | — |
| UBS Group AG 0.00% of their portfolio | 372 $3.0k | — |
| CITIGROUP INC 0.00% of their portfolio | 350 $2.0k | — |
| GPS Wealth Strategies Group, LLC 0.00% of their portfolio | 275 $2.0k | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 128 $1.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 59 $0 | — |
| Capital Advisors, Ltd. LLC 0.00% of their portfolio | 27 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |