Vault-13

TILLYS INC TLYS

CL A · Common Stock · CUSIP 886885102

American retail clothing company

65 institutional holders +11 vs Q4 2025
20,965,19221.0m shares reported held*
$84.9mreported value*
14 new 18 added 13 reduced 5 sold out net bought ≈ $400.8k (+98.8k shares)

* 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 ($182.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.05. Options: 5 managers hold calls ($225.2k notional), 1 hold puts ($48.6k).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 94Q4 22: 81Q1 23: 79Q2 23: 83Q3 23: 76Q4 23: 73Q1 24: 68Q2 24: 75Q3 24: 68Q4 24: 62Q1 25: 58Q2 25: 56Q3 25: 60Q4 25: 54Q1 26: 6565Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202294
Q4 202281
Q1 202379
Q2 202383
Q3 202376
Q4 202373
Q1 202468
Q2 202475
Q3 202468
Q4 202462
Q1 202558
Q2 202556
Q3 202560
Q4 202554
Q1 202665

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 24: 32 bought or addedQ2 24: 43 cut or sold outQ3 24: 22 bought or addedQ3 24: 43 cut or sold outQ3 24Q4 24: 25 bought or addedQ4 24: 35 cut or sold outQ1 25: 17 bought or addedQ1 25: 32 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 40 cut or sold outQ3 25: 22 bought or addedQ3 25: 29 cut or sold outQ3 25Q4 25: 14 bought or addedQ4 25: 32 cut or sold outQ1 26: 32 bought or addedQ1 26: 18 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243243
Q3 20242243
Q4 20242535
Q1 20251732
Q2 20252640
Q3 20252229
Q4 20251432
Q1 20263218

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ2 25 calls: $30.8kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $120.1kQ3 25 puts: $9.3kQ3 25P/C 0.08Q4 25 calls: $128.8kQ4 25 puts: $199Q4 25P/C 0.00Q1 26 calls: $225.2kQ1 26 puts: $48.6kQ1 26P/C 0.22
Numbers
QuarterCallsPutsP/C
Q2 2025$30.8k$00.00
Q3 2025$120.1k$9.3k0.08
Q4 2025$128.8k$1990.00
Q1 2026$225.2k$48.6k0.22

Biggest buyers

BML Capital Management, LLC New +2,150,000+2.1m
TWO SIGMA INVESTMENTS, LP Added +649,826+649.8k
Simcoe Capital LLC New +619,436+619.4k
RENAISSANCE TECHNOLOGIES LLC Added +95,102+95.1k
HRT FINANCIAL LP New +59,356+59.4k
CIBC WORLD MARKET INC. Added +57,000+57.0k
Empowered Funds, LLC New +45,031+45.0k
Aristides Capital LLC Added +41,500+41.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +33,425+33.4k
TWO SIGMA SECURITIES, LLC New +28,442+28.4k

Biggest sellers

Long Focus Capital Management, LLC Sold out -1,680,658-1.7m
Shay Capital LLC Reduced -1,573,559-1.6m
DIMENSIONAL FUND ADVISORS LP Reduced -192,596-192.6k
TWO SIGMA ADVISERS, LP Sold out -179,000-179.0k
MILLENNIUM MANAGEMENT LLC Reduced -151,665-151.7k
GSA CAPITAL PARTNERS LLP Reduced -62,873-62.9k
CITADEL ADVISORS LLC Reduced -46,577-46.6k
NINE MASTS CAPITAL Ltd Sold out -28,817-28.8k
Crewe Advisors LLC Sold out -6,000-6.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -5,500-5.5k

Biggest calls

IMC-Chicago, LLC New $88.7k21.9k shares
JANE STREET GROUP, LLC New $60.8k15.0k shares
CITADEL ADVISORS LLC Reduced $54.7k13.5k shares
GROUP ONE TRADING LLC Added $16.6k4.1k shares
SIMPLEX TRADING, LLC New $4.5k1.1k shares

Biggest puts

SIMPLEX TRADING, LLC Added $48.6k12.0k 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.

HolderStakeChangeShares Last filed
Fund 1 Investments, LLC 13D · may seek influence -9.9 pts · filed 2026-09-08 24.9% -9.9 pts 5.8m≈ $24.4m 2026-09-08
Shay Capital LLC 13G · passive investor +2.9 pts · filed 2025-08-14 14.8% +2.9 pts 3.4m≈ $14.2m 2025-08-14
BML Investment Partners, L.P. 13G · passive investor new · filed 2026-03-19 9.4% new 2.2m≈ $9.2m 2026-03-19
RENAISSANCE TECHNOLOGIES LLC 13G · institution new · filed 2026-08-13 5.7% new 1.3m≈ $5.5m 2026-08-13

Fell to 5% or below in the last year: Long Focus Capital Management, LLC (0.0%, 2026-05-15)

Insider purchases and sales in Q1 2026

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)

BuyingSelling
202Q2 24: 1 buyingQ2 24: 1 sellingQ3 24: 0 buyingQ3 24: 2 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20241$25.1k1$26.1k—
Q3 20240—2$135.9k$107.6k
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-20 Shay Capital LLC 10% owner Sold 20,000 $3.70 $74.0k20.0k shares -1%
2026-03-12 Shay Capital LLC 10% owner Sold 1,025,000 $2.55 $2.6m1.0m shares -30%

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fund 1 Investments, LLC 4.25% of their portfolio RINCON, PR 8,058,2688.1m $32.6m $32.6m 4.25% Unchanged
2 BML Capital Management, LLC 5.60% of their portfolio ZIONSVILLE, IN 2,150,0002.1m $8.7m $8.7m 5.60% New
3 Shay Capital LLC 1.03% of their portfolio NEW YORK, NY 1,786,4411.8m $7.2m $7.2m 1.03% Reduced -1.6m -1,573,559
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 985,805985.8k $4.0m $4.0m 0.00% First filing
5 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 900,000900.0k $3.6m $3.6m 0.01% Unchanged
6 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 849,314849.3k $3.4m $3.4m 0.01% Added +95.1k +95,102
7 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 810,509810.5k $3.3m $3.3m 0.00% Added +649.8k +649,826
8 Pacific Ridge Capital Partners, LLC 0.61% of their portfolio LAKE OSWEGO, OR 693,320693.3k $2.8m $2.8m 0.61% Added +697 +697
9 Simcoe Capital LLC 2.30% of their portfolio SPOKANE, WA 619,436619.4k $2.5m $2.5m 2.30% New
10 NOMURA HOLDINGS INC 0.02% of their portfolio TOKYO, M0 546,027546.0k $2.2m $2.2m 0.02% Unchanged
11 MUFG Securities EMEA plc 0.03% of their portfolio LONDON, X0 500,000500.0k $2.0m $2.0m 0.03% Unchanged
12 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 465,370465.4k $1.9m $1.9m 0.00% Reduced -192.6k -192,596
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 397,100397.1k $1.6m $1.6m 0.00% Added +4.9k +4,943
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 253,913253.9k $1.0m $1.0m 0.00% Added +14.2k +14,183
15 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 220,095220.1k $891.0k $891.0k 0.00% Unchanged
16 Aristides Capital LLC 0.27% of their portfolio LOUISVILLE, KY 201,873201.9k $817.6k $817.6k 0.27% Added +41.5k +41,500
17 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 147,373147.4k $596.9k $596.9k 0.00% First filing
18 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 123,944123.9k $502.0k $502.0k 0.03% Reduced -62.9k -62,873
19 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 107,108107.1k $433.8k $433.8k 0.00% Unchanged
20 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 98,10398.1k $397.3k $397.3k 0.00% Reduced -151.7k -151,665
21 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 95,00095.0k $384.8k $384.8k 0.00% Added +57.0k +57,000
22 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 95,00095.0k $384.8k $384.8k 0.00% First filing
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,43167.4k $273.1k $273.1k 0.00% Added +26.1k +26,073
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 65,93165.9k $267.0k $267.0k 0.01% Unchanged
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 60,82860.8k $246.4k $246.4k 0.00% Added +33.4k +33,425
26 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 59,35659.4k $240.0k $240.0k 0.00% New
27 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 52,81352.8k $213.9k $213.9k 0.00% Added +5.6k +5,558
28 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 51,04551.0k $206.7k $206.7k 0.00% Reduced -5.5k -5,500
29 Kathmere Capital Management, LLC 0.01% of their portfolio WAYNE, PA 50,00050.0k $202.5k $202.5k 0.01% Added +25.0k +25,000
30 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 48,28048.3k $195.5k $195.5k 0.00% Added +19.2k +19,239
31 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 45,03145.0k $182.4k $182.4k 0.00% New
32 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 44,79344.8k $181.4k $181.4k 0.00% Unchanged
33 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.10% of their portfolio HINGHAM, MA 40,00040.0k $176.0k $176.0k 0.10% Unchanged
34 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 39,36639.4k $158.0k $158.0k 0.00% Added +14.2k +14,150
35 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 28,44228.4k $115.2k $115.2k 0.01% New
36 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 25,77425.8k $104.4k $104.4k 0.00% New
37 FNY Investment Advisers, LLC 0.04% of their portfolio NEW YORK, NY 23,16523.2k $93.0k $93.0k 0.04% New
38 Hillsdale Investment Management Inc. 0.00% of their portfolio Toronto, A6 23,15823.2k $93.8k $93.8k 0.00% New
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 17,92417.9k $72.6k $72.6k 0.00% Added +4.8k +4,787
40 FMR LLC 0.00% of their portfolio BOSTON, MA 17,53417.5k $71.0k $71.0k 0.00% Reduced -168 -168
41 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 14,90014.9k $60.3k $60.3k 0.00% New
42 Abel Hall, LLC 0.01% of their portfolio BATON ROUGE, LA 13,68013.7k $55.4k $55.4k 0.01% Reduced -84 -84
43 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 13,50713.5k $54.7k $54.7k 0.00% Added +3.2k +3,182
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,10013.1k $53.1k $53.1k 0.00% Reduced -46.6k -46,577
45 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 13,09113.1k $53.0k $53.0k 0.00% New
46 Virtu Financial LLC 0.00% of their portfolio New York, NY 12,91512.9k $52.0k $52.0k 0.00% New
47 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 12,03912.0k $48.8k $48.8k 0.00% Unchanged
48 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,73211.7k $47.5k $47.5k 0.00% Added +6.6k +6,593
49 Scientech Research LLC 0.04% of their portfolio JERSEY CITY, NJ 10,82410.8k $43.8k $43.8k 0.04% New
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,23710.2k $41.5k $41.5k 0.00% Added +7.5k +7,500
51 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,9117.9k $32.0k $32.0k 0.00% First filing
52 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 5,5185.5k $22.3k $22.3k 0.00% Reduced -4.8k -4,769
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,7711.8k $7.2k $7.2k 0.00% Reduced -1 -1
54 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 1,4511.5k $5.9k $5.9k 0.00% Reduced -1.8k -1,825
55 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 544544 $2.2k $2.2k 0.00% Unchanged
56 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 502502 $2.0k $2.0k 0.00% Unchanged
57 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 437437 $1.8k $1.8k 0.00% Unchanged
58 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 394394 $1.6k $1.6k 0.00% Added +110 +110
59 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 316316 $1.3k $1.3k 0.00% New
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 145145 $1.0k $1.0k 0.00% Reduced -881 -881
61 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 131131 $530 $530 0.00% Unchanged
62 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8585 $344 $344 0.00% Unchanged
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 8080 $324 $324 0.00% Reduced -34 -34
64 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3030 $122 $122 0.00% New
65 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 1313 $53 $53 0.00% Unchanged