Vault-13

TILLYS INC TLYS

CL A · Common Stock · CUSIP 886885102

American retail clothing company

60 institutional holders -5 vs Q1 2026
21,779,46221.8m shares reported held*
$91.5mreported value*
10 new 21 added 16 reduced 14 sold out net bought ≈ $3.4m (+814.4k 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 ($189.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.20. Options: 4 managers hold calls ($1.7m notional), 2 hold puts ($5.5k).

Trends to Q2 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: 65Q2 26: 6060Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202660

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 22 bought or addedQ3 24: 43 cut or sold outQ4 24: 25 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 32 cut or sold outQ2 25: 26 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 22 bought or addedQ3 25: 29 cut or sold outQ4 25: 14 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 18 cut or sold outQ2 26: 31 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242243
Q4 20242535
Q1 20251732
Q2 20252640
Q3 20252229
Q4 20251432
Q1 20263218
Q2 20263130

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ3 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 0.22Q2 26 calls: $1.7mQ2 26 puts: $5.5kQ2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$120.1k$9.3k0.08
Q4 2025$128.8k$1990.00
Q1 2026$225.2k$48.6k0.22
Q2 2026$1.7m$5.5k0.00

Biggest buyers

RENAISSANCE TECHNOLOGIES LLC Added +463,398+463.4k
Simcoe Capital LLC Added +253,674+253.7k
ACADIAN ASSET MANAGEMENT LLC Added +176,042+176.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +162,789+162.8k
MARSHALL WACE, LLP Added +126,923+126.9k
Pacific Ridge Capital Partners, LLC Added +110,318+110.3k
Militia Capital Management LLC New +95,493+95.5k
AMERICAN CENTURY COMPANIES INC New +92,910+92.9k
Squarepoint Ops LLC Added +82,143+82.1k
BAILARD, INC. New +80,941+80.9k

Biggest sellers

Shay Capital LLC Reduced -378,886-378.9k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -203,723-203.7k
MILLENNIUM MANAGEMENT LLC Sold out -98,103-98.1k
DIMENSIONAL FUND ADVISORS LP Reduced -73,405-73.4k
JANE STREET GROUP, LLC Sold out -67,431-67.4k
GSA CAPITAL PARTNERS LLP Reduced -60,801-60.8k
HRT FINANCIAL LP Sold out -59,356-59.4k
Kathmere Capital Management, LLC Sold out -50,000-50.0k
Aristides Capital LLC Reduced -45,995-46.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -45,304-45.3k

Biggest calls

JANE STREET GROUP, LLC Added $675.4k160.8k shares
CITADEL ADVISORS LLC Added $512.8k122.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $386.4k92.0k shares
SIMPLEX TRADING, LLC Added $127.7k30.4k shares

Biggest puts

SIMPLEX TRADING, LLC Reduced $4.2k1.0k shares
GROUP ONE TRADING LLC New $1.3k300 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 since 1 Apr 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
101Q4 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 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 1 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—1$59.3k—
Q3 20261$20.1k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-21 Henry Michael CFO Bought 5,000 $4.02 $20.1k5.0k shares +11%
2026-09-08 Fund 1 Investments, LLC 10% owner · See Footnote Sold 179,970 $4.17 $750.8k180.0k shares -3%
2026-09-04 Fund 1 Investments, LLC 10% owner · See Footnote Sold 432,110 $4.50 $1.9m432.1k shares -7%
2026-09-03 Fund 1 Investments, LLC 10% owner · See Footnote Sold 1,644,255 $4.49 $7.4m1.6m shares -20%
2026-06-11 Cingolani Michael Joseph Chief Merchandising Officer Sold 11,250 $5.27 $59.3k11.2k shares -9%

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fund 1 Investments, LLC 5.95% of their portfolio RINCON, PR 8,058,2688.1m $33.8m $33.8m 5.95% Unchanged
2 BML Capital Management, LLC 5.16% of their portfolio ZIONSVILLE, IN 2,150,0002.1m $9.0m $9.0m 5.16% Unchanged
3 Shay Capital LLC 0.65% of their portfolio NEW YORK, NY 1,407,5551.4m $5.9m $5.9m 0.65% Reduced -378.9k -378,886
4 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 1,312,7121.3m $5.5m $5.5m 0.01% Added +463.4k +463,398
5 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 900,000900.0k $3.8m $3.8m 0.01% Unchanged
6 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 877,537877.5k $3.7m $3.7m 0.00% Added +67.0k +67,028
7 Simcoe Capital LLC 2.24% of their portfolio SPOKANE, WA 873,110873.1k $3.7m $3.7m 2.24% Added +253.7k +253,674
8 Pacific Ridge Capital Partners, LLC 0.61% of their portfolio LAKE OSWEGO, OR 803,638803.6k $3.4m $3.4m 0.61% Added +110.3k +110,318
9 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 782,082782.1k $3.3m $3.3m 0.00% Reduced -203.7k -203,723
10 NOMURA HOLDINGS INC 0.01% of their portfolio TOKYO, M0 566,027566.0k $2.4m $2.4m 0.01% Added +20.0k +20,000
11 MUFG Securities EMEA plc 0.02% of their portfolio LONDON, X0 500,000500.0k $2.1m $2.1m 0.02% Unchanged
12 BlackRock, Inc. 0.00% of their portfolio New York, NY 409,747409.7k $1.7m $1.7m 0.00% Added +12.6k +12,647
13 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 391,965392.0k $1.6m $1.6m 0.00% Reduced -73.4k -73,405
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 244,794244.8k $1.0m $1.0m 0.00% Reduced -9.1k -9,119
15 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 220,097220.1k $924.0k $924.0k 0.00% Added +2 +2
16 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 215,408215.4k $902.0k $902.0k 0.00% Added +176.0k +176,042
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 213,834213.8k $898.1k $898.1k 0.00% Added +162.8k +162,789
18 Aristides Capital LLC 0.17% of their portfolio LOUISVILLE, KY 155,878155.9k $654.7k $654.7k 0.17% Reduced -46.0k -45,995
19 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 141,823141.8k $595.7k $595.7k 0.00% Added +126.9k +126,923
20 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 134,956135.0k $566.8k $566.8k 0.00% Added +82.1k +82,143
21 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 133,834133.8k $562.1k $562.1k 0.00% Reduced -13.5k -13,539
22 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 109,138109.1k $458.4k $458.4k 0.00% Added +2.0k +2,030
23 Militia Capital Management LLC 0.07% of their portfolio AUSTIN, TX 95,49395.5k $401.1k $401.1k 0.07% New
24 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 92,91092.9k $390.2k $390.2k 0.00% New
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 88,01988.0k $369.7k $369.7k 0.00% Added +74.9k +74,919
26 BAILARD, INC. 0.01% of their portfolio Foster City, CA 80,94180.9k $340.0k $340.0k 0.01% New
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 77,93177.9k $327.3k $327.3k 0.01% Added +12.0k +12,000
28 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 75,00075.0k $315.0k $315.0k 0.00% Reduced -20.0k -20,000
29 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 75,00075.0k $315.0k $315.0k 0.00% Reduced -20.0k -20,000
30 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 63,14363.1k $265.0k $265.0k 0.02% Reduced -60.8k -60,801
31 ALGERT GLOBAL LLC 0.00% of their portfolio SAN FRANCISCO, CA 58,82358.8k $247.1k $247.1k 0.00% New
32 Hillsdale Investment Management Inc. 0.01% of their portfolio Toronto, A6 53,15853.2k $223.3k $223.3k 0.01% Added +30.0k +30,000
33 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 51,22151.2k $215.1k $215.1k 0.00% Added +2.9k +2,941
34 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 45,03145.0k $189.1k $189.1k 0.00% Unchanged
35 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 44,79344.8k $188.1k $188.1k 0.00% Unchanged
36 FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio SAN MATEO, CA 35,30135.3k $148.3k $148.3k 0.00% New
37 Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio Bala Cynwyd, PA 33,55833.6k $140.9k $140.9k 0.00% New
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,11331.1k $130.7k $130.7k 0.00% Added +20.9k +20,876
39 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 29,35629.4k $123.3k $123.3k 0.00% New
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 27,07327.1k $113.7k $113.7k 0.00% New
41 MANGROVE PARTNERS IM, LLC 0.01% of their portfolio Greenwich, CT 23,61523.6k $99.2k $99.2k 0.01% New
42 Saber Capital Managment, LLC 0.06% of their portfolio FUQUAY VARINA, NC 20,50020.5k $86.1k $86.1k 0.06% New
43 Virtu Financial LLC 0.00% of their portfolio New York, NY 19,57519.6k $82.0k $82.0k 0.00% Added +6.7k +6,660
44 FMR LLC 0.00% of their portfolio BOSTON, MA 17,53417.5k $73.6k $73.6k 0.00% Unchanged
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,52415.5k $65.2k $65.2k 0.00% Reduced -45.3k -45,304
46 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 15,05615.1k $63.2k $63.2k 0.00% Reduced -2.9k -2,868
47 Abel Hall, LLC 0.01% of their portfolio BATON ROUGE, LA 13,68013.7k $57.5k $57.5k 0.01% Unchanged
48 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 12,03912.0k $50.6k $50.6k 0.00% Unchanged
49 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,69611.7k $49.1k $49.1k 0.00% Reduced -36 -36
50 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,9117.9k $33.2k $33.2k 0.00% Unchanged
51 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 1,7951.8k $7.5k $7.5k 0.00% Added +1.8k +1,782
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,7711.8k $7.4k $7.4k 0.00% Unchanged
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,0921.1k $5.0k $5.0k 0.00% Added +947 +947
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 811811 $3.4k $3.4k 0.00% Added +680 +680
55 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 437437 $1.8k $1.8k 0.00% Unchanged
56 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 384384 $1.6k $1.6k 0.00% Reduced -10 -10
57 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 299299 $1.3k $1.3k 0.00% Reduced -5.2k -5,219
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 258258 $1.0k $1.0k 0.00% Reduced -244 -244
59 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 164164 $689 $689 0.00% Reduced -152 -152
60 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8585 $357 $357 0.00% Unchanged