TLYSNYSERetail-Apparel & Accessory StoresFiscal year ends January 28
TILLY'S, INC.
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Sep 3, 2026
$4.63+0.03 (+0.65%)
Close on Oct 19, 2026
- Market cap
- $144.27M
- P/E (TTM)
- 77.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
71.4%
22M of 31M shares
Institutional holders
60
10 new, 14 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 13 sales
Net sold $12.80M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Fund 1 Investments, LLC | 5,801,933 | 24.90% | 13D (active) amendment | Sep 3, 2026 |
| Shay Capital Holdings LLC | 3,390,000 | 14.84% | 13G (passive) amendment | Jun 30, 2025 |
| Shay Capital LLC | 2,279,000 | 9.98% | 13G (passive) amendment | Dec 31, 2024 |
| Leonard Braden Michael | 2,189,186 | 9.40% | 13G (passive) | Mar 12, 2026 |
| John Helmers | 2,181,931 | 9.60% | 13G (passive) amendment | Dec 31, 2024 |
| Nomura Holdings Inc | 1,871,580 | 8.20% | 13G (passive) | Mar 31, 2025 |
| Renaissance Technologies Holdings Corporation | 1,312,712 | 5.66% | 13G (passive) | Jun 1, 2026 |
| Steven Baughman | 1,266,424 | 5.50% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TLYS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 8,058,268 | 26.35% | $33.84M | – | 5.61% |
| BML Capital Management, LLC | 2,150,000 | 7.03% | $9.03M | – | 5.13% |
| Shay Capital LLC | 1,407,555 | 4.60% | $5.91M | −378,886 | 0.38% |
| Renaissance Technologies LLC | 1,312,712 | 4.29% | $5.51M | +463,398 | 0.01% |
| Healthcare Of Ontario Pension Plan Trust Fund | 900,000 | 2.94% | $3.78M | – | 0.01% |
| Two Sigma Investments, LP | 877,537 | 2.87% | $3.69M | +67,028 | 0.00% |
| Simcoe Capital LLC | 873,110 | 2.85% | $3.67M | +253,674 | 2.24% |
| Pacific Ridge Capital Partners, LLC | 803,638 | 2.63% | $3.38M | +110,318 | 0.61% |
| Vanguard Capital Management LLC | 782,082 | 2.56% | $3.28M | −203,723 | 0.00% |
| Nomura Holdings Inc | 566,027 | 1.85% | $2.38M | +20,000 | 0.00% |
| MUFG Securities EMEA plc | 500,000 | 1.63% | $2.10M | – | 0.02% |
| BlackRock, Inc. | 409,747 | 1.34% | $1.72M | +12,647 | 0.00% |
| Dimensional Fund Advisors LP | 391,965 | 1.28% | $1.65M | −73,405 | 0.00% |
| Geode Capital Management, LLC | 244,794 | 0.80% | $1.03M | −9,119 | 0.00% |
| SG Americas Securities, LLC | 220,097 | 0.72% | $924 | +2 | 0.00% |
| Acadian Asset Management LLC | 215,408 | 0.70% | $902 | +176,042 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 213,834 | 0.70% | $898.10K | +162,789 | 0.00% |
| Aristides Capital LLC | 155,878 | 0.51% | $654.69K | −45,995 | 0.13% |
| Marshall Wace, Llp | 141,823 | 0.46% | $595.66K | +126,923 | 0.00% |
| Squarepoint Ops LLC | 134,956 | 0.44% | $566.82K | +82,143 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 60 | 22M | 71.4% | 10 / 21 | 16 / 14 | 2M | 1M |
| Q1 2026 | 65 | 21M | 68.7% | 18 / 18 | 13 / 5 | 5M | 4M |
| Q4 2025 | 54 | 21M | 68.3% | 3 / 12 | 25 / 7 | 1M | 1M |
| Q3 2025 | 60 | 21M | 69.2% | 11 / 12 | 24 / 5 | 1M | 2M |
| Q2 2025 | 55 | 22M | 71.1% | 17 / 9 | 21 / 19 | 3M | 4M |
| Q1 2025 | 57 | 22M | 73.1% | 6 / 12 | 24 / 9 | 2M | 1M |
| Q4 2024 | 61 | 22M | 72.0% | 3 / 23 | 26 / 9 | 1M | 1M |
| Q3 2024 | 67 | 22M | 72.1% | 6 / 18 | 32 / 11 | 2M | 1M |
| Q2 2024 | 74 | 22M | 73.5% | 16 / 18 | 34 / 9 | 1M | 1M |
| Q1 2024 | 67 | 23M | 74.8% | 5 / 20 | 31 / 10 | 1M | 1M |
| Q4 2023 | 72 | 22M | 72.9% | 7 / 28 | 21 / 8 | 1M | 1M |
| Q3 2023 | 75 | 23M | 74.0% | 7 / 19 | 33 / 12 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TLYS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 604,739 | 1.98% | $2.54M | 0.00% | Jun 30, 2026 |
| Adara Smaller Companies Fund | 317,070 | 1.04% | $1.41M | 0.17% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 261,785 | 0.86% | $1.10M | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 120,650 | 0.39% | $538.10K | 0.00% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 73,744 | 0.24% | $280.96K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 53,337 | 0.17% | $203.21K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 2 Portfolio | 51,953 | 0.17% | $197.94K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 49,313 | 0.16% | $207.11K | 0.01% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 45,031 | 0.15% | $189.13K | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 39,029 | 0.13% | $174.07K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 37,578 | 0.12% | $167.60K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 35,243 | 0.12% | $157.18K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 30,271 | 0.10% | $115.33K | 0.00% | Jul 31, 2026 |
| Fullerthaler Behavioral Micro-Cap Equity Fund | 25,900 | 0.08% | $108.78K | 0.36% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 24,400 | 0.08% | $102.48K | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Hezy Shaked | See Remarks, Director, 10% owner | 7,165,073 | 23.43% | Apr 1, 2026 |
| Nathan Michael Smith | See Remarks, Director | – | – | Mar 2, 2026 |
| Michael Henry | CFO | 50,000 | 0.16% | Sep 21, 2026 |
| Michael Joseph Cingolani | Chief Merchandising Officer | 113,750 | 0.37% | Jun 11, 2026 |
| Teresa Luna Aragones | Director | 119,110 | 0.39% | Jun 10, 2026 |
| Douglas P. Collier | Director | 197,304 | 0.65% | Jun 10, 2026 |
| Seth R. Johnson | Director | 174,363 | 0.57% | Jun 10, 2026 |
| Janet Kerr | Director | 110,014 | 0.36% | Jun 10, 2026 |
| Michael Relich | Director | 81,018 | 0.26% | Jun 10, 2026 |
| Fund 1 Investments, LLC | 10% owner | 5,801,933 | 18.97% | Sep 8, 2026 |
| Capital LLC Shay | 10% owner | 2,315,000 | 7.57% | Mar 24, 2026 |
| Lake Partners LLC Pleasant | 10% owner | 5,306,777 | 17.35% | Oct 7, 2025 |
| Funds Master Fund LP PLP | 10% owner | 8,058,268 | 26.35% | Oct 7, 2025 |
| Lake Onshore Feeder Fund LP Pleasant | 10% owner | 5,931,903 | 19.39% | Jan 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Henry CFO | Sep 21, 2026 | Buy | +5,000 | $4.02 | $20.10K | 50,000 |
| Fund 1 Investments, LLC 10% owner | Sep 8, 2026 | Sale | −5,100 | $4.24 | $21.62K | 5,801,933 |
| Fund 1 Investments, LLC 10% owner | Sep 8, 2026 | Sale | −174,870 | $4.17 | $729.21K | 5,807,033 |
| Fund 1 Investments, LLC 10% owner | Sep 4, 2026 | Sale | −1,102 | $4.50 | $4.96K | 5,981,903 |
| Fund 1 Investments, LLC 10% owner | Sep 4, 2026 | Sale | −34,115 | $4.52 | $154.20K | 5,983,005 |
| Fund 1 Investments, LLC 10% owner | Sep 4, 2026 | Sale | −19,764 | $4.37 | $86.37K | 6,017,120 |
| Fund 1 Investments, LLC 10% owner | Sep 4, 2026 | Sale | −377,129 | $4.50 | $1.70M | 6,036,884 |
| Fund 1 Investments, LLC 10% owner | Sep 3, 2026 | Sale | −526,474 | $4.14 | $2.18M | 6,668,068 |
| Fund 1 Investments, LLC 10% owner | Sep 3, 2026 | Sale | −1,330 | $4.36 | $5.80K | 6,414,013 |
| Fund 1 Investments, LLC 10% owner | Sep 3, 2026 | Sale | −863,726 | $4.67 | $4.03M | 7,194,542 |
| Fund 1 Investments, LLC 10% owner | Sep 3, 2026 | Sale | −252,725 | $4.59 | $1.16M | 6,415,343 |
| Michael Joseph Cingolani Chief Merchandising Officer | Jun 11, 2026 | Sale | −11,250 | $5.27 | $59.29K | 113,750 |
| Douglas P. Collier Director | Jun 10, 2026 | Award | +15,444 | – | – | 152,511 |
| Seth R. Johnson Director | Jun 10, 2026 | Award | +15,444 | – | – | 174,363 |
| Janet Kerr Director | Jun 10, 2026 | Award | +15,444 | – | – | 89,526 |
| Teresa Luna Aragones Director | Jun 10, 2026 | Award | +15,444 | – | – | 119,110 |
| Michael Relich Director | Jun 10, 2026 | Award | +15,444 | – | – | 81,018 |
| Capital LLC Shay 10% owner | Mar 20, 2026 | Sale | −20,000 | $3.70 | $74.00K | 2,315,000 |
| Capital LLC Shay 10% owner | Mar 12, 2026 | Sale | −1,025,000 | $2.55 | $2.61M | 2,335,000 |
| Funds Master Fund LP PLP 10% owner | Oct 3, 2025 | Other | −116,611 | – | – | 8,058,268 |
| Capital LLC Shay 10% owner | Aug 11, 2025 | Buy | +25,000 | $1.29 | $32.25K | 3,360,000 |
| Capital LLC Shay 10% owner | Aug 8, 2025 | Buy | +35,000 | $1.42 | $49.70K | 3,335,000 |
| Capital LLC Shay 10% owner | Jul 30, 2025 | Buy | +25,000 | $1.90 | $47.50K | 3,300,000 |
| Capital LLC Shay 10% owner | Jul 29, 2025 | Buy | +25,000 | $1.85 | $46.25K | 3,275,000 |
| Capital LLC Shay 10% owner | Jul 28, 2025 | Buy | +50,000 | $2.03 | $101.50K | 3,250,000 |
| Capital LLC Shay 10% owner | Jun 30, 2025 | Buy | +59,935 | $1.45 | $86.91K | 3,200,000 |
| Capital LLC Shay 10% owner | Jun 27, 2025 | Buy | +50,000 | $1.47 | $73.50K | 3,117,422 |
| Capital LLC Shay 10% owner | Jun 27, 2025 | Buy | +22,643 | $1.25 | $28.30K | 3,140,065 |
| Capital LLC Shay 10% owner | Jun 26, 2025 | Buy | +100,000 | $1.30 | $130.00K | 3,067,422 |
| Janet Kerr Director | Jun 11, 2025 | Award | +65,574 | – | – | 87,837 |
| Michael Relich Director | Jun 11, 2025 | Award | +65,574 | – | – | 65,574 |
| Douglas P. Collier Director | Jun 11, 2025 | Award | +65,574 | – | – | 137,067 |
| Seth R. Johnson Director | Jun 11, 2025 | Award | +65,574 | – | – | 158,919 |
| Teresa Luna Aragones Director | Jun 11, 2025 | Award | +65,574 | – | – | 103,666 |
| Capital LLC Shay 10% owner | Jun 5, 2025 | Buy | +100,000 | $1.54 | $154.00K | 2,967,422 |
| Capital LLC Shay 10% owner | May 30, 2025 | Buy | +15,678 | $1.00 | $15.68K | 2,792,422 |
| Capital LLC Shay 10% owner | May 30, 2025 | Buy | +75,000 | $1.27 | $95.25K | 2,867,422 |
| Capital LLC Shay 10% owner | May 28, 2025 | Buy | +50,000 | $0.94 | $47.00K | 2,776,744 |
| Capital LLC Shay 10% owner | May 27, 2025 | Buy | +50,000 | $0.86 | $43.00K | 2,726,744 |
| Capital LLC Shay 10% owner | May 23, 2025 | Buy | +44,607 | $0.85 | $37.92K | 2,676,744 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Jul 5, 2024 | Buy | +30,500 | $5.47 | $166.84K | 5,931,903 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Jul 5, 2024 | Buy | +50,000 | $5.52 | $276.00K | 5,981,903 |
| Janet Kerr Director | Jul 5, 2024 | Sale(10b5-1 plan) | −20,000 | $5.38 | $107.60K | 28,996 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Jul 3, 2024 | Buy | +60,294 | $5.64 | $340.06K | 5,901,403 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Jul 2, 2024 | Buy | +56,381 | $5.48 | $308.97K | 5,841,109 |
| Seth R. Johnson Director | Jul 1, 2024 | Sale | −5,148 | $5.50 | $28.31K | 93,345 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Jul 1, 2024 | Buy | +126,324 | $5.54 | $699.83K | 5,784,728 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Jun 28, 2024 | Buy | +64,610 | $5.87 | $379.26K | 5,649,779 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Jun 28, 2024 | Buy | +8,625 | $5.76 | $49.68K | 5,658,404 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Jun 27, 2024 | Buy | +100,000 | $5.14 | $514.00K | 5,585,169 |
| Seth R. Johnson Director | Jun 25, 2024 | Sale | −5,227 | $5.00 | $26.14K | 98,493 |
| Michael Henry CFO | Jun 21, 2024 | Buy | +5,000 | $5.01 | $25.05K | 45,000 |
| Seth R. Johnson Director | Jun 13, 2024 | Award | +15,296 | – | – | 103,720 |
| Douglas P. Collier Director | Jun 13, 2024 | Award | +15,296 | – | – | 71,493 |
| Teresa Luna Aragones Director | Jun 13, 2024 | Award | +15,296 | – | – | 38,092 |
| Janet Kerr Director | Jun 13, 2024 | Award | +15,296 | – | – | 33,661 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Mar 18, 2024 | Buy | +49,500 | $6.84 | $338.58K | 5,485,169 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Mar 15, 2024 | Buy | +35,000 | $7.01 | $245.35K | 5,365,669 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Mar 15, 2024 | Buy | +25,000 | $6.90 | $172.50K | 5,435,669 |
| Lake Onshore Feeder Fund LP Pleasant 10% owner | Mar 15, 2024 | Buy | +35,000 | $6.87 | $240.45K | 5,410,669 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cingolani Michael OFFICER | Jun 11, 2026 | 11,250 | $59.28K | Jun 11, 2026 | STOCK OPTION EXERCISE |
| Janet Kerr Director | Jul 5, 2024 | 20,000 | $105.68K | Jul 5, 2024 | Stock Grants |
| Seth R. Johnson Director | Jul 1, 2024 | 5,148 | $28.32K | Jul 1, 2024 | RESTRICTED STOCK AWARD |
| Seth R. Johnson Director | Jun 25, 2024 | 5,227 | $26.14K | Jun 25, 2024 | RESTRICTED STOCK AWARD |
| Edmond Thomas FORMER OFFICER | Jan 25, 2024 | 75,000 | $568.08K | Jan 25, 2024 | STOCK OPTION EXERCISE |
| Seth R. Johnson Director | Dec 7, 2023 | 6,266 | $48.89K | Dec 7, 2023 | RESTRICTED STOCK AWARD |
| Janet Kerr Director | Sep 29, 2023 | 7,789 | $62.01K | Sep 29, 2023 | RSU |
| Janet Kerr Director | Jul 5, 2023 | 10,211 | $70.71K | Jul 5, 2023 | Grant |