Tilly'S, Inc. (TLYS) Institutional Ownership

Ownership Summary

A total of 59 institutions have reported a stake in Tilly'S, Inc. (NYSE:TLYS) as of September 2025, according to recent 13F filings with the SEC.

• Tilly'S saw its institutional ownership percentage fell to 70.2% in September 2025 from 72.1% in June 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by -2.35%, with a year-over-year a decrease of 11.94% in the count of filers.
• A review of institutional activity for Tilly'S shows 22 of 59 filers increasing their positions, while 25 reduced their stake, and 12 remained unchanged.
• The aggregate institutional position in Tilly'S now stands at 21.17Mn shares as of September 2025, after investors decreased their holdings (down by 509.79K shares quarter on quarter which is down 3.02Mn shares year over year).
• The top institutional stake in Tilly'S as of September 30, 2025 belongs to Fund 1 Investments, LLC, which owns 8.17Mn shares, or 27.11% of the company.
• Among the most significant buyers of Tilly'S during September 2025 were MUFG Securities EMEA plc (250.00K), Shay Capital LLC (190.00K), TWO SIGMA INVESTMENTS, LP (142.16K), TWO SIGMA ADVISERS, LP (130.20K), Kent Lake PR LLC (67.83K).
• Leading sellers of Tilly'S stock in September 2025 included Long Focus Capital Management, LLC (469.80K), NOMURA HOLDINGS INC (250.00K), BlackRock, Inc. (156.46K), JANE STREET GROUP, LLC (136.72K), DIMENSIONAL FUND ADVISORS LP (132.90K).
• The top 10 institutional holders of Tilly'S for the quarter ending September 2025 included Fund 1 Investments, LLC (8.17Mn), Shay Capital LLC (3.39Mn), Long Focus Capital Management, LLC (1.71Mn), VANGUARD GROUP INC (1.08Mn), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (900.00K), DIMENSIONAL FUND ADVISORS LP (835.11K), RENAISSANCE TECHNOLOGIES LLC (781.81K), NOMURA HOLDINGS INC (600.58K), MUFG Securities EMEA plc (500.00K), Pacific Ridge Capital Partners, LLC (487.46K).