Tilly's, Inc. (TLYS)

Neutral

Institutional ownership roughly stable: +0.18% change quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

69.67%

QoQ Change

+0.18%

Total Value

$83.0B

Shares Outstanding

30.1M

Crowding AnalysisCrowded

Holders63of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.75x

62th percentile

35 buying20 selling

+17

New

-7

Closed

+56K

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 3.4 QHolders: 63

Ownership Concentration

Top 5: 66.2%Top 10: 82.9%

Fund 1 Investments,38.4%

BML Capital Management,10.3%

Shay Capital8.5%

VANGUARD CAPITAL MANAGEMENT4.7%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND4.3%

Others (58)33.8%

Loading crowding analysis...

Conviction-Weighted Ownership

Median weight: 0.31%Avg weight: 1.29%Max: 5.59%High conviction (>1%): 3

Fund 1 Investments,

BML Capital Management,

Shay Capital

VANGUARD CAPITAL MANAGEMENT

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

RENAISSANCE TECHNOLOGIES

TWO SIGMA INVESTMENTS,

Pacific Ridge Capital Partners,

Simcoe Capital

NOMURA HOLDINGS

Loading conviction analysis...

Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWBML Capital Management$9M2.1M shr

SOLDShay Capital$6M1.6M shr

NEWVANGUARD CAPITAL MANAGEMENT$4M986K shr

NEWTWO SIGMA INVESTMENTS$3M811K shr

NEWSimcoe Capital$3M619K shr

BOUGHTPacific Ridge Capital Partners$408K205K shr

SOLDDIMENSIONAL FUND ADVISORS$352K177K shr

SOLDFund 1 Investments$232K117K shr

SOLDNOMURA HOLDINGS$109K55K shr

SOLDLong Focus Capital Management$63K31K shr

Loading whale moves...

Institutional Trends (8 Quarters)

Loading ownership trends...

Institutional Holders

Loading top holders...