Tilly's, Inc.: which funds bought and sold

Institutions that bought and sold Tilly's shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 31 institutions that filed 13F reports for both quarters added to or opened positions in Tilly's, and 30 cut or closed them. Together they added a net 814K shares, +3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.2M shares (+60.1%); index fund managers were net sellers of 209K shares (−10.8%). 10 opened a new position and 14 sold out entirely.

Bought, Q2 2026 31 institutions, 10 of them new holders Sold, Q2 2026 30 institutions, 14 of them sold out

Net change, all compared +814K shares (+3.9%)

Net change, active managers +1.2M shares (+60.1%), 12 bought, 3 sold

Buyers versus sellers

institutions compared, 74

31 bought 13 30 sold

Active managers and hedge funds 12 bought · 3 sold · +1.2M

Index fund managers 3 bought · 4 sold · −209K

Other institutions 16 bought · 23 sold · −209K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	+463K +54.6%	1.3M	$5.5M
Simcoe Capital LLC	+254K +41.0%	873K	$3.7M
Acadian Asset Management LLC Active manager	+176K +447.2%	215K	$902,000
Arrowstreet Capital, Limited Partnership Hedge fund	+163K +318.9%	214K	$898,103
Marshall Wace, LLP Hedge fund	+127K +851.8%	142K	$595,655
Pacific Ridge Capital Partners, LLC	+110K +15.9%	804K	$3.4M
Militia Capital Management LLC	+95K New position	95K	$401,071
American Century Companies Inc Active manager	+93K New position	93K	$390,222
Squarepoint Ops LLC Hedge fund	+82K +155.5%	135K	$566,815
Bailard, Inc.	+81K New position	81K	$339,952
Citadel Advisors LLC Hedge fund	+75K +571.9%	88K	$369,679
Two Sigma Investments, LP Hedge fund	+67K +8.3%	878K	$3.7M
Algert Global LLC Hedge fund	+59K New position	59K	$247,057
Fuller & Thaler Asset Management, Inc.	+35K New position	35K	$148,264
Susquehanna Portfolio Strategies, LLC	+34K New position	34K	$140,944
Hillsdale Investment Management Inc.	+30K +129.5%	53K	$223,264
Engineers Gate Manager LP Hedge fund	+29K New position	29K	$123,295
Newedge Advisors, LLC	+27K New position	27K	$113,708
Mangrove Partners Im, LLC Hedge fund	+24K New position	24K	$99,183
UBS Group AG	+21K +203.9%	31K	$130,675

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	+463K +54.6%	1.3M	$5.5M
Acadian Asset Management LLC Active manager	+176K +447.2%	215K	$902,000
Arrowstreet Capital, Limited Partnership Hedge fund	+163K +318.9%	214K	$898,103
Marshall Wace, LLP Hedge fund	+127K +851.8%	142K	$595,655
American Century Companies Inc Active manager	+93K New position	93K	$390,222
Squarepoint Ops LLC Hedge fund	+82K +155.5%	135K	$566,815
Citadel Advisors LLC Hedge fund	+75K +571.9%	88K	$369,679
Two Sigma Investments, LP Hedge fund	+67K +8.3%	878K	$3.7M
Algert Global LLC Hedge fund	+59K New position	59K	$247,057
Engineers Gate Manager LP Hedge fund	+29K New position	29K	$123,295

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Shay Capital LLC	−379K −21.2%	1.4M	$5.9M
Vanguard Capital Management LLC Index funds	−204K −20.7%	782K	$3.3M
Millennium Management LLC Hedge fund	−98K Sold out	0	—
Dimensional Fund Advisors LP	−73K −15.8%	392K	$1.6M
Jane Street Group, LLC	−67K Sold out	0	—
Gsa Capital Partners LLP	−61K −49.1%	63K	$265,000
HRT Financial LP	−59K Sold out	0	—
Kathmere Capital Management, LLC	−50K Sold out	0	—
Aristides Capital LLC	−46K −22.8%	156K	$654,688
Susquehanna International Group, LLP	−45K −74.5%	16K	$65,201
Afg Fiduciary Services Limited Partnership	−40K Sold out	0	—
Two Sigma Securities, LLC	−28K Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−26K Sold out	0	—
Fny Investment Advisers, LLC	−23K Sold out	0	—
CIBC Bancorp Usa Inc.	−20K −21.1%	75K	$315,000
CIBC World Market Inc.	−20K −21.1%	75K	$315,000
Vanguard Fiduciary Trust Co Index funds	−14K −9.2%	134K	$562,103
Qube Research & Technologies Ltd Hedge fund	−14K Sold out	0	—
Citigroup Inc	−13K Sold out	0	—
Scientech Research LLC	−11K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Value
Millennium Management LLC Hedge fund	−98K Sold out	—
Hudson Bay Capital Management LP Hedge fund	−26K Sold out	—
Qube Research & Technologies Ltd Hedge fund	−14K Sold out	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Militia Capital Management LLC	95K	$401,071
American Century Companies IncActive manager	93K	$390,222
Bailard, Inc.	81K	$339,952
Algert Global LLCHedge fund	59K	$247,057
Fuller & Thaler Asset Management, Inc.	35K	$148,264
Susquehanna Portfolio Strategies, LLC	34K	$140,944
Engineers Gate Manager LPHedge fund	29K	$123,295
Newedge Advisors, LLC	27K	$113,708
Mangrove Partners Im, LLCHedge fund	24K	$99,183
Saber Capital Managment, LLC	21K	$86,100

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Millennium Management LLCHedge fund	98K	$397,317
Jane Street Group, LLC	67K	$273,096
HRT Financial LP	59K	$240,000
Kathmere Capital Management, LLC	50K	$202,500
Afg Fiduciary Services Limited Partnership	40K	$176,000
Two Sigma Securities, LLC	28K	$115,190
Hudson Bay Capital Management LPHedge fund	26K	$104,385
Fny Investment Advisers, LLC	23K	$93,000
Qube Research & Technologies LtdHedge fund	14K	$54,703
Citigroup Inc	13K	$53,019

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 60
Ten largest holders: 81.2%
Index fund managers: 7.9%
Active managers and hedge funds: 15.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	12	3	4	3	+1.2M	+60.1%
Index fund managers	3	4	0	1	−209K	−10.8%
Other institutions	16	23	6	10	−209K	−1.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Tilly's.

Only managers that filed a holdings report for both quarters are compared (74 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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