Tilly's Inc-class A Shrs (TLYS) — Who's Buying and Selling (13F, Q2 2026)

TLYS ranks #5635 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

TLYS is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

TLYS is a top-conviction position for Fund 1 Investments, LLC — at 5.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Abel Hall, LLC has added to its TLYS position for two straight quarters, increasing it by $7.9K to reach $63.3K today.

TLYS is down 2.1% today, but institutions show net buying of $6.4M this quarter — a divergence between today's price move and the underlying institutional flow.

TLYS posted net income of $2.0M over the trailing twelve months, and currently trades at a P/E of 70.5.

• Profitable — net income of $2.0M over the trailing twelve months
• Revenue grew 9.3% year over year
• Net income improved year over year, from -$48.8M to $2.0M
• Generated $4.1M in positive operating cash flow
• Current ratio of 1.25x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.65x equity — a highly leveraged balance sheet worth noting