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

TLYS ranks #5624 out of 37503 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.

Fund 1 Investments, LLC has added to its TLYS position for two straight quarters, increasing it by $17.8M to reach $33.8M today.

TLYS is up 3.1% today, and institutions have been net buyers of $6.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TLYS reported a net loss of $3.3M over the trailing twelve months.

• Not yet profitable — net loss of $3.3M over the trailing twelve months
• Revenue declined 11.1% year over year
• Net income improved year over year, from -$46.2M to -$3.3M
• 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