Fund 1 Investments’s Tilly's TLYS Stock Holding History

Fund 1 Investments’s Portfolio TLYS Stock Details TLYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.8M	Hold	8,058,268	–	–	5.61%	3
2026 Q1	$32.6M	Hold	8,058,268	–	–	3.74%	7
2025 Q4	$16M	Sell	8,058,268 -116,611	-1%	-$191K	1.96%	14
2025 Q3	$16.8M	Hold	8,174,879	–	–	1.87%	17
2025 Q2	$11.3M	Hold	8,174,879	–	–	0.91%	26
2025 Q1	$18M	Hold	8,174,879	–	–	0.8%	22
2024 Q4	$34.7M	Hold	8,174,879	–	–	2.99%	10
2024 Q3	$41.7M	Buy	8,174,879 +323,499	+4%	+$1.68M	3.89%	9
2024 Q2	$47.3M	Buy	7,851,380 +173,235	+2%	+$1M	5.13%	8
2024 Q1	$52.2M	Buy	7,678,145 +1,053,542	+16%	+$7.69M	5.62%	6
2023 Q4	$49.9M	Buy	6,624,603 +236,800	+4%	+$1.9M	5.85%	5
2023 Q3	$51.9M	Buy	6,387,803 +28,320	+0.4%	+$233K	9.78%	2
2023 Q2	$44.6M	Buy	6,359,483 +1,273,331	+25%	+$9.34M	18.36%	1
2023 Q1	$39.2M	Buy	5,086,152 +607,757	+14%	+$5.08M	13.46%	1
2022 Q4	$40.5M	Buy	+4,478,395	New	+$39.3M	18.4%	1

Other funds holding TLYS

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

MSE

MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return

Fund 1 Investments's TLYS Position: Q2 2026 in Review

Fund 1 Investments held its Tilly's (TLYS) position steady in Q2 2026 at 8,058,268 shares worth $33.8M. The position accounts for 5.61% of the portfolio, ranked #3.

Fund 1 Investments first reported a position in TLYS in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.2M in Q1 2024. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

Fund 1 Investments held 8,058,268 shares of Tilly's worth $33.8M as of Q2 2026.
Fund 1 Investments left its Tilly's share count unchanged in Q2 2026.
Tilly's made up 5.61% of Fund 1 Investments's portfolio in Q2 2026, its #3 holding.
Fund 1 Investments first reported a position in Tilly's in Q4 2022 and has held it in 15 quarters since.
Fund 1 Investments's Tilly's position peaked at $52.2M in Q1 2024.
60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on Fund 1 Investments's 13F filing for Q2 2026, filed 14 Aug 2026.