Millennium Management’s Tilly's TLYS Stock Holding History

Millennium Management’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 Q1	$397K	Sell	98,103 -151,665	-61%	-$306K	﹤0.01%	4883
2025 Q4	$497K	Sell	249,768 -32,718	-12%	-$53.6K	﹤0.01%	4945
2025 Q3	$582K	Sell	282,486 -109,433	-28%	-$190K	﹤0.01%	4982
2025 Q2	$541K	Buy	+391,919	New	+$539K	﹤0.01%	4854
2024 Q4	–	Sell	-28,289	Closed	-$144K	–	6461
2024 Q3	$144K	Sell	28,289 -30,496	-52%	-$159K	﹤0.01%	5520
2024 Q2	$354K	Buy	58,785 +40,585	+223%	+$235K	﹤0.01%	4814
2024 Q1	$124K	Buy	+18,200	New	+$133K	﹤0.01%	5525
2022 Q4	–	Sell	-46,637	Closed	-$323K	–	7059
2022 Q3	$323K	Buy	+46,637	New	+$354K	﹤0.01%	5302
2022 Q2	–	Sell	-37,973	Closed	-$355K	–	7505
2022 Q1	$355K	Sell	37,973 -420,205	-92%	-$5.18M	﹤0.01%	5403
2021 Q4	$7.38M	Buy	458,178 +430,021	+1,527%	+$6.48M	﹤0.01%	2493
2021 Q3	$394K	Sell	28,157 -11,579	-29%	-$176K	﹤0.01%	5574
2021 Q2	$635K	Sell	39,736 -67,344	-63%	-$908K	﹤0.01%	5094
2021 Q1	$1.21M	Sell	107,080 -54,334	-34%	-$582K	﹤0.01%	4024
2020 Q4	$1.32M	Buy	161,414 +103,337	+178%	+$781K	﹤0.01%	3544
2020 Q3	$350	Buy	+58,077	New	+$365K	﹤0.01%	3764
2020 Q2	–	Sell	-110,572	Closed	-$457K	–	4599
2020 Q1	$457K	Sell	110,572 -377,668	-77%	-$2.78M	﹤0.01%	2939
2019 Q4	$5.98M	Sell	488,240 -252,839	-34%	-$2.67M	0.01%	1780
2019 Q3	$7M	Buy	741,079 +334,288	+82%	+$2.95M	0.01%	1545
2019 Q2	$3.1M	Buy	406,791 +188,562	+86%	+$1.91M	﹤0.01%	2128
2019 Q1	$2.43M	Sell	218,229 -78,856	-27%	-$935K	﹤0.01%	2285
2018 Q4	$3.23M	Sell	297,085 -155,131	-34%	-$2.3M	0.01%	1888
2018 Q3	$8.57M	Buy	452,216 +70,298	+18%	+$1.21M	0.01%	1419
2018 Q2	$5.79M	Sell	381,918 -79,543	-17%	-$1.01M	0.01%	1713
2018 Q1	$5.21M	Buy	461,461 +90,657	+24%	+$1.22M	0.01%	1783
2017 Q4	$5.47M	Buy	370,804 +245,115	+195%	+$3.29M	0.01%	1702
2017 Q3	$1.51M	Sell	125,689 -30,877	-20%	-$322K	﹤0.01%	2310
2017 Q2	$1.59M	Sell	156,566 -51,283	-25%	-$488K	﹤0.01%	2206
2017 Q1	$1.88M	Buy	+207,849	New	+$2.36M	﹤0.01%	2052
2016 Q4	–	Sell	-28,531	Closed	-$268K	–	3732
2016 Q3	$268K	Buy	28,531 +5,853	+26%	+$43K	﹤0.01%	2865
2016 Q2	$131K	Buy	+22,678	New	+$139K	﹤0.01%	2979
2016 Q1	–	Sell	-68,963	Closed	-$457K	–	3655
2015 Q4	$457K	Buy	68,963 +35,763	+108%	+$241K	﹤0.01%	2689
2015 Q3	$244K	Sell	33,200 -12,007	-27%	-$104K	﹤0.01%	3023
2015 Q2	$437K	Sell	45,207 -58,337	-56%	-$744K	﹤0.01%	2698
2015 Q1	$1.62M	Buy	103,544 +85,141	+463%	+$1.14M	﹤0.01%	2073
2014 Q4	$178K	Sell	18,403 -9,223	-33%	-$71.2K	﹤0.01%	3661
2014 Q3	$208K	Buy	27,626 +3,268	+13%	+$25.7K	﹤0.01%	3399
2014 Q2	$196K	Buy	+24,358	New	+$246K	﹤0.01%	3135
2014 Q1	–	Sell	-18,300	Closed	-$210K	–	3878
2013 Q4	$210K	Buy	+18,300	New	+$248K	﹤0.01%	3239
2013 Q3	–	Sell	-13,735	Closed	-$220K	–	3571
2013 Q2	$220K	Buy	+13,735	New	+$208K	﹤0.01%	2711

Other funds holding TLYS

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Millennium Management's TLYS Position: Q1 2026 in Review

Millennium Management reduced its Tilly's (TLYS) stake by 61% in Q1 2026, selling an estimated $306K and leaving 98,103 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #4883.

Millennium Management first reported a position in TLYS in Q2 2013 and has held it in 39 quarters since. The position peaked at $8.57M in Q3 2018. 65 funds tracked by Wall St. Rank hold TLYS as of Q1 2026.

Millennium Management held 98,103 shares of Tilly's worth $397K as of Q1 2026.
Millennium Management sold 151,665 Tilly's shares in Q1 2026, an estimated $306K.
Tilly's made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #4883 holding.
Millennium Management first reported a position in Tilly's in Q2 2013 and has held it in 39 quarters since.
Millennium Management's Tilly's position peaked at $8.57M in Q3 2018.
65 funds tracked by Wall St. Rank held Tilly's as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.