Pacific Ridge Capital Partners’s Tilly's TLYS Stock Holding History

Pacific Ridge Capital Partners’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	$3.38M	Buy	803,638 +110,318	+16%	+$499K	0.61%	57
2026 Q1	$2.81M	Buy	693,320 +697	+0.1%	+$1.41K	0.61%	59
2025 Q4	$1.38M	Buy	692,623 +205,163	+42%	+$336K	0.3%	75
2025 Q3	$1M	Sell	487,460 -11,053	-2%	-$19.2K	0.22%	92
2025 Q2	$688K	Sell	498,513 -7,349	-1%	-$10.1K	0.16%	106
2025 Q1	$1.11M	Sell	505,862 -18,864	-4%	-$69.4K	0.29%	72
2024 Q4	$2.23M	Sell	524,726 -11,118	-2%	-$45.3K	0.51%	65
2024 Q3	$2.73M	Sell	535,844 -41,544	-7%	-$216K	0.65%	59
2024 Q2	$3.48M	Sell	577,388 -24,973	-4%	-$145K	0.84%	50
2024 Q1	$4.1M	Sell	602,361 -23,774	-4%	-$174K	0.9%	50
2023 Q4	$4.72M	Sell	626,135 -15,660	-2%	-$126K	0.96%	43
2023 Q3	$5.21M	Buy	641,795 +32,384	+5%	+$266K	1.21%	29
2023 Q2	$4.27M	Buy	609,411 +30,635	+5%	+$225K	0.97%	43
2023 Q1	$4.46M	Buy	578,776 +91,099	+19%	+$761K	1.1%	37
2022 Q4	$4.41M	Buy	487,677 +88,161	+22%	+$774K	1.04%	43
2022 Q3	$2.77M	Buy	+399,516	New	+$3.03M	0.72%	58

Other funds holding TLYS

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

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

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

Pacific Ridge Capital Partners's TLYS Position: Q2 2026 in Review

Pacific Ridge Capital Partners increased its Tilly's (TLYS) stake by 16% in Q2 2026, buying an estimated $499K and bringing the position to 803,638 shares worth $3.38M. The position accounts for 0.61% of the portfolio, ranked #57.

Pacific Ridge Capital Partners first reported a position in TLYS in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.21M in Q3 2023. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

Pacific Ridge Capital Partners held 803,638 shares of Tilly's worth $3.38M as of Q2 2026.
Pacific Ridge Capital Partners bought 110,318 Tilly's shares in Q2 2026, an estimated $499K.
Tilly's made up 0.61% of Pacific Ridge Capital Partners's portfolio in Q2 2026, its #57 holding.
Pacific Ridge Capital Partners first reported a position in Tilly's in Q3 2022 and has held it in 16 quarters since.
Pacific Ridge Capital Partners's Tilly's position peaked at $5.21M in Q3 2023.
60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on Pacific Ridge Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.