SC
TLYS icon

Shay Capital’s Tilly's TLYS Stock Holding History

Shay Capital’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 		$5.91M Sell
1,407,555
-378,886
-21% -$1.71M 0.38% 63
2026
Q1 		$7.24M Sell
1,786,441
-1,573,559
-47% -$3.18M 0.6% 35
2025
Q4 		$6.69M Hold
3,360,000
– – 0.69% 33
2025
Q3 		$6.92M Buy
3,360,000
+160,000
+5% +$277K 0.6% 42
2025
Q2 		$4.42M Buy
3,200,000
+921,000
+40% +$1.27M 0.51% 37
2025
Q1 		$5.01M Hold
2,279,000
– – 0.73% 31
2024
Q4 		$9.69M Buy
2,279,000
+176,478
+8% +$720K 1.47% 17
2024
Q3 		$10.7M Buy
2,102,522
+87,509
+4% +$455K 1.52% 7
2024
Q2 		$12.2M Buy
2,015,013
+89,013
+5% +$516K 1.68% 7
2024
Q1 		$13.1M Sell
1,926,000
-785
-0% -$5.73K 2.04% 8
2023
Q4 		$14.5M Buy
1,926,785
+4,245
+0.2% +$34.1K 2.9% 5
2023
Q3 		$15.6M Sell
1,922,540
-6,400
-0.3% -$52.6K 2.2% 11
2023
Q2 		$13.5M Buy
1,928,940
+247,600
+15% +$1.82M 1.89% 7
2023
Q1 		$13M Buy
1,681,340
+963,640
+134% +$8.05M 2.54% 4
2022
Q4 		$6.5M Buy
717,700
+579,046
+418% +$5.08M 2.01% 7
2022
Q3 		$959K Buy
138,654
+40,850
+42% +$310K 0.21% 93
2022
Q2 		$687K Sell
97,804
-23,783
-20% -$199K 0.14% 156
2022
Q1 		$1.14M Buy
121,587
+78,278
+181% +$964K 0.15% 127
2021
Q4 		$698K Buy
43,309
+6,200
+17% +$93.4K 0.12% 150
2021
Q3 		$520K Buy
37,109
+19,000
+105% +$288K 0.07% 247
2021
Q2 		$289K Buy
+18,109
New +$244K 0.03% 345

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SC
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
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

Shay Capital's TLYS Position: Q2 2026 in Review

Shay Capital reduced its Tilly's (TLYS) stake by 21% in Q2 2026, selling an estimated $1.71M and leaving 1,407,555 shares worth $5.91M. The position accounts for 0.38% of the portfolio, ranked #63.

Shay Capital first reported a position in TLYS in Q2 2021 and has held it in 21 quarters since. The position peaked at $15.6M in Q3 2023. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

  • Shay Capital held 1,407,555 shares of Tilly's worth $5.91M as of Q2 2026.
  • Shay Capital sold 378,886 Tilly's shares in Q2 2026, an estimated $1.71M.
  • Tilly's made up 0.38% of Shay Capital's portfolio in Q2 2026, its #63 holding.
  • Shay Capital first reported a position in Tilly's in Q2 2021 and has held it in 21 quarters since.
  • Shay Capital's Tilly's position peaked at $15.6M in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on Shay Capital's 13F filing for Q2 2026, filed 14 Aug 2026.