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 Q1	–	Sell	-30,000	Closed	-$59.7K	–	645
2025 Q4	$59.7K	Hold	30,000	–	–	0.01%	464
2025 Q3	$61.8K	Buy	+30,000	New	+$52K	0.01%	393
2023 Q4	–	Sell	-4,200	Closed	-$34.1K	–	407
2023 Q3	$34.1K	Buy	+4,200	New	+$34.5K	﹤0.01%	318

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

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

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

Shay Capital's TLYS Position: Q1 2026 in Review

Shay Capital reduced its Tilly's (TLYS) stake by 47% in Q1 2026, selling an estimated $3.18M and leaving 1,786,441 shares worth $7.24M. The position accounts for 0.6% of the portfolio, ranked #35.

Shay Capital first reported a position in TLYS in Q2 2021 and has held it in 20 quarters since. The position peaked at $15.6M in Q3 2023. 65 funds tracked by Wall St. Rank hold TLYS as of Q1 2026.

Shay Capital held 1,786,441 shares of Tilly's worth $7.24M as of Q1 2026.
Shay Capital sold 1,573,559 Tilly's shares in Q1 2026, an estimated $3.18M.
Tilly's made up 0.6% of Shay Capital's portfolio in Q1 2026, its #35 holding.
Shay Capital first reported a position in Tilly's in Q2 2021 and has held it in 20 quarters since.
Shay Capital's Tilly's position peaked at $15.6M in Q3 2023.
65 funds tracked by Wall St. Rank held Tilly's as of Q1 2026.

Based on Shay Capital's 13F filing for Q1 2026, filed 15 May 2026.