Two Sigma Advisers’s Tilly's TLYS Stock Holding History

Two Sigma Advisers’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	-179,000	Closed	-$356K	–	1953
2025 Q4	$356K	Sell	179,000 -4,100	-2%	-$6.72K	﹤0.01%	1917
2025 Q3	$377K	Buy	183,100 +130,200	+246%	+$226K	﹤0.01%	1889
2025 Q2	$73K	Buy	+52,900	New	+$72.7K	﹤0.01%	2230
2024 Q4	–	Sell	-18,500	Closed	-$94.3K	–	2532
2024 Q3	$94.3K	Sell	18,500 -16,200	-47%	-$84.3K	﹤0.01%	2170
2024 Q2	$209K	Buy	+34,700	New	+$201K	﹤0.01%	2198
2023 Q3	–	Sell	-15,100	Closed	-$106K	–	2574
2023 Q2	$106K	Sell	15,100 -1,500	-9%	-$11K	﹤0.01%	2204
2023 Q1	$128K	Sell	16,600 -5,400	-25%	-$45.1K	﹤0.01%	2342
2022 Q4	$199K	Sell	22,000 -20,700	-48%	-$182K	﹤0.01%	2193
2022 Q3	$295K	Sell	42,700 -27,700	-39%	-$210K	﹤0.01%	2054
2022 Q2	$494K	Sell	70,400 -162,800	-70%	-$1.36M	﹤0.01%	1930
2022 Q1	$2.18M	Sell	233,200 -185,300	-44%	-$2.28M	0.01%	1203
2021 Q4	$6.74M	Sell	418,500 -1,100	-0.3%	-$16.6K	0.02%	643
2021 Q3	$5.88M	Buy	419,600 +177,100	+73%	+$2.69M	0.02%	711
2021 Q2	$3.88M	Buy	242,500 +153,000	+171%	+$2.06M	0.01%	980
2021 Q1	$1.01M	Buy	89,500 +27,300	+44%	+$292K	﹤0.01%	1643
2020 Q4	$508K	Sell	62,200 -3,400	-5%	-$25.7K	﹤0.01%	1859
2020 Q3	$396K	Sell	65,600 -21,400	-25%	-$135K	﹤0.01%	1907
2020 Q2	$493K	Sell	87,000 -11,998	-12%	-$61.8K	﹤0.01%	1901
2020 Q1	$409K	Sell	98,998 -33,672	-25%	-$247K	﹤0.01%	1882
2019 Q4	$1.63M	Sell	132,670 -74,300	-36%	-$786K	﹤0.01%	1334
2019 Q3	$1.95M	Sell	206,970 -141,700	-41%	-$1.25M	﹤0.01%	1124
2019 Q2	$2.66M	Sell	348,670 -83,800	-19%	-$848K	0.01%	1089
2019 Q1	$4.81M	Buy	432,470 +23,000	+6%	+$273K	0.01%	844
2018 Q4	$4.45M	Buy	409,470 +107,600	+36%	+$1.6M	0.01%	840
2018 Q3	$5.72M	Buy	301,870 +141,100	+88%	+$2.43M	0.01%	781
2018 Q2	$2.44M	Sell	160,770 -25,800	-14%	-$328K	0.01%	1210
2018 Q1	$2.11M	Buy	186,570 +2,000	+1%	+$27K	0.01%	1223
2017 Q4	$2.72M	Buy	184,570 +2,100	+1%	+$28.2K	0.01%	1101
2017 Q3	$2.19M	Buy	182,470 +4,210	+2%	+$43.9K	0.01%	1152
2017 Q2	$1.81M	Sell	178,260 -20,810	-10%	-$198K	0.01%	1250
2017 Q1	$1.8M	Buy	199,070 +31,672	+19%	+$360K	0.01%	1304
2016 Q4	$2.21M	Buy	167,398 +66,000	+65%	+$735K	0.01%	1120
2016 Q3	$952K	Buy	101,398 +68,400	+207%	+$503K	﹤0.01%	1382
2016 Q2	$191K	Buy	32,998 +2,700	+9%	+$16.5K	﹤0.01%	1873
2016 Q1	$203K	Buy	30,298 +10,300	+52%	+$70.8K	﹤0.01%	1825
2015 Q4	$133K	Sell	19,998 -2,900	-13%	-$19.6K	﹤0.01%	1741
2015 Q3	$169K	Sell	22,898 -41,400	-64%	-$360K	﹤0.01%	1671
2015 Q2	$622K	Sell	64,298 -73,800	-53%	-$941K	﹤0.01%	1342
2015 Q1	$2.16M	Buy	138,098 +30,700	+29%	+$410K	0.02%	737
2014 Q4	$1.04M	Buy	107,398 +62,100	+137%	+$480K	0.01%	1155
2014 Q3	$341K	Sell	45,298 -31,000	-41%	-$244K	﹤0.01%	1782
2014 Q2	$613K	Buy	76,298 +5,700	+8%	+$57.5K	﹤0.01%	1522
2014 Q1	$826K	Buy	70,598 +28,300	+67%	+$326K	0.01%	1261
2013 Q4	$484K	Buy	42,298 +18,000	+74%	+$244K	﹤0.01%	1617
2013 Q3	$352K	Buy	24,298 +12,500	+106%	+$184K	﹤0.01%	1612
2013 Q2	$189K	Buy	+11,798	New	+$178K	﹤0.01%	1994

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

Two Sigma Advisers's TLYS Position: Q1 2026 in Review

Two Sigma Advisers sold out of Tilly's (TLYS) in Q1 2026, closing a stake of 179,000 shares — an estimated $356K sold.

Two Sigma Advisers first reported a position in TLYS in Q2 2013 and held it in 46 quarters. The position peaked at $6.74M in Q4 2021. 65 funds tracked by Wall St. Rank hold TLYS as of Q1 2026.

Two Sigma Advisers reported no remaining Tilly's position as of Q1 2026 after selling out during the quarter.
Two Sigma Advisers sold 179,000 Tilly's shares in Q1 2026, an estimated $356K.
Two Sigma Advisers first reported a position in Tilly's in Q2 2013 and held it in 46 quarters.
Two Sigma Advisers's Tilly's position peaked at $6.74M in Q4 2021.
65 funds tracked by Wall St. Rank held Tilly's as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.