As of November 6, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Tilly'S, Inc. The largest reported stake is Fund 1 Investments, LLC's, at 24.9%. 10 filings are on record since July 16, 2025 (Schedule 13D/A, September 8, 2026).
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Key facts
- · Reporting person: Fund 1 Investments, LLC · Sole voting: 5,801,933 · Shared voting: 0 · Sole dispositive: 5,801,933 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-09-08
- · Reporting person: Renaissance Technologies LLC · Sole voting: 1,312,712 · Shared voting: 0 · Sole dispositive: 1,312,712 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-13
- · Reporting person: Long Focus Capital Management, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G, 2026-05-15
- · Reporting person: BML Investment Partners, L.P. · Sole voting: 0 · Shared voting: 2,089,186 · Sole dispositive: 0 · Shared dispositive: 2,089,186 · SCHEDULE 13G, 2026-03-19
- · Holder: Long Focus Capital Management, LLC · Percent: 7.4% · SCHEDULE 13G
Tilly'S, Inc. has 10 Schedule 13D or 13G filings on record since 2025-07-16. 4 holders' latest filing reports 5% or more of class a common stock, $0.001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fund 1 Investments, LLC | 24.9% | 5,801,933 | SCHEDULE 13D/A, 2026-09-08 | 2026-09-03 |
| Shay Capital LLC | 14.84% | 3,390,000 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
| 9.4% | 2,189,186 | SCHEDULE 13G, 2026-03-19 | 2026-03-12 | |
| Renaissance Technologies LLC | 5.66% | 1,312,712 | SCHEDULE 13G, 2026-08-13 | 2026-06-01 |
| The Vanguard Group | 4.72% | 1,078,859 | SCHEDULE 13G/A, 2025-07-29 | 2025-06-30 |
| Nomura Holdings Inc | 3.7% | 850,580 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
| BlackRock, Inc. | 2.4% | 557,063 | SCHEDULE 13G/A, 2025-07-16 | 2025-06-30 |
| Long Focus Capital Management, LLC | 0% | 0 | SCHEDULE 13G, 2026-05-15 | 2026-03-31 |
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More on Tilly'S, Inc. and the records around it.
Tilly'S, Inc. elsewhere on the record
Companies that share a holder
- Shay Capital LLC also filed stake reports on 7 other companies: Xponential Fitness, Inc. (Jun 2026), DUOS TECHNOLOGIES GROUP, INC. (May 2026), A2Z CUST2MATE SOLUTIONS CORP. (Apr 2026)
- LONG FOCUS CAPITAL MANAGEMENT, LLC also filed stake reports on 8 other companies: AURA BIOSCIENCES, INC. (Aug 2026), STANDARD BIOTOOLS INC. (Aug 2026), BICYCLE THERAPEUTICS PLC (May 2026)
- BML Investment Partners, L.P. also filed stake reports on 15 other companies: LENZ Therapeutics, Inc. (Nov 2026), Seer, Inc. (Nov 2026), Connect Biopharma Holdings Ltd (Oct 2026)
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What the Full Report on Tilly'S, Inc. covers
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 5,801,933 | 0 | 5,801,933 | 0 | SCHEDULE 13D/A, 2026-09-08 |
| BML Investment Partners, L.P. | 0 | 2,089,186 | 0 | 2,089,186 | SCHEDULE 13G, 2026-03-19 |
| Leonard Braden Michael | 100,000 | 2,089,186 | 100,000 | 2,089,186 | SCHEDULE 13G, 2026-03-19 |
| Renaissance Technologies LLC | 1,312,712 | 0 | 1,312,712 | 0 | SCHEDULE 13G, 2026-08-13 |
| Renaissance Technologies Holdings Corporation | 1,312,712 | 0 | 1,312,712 | 0 | SCHEDULE 13G, 2026-08-13 |
| Long Focus Capital Management, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G, 2026-05-15 |
| John Helmers | 0 | 0 | 0 | 0 | SCHEDULE 13G, 2026-05-15 |
The latest filing identifies Tilly'S, Inc. by CUSIP 886885102 and gives its principal executive office as 10 WHATNEY, IRVINE, CA 92618 (SCHEDULE 13D/A, 2026-09-08).
Source of funds (Item 3)
Item 3 is hereby amended and restated to read as follows: The shares of Class A Common Stock, $0.001 par value per share, of the Issuer (the "Shares") beneficially owned by the Reporting Person were purchased with working capital of the Funds (which may, at any given time, include margin loans made by brokerage firms in the ordinary course of business). The aggregate purchase price of the 5,801,933 Shares beneficially owned by the Reporting Person is approximately $47,074,010, including brokerage commissions.Fund 1 Investments, LLC, SCHEDULE 13D/A, 2026-09-08
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-16 | BlackRock, Inc. | 2.4% | SCHEDULE 13G/A |
| 2025-07-29 | The Vanguard Group | 4.72% | SCHEDULE 13G/A |
| 2025-08-14 | Nomura Holdings Inc | 3.7% | SCHEDULE 13G/A |
| 2025-08-14 | Shay Capital LLC | 14.84% | SCHEDULE 13G/A |
| 2025-10-08 | Fund 1 Investments, LLC | 34.8% | SCHEDULE 13D/A |
| 2025-11-14 | Long Focus Capital Management, LLC | 7.4% | SCHEDULE 13G |
| 2026-03-19 | Leonard Braden Michael | 9.4% | SCHEDULE 13G |
| 2026-05-15 | Long Focus Capital Management, LLC | 0% | SCHEDULE 13G |
| 2026-08-13 | Renaissance Technologies LLC | 5.66% | SCHEDULE 13G |
| 2026-09-08 | Fund 1 Investments, LLC | 24.9% | SCHEDULE 13D/A |
Questions about who owns Tilly'S, Inc.
Who owns Tilly'S, Inc.?
On this page, 4 holders' latest ownership filings report 5% or more of Tilly'S, Inc.: Fund 1 Investments, LLC (24.9%, Schedule 13D/A, filed 2026-09-08), Shay Capital LLC (14.84%, Schedule 13G/A, filed 2025-08-14), Leonard Braden Michael (9.4%, Schedule 13G, filed 2026-03-19) and Renaissance Technologies LLC (5.66%, Schedule 13G, filed 2026-08-13).
Who are the largest shareholders of Tilly'S, Inc.?
By the share each holder's latest filing reports, the largest holders of Tilly'S, Inc. on this page are Fund 1 Investments, LLC (24.9%), Shay Capital LLC (14.84%) and Leonard Braden Michael (9.4%).
When did Fund 1 Investments, LLC buy into Tilly'S, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Fund 1 Investments, LLC on this page is the Schedule 13D/A, filed 2025-10-08, reporting 34.8%; its latest, Schedule 13D/A filed 2026-09-08, reports 24.9%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.