틸리스, Inc.
US ˙ NYSE ˙ US8868851028

SecurityTLYS / Tilly's, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership17,924 shares
Latest Disclosed Value $ 72,594
Morgan Stanley reports 36.44% increase in ownership of TLYS / Tilly's, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 17,924 shares of Tilly's, Inc. (US:TLYS) valued at $72,592 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 13,137 shares of Tilly's, Inc.. This represents a change in shares of 36.44% during the quarter. The current value of the position is $91,950 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TILLYS CL A 886885102 17,924 4,787 36.44 73 176.92 0.0000
2026-05-27 2025-12-31 13F/A-1 TILLYS CL A 886885102 13,137 -345 -2.56 26 -3.70 0.0000
2026-02-13 2025-12-31 13F TILLYS CL A 886885102 13,137 -345 26 0.0000
2026-05-27 2025-09-30 13F/A-1 TILLYS CL A 886885102 13,482 -16,930 -55.67 28 -34.15 0.0000
2025-11-14 2025-09-30 13F TILLYS CL A 886885102 13,482 -16,930 28 0.0000
2025-08-15 2025-06-30 13F TILLYS CL A 886885102 30,412 -52,571 -63.35 42 -77.47 0.0000
2025-05-15 2025-03-31 13F TILLYS CL A 886885102 82,983 -4,260 -4.88 183 -50.81 0.0000
2025-05-15 2024-12-31 13F/A-1 TILLYS CL A 886885102 87,243 2,813 3.33 371 -13.95 0.0000
2025-02-14 2024-12-31 13F TILLYS CL A 886885102 87,243 2,813 371 0.0000
2025-05-14 2024-09-30 13F/A-2 TILLYS CL A 886885102 84,430 -36,491 -30.18 431 -41.02 0.0000
2025-02-14 2024-09-30 13F/A-1 TILLYS CL A 886885102 84,430 -36,491 431 0.0000
2024-11-14 2024-09-30 13F TILLYS CL A 886885102 84,430 -36,491 431 0.0000
2025-05-14 2024-06-30 13F/A-2 TILLYS CL A 886885102 120,921 52,786 77.47 729 57.45 0.0001
2024-10-17 2024-06-30 13F/A-1 TILLYS CL A 886885102 120,921 52,786 729 0.0001
2024-08-14 2024-06-30 13F TILLYS CL A 886885102 120,921 52,786 729 0.0001
2024-10-17 2024-03-31 13F/A-2 TILLYS CL A 886885102 68,135 -25,399 -27.15 463 -34.33 0.0000
2024-08-16 2024-03-31 13F/A-1 TILLYS CL A 886885102 68,135 -25,399 463 0.0000
2024-05-15 2024-03-31 13F TILLYS CL A 886885102 68,135 -25,399 463 0.0000
2024-08-16 2023-12-31 13F/A-1 TILLYS CL A 886885102 93,534 35,479 61.11 705 49.68 0.0001
2024-02-13 2023-12-31 13F TILLYS CL A 886885102 93,534 35,479 705 0.0001
2023-11-15 2023-09-30 13F TILLYS CL A 886885102 58,055 -2,274 -3.77 471 11.61 0.0000
2023-08-14 2023-06-30 13F TILLYS CL A 886885102 60,329 -13,091 -17.83 423 -25.44 0.0000
2023-05-15 2023-03-31 13F TILLYS CL A 886885102 73,420 6,079 9.03 566 -7.06 0.0001
2023-02-14 2022-12-31 13F TILLYS CL A 886885102 67,341 -28,230 -29.54 609 -7.87 0.0001
2022-11-14 2022-09-30 13F TILLYS CL A 886885102 95,571 -22,281 -18.91 661 -20.17 0.0001
2022-10-27 2022-06-30 13F/A-1 TILLYS CL A 886885102 117,852 101,951 641.16 828 455.70 0.0001
2022-08-15 2022-06-30 13F TILLYS CL A 886885102 117,852 101,951 828 0.0001
2022-10-27 2022-03-31 13F/A-1 TILLYS CL A 886885102 15,901 -34,354 -68.36 149 -81.63 0.0000
2022-05-13 2022-03-31 13F TILLYS CL A 886885102 15,901 -34,354 149 0.0000
2022-02-14 2021-12-31 13F TILLYS CL A 886885102 50,255 -72,550 -59.08 811 -52.85 0.0001
2021-11-15 2021-09-30 13F TILLYS CL A 886885102 122,805 74,106 152.17 1,720 120.80 0.0002
2021-08-23 2021-06-30 13F/A-1 TILLYS CL A 886885102 48,699 46,093 1,768.73 779 2,496.67 0.0001
2021-08-16 2021-06-30 13F TILLYS CL A 886885102 48,699 46,093 779 0.0000
2021-05-17 2021-03-31 13F TILLYS CL A 886885102 2,606 -14,832 -85.06 30 -79.02 0.0000
2021-02-16 2020-12-31 13F TILLYS CL A 886885102 17,438 -110,658 -86.39 143 -81.48 0.0000
2020-11-13 2020-09-30 13F TILLYS CL A 886885102 128,096 112,410 716.63 772 757.78 0.0001
2020-08-14 2020-06-30 13F TILLYS CL A 886885102 15,686 11,835 307.32 90 500.00 0.0000
2020-05-26 2020-03-31 13F/A-1 TILLYS CL A 886885102 3,851 -111,961 -96.67 15 -98.94 0.0000
2020-05-15 2020-03-31 13F TILLYS CL A 886885102 3,851 -111,961 15 1.1523
2020-02-14 2019-12-31 13F TILLYS CL A 886885102 115,812 96,623 503.53 1,418 679.12 0.0003
2019-11-14 2019-09-30 13F TILLYS CL A 886885102 19,189 14,672 324.82 182 435.29 0.0000
2019-08-14 2019-06-30 13F TILLYS CL A 886885102 4,517 -1,332 -22.77 34 -47.69 0.0000
2019-05-15 2019-03-31 13F TILLYS CL A 886885102 5,849 -28,424 -82.93 65 -82.53 0.0000
2019-02-14 2018-12-31 13F TILLYS CL A 886885102 34,273 -8,892 -20.60 372 -54.52 0.0001
2019-04-23 2018-09-30 13F/A-2 TILLYS CL A 886885102 43,165 8,508 24.55 818 55.81 0.0002
2018-11-20 2018-09-30 13F/A-1 TILLYS CL A 886885102 43,165 0 818 0.0002
2018-11-14 2018-09-30 13F TILLYS CL A 886885102 43,165 8,508 818
2019-04-23 2018-06-30 13F/A-1 TILLYS CL A 886885102 34,657 -28,557 -45.18 525 -26.47 0.0001
2018-08-14 2018-06-30 13F TILLYS CL A 886885102 34,657 -28,557 525
2019-04-23 2018-03-31 13F/A-1 TILLYS CL A 886885102 63,214 -79,279 -55.64 714 -66.05 0.0002
2018-05-14 2018-03-31 13F TILLYS CL A 886885102 63,214 -79,279 714
2019-04-23 2017-12-31 13F/A-1 TILLYS CL A 886885102 142,493 77,339 118.70 2,103 168.93 0.0006
2018-02-14 2017-12-31 13F TILLYS CL A 886885102 142,493 77,339 2,103
2017-11-14 2017-09-30 13F TILLYS CL A 886885102 65,154 -73,141 -52.89 782 -44.26 0.0002
2017-08-11 2017-06-30 13F TILLYS CL A 886885102 138,295 70,892 105.18 1,403 130.38 0.0004
2017-05-22 2017-03-31 13F/A-1 TILLYS CL A 886885102 67,403 -43,311 -39.12 609 -58.29 0.0002
2017-05-12 2017-03-31 13F TILLYS CL A 886885102 67,403 609
2017-02-22 2016-12-31 13F/A-1 TILLYS CL A 886885102 110,714 9,558 9.45 1,460 53.68 0.0005
2017-02-13 2016-12-31 13F TILLYS CL A 886885102 110,714 1,460
2016-11-10 2016-09-30 13F TILLYS CL A 886885102 101,156 54,814 118.28 950 254.48 0.0003
2016-08-12 2016-06-30 13F TILLYS CL A 886885102 46,342 -21,616 -31.81 268 -41.10 0.0001
2016-05-12 2016-03-31 13F TILLYS CL A 886885102 67,958 2,518 3.85 455 4.84 0.0002
2016-02-09 2015-12-31 13F TILLYS CL A 886885102 65,440 -2,503 -3.68 434 -13.20 0.0002
2016-02-08 2015-09-30 13F/A-1 TILLYS CL A 886885102 67,943 -44,492 -39.57 500 -53.96 0.0002
2015-11-09 2015-09-30 13F TILLYS CL A 886885102 67,943 500
2015-08-12 2015-06-30 13F TILLYS CL A 886885102 112,435 -56,317 -33.37 1,086 -58.88 0.0004
2015-05-14 2015-03-31 13F TILLYS CL A 886885102 168,752 139,984 486.60 2,641 846.59 0.0010
2015-02-13 2014-12-31 13F TILLYS CL A 886885102 28,768 14,093 96.03 279 153.64 0.0001
2014-12-16 2014-09-30 13F/A-1 TILLYS CL A 886885102 14,675 2,445 19.99 110 -23.08 0.0000
2014-11-14 2014-09-30 13F TILLYS CL A 886885102 14,675 110
2014-05-13 2014-03-31 13F TILLYS CL A 886885102 12,230 -511 -4.01 143 -2.05 0.0001
2014-02-13 2013-12-31 13F TILLYS CL A 886885102 12,741 -1,387 -9.82 146 -28.78 0.0001
2013-11-13 2013-09-30 13F TILLY S INC A SHARES COM 886885102 14,128 -11,491 -44.85 205 -50.00 0.0001
2013-08-08 2013-06-30 13F TILLY S INC A SHARES COM 886885102 25,619 25,619 410 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.