Cross-institution positioning
Aug 13, 2026Accumulation leaning. 2 accumulating, 2 exited across 4 comparable institutions.
Source: Schedule 13 researchTLYS Institutional Ownership
TILLY'S, INC.
Latest stored close $4.43 as of Oct 7, 2026 View live quote ↗
STOCKNODE Outlook
Buy
66/100
5 tracked · 4 comparable
Latest filing
Aug 13, 2026
Positive breadth
3 positive · 2 negative
Recent close
$4.43
Research confidence
Medium
Institutional Research 74/100 · 2 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 13, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating2
Newly reported1
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Buy
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Buy 66/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 2 reducing/exited.
- 2 tracked institutions recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are bullish while recent insider P/S activity leans bearish.
Institutional
76/100
Insiders
37/100
Fundamentals
66/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 21, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 1 purchase by 1 reporting owner and 10 sales by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 2, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Sep 3, 2026Revenue +8.1% YoY; Net income +164.8% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 72% through its reported 52-week range; +140.5% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Renaissance Technologies.
Filed Aug 13, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 13, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Renaissance Technologies
Filed Aug 13, 2026
Direction locked
BlackRock
Filed Jan 26, 2024
Direction locked
BlackRock
Filed Jul 16, 2025
Direction locked
Vanguard Group
Filed Jul 29, 2025
Direction locked
Dimensional Fund Advisors
Filed Apr 15, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Renaissance Technologies
Filed Aug 13, 2026
BlackRock
Filed Jan 26, 2024
BlackRock
Filed Jul 16, 2025
Vanguard Group
Filed Jul 29, 2025
Dimensional Fund Advisors
Filed Apr 15, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases11 reporting owner(s)
30-day sales101 reporting owner(s)
90-day purchase breadth1
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 21, 2026 | Henry Michael | POpen-market or private purchase | Class A Common Stock | 5.0K | $4.02 | Direct | Sep 21, 2026 |
| Sep 8, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 5.1K | $4.24 | Indirect | Sep 8, 2026 |
| Sep 8, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 174.9K | $4.17 | Indirect | Sep 8, 2026 |
| Sep 4, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 1.1K | $4.50 | Indirect | Sep 8, 2026 |
| Sep 4, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 34.1K | $4.52 | Indirect | Sep 8, 2026 |
| Sep 4, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 19.8K | $4.37 | Indirect | Sep 8, 2026 |
| Sep 4, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 377.1K | $4.50 | Indirect | Sep 8, 2026 |
| Sep 3, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 1.3K | $4.36 | Indirect | Sep 8, 2026 |
| Sep 3, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 252.7K | $4.59 | Indirect | Sep 8, 2026 |
| Sep 3, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 526.5K | $4.14 | Indirect | Sep 8, 2026 |
| Sep 3, 2026 | Fund 1 Investments, LLC | SOpen-market or private sale | Class A Common Stock, $0.001 par value per share | 863.7K | $4.67 | Indirect | Sep 8, 2026 |
| Jun 11, 2026 | Cingolani Michael Joseph | SOpen-market or private sale | Class A Common Stock | 11.3K | $5.27 | Direct | Jun 11, 2026 |
| Jun 10, 2026 | Collier Douglas P | AGrant, award, or other acquisition | Class A Common Stock | 15.4K | $0.00 | Direct | Jun 10, 2026 |
| Jun 10, 2026 | Aragones Teresa Luna | AGrant, award, or other acquisition | Class A Common Stock | 15.4K | $0.00 | Direct | Jun 10, 2026 |
| Jun 10, 2026 | Relich Michael | AGrant, award, or other acquisition | Class A Common Stock | 15.4K | $0.00 | Direct | Jun 10, 2026 |
| Jun 10, 2026 | JOHNSON SETH R | AGrant, award, or other acquisition | Class A Common Stock | 15.4K | $0.00 | Direct | Jun 10, 2026 |
| Jun 10, 2026 | KERR JANET | AGrant, award, or other acquisition | Class A Common Stock | 15.4K | $0.00 | Direct | Jun 10, 2026 |
| Apr 1, 2026 | Henry Michael | AGrant, award, or other acquisition · derivative | Stock Option (Right to Buy) | 40.0K | $0.00 | Direct | Apr 1, 2026 |
| Apr 1, 2026 | Cingolani Michael Joseph | AGrant, award, or other acquisition · derivative | Stock Option (Right to Buy) | 40.0K | $0.00 | Direct | Apr 1, 2026 |
| Apr 1, 2026 | SHAKED HEZY | AGrant, award, or other acquisition · derivative | Stock Option (Right to Buy) | 40.0K | $0.00 | Direct | Apr 1, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 2, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 26, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Jun 12, 2026 | 8-K | 1.01, 9.01 | Material definitive agreement; Financial statements / exhibits | — | Filing |
| Jun 11, 2026 | 8-K | 5.02, 5.07, 9.01 | Director or executive change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| Jun 3, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 11, 2026 | 8-K | 2.02, 5.02, 9.01 | Results of operations / financial condition; Director or executive change; Financial statements / exhibits | — | Filing |
| Mar 2, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Dec 3, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$163.5M
Q2 2026
+8.1% YoY 10-Q filed Sep 3, 2026
Operating income
$8.2M
Q2 2026
+205.2% YoY 10-Q filed Sep 3, 2026
Operating margin
5.0%
Q2 2026
+3.2 pts YoY 10-Q filed Sep 3, 2026
Net income
$8.4M
Q2 2026
+164.8% YoY 10-Q filed Sep 3, 2026
Diluted EPS
$-0.58
FY 2025
+62.3% YoY 10-K filed Apr 9, 2026
Operating cash flow
$18.5M
YTD through Aug 1, 2026
+216.1% YoY 10-Q filed Sep 3, 2026
Free cash flow
$15.7M
YTD through Aug 1, 2026
+312.2% YoY 10-Q filed Sep 3, 2026
Cash & equivalents
$52.3M
As of Aug 1, 2026
+3.3% YoY 10-Q filed Sep 3, 2026
Assets
$347.1M
As of Aug 1, 2026
+0.5% YoY 10-Q filed Sep 3, 2026
Liabilities
$260.2M
As of Aug 1, 2026
-1.1% YoY 10-Q filed Sep 3, 2026
Stockholders’ equity
$86.9M
As of Aug 1, 2026
+5.4% YoY 10-Q filed Sep 3, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Aug 1, 2026 | $163.5M | +8.1% |
| Ended May 2, 2026 | $124.7M | +15.9% |
| Ended Nov 1, 2025 | $139.6M | -2.7% |
| Ended Aug 2, 2025 | $151.3M | -7.1% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$4.81
View live quote ↗
52-week low
$1.14
Nov 25, 2025
52-week high
$6.25
Sep 3, 2026
Below 52-week high
23.0%
1W return
+15.3%
1M return
+20.6%
3M return
-5.7%
6M return
+78.8%
YTD return
+141.7%
1Y return
+140.5%
30-day volatility
74.7%
90-day volatility
76.1%
1Y max drawdown
-43.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 21 filing(s) · 18 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies CIK0001037389 | Jun 1, 2026 observed Aug 13, 2026 filed · 73d Initial Schedule 13G | Initial Schedule 13G | 1.3M +278.6K | 5.66% +1.07 pts | $4.33 | $4.01 | $4.43 |
| Vanguard Group CIK0000102909 | Jun 30, 2025 observed Jul 29, 2025 filed · 29d Schedule 13G amendment | Exit below reporting threshold | 1.1M -195.1K | 4.72% -0.90 pts | $1.38 | $1.89 | $4.43 |
| BlackRock CIK0002012383 | Jun 30, 2025 observed Jul 16, 2025 filed · 16d Schedule 13G amendment | Earliest Schedule 13G amendment found | 557.1K | 2.40% | $1.38 | $1.37 | $4.43 |
Explore more institutional activity
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