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$TLYS
$4.23 +$0.05 (1.2%) Close

Ownership

13F as of Q2 2026 · 30.3M shares outstanding

Who owns TLYS?

By type of holder
Institutions 72.0% Insiders 7.7% Everyone else 20.4%
Concentration Top 10 holders own 58.6%
Fund 1 Investments, LLC 26.6% · BML Capital Management, LLC 7.1%
Institutional ownership
72.0%
+2.5 pts vs last qtr
Institutional holders
58
-7 vs last qtr
Net shares bought
+765.2K
by institutions in Q2 2026
New / sold out
9 / 16
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Renaissance Technologies LLC +463.4K
  • Simcoe Capital LLC +253.7K

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Biggest sellers in Q2 2026
  • Shay Capital LLC −378.9K
  • Vanguard Capital Management LLC −203.7K

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Who is planning to sell?

Notices of proposed sale, last 12 months
$59.3K
1 notice from 1 person
Shares covered
11.3K
0.04% of the company
Arranged in advance
0%
of the value is under a 10b5-1 plan
Under a 10b5-1 plan No plan
$0$29.6K$59.3KNovDecJanFebMarAprMayJun 2026: $59.3K without a planJunJulAugSepOct
Largest proposed sellers
  • Michael Cingolani Officer $59.3K
Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026
+5.5%
+0.60% a year
Each share's claim on the business
−5.2%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$10.9M vs $21.8M
over 10 fiscal years
Diluted shares, split-adjusted
27.7M29.6M31.4M2017: 28.5M shares'172018: 29.1M shares'182019: 29.8M shares'192020: 29.8M shares'202021: 29.7M shares'212022: 31.1M shares'222023: 30.3M shares'232024: 29.8M shares'242025: 30.0M shares'252026: 30.1M shares'26
Buybacks Stock-based comp
$0$5.5M$10.9M2017 buybacks: $02017 stock comp: $2.6M'172018 buybacks: $02018 stock comp: $2.4M'182019 buybacks: $02019 stock comp: $2.2M'192020 buybacks: $02020 stock comp: $2.1M'202021 buybacks: $02021 stock comp: $2.0M'212022 buybacks: $02022 stock comp: $1.9M'222023 buybacks: $10.9M2023 stock comp: $2.3M'232024 buybacks: $02024 stock comp: $2.2M'242025 buybacks: $02025 stock comp: $2.1M'252026 buybacks: $02026 stock comp: $1.9M'26

How patient are the owners?

Institutional shares by how long they've been held
5+ years24% 3–5 years41% 1–3 years16% Under 1 year20%
Quarterly turnover
8.1%
of institutional shares changed hands
Top 10 managers, median time held
3.5 years

Super Investors

Investment managers reporting TLYS on Form 13F
F1
Fund 1 Investments, LLC
13D · 24.9%
Shares
8.1M
% of company
26.64%
Change vs last qtr
Unchanged
Held since
2022
BC
BML Capital Management, LLC
Shares
2.2M
% of company
7.11%
Change vs last qtr
Unchanged
Held since
Q1 '26

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Institutional Funds

Mutual funds and ETFs reporting TLYS on Form N-PORT; together they hold 6.1% of the company
VT
Position value
$2.54M
% of company
2.00%
% of the fund
0.00%
As of
June 30, 2026
AS
Position value
$1.41M
% of company
1.05%
% of the fund
0.17%
As of
May 31, 2026

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