Bml Capital Management, LLC
· New
Change
+2.1M
Date
Q1 2026
TL
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Bml Capital Management, LLC
· New
Change
+2.1M
Date
Q1 2026
|
Bml Capital Management, LLC | New· Q1 2026 | – | +2.1M | – | Q1 2026 | |||||
|
Long Focus Capital Management, LLC
· Exited
Change
−1.7M
Δ Own
−100.0%
Date
Q1 2026
|
Long Focus Capital Management, LLC | Exited· Q1 2026 | – | −1.7M | −100.0% | Q1 2026 | |||||
|
Shay Capital LLC
· Reduced
Change
−1.6M
Date
Q1 2026
|
Shay Capital LLC | Reduced· Q1 2026 | – | −1.6M | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
Change
+650K
Δ Own
+404.4%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | – | +650K | +404.4% | Q1 2026 | |||||
|
Simcoe Capital LLC
· New
Change
+619K
Date
Q1 2026
|
Simcoe Capital LLC | New· Q1 2026 | – | +619K | – | Q1 2026 | |||||
|
Dimensional
· Reduced
Change
−193K
Date
Q1 2026
|
Dimensional | Reduced· Q1 2026 | – | −193K | – | Q1 2026 | |||||
|
Two Sigma Advisers, LP
· Exited
Change
−179K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Advisers, LP | Exited· Q1 2026 | – | −179K | −100.0% | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
Change
−152K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | – | −152K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Added
Change
+95K
Δ Own
+12.6%
Date
Q1 2026
|
Renaissance Technologies LLC | Added· Q1 2026 | – | +95K | +12.6% | Q1 2026 | |||||
|
Gsa Capital Partners LLP
· Reduced
Change
−63K
Date
Q1 2026
|
Gsa Capital Partners LLP | Reduced· Q1 2026 | – | −63K | – | Q1 2026 | |||||
|
Hrt Financial LP
· New
Change
+59K
Date
Q1 2026
|
Hrt Financial LP | New· Q1 2026 | – | +59K | – | Q1 2026 | |||||
|
CIBC World Market Inc.
· Added
Change
+57K
Date
Q1 2026
|
CIBC World Market Inc. | Added· Q1 2026 | – | +57K | – | Q1 2026 | |||||
|
CIBC Bancorp USA Inc.
· Added
Change
+55K
Date
Q1 2026
|
CIBC Bancorp USA Inc. | Added· Q1 2026 | – | +55K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
Change
−47K
Δ Own
−78.0%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | – | −47K | −78.0% | Q1 2026 | |||||
|
Aristides Capital LLC
· Added
Change
+42K
Date
Q1 2026
|
Aristides Capital LLC | Added· Q1 2026 | – | +42K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Cingolani Michael Joseph
· Officer
Sell
−$59K
|
Cingolani Michael Joseph | Officer | Sell | $5.27 | −11K | −$59K | 114K | – | Jun 11, 2026 | Jun 11, 2026 | |||||||||
|
Collier Douglas P.
· Director
Grant (A)
15K
|
Collier Douglas P. | Director | Grant (A) | – | 15K | – | 153K | – | Jun 10, 2026 | Jun 10, 2026 | |||||||||
|
Aragones Teresa Luna
· Director
Grant (A)
15K
|
Aragones Teresa Luna | Director | Grant (A) | – | 15K | – | 119K | – | Jun 10, 2026 | Jun 10, 2026 | |||||||||
|
Relich Michael
· Director
Grant (A)
15K
|
Relich Michael | Director | Grant (A) | – | 15K | – | 81K | – | Jun 10, 2026 | Jun 10, 2026 | |||||||||
|
Johnson Seth R.
· Director
Grant (A)
15K
|
Johnson Seth R. | Director | Grant (A) | – | 15K | – | 174K | – | Jun 10, 2026 | Jun 10, 2026 | |||||||||
|
Kerr Janet
· Director
Grant (A)
15K
|
Kerr Janet | Director | Grant (A) | – | 15K | – | 90K | – | Jun 10, 2026 | Jun 10, 2026 | |||||||||
|
Henry Michael
· CFO
Grant (A)
40K
|
Henry Michael | CFO | Grant (A) | – | 40K | – | 40K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Cingolani Michael Joseph
· Officer
Grant (A)
40K
|
Cingolani Michael Joseph | Officer | Grant (A) | – | 40K | – | 40K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Shaked Hezy
· Director
Grant (A)
40K
|
Shaked Hezy | Director | Grant (A) | – | 40K | – | 40K | – | Apr 1, 2026 | Apr 1, 2026 | |||||||||
|
Shay Capital LLC
· 10% Owner
Sell
−$74K
|
Shay Capital LLC | 10% Owner | Sell | $3.70 | −20K | −$74K | 2.3M | – | Mar 20, 2026 | Mar 24, 2026 | |||||||||
|
Shay Capital LLC
· 10% Owner
Sell
−$2.6M
|
Shay Capital LLC | 10% Owner | Sell | $2.55 | −1.0M | −$2.6M | 2.3M | – | Mar 12, 2026 | Mar 16, 2026 | |||||||||
|
Smith Nathan Michael
· Director, Officer
2 operations
1.8M
|
Smith Nathan Michael | Director, Officer | 2 operations | – | 1.8M | – | 0 | – | Feb 26, 2026 | Mar 2, 2026 | |||||||||
|
Smith Nathan Michael
· Director, Officer
2 operations
1.8M
|
Smith Nathan Michael | Director, Officer | 2 operations | – | 1.8M | – | 900K | – | Feb 26, 2026 | Mar 2, 2026 | |||||||||
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51 reporting institutions disclosed TLYS position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.