ARHAUS INC ARHS
COM CL A · Common Stock · CUSIP 04035M102
- SectorConsumer discretionary
- IndustryRetail-Furniture Stores
- HeadquartersBoston Heights, OH
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.75. Options: 7 managers hold calls ($2.3m notional), 6 hold puts ($5.1m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 64 |
| Q4 2022 | 84 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $427.0k | $1.4m | 3.35 |
| Q4 2022 | $2.3m | $5.1m | 2.19 |
Biggest buyers
| Divisadero Street Capital Management, LP | New | +612.9k |
| Chimera Capital Management LLC | New | +462.7k |
| Shay Capital LLC | Added | +367.3k |
| ATLAS CAPITAL ADVISORS INC. | New | +268.5k |
| Schonfeld Strategic Advisors LLC | Added | +261.1k |
| Tabor Asset Management, LP | New | +243.1k |
| D. E. Shaw & Co., Inc. | Added | +217.2k |
| CITADEL ADVISORS LLC | New | +182.9k |
| GSA CAPITAL PARTNERS LLP | New | +115.9k |
| Long Focus Capital Management, LLC | New | +110.0k |
Biggest sellers
| No Street GP LP | Sold out | -1.6m |
| Verition Fund Management LLC | Sold out | -438.5k |
| MARSHALL WACE, LLP | Reduced | -263.4k |
| MORGAN STANLEY | Reduced | -172.9k |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold out | -138.4k |
| Shellback Capital, LP | Sold out | -130.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -40.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -32.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -30.1k |
| Quadrature Capital Ltd | Sold out | -26.6k |
Biggest calls
| Shay Capital LLC | New | $1.5m150.0k shares |
| CITADEL ADVISORS LLC | Added | $429.0k44.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $376.4k38.6k shares |
| GROUP ONE TRADING LLC | New | $48.8k5.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.0k1.2k shares |
| Cutler Group LLC / CA | New | $1.0k900 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $3.4m352.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $951.6k97.6k shares |
| SIMPLEX TRADING, LLC | New | $694.0k71.2k shares |
| GROUP ONE TRADING LLC | New | $18.5k1.9k shares |
| Cutler Group LLC / CA | New | $1.0k7.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: Voya Financial, Inc. (0.0%, 2026-08-06), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WASATCH ADVISORS LP (4.7%, 2026-03-05)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 4 | $1.1m | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 6 | $953.9k | 1 | $1.2m | — |
| Q3 2022 | 2 | $235.5k | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| FS Capital Partners VI, LLC 100.00% of their portfolio | 30.5m $297.6m | Unchanged |
| Fund 1 Investments, LLC 9.59% of their portfolio | 2.2m $21.1m | First filing |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.8m $17.8m | Reduced -20.4k |
| Summit Creek Advisors LLC 1.63% of their portfolio | 1.2m $12.0m | Added +9.3k |
| EMERALD ADVISERS, LLC 0.44% of their portfolio | 924.9k $9.0m | Reduced -5.8k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 717.4k $7.0m | Reduced -263.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 655.3k $6.4m | Reduced -32.0k |
| Divisadero Street Capital Management, LP 4.47% of their portfolio | 612.9k $6.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 587.3k $5.7m | Added +60.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 466.8k $4.6m | Added +217.2k |
| Chimera Capital Management LLC 1.26% of their portfolio | 462.7k $4.5m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.26% of their portfolio | 425.8k $4.2m | Unchanged |
| Shay Capital LLC 2.42% of their portfolio | 407.8k $4.0m | Added +367.3k |
| Red Door Wealth Management, LLC 1.29% of their portfolio | 402.5k $3.9m | Reduced -3.5k |
| MORGAN STANLEY 0.00% of their portfolio | 301.7k $2.9m | Reduced -172.9k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 276.8k $2.7m | Added +261.1k |
| ATLAS CAPITAL ADVISORS INC. 0.44% of their portfolio | 268.5k $2.6m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 254.4k $2.5m | Added +20.9k |
| Tabor Asset Management, LP 1.35% of their portfolio | 243.1k $2.4m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 216.1k $2.1m | Reduced -5.0k |
| BlackRock Inc. 0.00% of their portfolio | 211.7k $2.1m | Added +73.7k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 203.6k $2.0m | Added +65.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 182.9k $1.8m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 154.9k $1.5m | Added +6.8k |
| SJS Investment Consulting Inc. 0.39% of their portfolio | 135.0k $1.3m | Reduced -25.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 123.4k $1.2m | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.14% of their portfolio | 115.9k $1.1m | New |
| Walleye Capital LLC 0.02% of their portfolio | 115.9k $1.1m | Added +30.5k |
| Long Focus Capital Management, LLC 0.18% of their portfolio | 110.0k $1.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 104.5k $1.0m | Added +103.9k |
| FRED ALGER MANAGEMENT, LLC 0.00% of their portfolio | 94.3k $919.8k | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 93.3k $909.3k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 92.4k $900.8k | Added +5.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 92.4k $900.5k | New |
| SIGNATUREFD, LLC 0.03% of their portfolio | 92.0k $897.3k | Added +31.0k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 77.4k $754.6k | Added +39.3k |
| Capital Impact Advisors, LLC 0.71% of their portfolio | 74.8k $729.5k | Reduced -9.4k |
| STATE STREET CORP 0.00% of their portfolio | 73.5k $716.8k | Added +11.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 66.4k $647.6k | Reduced -572 |
| Man Group plc 0.00% of their portfolio | 65.7k $640.9k | Added +2.0k |
| UBS Group AG 0.00% of their portfolio | 64.5k $629.2k | Added +60.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 52.1k $507.8k | Reduced -3.6k |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 49.0k $477.5k | Reduced -122 |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 47.3k $458.0k | Added +38.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 44.5k $433.7k | Added +19.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 43.4k $423.4k | New |
| XTX Topco Ltd 0.09% of their portfolio | 42.3k $412.4k | New |
| BARCLAYS PLC 0.00% of their portfolio | 41.3k $402.7k | First filing |
| Jump Financial, LLC 0.02% of their portfolio | 36.6k $356.9k | New |
| TOTH FINANCIAL ADVISORY CORP 0.06% of their portfolio | 36.5k $355.9k | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio | 29.2k $284.7k | New |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 28.2k $274.0k | New |
| Cornerstone Investment Partners, LLC 0.02% of their portfolio | 26.2k $255.4k | Reduced -4.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 26.1k $254.0k | Not comparable |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 25.0k $243.8k | Unchanged |
| Wellspring Financial Advisors, LLC 0.08% of their portfolio | 23.5k $229.1k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.6k $191.2k | Reduced -40.6k |
| HRT FINANCIAL LP 0.00% of their portfolio | 18.0k $175.0k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 16.8k $163.4k | New |
| Walleye Trading LLC 0.00% of their portfolio | 16.7k $162.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 16.4k $160.0k | Added +15.6k |
| Aquatic Capital Management LLC 0.01% of their portfolio | 15.6k $152.0k | New |
| Lombard Odier Asset Management (USA) Corp 0.02% of their portfolio | 14.6k $142.7k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 14.2k $138.5k | Reduced -816 |
| PDT Partners, LLC 0.02% of their portfolio | 13.8k $134.2k | Reduced -2.2k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.01% of their portfolio | 13.7k $133.3k | Reduced -1.8k |
| State of Wyoming 0.04% of their portfolio | 13.5k $132.0k | Added +824 |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 11.6k $112.7k | Added +62 |
| Nierenberg Investment Management Company, LLC 0.08% of their portfolio | 11.6k $112.7k | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.1k $107.7k | Reduced -6.0k |
| Concentric Capital Strategies, LP 0.05% of their portfolio | 10.8k $105.8k | New |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 10.7k $104.3k | Reduced -10.0k |
| Hook Mill Capital Partners, LP 0.06% of their portfolio | 6.7k $65.1k | First filing |
| Ancora Advisors LLC 0.00% of their portfolio | 5.0k $49.0k | Unchanged |
| Gleason Group, Inc. 0.01% of their portfolio | 2.5k $24.4k | Reduced -14.4k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 2.5k $24.4k | New |
| Cutler Group LLC / CA 0.00% of their portfolio | 1.1k $10.0k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 1.0k $9.8k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 500 $5.0k | Reduced -2.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 450 $4.0k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 350 $3.4k | New |
| Concord Wealth Partners 0.00% of their portfolio | 300 $2.9k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 106 $1.0k | Reduced -14.6k |
| FMR LLC 0.00% of their portfolio | 3 $30 | New |