Vault-13

ARHAUS INC ARHS

COM CL A · Common Stock · CUSIP 04035M102

110 institutional holders +3 vs Q1 2023
47,009,68147.0m shares reported held*
$490.2mreported value*
35 new 34 added 26 reduced 34 sold out net sold ≈ $11.0m (-1.1m shares)

* 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 ≈ $10.43. Options: 7 managers hold calls ($10.7m notional), 7 hold puts ($5.8m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 64Q4 22: 84Q1 23: 107Q2 23: 110110Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202264
Q4 202284
Q1 2023107
Q2 2023110

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 48 bought or addedQ4 22: 32 cut or sold outQ4 22Q1 23: 78 bought or addedQ1 23: 46 cut or sold outQ1 23Q2 23: 69 bought or addedQ2 23: 60 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224832
Q1 20237846
Q2 20236960

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 22 calls: $427.0kQ3 22 puts: $1.4mQ3 22P/C 3.35Q4 22 calls: $2.3mQ4 22 puts: $5.1mQ4 22P/C 2.19Q1 23 calls: $9.0mQ1 23 puts: $4.8mQ1 23P/C 0.54Q2 23 calls: $10.7mQ2 23 puts: $5.8mQ2 23P/C 0.54
Numbers
QuarterCallsPutsP/C
Q3 2022$427.0k$1.4m3.35
Q4 2022$2.3m$5.1m2.19
Q1 2023$9.0m$4.8m0.54
Q2 2023$10.7m$5.8m0.54

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP New +1,025,047+1.0m
Voss Capital, LP New +402,589+402.6k
Anomaly Capital Management, LP New +354,154+354.2k
Long Focus Capital Management, LLC New +256,240+256.2k
Meros Investment Management, LP New +250,173+250.2k
Hilltop Holdings Inc. New +240,972+241.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +209,854+209.9k
COMMONWEALTH EQUITY SERVICES, LLC New +205,098+205.1k
Jessup Wealth Management, Inc New +199,589+199.6k
GoodHaven Capital Management, LLC New +199,580+199.6k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -933,547-933.5k
BANK OF AMERICA CORP /DE/ Reduced -785,585-785.6k
D. E. Shaw & Co., Inc. Reduced -712,921-712.9k
MORGAN STANLEY Reduced -591,007-591.0k
Driehaus Capital Management LLC Sold out -554,090-554.1k
Cubist Systematic Strategies, LLC Sold out -470,046-470.0k
RENAISSANCE TECHNOLOGIES LLC Sold out -316,128-316.1k
JPMORGAN CHASE & CO Reduced -304,139-304.1k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Sold out -285,140-285.1k
Graham Capital Management, L.P. Sold out -171,511-171.5k

Biggest calls

CITADEL ADVISORS LLC Reduced $5.8m553.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.3m314.6k shares
JANE STREET GROUP, LLC Added $1.2m113.2k shares
SIMPLEX TRADING, LLC Added $350.0k33.6k shares
GROUP ONE TRADING LLC Reduced $107.4k10.3k shares
Cutler Group LLC / CA Reduced $1.0k1.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Sculptor Capital LP Unchanged $2.6m252.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.5m145.3k shares
CITADEL ADVISORS LLC Reduced $875.1k83.9k shares
GOLDMAN SACHS GROUP INC Unchanged $521.5k50.0k shares
SIMPLEX TRADING, LLC Reduced $275.0k26.4k shares
GROUP ONE TRADING LLC Reduced $5.2k500 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.

HolderStakeChangeShares Last filed
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 5.0% new 2.7m≈ $23.0m 2026-07-31

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 Q2 2023

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)

BuyingSelling
10010Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 4 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 6 buyingQ2 22: 1 sellingQ2 22Q3 22: 2 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 2 buyingQ1 23: 2 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20214$1.1m0——
Q1 20220—0——
Q2 20226$953.9k1$1.2m—
Q3 20222$235.5k0——
Q4 20220—0——
Q1 20232$192.2k2$944.1k—
Q2 20230—0——

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FS Capital Partners VI, LLC 100.00% of their portfolio LOS ANGELES, CA 30,524,20230.5m $318.4m $318.4m 100.00% Unchanged
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,899,2541.9m $19.8m $19.8m 0.00% Added +64.7k +64,653
3 Summit Creek Advisors LLC 1.62% of their portfolio MINNEAPOLIS, MN 1,239,6691.2m $12.9m $12.9m 1.62% Added +1.2k +1,190
4 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 1,025,0471.0m $10.7m $10.7m 0.00% New
5 EMERALD ADVISERS, LLC 0.34% of their portfolio LEOLA, PA 747,111747.1k $7.8m $7.8m 0.34% Added +159.3k +159,340
6 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 704,843704.8k $7.4m $7.4m 0.01% Reduced -933.5k -933,547
7 SIGNATUREFD, LLC 0.16% of their portfolio ATLANTA, GA 597,069597.1k $6.2m $6.2m 0.16% Added +132.4k +132,375
8 EMERALD MUTUAL FUND ADVISERS TRUST 0.27% of their portfolio LEOLA, PA 469,892469.9k $4.9m $4.9m 0.27% Added +151.0k +150,964
9 Voss Capital, LP 0.51% of their portfolio HOUSTON, TX 402,589402.6k $4.2m $4.2m 0.51% New
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 388,895388.9k $4.1m $4.1m 0.00% Reduced -591.0k -591,007
11 Sequoia Financial Advisors, LLC 0.07% of their portfolio Akron, OH 378,414378.4k $3.9m $3.9m 0.07% Added +89.7k +89,683
12 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 373,722373.7k $3.9m $3.9m 0.01% Added +96.3k +96,305
13 Red Door Wealth Management, LLC 0.85% of their portfolio Memphis, TN 367,000367.0k $3.8m $3.8m 0.85% Reduced -13.0k -13,000
14 Anomaly Capital Management, LP 0.14% of their portfolio New York, NY 354,154354.2k $3.7m $3.7m 0.14% New
15 BlackRock Inc. 0.00% of their portfolio New York, NY 333,961334.0k $3.5m $3.5m 0.00% Reduced -1.1k -1,125
16 ATLAS CAPITAL ADVISORS INC. 0.50% of their portfolio JACKSON, WY 313,220313.2k $3.3m $3.3m 0.50% Unchanged
17 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 308,400308.4k $3.2m $3.2m 0.01% Added +39.0k +39,000
18 Polar Asset Management Partners Inc. 0.06% of their portfolio TORONTO, A6 305,100305.1k $3.2m $3.2m 0.06% Added +132.0k +132,000
19 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 295,753295.8k $3.1m $3.1m 0.00% Added +209.9k +209,854
20 Fund 1 Investments, LLC 1.26% of their portfolio RINCON, PR 280,827280.8k $2.9m $2.9m 1.26% Added +43.0k +43,000
21 Long Focus Capital Management, LLC 0.41% of their portfolio SAN JUAN, PR 256,240256.2k $2.7m $2.7m 0.41% New
22 Sculptor Capital LP 0.07% of their portfolio New York, NY 252,300252.3k $2.6m $2.6m 0.07% Unchanged
23 Meros Investment Management, LP 1.29% of their portfolio DALLAS, TX 250,173250.2k $2.6m $2.6m 1.29% New
24 NORGES BANK 0.00% of their portfolio OSLO, Q8 244,300244.3k $2.5m $2.5m 0.00% Not comparable
25 Hilltop Holdings Inc. 0.31% of their portfolio DALLAS, TX 240,972241.0k $2.5m $2.5m 0.31% New
26 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 239,687239.7k $2.5m $2.5m 0.00% Added +17.8k +17,821
27 Brookfield Corp /ON/ 0.01% of their portfolio TORONTO, A6 235,925235.9k $2.5m $2.5m 0.01% Added +85.1k +85,132
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 205,098205.1k $2.1m $2.1m 0.00% New
29 Jessup Wealth Management, Inc 1.11% of their portfolio DAYTON, OH 199,589199.6k $2.1m $2.1m 1.11% New
30 GoodHaven Capital Management, LLC 1.25% of their portfolio MILLBURN, NJ 199,580199.6k $2.1m $2.1m 1.25% New
31 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 171,881171.9k $1.7m $1.7m 0.00% New
32 Tabor Asset Management, LP 0.90% of their portfolio NEW YORK, NY 157,104157.1k $1.6m $1.6m 0.90% New
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 151,552151.6k $1.6m $1.6m 0.00% Added +5.2k +5,206
34 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 147,350147.3k $1.5m $1.5m 0.00% Reduced -712.9k -712,921
35 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 138,867138.9k $1.4m $1.4m 0.01% New
36 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 128,768128.8k $1.3m $1.3m 0.00% New
37 North Growth Management Ltd. 0.27% of their portfolio VANCOUVER, A1 126,000126.0k $1.3m $1.3m 0.27% New
38 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 124,900124.9k $1.3m $1.3m 0.00% Unchanged
39 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 115,523115.5k $1.2m $1.2m 0.00% Reduced -49.0k -48,972
40 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 100,528100.5k $1.0m $1.0m 0.00% Added +3.8k +3,795
41 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 100,295100.3k $1.0m $1.0m 0.00% Reduced -785.6k -785,585
42 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 93,04793.0k $970.5k $970.5k 0.00% New
43 ALGERT GLOBAL LLC 0.04% of their portfolio SAN FRANCISCO, CA 83,09083.1k $866.6k $866.6k 0.04% Added +33.5k +33,510
44 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 80,72980.7k $842.0k $842.0k 0.00% Reduced -1.7k -1,699
45 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 78,76278.8k $821.5k $821.5k 0.00% Added +2.0k +2,049
46 Trexquant Investment LP 0.02% of their portfolio STAMFORD, CT 77,56377.6k $809.0k $809.0k 0.02% Added +14.6k +14,588
47 OCCUDO QUANTITATIVE STRATEGIES LP 0.08% of their portfolio FORT LAUDERDALE, FL 76,23376.2k $795.1k $795.1k 0.08% Added +29.1k +29,058
48 NAVELLIER & ASSOCIATES INC 0.15% of their portfolio Reno, NV 72,98173.0k $761.2k $761.2k 0.15% Added +2.9k +2,913
49 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 65,88265.9k $685.0k $685.0k 0.00% Reduced -35.2k -35,248
50 Jump Financial, LLC 0.02% of their portfolio Chicago, IL 62,56362.6k $652.5k $652.5k 0.02% Reduced -70.2k -70,244
51 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 61,20461.2k $638.4k $638.4k 0.00% Reduced -156.8k -156,844
52 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 59,49859.5k $620.6k $620.6k 0.00% Added +2.2k +2,189
53 Nierenberg Investment Management Company, LLC 0.42% of their portfolio Camas, WA 59,31059.3k $618.6k $618.6k 0.42% Added +47.8k +47,755
54 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 56,78256.8k $592.2k $592.2k 0.00% Added +396 +396
55 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 55,98956.0k $584.0k $584.0k 0.00% Unchanged
56 Swiss National Bank 0.00% of their portfolio ZURICH, V8 51,90051.9k $541.3k $541.3k 0.00% Added +6.2k +6,200
57 ADVISORY RESEARCH INC 0.06% of their portfolio CHICAGO, IL 47,69047.7k $497.4k $497.4k 0.06% New
58 Capital Impact Advisors, LLC 0.51% of their portfolio Boston, MA 44,38444.4k $462.9k $462.9k 0.51% Added +3.8k +3,768
59 SJS Investment Consulting Inc. 0.11% of their portfolio SYLVANIA, OH 43,39543.4k $452.6k $452.6k 0.11% Unchanged
60 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 39,25439.3k $409.4k $409.4k 0.01% Added +8.0k +8,016
61 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 35,98736.0k $375.3k $375.3k 0.00% Unchanged
62 Wellspring Financial Advisors, LLC 0.10% of their portfolio CLEVELAND, OH 35,00035.0k $365.1k $365.1k 0.10% Unchanged
63 Veritable, L.P. 0.01% of their portfolio Newtown Square, PA 34,92034.9k $364.2k $364.2k 0.01% New
64 Watershed Asset Management, L.L.C. 0.43% of their portfolio San Francisco, CA 32,98433.0k $344.0k $344.0k 0.43% New
65 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 30,95831.0k $322.9k $322.9k 0.00% Reduced -89.7k -89,742
66 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 30,73230.7k $320.5k $320.5k 0.00% New
67 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 28,89928.9k $301.4k $301.4k 0.00% Reduced -157.6k -157,647
68 Corton Capital Inc. 0.14% of their portfolio Carrying Place, A6 28,10628.1k $293.1k $293.1k 0.14% New
69 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 25,00025.0k $260.8k $260.8k 0.00% Unchanged
70 Shay Capital LLC 0.09% of their portfolio NEW YORK, NY 25,00025.0k $260.8k $260.8k 0.09% New
71 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 24,77924.8k $258.4k $258.4k 0.00% Added +9.3k +9,295
72 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 23,23823.2k $241.6k $241.6k 0.00% New
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 20,94920.9k $218.5k $218.5k 0.00% Added +2.4k +2,375
74 Legal & General Group Plc 0.00% of their portfolio London, X0 20,83520.8k $217.3k $217.3k 0.00% Added +14.0k +14,030
75 Man Group plc 0.00% of their portfolio LONDON, X0 17,80017.8k $185.7k $185.7k 0.00% New
76 Aigen Investment Management, LP 0.03% of their portfolio NEW YORK, NY 17,66617.7k $184.3k $184.3k 0.03% New
77 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 17,58317.6k $183.4k $183.4k 0.00% New
78 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 17,53817.5k $182.9k $182.9k 0.00% Reduced -4.7k -4,742
79 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 16,75416.8k $174.7k $174.7k 0.00% Reduced -1.0k -1,043
80 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 16,22216.2k $169.2k $169.2k 0.00% Reduced -27.9k -27,900
81 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 15,51915.5k $161.9k $161.9k 0.00% New
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,48715.5k $161.5k $161.5k 0.00% Reduced -25.8k -25,816
83 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,14015.1k $157.9k $157.9k 0.00% Reduced -3.3k -3,268
84 Delphia (USA) Inc. 0.24% of their portfolio Toronto, A6 14,49414.5k $151.2k $151.2k 0.24% New
85 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,32614.3k $149.4k $149.4k 0.00% Reduced -103.4k -103,361
86 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 12,82612.8k $133.8k $133.8k 0.01% Added +255 +255
87 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 12,00012.0k $125.2k $125.2k 0.01% New
88 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 11,93311.9k $124.5k $124.5k 0.02% Reduced -19.2k -19,204
89 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 11,51611.5k $120.1k $120.1k 0.00% New
90 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,11811.1k $116.0k $116.0k 0.00% Reduced -82.0k -82,050
91 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 10,85010.8k $113.0k $113.0k 0.00% New
92 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,43710.4k $109.0k $109.0k 0.00% Added +8.9k +8,885
93 ORG Partners LLC 0.02% of their portfolio ROANOKE, IN 9,6009.6k $100.0k $100.0k 0.02% New
94 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 8,3778.4k $86.0k $86.0k 0.00% Added +2.6k +2,641
95 Hook Mill Capital Partners, LP 0.04% of their portfolio NEW YORK, NY 5,6885.7k $59.3k $59.3k 0.04% Reduced -5.7k -5,688
96 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 5,3445.3k $55.7k $55.7k 0.00% New
97 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 5,0005.0k $52.1k $52.1k 0.00% Unchanged
98 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,2894.3k $44.7k $44.7k 0.00% Added +4.3k +4,288
99 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,0003.0k $31.3k $31.3k 0.00% New
100 Gleason Group, Inc. 0.01% of their portfolio PROSPECT, KY 2,5042.5k $26.1k $26.1k 0.01% Unchanged