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 ≈ $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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 64 |
| Q4 2022 | 84 |
| Q1 2023 | 107 |
| Q2 2023 | 110 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 48 | 32 |
| Q1 2023 | 78 | 46 |
| Q2 2023 | 69 | 60 |
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 |
| Q1 2023 | $9.0m | $4.8m | 0.54 |
| Q2 2023 | $10.7m | $5.8m | 0.54 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | New | +1.0m |
| Voss Capital, LP | New | +402.6k |
| Anomaly Capital Management, LP | New | +354.2k |
| Long Focus Capital Management, LLC | New | +256.2k |
| Meros Investment Management, LP | New | +250.2k |
| Hilltop Holdings Inc. | New | +241.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +209.9k |
| COMMONWEALTH EQUITY SERVICES, LLC | New | +205.1k |
| Jessup Wealth Management, Inc | New | +199.6k |
| GoodHaven Capital Management, LLC | New | +199.6k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -933.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -785.6k |
| D. E. Shaw & Co., Inc. | Reduced | -712.9k |
| MORGAN STANLEY | Reduced | -591.0k |
| Driehaus Capital Management LLC | Sold out | -554.1k |
| Cubist Systematic Strategies, LLC | Sold out | -470.0k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -316.1k |
| JPMORGAN CHASE & CO | Reduced | -304.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -285.1k |
| Graham Capital Management, L.P. | Sold out | -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.
| 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 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2023 | 2 | $192.2k | 2 | $944.1k | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| FS Capital Partners VI, LLC 100.00% of their portfolio | 30.5m $318.4m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.9m $19.8m | Added +64.7k |
| Summit Creek Advisors LLC 1.62% of their portfolio | 1.2m $12.9m | Added +1.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.0m $10.7m | New |
| EMERALD ADVISERS, LLC 0.34% of their portfolio | 747.1k $7.8m | Added +159.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 704.8k $7.4m | Reduced -933.5k |
| SIGNATUREFD, LLC 0.16% of their portfolio | 597.1k $6.2m | Added +132.4k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.27% of their portfolio | 469.9k $4.9m | Added +151.0k |
| Voss Capital, LP 0.51% of their portfolio | 402.6k $4.2m | New |
| MORGAN STANLEY 0.00% of their portfolio | 388.9k $4.1m | Reduced -591.0k |
| Sequoia Financial Advisors, LLC 0.07% of their portfolio | 378.4k $3.9m | Added +89.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 373.7k $3.9m | Added +96.3k |
| Red Door Wealth Management, LLC 0.85% of their portfolio | 367.0k $3.8m | Reduced -13.0k |
| Anomaly Capital Management, LP 0.14% of their portfolio | 354.2k $3.7m | New |
| BlackRock Inc. 0.00% of their portfolio | 334.0k $3.5m | Reduced -1.1k |
| ATLAS CAPITAL ADVISORS INC. 0.50% of their portfolio | 313.2k $3.3m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 308.4k $3.2m | Added +39.0k |
| Polar Asset Management Partners Inc. 0.06% of their portfolio | 305.1k $3.2m | Added +132.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 295.8k $3.1m | Added +209.9k |
| Fund 1 Investments, LLC 1.26% of their portfolio | 280.8k $2.9m | Added +43.0k |
| Long Focus Capital Management, LLC 0.41% of their portfolio | 256.2k $2.7m | New |
| Sculptor Capital LP 0.07% of their portfolio | 252.3k $2.6m | Unchanged |
| Meros Investment Management, LP 1.29% of their portfolio | 250.2k $2.6m | New |
| NORGES BANK 0.00% of their portfolio | 244.3k $2.5m | Not comparable |
| Hilltop Holdings Inc. 0.31% of their portfolio | 241.0k $2.5m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 239.7k $2.5m | Added +17.8k |
| Brookfield Corp /ON/ 0.01% of their portfolio | 235.9k $2.5m | Added +85.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 205.1k $2.1m | New |
| Jessup Wealth Management, Inc 1.11% of their portfolio | 199.6k $2.1m | New |
| GoodHaven Capital Management, LLC 1.25% of their portfolio | 199.6k $2.1m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 171.9k $1.7m | New |
| Tabor Asset Management, LP 0.90% of their portfolio | 157.1k $1.6m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 151.6k $1.6m | Added +5.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 147.3k $1.5m | Reduced -712.9k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 138.9k $1.4m | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 128.8k $1.3m | New |
| North Growth Management Ltd. 0.27% of their portfolio | 126.0k $1.3m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 124.9k $1.3m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 115.5k $1.2m | Reduced -49.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 100.5k $1.0m | Added +3.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 100.3k $1.0m | Reduced -785.6k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 93.0k $970.5k | New |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 83.1k $866.6k | Added +33.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 80.7k $842.0k | Reduced -1.7k |
| STATE STREET CORP 0.00% of their portfolio | 78.8k $821.5k | Added +2.0k |
| Trexquant Investment LP 0.02% of their portfolio | 77.6k $809.0k | Added +14.6k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.08% of their portfolio | 76.2k $795.1k | Added +29.1k |
| NAVELLIER & ASSOCIATES INC 0.15% of their portfolio | 73.0k $761.2k | Added +2.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 65.9k $685.0k | Reduced -35.2k |
| Jump Financial, LLC 0.02% of their portfolio | 62.6k $652.5k | Reduced -70.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 61.2k $638.4k | Reduced -156.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 59.5k $620.6k | Added +2.2k |
| Nierenberg Investment Management Company, LLC 0.42% of their portfolio | 59.3k $618.6k | Added +47.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 56.8k $592.2k | Added +396 |
| Allianz Asset Management GmbH 0.00% of their portfolio | 56.0k $584.0k | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 51.9k $541.3k | Added +6.2k |
| ADVISORY RESEARCH INC 0.06% of their portfolio | 47.7k $497.4k | New |
| Capital Impact Advisors, LLC 0.51% of their portfolio | 44.4k $462.9k | Added +3.8k |
| SJS Investment Consulting Inc. 0.11% of their portfolio | 43.4k $452.6k | Unchanged |
| Gotham Asset Management, LLC 0.01% of their portfolio | 39.3k $409.4k | Added +8.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 36.0k $375.3k | Unchanged |
| Wellspring Financial Advisors, LLC 0.10% of their portfolio | 35.0k $365.1k | Unchanged |
| Veritable, L.P. 0.01% of their portfolio | 34.9k $364.2k | New |
| Watershed Asset Management, L.L.C. 0.43% of their portfolio | 33.0k $344.0k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 31.0k $322.9k | Reduced -89.7k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 30.7k $320.5k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 28.9k $301.4k | Reduced -157.6k |
| Corton Capital Inc. 0.14% of their portfolio | 28.1k $293.1k | New |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 25.0k $260.8k | Unchanged |
| Shay Capital LLC 0.09% of their portfolio | 25.0k $260.8k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 24.8k $258.4k | Added +9.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 23.2k $241.6k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 20.9k $218.5k | Added +2.4k |
| Legal & General Group Plc 0.00% of their portfolio | 20.8k $217.3k | Added +14.0k |
| Man Group plc 0.00% of their portfolio | 17.8k $185.7k | New |
| Aigen Investment Management, LP 0.03% of their portfolio | 17.7k $184.3k | New |
| Invesco Ltd. 0.00% of their portfolio | 17.6k $183.4k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 17.5k $182.9k | Reduced -4.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 16.8k $174.7k | Reduced -1.0k |
| Verition Fund Management LLC 0.00% of their portfolio | 16.2k $169.2k | Reduced -27.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 15.5k $161.9k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 15.5k $161.5k | Reduced -25.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 15.1k $157.9k | Reduced -3.3k |
| Delphia (USA) Inc. 0.24% of their portfolio | 14.5k $151.2k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 14.3k $149.4k | Reduced -103.4k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 12.8k $133.8k | Added +255 |
| DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio | 12.0k $125.2k | New |
| XTX Topco Ltd 0.02% of their portfolio | 11.9k $124.5k | Reduced -19.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 11.5k $120.1k | New |
| UBS Group AG 0.00% of their portfolio | 11.1k $116.0k | Reduced -82.0k |
| CreativeOne Wealth, LLC 0.00% of their portfolio | 10.8k $113.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.4k $109.0k | Added +8.9k |
| ORG Partners LLC 0.02% of their portfolio | 9.6k $100.0k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 8.4k $86.0k | Added +2.6k |
| Hook Mill Capital Partners, LP 0.04% of their portfolio | 5.7k $59.3k | Reduced -5.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 5.3k $55.7k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 5.0k $52.1k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 4.3k $44.7k | Added +4.3k |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 3.0k $31.3k | New |
| Gleason Group, Inc. 0.01% of their portfolio | 2.5k $26.1k | Unchanged |