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 ≈ $9.31. Options: 7 managers hold calls ($7.0m notional), 9 hold puts ($7.2m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 64 |
| Q4 2022 | 84 |
| Q1 2023 | 107 |
| Q2 2023 | 110 |
| Q3 2023 | 124 |
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 |
| Q3 2023 | 89 | 42 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $2.3m | $5.1m | 2.19 |
| Q1 2023 | $9.0m | $4.8m | 0.54 |
| Q2 2023 | $10.7m | $5.8m | 0.54 |
| Q3 2023 | $7.0m | $7.2m | 1.03 |
Biggest buyers
| SCOPUS ASSET MANAGEMENT, L.P. | New | +1.9m |
| Hood River Capital Management LLC | New | +1.8m |
| Driehaus Capital Management LLC | New | +1.3m |
| VANGUARD GROUP INC | Added | +1.2m |
| CITADEL ADVISORS LLC | New | +1.0m |
| MARSHALL WACE, LLP | Added | +714.6k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | New | +646.9k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Added | +565.3k |
| EMERALD ADVISERS, LLC | Added | +530.9k |
| Interval Partners, LP | New | +501.5k |
Biggest sellers
| FS Capital Partners VI, LLC | Reduced | -13.8m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -665.4k |
| Anomaly Capital Management, LP | Sold out | -354.2k |
| Brookfield Corp /ON/ | Sold out | -235.9k |
| MORGAN STANLEY | Reduced | -169.0k |
| Tabor Asset Management, LP | Sold out | -157.1k |
| Sequoia Financial Advisors, LLC | Reduced | -150.0k |
| WELLS FARGO & COMPANY/MN | Reduced | -148.9k |
| D. E. Shaw & Co., Inc. | Sold out | -147.3k |
| Allspring Global Investments Holdings, LLC | Sold out | -128.8k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $4.2m450.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m139.8k shares |
| JANE STREET GROUP, LLC | Reduced | $877.9k94.4k shares |
| GROUP ONE TRADING LLC | Added | $358.1k38.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $252.0k27.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $0200 shares |
Biggest puts
| Sculptor Capital LP | Unchanged | $2.3m252.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.3m244.3k shares |
| CITADEL ADVISORS LLC | Added | $1.1m123.1k shares |
| SIMPLEX TRADING, LLC | Added | $759.0k81.7k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $465.0k50.0k shares |
| JANE STREET GROUP, LLC | New | $116.2k12.5k shares |
| GROUP ONE TRADING LLC | Added | $93.0k10.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | New | $0300 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2023 | 0 | — | 1 | $1.8m | $1.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-16 | FS Equity Partners VI, L.P. +1 10% owner · By FS Equity Partners VI, L.P. and FS Affiliates VI, L.P. | Sold | $138.0m13.8m shares |
| 2023-08-04 | Sparks Dawn Chief Logistics Officer | Sold plan | $957.2k79.6k shares |
| 2023-08-03 | Sparks Dawn Chief Logistics Officer | Sold plan | $844.4k70.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| FS Capital Partners VI, LLC 100.00% of their portfolio | 16.7m $155.5m | Reduced -13.8m |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.1m $28.4m | Added +1.2m |
| SCOPUS ASSET MANAGEMENT, L.P. 0.67% of their portfolio | 1.9m $17.7m | New |
| Hood River Capital Management LLC 0.54% of their portfolio | 1.8m $17.0m | New |
| Summit Creek Advisors LLC 1.70% of their portfolio | 1.3m $12.5m | Added +102.4k |
| EMERALD ADVISERS, LLC 0.58% of their portfolio | 1.3m $11.9m | Added +530.9k |
| Driehaus Capital Management LLC 0.15% of their portfolio | 1.3m $11.7m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.58% of their portfolio | 1.0m $9.6m | Added +565.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.0m $9.4m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 902.9k $8.4m | Reduced -122.1k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 839.5k $7.8m | Added +714.6k |
| Polar Asset Management Partners Inc. 0.17% of their portfolio | 741.1k $6.9m | Added +436.0k |
| BlackRock Inc. 0.00% of their portfolio | 706.4k $6.6m | Added +372.4k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.39% of their portfolio | 646.9k $6.0m | New |
| SIGNATUREFD, LLC 0.14% of their portfolio | 597.1k $5.6m | Unchanged |
| Meros Investment Management, LP 2.73% of their portfolio | 539.6k $5.0m | Added +289.4k |
| Interval Partners, LP 0.19% of their portfolio | 501.5k $4.7m | New |
| Voss Capital, LP 0.58% of their portfolio | 500.0k $4.7m | Added +97.4k |
| FACT Capital, LP 1.80% of their portfolio | 488.4k $4.5m | New |
| Fund 1 Investments, LLC 1.65% of their portfolio | 462.6k $4.3m | Added +181.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 434.6k $4.0m | Added +194.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 418.5k $3.9m | Added +44.8k |
| EMG Holdings, L.P. 2.93% of their portfolio | 407.0k $3.8m | New |
| Red Door Wealth Management, LLC 0.84% of their portfolio | 360.0k $3.3m | Reduced -7.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 324.2k $3.0m | Added +28.4k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 320.3k $3.0m | Added +11.9k |
| ATLAS CAPITAL ADVISORS INC. 0.46% of their portfolio | 303.5k $2.8m | Reduced -9.7k |
| North Growth Management Ltd. 0.55% of their portfolio | 266.0k $2.5m | Added +140.0k |
| GSA CAPITAL PARTNERS LLP 0.20% of their portfolio | 252.6k $2.3m | New |
| Sculptor Capital LP 0.06% of their portfolio | 252.3k $2.3m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 250.8k $2.3m | Added +219.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 244.5k $2.3m | Added +221.3k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 243.0k $2.3m | Added +160.0k |
| Hilltop Holdings Inc. 0.28% of their portfolio | 242.1k $2.3m | Added +1.1k |
| Sequoia Financial Advisors, LLC 0.04% of their portfolio | 228.4k $2.1m | Reduced -150.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 221.3k $2.1m | New |
| MORGAN STANLEY 0.00% of their portfolio | 219.9k $2.0m | Reduced -169.0k |
| STANSBERRY ASSET MANAGEMENT, LLC 0.35% of their portfolio | 217.9k $2.0m | New |
| GoodHaven Capital Management, LLC 1.02% of their portfolio | 208.6k $1.9m | Added +9.0k |
| Ghisallo Capital Management LLC 0.19% of their portfolio | 200.0k $1.9m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 198.0k $1.8m | Added +197.9k |
| Millrace Asset Group, Inc. 2.19% of their portfolio | 190.2k $1.8m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 187.8k $1.7m | Reduced -17.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 182.6k $1.7m | Added +10.7k |
| Jessup Wealth Management, Inc 0.97% of their portfolio | 181.4k $1.7m | Reduced -18.2k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 171.9k $1.6m | Added +116.0k |
| Long Focus Capital Management, LLC 0.21% of their portfolio | 156.2k $1.5m | Reduced -100.0k |
| STATE STREET CORP 0.00% of their portfolio | 150.1k $1.4m | Added +71.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 144.3k $1.3m | Added +83.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 142.7k $1.3m | Added +42.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 139.4k $1.3m | New |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 136.7k $1.3m | Reduced -2.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 130.1k $1.2m | Added +29.8k |
| ADVISORY RESEARCH INC 0.16% of their portfolio | 126.3k $1.2m | Added +78.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 122.0k $1.1m | Added +6.5k |
| UBS Group AG 0.00% of their portfolio | 113.2k $1.1m | Added +102.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 109.8k $1.0m | Added +53.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 96.7k $899.3k | Added +16.0k |
| NAVELLIER & ASSOCIATES INC 0.15% of their portfolio | 93.6k $870.7k | Added +20.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 84.5k $785.0k | Added +18.7k |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.03% of their portfolio | 82.6k $769.0k | New |
| Swiss National Bank 0.00% of their portfolio | 74.6k $693.8k | Added +22.7k |
| Broad Bay Capital Management, LP 0.10% of their portfolio | 70.9k $659.1k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 64.3k $598.4k | Added +4.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 60.5k $562.2k | Added +24.5k |
| Nierenberg Investment Management Company, LLC 0.40% of their portfolio | 59.3k $551.6k | Unchanged |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 52.2k $485.8k | Added +21.5k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 49.7k $462.0k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 43.0k $400.4k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 39.4k $366.8k | Reduced -665.4k |
| Ophir Asset Management Pty Ltd 0.09% of their portfolio | 39.4k $366.8k | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.05% of their portfolio | 38.5k $357.7k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 35.5k $330.0k | Added +10.7k |
| Wellspring Financial Advisors, LLC 0.10% of their portfolio | 35.0k $325.5k | Unchanged |
| PATHSTONE FAMILY OFFICE, LLC 0.00% of their portfolio | 34.9k $324.8k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 34.7k $322.6k | Added +19.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 33.5k $311.3k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 32.9k $306.3k | Reduced -43.3k |
| Man Group plc 0.00% of their portfolio | 32.0k $298.0k | New |
| DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio | 32.0k $297.6k | Added +20.0k |
| COMERICA BANK 0.00% of their portfolio | 31.9k $296.8k | New |
| Legal & General Group Plc 0.00% of their portfolio | 31.5k $293.1k | Added +10.7k |
| Shay Capital LLC 0.09% of their portfolio | 31.5k $292.9k | Added +6.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 30.4k $282.6k | Added +9.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 28.4k $264.6k | Added +10.9k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 27.5k $255.4k | Added +14.6k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 27.4k $255.2k | Reduced -11.8k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 25.0k $232.5k | Unchanged |
| Lombard Odier Asset Management (USA) Corp 0.04% of their portfolio | 24.2k $225.0k | New |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 22.8k $211.8k | New |
| Aigen Investment Management, LP 0.04% of their portfolio | 20.8k $193.8k | Added +3.2k |
| Olympiad Research LP 0.18% of their portfolio | 19.2k $178.8k | New |
| LPL Financial LLC 0.00% of their portfolio | 16.6k $154.2k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 16.4k $152.4k | Added +2.1k |
| Vident Advisory, LLC 0.00% of their portfolio | 14.4k $133.6k | First filing |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 13.4k $124.5k | Added +1.9k |
| OMERS ADMINISTRATION Corp 0.00% of their portfolio | 12.7k $118.1k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 11.8k $109.3k | Reduced -5.0k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 11.4k $105.0k | Added +3.0k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 10.3k $95.7k | New |