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 ($242.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.85. Options: 8 managers hold calls ($8.5m notional), 7 hold puts ($5.5m).
Trends to Q4 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 |
| Q4 2023 | 139 |
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 |
| Q4 2023 | 83 | 51 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $9.0m | $4.8m | 0.54 |
| Q2 2023 | $10.7m | $5.8m | 0.54 |
| Q3 2023 | $7.0m | $7.2m | 1.03 |
| Q4 2023 | $8.5m | $5.5m | 0.64 |
Biggest buyers
| WASATCH ADVISORS LP | New | +3.6m |
| VANGUARD GROUP INC | Added | +864.3k |
| Bank of New York Mellon Corp | Added | +796.2k |
| Nicholas Investment Partners, LP | New | +547.4k |
| Interval Partners, LP | Added | +370.2k |
| Acuitas Investments, LLC | New | +318.7k |
| FACT Capital, LP | Added | +310.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +294.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +221.0k |
| North Growth Management Ltd. | Added | +218.0k |
Biggest sellers
| FS Capital Partners VI, LLC | Reduced | -4.4m |
| CITADEL ADVISORS LLC | Reduced | -1.0m |
| MARSHALL WACE, LLP | Reduced | -791.4k |
| Polar Asset Management Partners Inc. | Reduced | -495.7k |
| Hood River Capital Management LLC | Reduced | -286.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -270.9k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -270.4k |
| GSA CAPITAL PARTNERS LLP | Sold out | -252.6k |
| Schonfeld Strategic Advisors LLC | Reduced | -221.0k |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold out | -139.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $5.3m448.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m110.6k shares |
| JANE STREET GROUP, LLC | Reduced | $1.0m87.7k shares |
| GROUP ONE TRADING LLC | Reduced | $382.8k32.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $251.0k21.2k shares |
| Lombard Odier Asset Management (USA) Corp | New | $237.0k20.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $0100 shares |
Biggest puts
| Sculptor Capital LP | Unchanged | $3.0m252.3k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m89.2k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $592.5k50.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $466.0k39.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $237.0k20.0k shares |
| GROUP ONE TRADING LLC | Reduced | $117.3k9.9k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 0 | — | 2 | $715.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-08 | VELTRI KATHY E Chief Retail Officer | Sold | $699.0k75.0k shares |
| 2023-11-29 | Doody Alton F III Director | Sold | $16.1k1.7k shares |
| 2023-11-14 | FS Equity Partners VI, L.P. +1 10% owner · By FS Equity Partners VI, L.P. and FS Affiliates VI, L.P. | Sold | $37.3m4.4m 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| FS Capital Partners VI, LLC 100.00% of their portfolio | 12.3m $145.5m | Reduced -4.4m |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.9m $46.5m | Added +864.3k |
| WASATCH ADVISORS LP 0.23% of their portfolio | 3.6m $42.2m | New |
| SCOPUS ASSET MANAGEMENT, L.P. 1.01% of their portfolio | 2.0m $23.8m | Added +109.4k |
| Hood River Capital Management LLC 0.50% of their portfolio | 1.5m $18.2m | Reduced -286.2k |
| EMERALD ADVISERS, LLC 0.70% of their portfolio | 1.4m $16.3m | Added +99.1k |
| Summit Creek Advisors LLC 1.99% of their portfolio | 1.3m $14.9m | Reduced -88.7k |
| Driehaus Capital Management LLC 0.17% of their portfolio | 1.2m $14.2m | Reduced -59.4k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.73% of their portfolio | 1.2m $13.9m | Added +135.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.1m $13.3m | Added +221.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 892.9k $10.6m | Added +796.2k |
| Interval Partners, LP 0.45% of their portfolio | 871.8k $10.3m | Added +370.2k |
| FACT Capital, LP 3.79% of their portfolio | 798.9k $9.5m | Added +310.6k |
| BlackRock Inc. 0.00% of their portfolio | 735.4k $8.7m | Added +29.0k |
| SIGNATUREFD, LLC 0.18% of their portfolio | 657.3k $7.8m | Added +60.2k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.45% of their portfolio | 654.1k $7.8m | Added +7.2k |
| Meros Investment Management, LP 3.52% of their portfolio | 626.8k $7.4m | Added +87.2k |
| Voss Capital, LP 0.71% of their portfolio | 615.0k $7.3m | Added +115.0k |
| Fund 1 Investments, LLC 1.48% of their portfolio | 574.9k $6.8m | Added +112.3k |
| Nicholas Investment Partners, LP 0.76% of their portfolio | 547.4k $6.5m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 539.0k $6.4m | Added +294.5k |
| North Growth Management Ltd. 1.22% of their portfolio | 484.0k $5.7m | Added +218.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 461.8k $5.5m | Added +27.2k |
| EMG Holdings, L.P. 4.11% of their portfolio | 403.2k $4.8m | Reduced -3.8k |
| Ghisallo Capital Management LLC 0.49% of their portfolio | 400.0k $4.7m | Added +200.0k |
| MORGAN STANLEY 0.00% of their portfolio | 392.1k $4.6m | Added +172.1k |
| Red Door Wealth Management, LLC 0.93% of their portfolio | 360.0k $4.3m | Unchanged |
| Acuitas Investments, LLC 1.98% of their portfolio | 318.7k $3.8m | New |
| ALGERT GLOBAL LLC 0.15% of their portfolio | 307.3k $3.6m | Added +64.3k |
| ATLAS CAPITAL ADVISORS INC. 0.52% of their portfolio | 303.5k $3.6m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 282.0k $3.3m | Reduced -38.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 273.9k $3.3m | Added +91.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 269.2k $3.2m | Added +71.2k |
| STANSBERRY ASSET MANAGEMENT, LLC 0.51% of their portfolio | 257.4k $3.0m | Added +39.4k |
| Sculptor Capital LP 0.08% of their portfolio | 252.3k $3.0m | Unchanged |
| Hilltop Holdings Inc. 0.33% of their portfolio | 247.1k $2.9m | Added +5.1k |
| Polar Asset Management Partners Inc. 0.08% of their portfolio | 245.4k $2.9m | Reduced -495.7k |
| Sequoia Financial Advisors, LLC 0.03% of their portfolio | 228.4k $2.7m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 225.3k $2.7m | Added +4.0k |
| GoodHaven Capital Management, LLC 1.08% of their portfolio | 209.6k $2.5m | Added +1.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 202.5k $2.4m | Added +159.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 187.8k $2.2m | Unchanged |
| Jessup Wealth Management, Inc 1.07% of their portfolio | 181.4k $2.1m | Unchanged |
| CenterBook Partners LP 0.26% of their portfolio | 179.9k $2.1m | New |
| Man Group plc 0.01% of their portfolio | 164.4k $1.9m | New |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 163.8k $1.9m | New |
| STATE STREET CORP 0.00% of their portfolio | 163.0k $1.9m | Added +12.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 154.6k $1.8m | Added +11.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 148.1k $1.8m | Reduced -270.4k |
| Long Focus Capital Management, LLC 0.21% of their portfolio | 140.0k $1.7m | Reduced -16.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 130.9k $1.6m | Added +70.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 128.5k $1.5m | Reduced -15.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 128.4k $1.5m | Added +6.4k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 123.6k $1.5m | Reduced -13.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 112.5k $1.3m | Added +2.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 111.7k $1.3m | Added +27.2k |
| Millrace Asset Group, Inc. 1.29% of their portfolio | 110.2k $1.3m | Reduced -80.0k |
| NAVELLIER & ASSOCIATES INC 0.18% of their portfolio | 102.8k $1.2m | Added +9.1k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 100.0k $1.2m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 96.8k $1.1m | Reduced -33.3k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 87.6k $1.0m | Reduced -84.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 86.8k $1.0m | New |
| Legato Capital Management LLC 0.11% of their portfolio | 71.4k $845.7k | New |
| Swiss National Bank 0.00% of their portfolio | 67.8k $803.4k | Reduced -6.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 65.9k $780.8k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 63.2k $749.5k | Reduced -1.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 63.0k $747.0k | New |
| Nierenberg Investment Management Company, LLC 0.45% of their portfolio | 59.3k $702.8k | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 59.2k $701.9k | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 53.3k $631.0k | Reduced -270.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 48.1k $570.0k | Reduced -791.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 47.6k $564.1k | New |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.02% of their portfolio | 47.1k $559.0k | Reduced -35.5k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.08% of their portfolio | 43.7k $517.7k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 43.5k $515.9k | Added +8.1k |
| DAYMARK WEALTH PARTNERS, LLC 0.03% of their portfolio | 42.0k $497.7k | Added +10.0k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 42.0k $497.4k | Reduced -10.3k |
| Lombard Odier Asset Management (USA) Corp 0.07% of their portfolio | 42.0k $497.2k | Added +17.8k |
| Quantbot Technologies LP 0.03% of their portfolio | 41.5k $491.5k | New |
| Ophir Asset Management Pty Ltd 0.09% of their portfolio | 39.4k $467.4k | Unchanged |
| Pathstone Holdings, LLC 0.00% of their portfolio | 34.9k $413.8k | First filing |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 33.8k $401.0k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 33.4k $395.3k | Added +5.9k |
| Wellspring Financial Advisors, LLC 0.10% of their portfolio | 33.3k $394.2k | Reduced -1.7k |
| COMERICA BANK 0.00% of their portfolio | 32.3k $383.3k | Added +431 |
| Legal & General Group Plc 0.00% of their portfolio | 31.5k $373.4k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 30.7k $363.6k | Added +296 |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 29.8k $353.5k | Reduced -221.0k |
| Premier Fund Managers Ltd 0.01% of their portfolio | 28.8k $347.0k | New |
| B. Metzler seel. Sohn & Co. AG 0.00% of their portfolio | 27.6k $327.3k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 26.3k $311.9k | Reduced -7.2k |
| Trexquant Investment LP 0.01% of their portfolio | 26.1k $309.1k | New |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 25.1k $297.9k | Added +2.4k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 25.0k $296.2k | Unchanged |
| State of Wyoming 0.05% of their portfolio | 24.6k $291.0k | Added +20.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 23.3k $275.6k | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio | 22.6k $268.2k | Reduced -15.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 22.2k $263.0k | Reduced -6.3k |
| Olympiad Research LP 0.20% of their portfolio | 21.6k $255.5k | Added +2.3k |
| Vident Advisory, LLC 0.01% of their portfolio | 21.2k $251.5k | Added +6.9k |