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 ($268.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.39. Options: 8 managers hold calls ($8.4m notional), 9 hold puts ($18.3m).
Trends to Q1 2024
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 |
| Q1 2024 | 154 |
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 |
| Q1 2024 | 103 | 59 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $10.7m | $5.8m | 0.54 |
| Q3 2023 | $7.0m | $7.2m | 1.03 |
| Q4 2023 | $8.5m | $5.5m | 0.64 |
| Q1 2024 | $8.4m | $18.3m | 2.18 |
Biggest buyers
| WASATCH ADVISORS LP | Added | +5.2m |
| AMERICAN CENTURY COMPANIES INC | Added | +1.6m |
| NEW YORK STATE COMMON RETIREMENT FUND | Added | +1.1m |
| Aperture Investors, LLC | New | +968.0k |
| MORGAN STANLEY | Added | +961.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | +541.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | New | +539.4k |
| MARSHALL WACE, LLP | Added | +535.9k |
| MILLENNIUM MANAGEMENT LLC | New | +478.2k |
| CITADEL ADVISORS LLC | Added | +463.8k |
Biggest sellers
| FS Capital Partners VI, LLC | Sold out | -12.3m |
| Voss Capital, LP | Sold out | -615.0k |
| Fund 1 Investments, LLC | Sold out | -574.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -470.7k |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | -409.5k |
| EMG Holdings, L.P. | Sold out | -403.2k |
| ATLAS CAPITAL ADVISORS INC. | Reduced | -300.7k |
| Ghisallo Capital Management LLC | Reduced | -300.0k |
| Sculptor Capital LP | Sold out | -252.3k |
| Polar Asset Management Partners Inc. | Sold out | -245.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.1m334.1k shares |
| CITADEL ADVISORS LLC | Reduced | $2.0m130.5k shares |
| SIMPLEX TRADING, LLC | Added | $446.0k29.0k shares |
| GROUP ONE TRADING LLC | Reduced | $410.9k26.7k shares |
| WOLVERINE TRADING, LLC | New | $166.2k10.8k shares |
| PEAK6 Investments LLC | New | $158.5k10.3k shares |
| Shay Capital LLC | New | $30.8k2.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | New | $7.7m500.0k shares |
| CITADEL ADVISORS LLC | Added | $2.8m181.9k shares |
| JANE STREET GROUP, LLC | New | $2.5m163.7k shares |
| GROUP ONE TRADING LLC | Added | $1.6m106.3k shares |
| Quarry LP | New | $1.5m100.0k shares |
| WOLVERINE TRADING, LLC | New | $1.2m78.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $504.8k32.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $357.0k23.2k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| WASATCH ADVISORS LP 0.71% of their portfolio | 8.8m $135.3m | Added +5.2m |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.4m $67.5m | Added +463.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 1.8m $28.3m | Added +1.6m |
| SCOPUS ASSET MANAGEMENT, L.P. 0.81% of their portfolio | 1.6m $24.6m | Reduced -409.5k |
| Hood River Capital Management LLC 0.53% of their portfolio | 1.5m $23.8m | Added +8.8k |
| EMERALD ADVISERS, LLC 0.86% of their portfolio | 1.4m $21.4m | Added +14.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $20.8m | Added +961.5k |
| Summit Creek Advisors LLC 2.45% of their portfolio | 1.3m $19.4m | Added +8.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.2m $18.3m | Added +293.5k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.94% of their portfolio | 1.2m $18.0m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 1.2m $18.0m | Added +1.1m |
| BlackRock Inc. 0.00% of their portfolio | 1.1m $17.4m | Added +396.5k |
| Driehaus Capital Management LLC 0.17% of their portfolio | 1.1m $17.4m | Reduced -71.2k |
| Aperture Investors, LLC 1.91% of their portfolio | 968.0k $14.9m | New |
| FACT Capital, LP 4.86% of their portfolio | 868.3k $13.4m | Added +69.4k |
| Interval Partners, LP 0.41% of their portfolio | 705.7k $10.9m | Reduced -166.1k |
| SIGNATUREFD, LLC 0.21% of their portfolio | 657.3k $10.1m | Unchanged |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.57% of their portfolio | 656.3k $10.1m | Added +2.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 653.3k $10.1m | Reduced -470.7k |
| Meros Investment Management, LP 4.05% of their portfolio | 588.5k $9.1m | Reduced -38.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 584.0k $9.0m | Added +535.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 577.2k $8.9m | Added +308.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 563.2k $8.7m | Added +24.2k |
| Nicholas Investment Partners, LP 0.87% of their portfolio | 549.3k $8.5m | Added +1.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 541.0k $8.3m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio | 539.4k $8.3m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 497.1k $7.7m | Added +368.7k |
| North Growth Management Ltd. 1.41% of their portfolio | 480.0k $7.4m | Reduced -4.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 478.2k $7.4m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 470.4k $7.2m | Added +8.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 465.8k $7.2m | Added +463.8k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 383.1k $5.9m | Added +252.2k |
| CenterBook Partners LP 0.40% of their portfolio | 375.9k $5.8m | Added +196.0k |
| Acuitas Investments, LLC 2.82% of their portfolio | 363.2k $5.6m | Added +44.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 350.5k $5.4m | Added +202.4k |
| Red Door Wealth Management, LLC 1.02% of their portfolio | 345.0k $5.3m | Reduced -15.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 311.5k $4.8m | Added +183.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 298.8k $4.6m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 286.7k $4.4m | Added +233.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 278.1k $4.4m | Added +4.2k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 265.5k $4.1m | New |
| Invesco Ltd. 0.00% of their portfolio | 264.5k $4.1m | New |
| Lisanti Capital Growth, LLC 0.98% of their portfolio | 262.1k $4.0m | New |
| STANSBERRY ASSET MANAGEMENT, LLC 0.52% of their portfolio | 250.4k $3.9m | Reduced -6.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 236.7k $3.6m | Added +173.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 231.9k $3.6m | Added +6.5k |
| Sequoia Financial Advisors, LLC 0.04% of their portfolio | 228.4k $3.5m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 216.2k $3.3m | Added +189.9k |
| GoodHaven Capital Management, LLC 1.20% of their portfolio | 207.6k $3.2m | Reduced -2.0k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 204.0k $3.1m | Reduced -78.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 201.1k $3.1m | Added +104.3k |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 192.5k $3.0m | Reduced -114.8k |
| STATE STREET CORP 0.00% of their portfolio | 190.0k $3.0m | Added +27.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 156.0k $2.4m | Added +122.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 152.3k $2.3m | Reduced -2.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 150.6k $2.3m | Reduced -37.2k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 149.6k $2.3m | New |
| Jessup Wealth Management, Inc 0.96% of their portfolio | 145.2k $2.2m | Reduced -36.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 116.0k $1.8m | Added +3.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 112.6k $1.7m | Added +96.1k |
| Legato Capital Management LLC 0.20% of their portfolio | 108.8k $1.7m | Added +37.4k |
| BOULDER HILL CAPITAL MANAGEMENT LP 0.65% of their portfolio | 103.3k $1.6m | New |
| Jump Financial, LLC 0.04% of their portfolio | 101.1k $1.6m | New |
| Ghisallo Capital Management LLC 0.18% of their portfolio | 100.0k $1.5m | Reduced -300.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 98.9k $1.5m | Added +39.6k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.13% of their portfolio | 98.0k $1.5m | Added +75.3k |
| Calamos Advisors LLC 0.01% of their portfolio | 95.3k $1.5m | New |
| SG Americas Securities, LLC 0.01% of their portfolio | 91.5k $1.4m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 84.0k $1.3m | Added +54.1k |
| Millrace Asset Group, Inc. 1.30% of their portfolio | 83.8k $1.3m | Reduced -26.5k |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 81.5k $1.3m | Added +53.9k |
| Swiss National Bank 0.00% of their portfolio | 78.7k $1.2m | Added +10.9k |
| Trexquant Investment LP 0.02% of their portfolio | 75.2k $1.2m | Added +49.2k |
| Hilltop Holdings Inc. 0.12% of their portfolio | 73.0k $1.1m | Reduced -174.1k |
| DANSKE BANK A/S 0.00% of their portfolio | 72.4k $1.1m | First filing |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 61.3k $944.1k | Reduced -1.9k |
| Nierenberg Investment Management Company, LLC 0.53% of their portfolio | 59.3k $912.8k | Unchanged |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 57.3k $882.4k | Added +36.5k |
| BANTAMAC CAPITAL, LLC 0.47% of their portfolio | 53.8k $828.0k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 53.5k $823.8k | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.13% of their portfolio | 50.8k $781.1k | Added +7.1k |
| BOURGEON CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 50.0k $769.5k | New |
| Shellback Capital, LP 0.05% of their portfolio | 50.0k $769.5k | New |
| Alberta Investment Management Corp 0.01% of their portfolio | 49.8k $766.5k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 48.7k $749.8k | Added +13.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 44.8k $688.4k | Added +29.2k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 44.5k $684.9k | Added +960 |
| Carnegie Investment Counsel 0.02% of their portfolio | 43.7k $672.2k | New |
| DAYMARK WEALTH PARTNERS, LLC 0.03% of their portfolio | 42.0k $646.4k | Unchanged |
| Man Group plc 0.00% of their portfolio | 41.3k $635.0k | Reduced -123.1k |
| HARBOR CAPITAL ADVISORS, INC. 0.08% of their portfolio | 41.2k $634.0k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 39.5k $608.1k | Added +6.2k |
| Ophir Asset Management Pty Ltd 0.11% of their portfolio | 39.4k $607.1k | Unchanged |
| Premier Fund Managers Ltd 0.02% of their portfolio | 38.9k $576.0k | Added +10.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 36.8k $565.7k | Reduced -10.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 35.9k $551.9k | Added +5.2k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 35.7k $549.6k | New |
| Olympiad Research LP 0.36% of their portfolio | 35.5k $546.9k | Added +14.0k |
| CITIGROUP INC 0.00% of their portfolio | 34.2k $525.8k | Added +22.9k |
| Lombard Odier Asset Management (USA) Corp 0.08% of their portfolio | 34.0k $523.0k | Reduced -8.0k |