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 ($617.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.94. Options: 8 managers hold calls ($8.4m notional), 7 hold puts ($10.3m).
Trends to Q2 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 |
| Q2 2024 | 153 |
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 |
| Q2 2024 | 89 | 91 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $7.0m | $7.2m | 1.03 |
| Q4 2023 | $8.5m | $5.5m | 0.64 |
| Q1 2024 | $8.4m | $18.3m | 2.18 |
| Q2 2024 | $8.4m | $10.3m | 1.22 |
Biggest buyers
| Capital Research Global Investors | New | +5.1m |
| BlackRock Inc. | Added | +2.5m |
| AMERICAN CENTURY COMPANIES INC | Added | +2.2m |
| Invesco Ltd. | Added | +1.3m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +1.2m |
| Nuveen Asset Management, LLC | New | +947.9k |
| Ranger Investment Management, L.P. | New | +898.3k |
| WASATCH ADVISORS LP | Added | +731.4k |
| STATE STREET CORP | Added | +622.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +603.2k |
Biggest sellers
| MORGAN STANLEY | Reduced | -917.8k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -690.3k |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | -675.0k |
| SIGNATUREFD, LLC | Reduced | -639.6k |
| MARSHALL WACE, LLP | Reduced | -567.1k |
| Hood River Capital Management LLC | Reduced | -524.8k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -478.2k |
| CITADEL ADVISORS LLC | Reduced | -465.8k |
| JPMORGAN CHASE & CO | Reduced | -371.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -333.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.3m252.3k shares |
| CITADEL ADVISORS LLC | Reduced | $2.1m123.2k shares |
| GROUP ONE TRADING LLC | Added | $750.4k44.3k shares |
| SIMPLEX TRADING, LLC | Added | $614.0k36.3k shares |
| JANE STREET GROUP, LLC | New | $291.4k17.2k shares |
| Walleye Capital LLC | New | $233.8k13.8k shares |
| PEAK6 Investments LLC | Unchanged | $174.5k10.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| BANK OF AMERICA CORP /DE/ | New | $8.5m500.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m86.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $210.1k12.4k shares |
| GROUP ONE TRADING LLC | Reduced | $57.6k3.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $49.0k2.9k shares |
| Walleye Capital LLC | New | $1.7k100 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 3 | $3.0m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-10 | Phillipson Dawn Chief Financial Officer | Sold plan | $2.8m150.0k shares |
| 2024-06-07 | Chi Lisa Chief Merchandising Officer | Sold | $9.8k500 shares |
| 2024-06-06 | Chi Lisa Chief Merchandising Officer | Sold | $28.7k1.5k shares |
| 2024-05-15 | Beargie William Director | Sold | $110.7k6.5k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| WASATCH ADVISORS LP 0.86% of their portfolio | 9.5m $161.3m | Added +731.4k |
| Capital Research Global Investors 0.02% of their portfolio | 5.1m $85.8m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.8m $82.0m | Added +453.4k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 4.1m $68.8m | Added +2.2m |
| BlackRock Inc. 0.00% of their portfolio | 3.7m $61.9m | Added +2.5m |
| Invesco Ltd. 0.01% of their portfolio | 1.6m $26.6m | Added +1.3m |
| EMERALD ADVISERS, LLC 0.95% of their portfolio | 1.3m $22.7m | Reduced -52.2k |
| Aperture Investors, LLC 3.32% of their portfolio | 1.3m $22.7m | Added +369.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 1.2m $21.0m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.2m $20.9m | Added +48.4k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.04% of their portfolio | 1.2m $19.8m | Unchanged |
| Driehaus Capital Management LLC 0.18% of their portfolio | 1.1m $18.9m | Reduced -12.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $18.2m | Added +603.2k |
| Hood River Capital Management LLC 0.36% of their portfolio | 1.0m $17.3m | Reduced -524.8k |
| Summit Creek Advisors LLC 2.21% of their portfolio | 950.3k $16.1m | Reduced -311.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 947.9k $16.1m | New |
| SCOPUS ASSET MANAGEMENT, L.P. 0.49% of their portfolio | 925.0k $15.7m | Reduced -675.0k |
| Ranger Investment Management, L.P. 1.04% of their portfolio | 898.3k $15.2m | New |
| STATE STREET CORP 0.00% of their portfolio | 812.6k $13.8m | Added +622.6k |
| FACT Capital, LP 4.75% of their portfolio | 786.8k $13.3m | Reduced -81.5k |
| Interval Partners, LP 0.38% of their portfolio | 772.3k $13.1m | Added +66.6k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.66% of their portfolio | 657.2k $11.1m | Added +839 |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 655.2k $11.1m | Added +92.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 594.9k $10.1m | Reduced -58.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 557.3k $9.4m | Added +16.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio | 546.5k $9.3m | Added +7.1k |
| Meros Investment Management, LP 4.02% of their portfolio | 501.3k $8.5m | Reduced -87.1k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 481.3k $8.2m | Added +98.2k |
| North Growth Management Ltd. 1.61% of their portfolio | 481.0k $8.2m | Added +1.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 478.5k $8.1m | Reduced -690.3k |
| Nicholas Investment Partners, LP 0.83% of their portfolio | 474.6k $8.0m | Reduced -74.7k |
| Divisadero Street Capital Management, LP 1.25% of their portfolio | 451.1k $7.6m | New |
| MORGAN STANLEY 0.00% of their portfolio | 435.8k $7.4m | Reduced -917.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 417.8k $7.1m | Added +216.7k |
| Hook Mill Capital Partners, LP 1.00% of their portfolio | 396.6k $6.7m | Added +372.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 356.7k $6.0m | Added +124.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 348.5k $5.9m | Added +37.0k |
| Red Door Wealth Management, LLC 0.96% of their portfolio | 320.0k $5.4m | Reduced -25.0k |
| Lisanti Capital Growth, LLC 1.30% of their portfolio | 319.1k $5.4m | Added +56.9k |
| Acuitas Investments, LLC 2.59% of their portfolio | 285.1k $4.8m | Reduced -78.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 266.7k $4.5m | Reduced -32.1k |
| CenterBook Partners LP 0.27% of their portfolio | 255.8k $4.3m | Reduced -120.1k |
| Global IMC LLC 0.93% of their portfolio | 243.8k $4.1m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 238.9k $4.1m | Reduced -39.2k |
| ATLAS CAPITAL ADVISORS INC. 0.50% of their portfolio | 225.3k $3.8m | Added +222.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 205.7k $3.5m | Reduced -371.5k |
| Informed Momentum Co LLC 0.52% of their portfolio | 187.7k $3.2m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 174.7k $3.0m | New |
| Alberta Investment Management Corp 0.03% of their portfolio | 165.7k $2.8m | Added +115.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 165.2k $2.8m | Added +12.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 163.5k $2.8m | Reduced -333.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 154.6k $2.6m | Added +38.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.20% of their portfolio | 153.8k $2.6m | Added +112.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 147.9k $2.5m | Reduced -2.7k |
| Jessup Wealth Management, Inc 1.04% of their portfolio | 143.8k $2.4m | Reduced -1.4k |
| Verition Fund Management LLC 0.02% of their portfolio | 133.6k $2.3m | New |
| STANSBERRY ASSET MANAGEMENT, LLC 0.29% of their portfolio | 128.3k $2.2m | Reduced -122.1k |
| NORGES BANK 0.00% of their portfolio | 110.7k $1.9m | Not comparable |
| Sequoia Financial Advisors, LLC 0.02% of their portfolio | 108.4k $1.8m | Reduced -120.0k |
| Carnegie Investment Counsel 0.06% of their portfolio | 106.5k $1.8m | Added +62.8k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.49% of their portfolio | 105.0k $1.8m | New |
| GW&K Investment Management, LLC 0.02% of their portfolio | 99.8k $1.7m | New |
| Legato Capital Management LLC 0.22% of their portfolio | 98.4k $1.7m | Reduced -10.4k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 96.0k $1.6m | Added +38.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 94.7k $1.6m | Reduced -121.5k |
| Calamos Advisors LLC 0.01% of their portfolio | 94.4k $1.6m | Reduced -831 |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 88.0k $1.5m | Added +6.5k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 85.2k $1.4m | Reduced -107.3k |
| BARCLAYS PLC 0.00% of their portfolio | 84.2k $1.4m | Added +53.5k |
| Swiss National Bank 0.00% of their portfolio | 78.7k $1.3m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 70.6k $1.2m | Reduced -133.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 69.3k $1.2m | Added +68.6k |
| Pathstone Holdings, LLC 0.01% of their portfolio | 68.7k $1.2m | Added +20.0k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 68.2k $1.2m | New |
| UBS Group AG 0.00% of their portfolio | 62.1k $1.1m | Added +50.3k |
| Quantedge Capital Pte Ltd 0.37% of their portfolio | 61.2k $1.0m | New |
| Nierenberg Investment Management Company, LLC 0.59% of their portfolio | 59.3k $1.0m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 53.6k $908.2k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 50.3k $852.0k | Reduced -11.1k |
| DANSKE BANK A/S 0.00% of their portfolio | 47.9k $811.2k | Reduced -24.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 46.0k $778.7k | New |
| DAYMARK WEALTH PARTNERS, LLC 0.03% of their portfolio | 42.0k $711.5k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 40.7k $690.1k | Reduced -4.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.8k $673.9k | Added +3.9k |
| CITIGROUP INC 0.00% of their portfolio | 36.1k $611.8k | Added +2.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 36.0k $610.0k | Reduced -55.5k |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 35.6k $603.3k | New |
| Legal & General Group Plc 0.00% of their portfolio | 34.8k $590.2k | Added +3.6k |
| Wellspring Financial Advisors, LLC 0.08% of their portfolio | 33.7k $571.0k | Added +436 |
| DARK FOREST CAPITAL MANAGEMENT LP 0.10% of their portfolio | 32.4k $548.6k | Reduced -18.4k |
| PDT Partners, LLC 0.05% of their portfolio | 30.2k $511.2k | Added +12 |
| Corebridge Financial, Inc. 0.00% of their portfolio | 27.6k $467.2k | First filing |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 26.9k $455.5k | New |
| Aigen Investment Management, LP 0.09% of their portfolio | 25.9k $438.9k | New |
| COMERICA BANK 0.00% of their portfolio | 25.6k $433.4k | Reduced -6.8k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 25.0k $423.5k | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 24.5k $414.6k | Reduced -1.9k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 24.2k $409.4k | New |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 22.2k $376.8k | Added +11.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 21.7k $368.2k | New |