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 ($20.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.16. Options: 7 managers hold calls ($5.2m notional), 4 hold puts ($1.6m).
Trends to Q4 2025
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 |
| Q3 2024 | 151 |
| Q4 2024 | 148 |
| Q1 2025 | 147 |
| Q2 2025 | 152 |
| Q3 2025 | 174 |
| Q4 2025 | 167 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 103 | 59 |
| Q2 2024 | 89 | 91 |
| Q3 2024 | 85 | 76 |
| Q4 2024 | 81 | 76 |
| Q1 2025 | 88 | 58 |
| Q2 2025 | 85 | 69 |
| Q3 2025 | 94 | 71 |
| Q4 2025 | 84 | 94 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $3.6m | $927.7k | 0.26 |
| Q2 2025 | $4.7m | $2.2m | 0.47 |
| Q3 2025 | $5.4m | $1.1m | 0.20 |
| Q4 2025 | $5.2m | $1.6m | 0.31 |
Biggest buyers
| Balyasny Asset Management L.P. | New | +977.8k |
| D. E. Shaw & Co., Inc. | Added | +842.6k |
| Nuveen, LLC | Added | +647.0k |
| Point72 Asset Management, L.P. | New | +457.9k |
| Meros Investment Management, LP | Added | +341.6k |
| MARSHALL WACE, LLP | New | +332.3k |
| UBS Group AG | Added | +332.0k |
| GREAT LAKES ADVISORS, LLC | New | +259.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +236.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +226.7k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -2.4m |
| WASATCH ADVISORS LP | Reduced | -1.1m |
| BANK OF AMERICA CORP /DE/ | Reduced | -666.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -394.9k |
| ROYAL BANK OF CANADA | Reduced | -394.7k |
| Acuitas Investments, LLC | Sold out | -373.6k |
| CenterBook Partners LP | Reduced | -372.1k |
| JANE STREET GROUP, LLC | Sold out | -324.6k |
| Trexquant Investment LP | Reduced | -314.6k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -307.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.2m111.1k shares |
| PEAK6 LLC | Unchanged | $1.2m104.6k shares |
| JANE STREET GROUP, LLC | Reduced | $1.1m102.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $656.9k58.6k shares |
| GROUP ONE TRADING LLC | Added | $459.6k41.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $317.2k28.3k shares |
| Squarepoint Ops LLC | Unchanged | $168.2k15.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $822.8k73.4k shares |
| Caption Management, LLC | Unchanged | $762.3k68.0k shares |
| SIMPLEX TRADING, LLC | Added | $34.8k3.1k shares |
| GROUP ONE TRADING LLC | Added | $6.7k600 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 2025
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 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 3 | $3.0m | $2.8m |
| Q3 2024 | 0 | — | 1 | $104.1k | $104.1k |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| WASATCH ADVISORS LP 0.74% of their portfolio | 11.1m $124.7m | Reduced -1.1m |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.1m $57.7m | Added +72.3k |
| BlackRock, Inc. 0.00% of their portfolio | 4.2m $46.7m | Added +91.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.3m $25.7m | Reduced -666.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.1m $24.1m | Reduced -2.4m |
| EMERALD ADVISERS, LLC 0.64% of their portfolio | 1.8m $20.7m | Added +168.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 1.8m $19.7m | Added +169.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 1.5m $16.9m | Reduced -951 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.4m $15.7m | Added +842.6k |
| Long Focus Capital Management, LLC 0.72% of their portfolio | 1.3m $14.5m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $13.9m | Reduced -26.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $12.6m | Reduced -4.3k |
| UBS Group AG 0.00% of their portfolio | 1.1m $12.3m | Added +332.0k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.72% of their portfolio | 1.1m $12.3m | Added +1.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.0m $11.7m | Added +226.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 994.1k $11.1m | Added +78.8k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.54% of their portfolio | 990.2k $11.1m | Added +55.9k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 977.8k $11.0m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 919.6k $10.3m | Added +206.1k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 859.9k $9.6m | Added +173.7k |
| Meros Investment Management, LP 3.65% of their portfolio | 821.7k $9.2m | Added +341.6k |
| Nuveen, LLC 0.00% of their portfolio | 752.0k $8.4m | Added +647.0k |
| North Growth Management Ltd. 1.23% of their portfolio | 702.0k $7.9m | Added +8.0k |
| CenterBook Partners LP 0.37% of their portfolio | 684.3k $7.7m | Reduced -372.1k |
| Trexquant Investment LP 0.05% of their portfolio | 475.8k $5.3m | Reduced -314.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 467.5k $5.2m | Reduced -29.9k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 457.9k $5.1m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 445.4k $5.0m | Added +3 |
| Simcoe Capital LLC 4.32% of their portfolio | 409.7k $4.6m | First filing |
| Granite Investment Partners, LLC 0.27% of their portfolio | 403.7k $4.5m | Reduced -59.9k |
| EFG International AG 0.08% of their portfolio | 386.4k $4.3m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 365.3k $4.1m | Added +236.1k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 332.3k $3.7m | New |
| Wellspring Financial Advisors, LLC 0.05% of their portfolio | 326.9k $671.0k | Unchanged |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 259.1k $2.9m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 235.6k $2.6m | Reduced -299.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 235.3k $2.6m | Reduced -115.7k |
| MORGAN STANLEY 0.00% of their portfolio | 230.2k $2.6m | Reduced -106.4k |
| CITIGROUP INC 0.00% of their portfolio | 224.6k $2.5m | Reduced -15.9k |
| ATLAS CAPITAL ADVISORS INC. 0.28% of their portfolio | 223.5k $2.5m | First filing |
| SIGNATUREFD, LLC 0.04% of their portfolio | 212.1k $2.4m | Reduced -31 |
| Y-Intercept (Hong Kong) Ltd 0.05% of their portfolio | 206.0k $2.3m | Reduced -19.4k |
| BARCLAYS PLC 0.00% of their portfolio | 187.2k $2.1m | Added +762 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 187.0k $2.1m | Reduced -125.9k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.09% of their portfolio | 182.9k $2.0m | Reduced -43.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 181.7k $2.0m | Added +6.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 180.7k $2.0m | Added +53.1k |
| HARBOR CAPITAL ADVISORS, INC. 0.15% of their portfolio | 174.7k $2.0m | Reduced -16.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 170.6k $1.9m | Added +4.4k |
| AGP FRANKLIN, LLC 0.80% of their portfolio | 152.1k $1.7m | New |
| EVR Research LP 0.91% of their portfolio | 150.0k $1.7m | Added +50.0k |
| Carnegie Investment Counsel 0.03% of their portfolio | 140.5k $1.6m | Added +72.8k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 138.4k $1.6m | Reduced -4.8k |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 121.7k $1.4m | Added +10.4k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.28% of their portfolio | 105.0k $1.2m | New |
| Swiss National Bank 0.00% of their portfolio | 100.9k $1.1m | Added +2.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 98.3k $1.1m | Reduced -36.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 97.9k $1.1m | Added +49.0k |
| Invesco Ltd. 0.00% of their portfolio | 95.9k $1.1m | Added +31.6k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 88.5k $991.5k | Reduced -90.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 76.9k $862.4k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 76.0k $851.7k | Reduced -15.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 71.4k $800.7k | Reduced -394.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 71.4k $800.5k | Reduced -10.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 71.0k $796.2k | New |
| Divisadero Street Capital Management, LP 0.04% of their portfolio | 67.4k $755.7k | Reduced -79.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 66.1k $649.6k | Added +10.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 65.6k $734.9k | Reduced -3.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 65.4k $733.3k | Reduced -6.4k |
| Jessup Wealth Management, Inc 0.23% of their portfolio | 61.8k $692.7k | Reduced -19.0k |
| DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio | 60.0k $672.6k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 56.8k $636.9k | Added +24.6k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 55.5k $621.9k | Reduced -18.8k |
| Quantbot Technologies LP 0.02% of their portfolio | 54.7k $613.1k | Reduced -31.3k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 54.2k $607.3k | Added +38.7k |
| State of Wyoming 0.06% of their portfolio | 52.2k $584.9k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.0k $572.2k | Added +22.0k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 49.9k $559.5k | Added +7.3k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 48.8k $547.0k | Added +34.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 47.2k $528.8k | Reduced -561 |
| Aquatic Capital Management LLC 0.01% of their portfolio | 46.8k $525.1k | Reduced -87.3k |
| Legal & General Group Plc 0.00% of their portfolio | 41.0k $459.1k | Added +6.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 39.4k $442.2k | Added +1.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 37.9k $424.9k | Reduced -134.3k |
| SG Americas Securities, LLC 0.00% of their portfolio | 35.4k $397.0k | Added +4.3k |
| Lighthouse Investment Partners, LLC 0.01% of their portfolio | 35.1k $393.4k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 34.0k $380.9k | Reduced -61 |
| Creative Planning 0.00% of their portfolio | 33.4k $374.8k | Added +18.7k |
| Numerai GP LLC 0.04% of their portfolio | 32.2k $360.9k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 30.5k $342.0k | Added +3.3k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 29.9k $335.0k | Reduced -9.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 29.6k $331.6k | Reduced -1.3k |
| Entropy Technologies, LP 0.02% of their portfolio | 29.4k $329.6k | Added +4.2k |
| Verition Fund Management LLC 0.00% of their portfolio | 26.8k $300.4k | Reduced -17.8k |
| Third View Private Wealth, LLC 0.04% of their portfolio | 25.8k $289.7k | First filing |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 25.6k $287.5k | Unchanged |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 25.0k $280.3k | Added +1 |
| Jain Global LLC 0.00% of their portfolio | 24.8k $278.2k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 23.8k $266.6k | Reduced -212 |
| Quantinno Capital Management LP 0.00% of their portfolio | 22.9k $256.5k | Added +3.1k |