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 ($286.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.75. Options: 6 managers hold calls ($2.9m notional), 5 hold puts ($1.8m).
Trends to Q1 2026
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 |
| Q1 2026 | 177 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 106 | 74 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $4.7m | $2.2m | 0.47 |
| Q3 2025 | $5.4m | $1.1m | 0.20 |
| Q4 2025 | $5.2m | $1.6m | 0.31 |
| Q1 2026 | $2.9m | $1.8m | 0.63 |
Biggest buyers
| CenterBook Partners LP | Added | +1.3m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.3m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | New | +1.1m |
| Qube Research & Technologies Ltd | New | +714.4k |
| Long Focus Capital Management, LLC | Added | +679.3k |
| SIGNATUREFD, LLC | Added | +610.7k |
| TUDOR INVESTMENT CORP ET AL | Added | +441.2k |
| Mill Road Capital Management LLC | New | +403.9k |
| MARSHALL WACE, LLP | Added | +393.3k |
| Point72 Asset Management, L.P. | Added | +393.2k |
Biggest sellers
| WASATCH ADVISORS LP | Reduced | -10.7m |
| JPMORGAN CHASE & CO | Reduced | -2.1m |
| UBS Group AG | Reduced | -782.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -581.4k |
| Trexquant Investment LP | Reduced | -346.7k |
| SEI INVESTMENTS CO | Reduced | -297.5k |
| JANUS HENDERSON GROUP PLC | Reduced | -216.8k |
| Y-Intercept (Hong Kong) Ltd | Sold out | -206.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -189.6k |
| CITIGROUP INC | Reduced | -184.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m162.3k shares |
| CITADEL ADVISORS LLC | Reduced | $603.4k89.0k shares |
| SIMPLEX TRADING, LLC | Added | $487.5k71.9k shares |
| JANE STREET GROUP, LLC | Reduced | $480.7k70.9k shares |
| IMC-Chicago, LLC | New | $154.6k22.8k shares |
| GROUP ONE TRADING LLC | Reduced | $78.0k11.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $948.5k139.9k shares |
| JANE STREET GROUP, LLC | New | $442.1k65.2k shares |
| SIMPLEX TRADING, LLC | Added | $208.8k30.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $132.9k19.6k shares |
| GROUP ONE TRADING LLC | Added | $93.6k13.8k 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 2026
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 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 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.3m $29.2m | Added +143.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 2.8m $18.8m | Added +1.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.5m $17.0m | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.3m $15.8m | Added +49.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.3m $15.3m | First filing |
| Long Focus Capital Management, LLC 0.59% of their portfolio | 2.0m $13.4m | Added +679.3k |
| CenterBook Partners LP 0.71% of their portfolio | 2.0m $13.2m | Added +1.3m |
| EMERALD ADVISERS, LLC 0.39% of their portfolio | 1.8m $12.5m | Reduced -9.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.8m $12.0m | Added +376.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 1.3m $8.9m | Added +262.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $8.8m | Added +54.3k |
| Meros Investment Management, LP 3.51% of their portfolio | 1.2m $8.1m | Added +373.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.2m $8.0m | Added +185.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.2m $8.0m | Reduced -581.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $7.7m | Added +18.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 1.1m $7.7m | New |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.44% of their portfolio | 1.1m $7.6m | Added +22.6k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 1.0m $7.1m | Added +72.1k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.33% of their portfolio | 990.2k $6.7m | Unchanged |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 940.1k $6.4m | Added +20.5k |
| Nuveen, LLC 0.00% of their portfolio | 857.1k $5.8m | Added +105.2k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 851.1k $5.8m | Added +393.2k |
| SIGNATUREFD, LLC 0.09% of their portfolio | 822.8k $5.6m | Added +610.7k |
| North Growth Management Ltd. 0.84% of their portfolio | 810.0k $5.5m | Added +108.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 725.6k $4.9m | Added +393.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 714.4k $4.8m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 562.4k $3.8m | Reduced -297.5k |
| Simcoe Capital LLC 3.49% of their portfolio | 561.7k $3.8m | Added +152.0k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 529.6k $3.6m | Added +441.2k |
| EVR Research LP 1.93% of their portfolio | 500.0k $3.4m | Added +350.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 473.1k $3.2m | Added +5.6k |
| Granite Investment Partners, LLC 0.19% of their portfolio | 460.3k $3.1m | Added +56.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 459.0k $3.1m | Added +223.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 434.4k $2.9m | Reduced -10.9k |
| WASATCH ADVISORS LP 0.02% of their portfolio | 432.9k $2.9m | Reduced -10.7m |
| HARBOR CAPITAL ADVISORS, INC. 0.24% of their portfolio | 430.6k $2.9m | Added +255.9k |
| Mill Road Capital Management LLC 1.44% of their portfolio | 403.9k $2.7m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 387.4k $2.6m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 358.9k $2.4m | Added +287.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 349.2k $2.4m | Added +162.2k |
| Wellspring Financial Advisors, LLC 0.04% of their portfolio | 327.0k $522.4k | Added +97 |
| UBS Group AG 0.00% of their portfolio | 316.1k $2.1m | Reduced -782.1k |
| MORGAN STANLEY 0.00% of their portfolio | 297.2k $2.0m | Added +67.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 284.8k $1.9m | Added +213.8k |
| EFG International AG 0.04% of their portfolio | 248.6k $1.7m | Reduced -137.8k |
| GREAT LAKES ADVISORS, LLC 0.01% of their portfolio | 230.9k $1.6m | Reduced -28.2k |
| ATLAS CAPITAL ADVISORS INC. 0.17% of their portfolio | 223.5k $1.5m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 205.4k $1.4m | Added +107.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 180.8k $1.2m | Added +71 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 175.7k $1.2m | Reduced -189.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 171.5k $1.2m | Added +991 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 155.6k $1.1m | Added +117.6k |
| BARCLAYS PLC 0.00% of their portfolio | 141.4k $958.7k | Reduced -45.8k |
| Engineers Gate Manager LP 0.01% of their portfolio | 138.6k $939.7k | New |
| Trexquant Investment LP 0.01% of their portfolio | 129.1k $875.4k | Reduced -346.7k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.07% of their portfolio | 123.8k $839.4k | Reduced -59.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 111.9k $758.7k | Added +98.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 110.6k $750.0k | Reduced -71.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 109.5k $742.4k | New |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 106.3k $720.5k | Added +52.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 104.1k $705.8k | Added +28.1k |
| Invesco Ltd. 0.00% of their portfolio | 102.2k $692.6k | Added +6.2k |
| Swiss National Bank 0.00% of their portfolio | 100.9k $684.1k | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 82.2k $548.2k | Reduced -15.7k |
| XTX Topco Ltd 0.01% of their portfolio | 71.9k $487.6k | New |
| Creative Planning 0.00% of their portfolio | 67.9k $460.4k | Added +34.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 67.7k $459.1k | Added +2.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 64.4k $436.6k | Reduced -1.0k |
| Shay Capital LLC 0.06% of their portfolio | 63.5k $430.5k | New |
| DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio | 60.4k $409.7k | Added +423 |
| Cinctive Capital Management LP 0.03% of their portfolio | 59.1k $400.9k | New |
| Campbell & CO Investment Adviser LLC 0.02% of their portfolio | 57.8k $391.5k | Added +42.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 57.7k $391.4k | Reduced -13.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 57.6k $390.5k | Added +34.7k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 55.8k $378.0k | Added +25.9k |
| Quantbot Technologies LP 0.02% of their portfolio | 55.5k $376.4k | Added +813 |
| Jessup Wealth Management, Inc 0.14% of their portfolio | 55.4k $375.4k | Reduced -6.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 54.0k $365.8k | First filing |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 53.2k $360.9k | Added +34.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 52.7k $357.3k | Added +32.6k |
| Graham Capital Management, L.P. 0.01% of their portfolio | 51.9k $352.2k | Added +32.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 51.0k $572.2k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 50.6k $329.6k | Reduced -2.1m |
| Freestone Grove Partners LP 0.00% of their portfolio | 50.0k $338.8k | New |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 48.6k $329.4k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 46.8k $317.2k | Reduced -382 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 44.2k $299.6k | Added +4.7k |
| State of Wyoming 0.03% of their portfolio | 43.5k $294.6k | Reduced -8.7k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 42.1k $285.2k | Reduced -7.8k |
| Carnegie Investment Counsel 0.01% of their portfolio | 40.0k $271.2k | Reduced -100.5k |
| CITIGROUP INC 0.00% of their portfolio | 40.0k $271.1k | Reduced -184.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 35.2k $239.0k | Added +4.8k |
| DRW Securities, LLC 0.01% of their portfolio | 34.8k $235.9k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 34.4k $233.1k | Added +33.5k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 33.8k $229.3k | Reduced -170 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 33.5k $227.2k | Added +11.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 31.6k $214.4k | First filing |
| Entropy Technologies, LP 0.01% of their portfolio | 31.5k $213.2k | Added +2.0k |
| Inspire Advisors, LLC 0.02% of their portfolio | 30.1k $204.4k | Added +19.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 28.8k $195.3k | Reduced -779 |