RH RH
COM · Common Stock · CUSIP 74967X103 · ISIN US74967X1037
American home-furnishings company
* 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 ($17.2m this quarter). Holder counts are more reliable. Shares outstanding: 18.8m as of 2026-03-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $139.79. Options: 31 managers hold calls ($421.7m notional), 25 hold puts ($487.7m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 410 |
| Q4 2022 | 419 |
| Q1 2023 | 406 |
| Q2 2023 | 380 |
| Q3 2023 | 405 |
| Q4 2023 | 402 |
| Q1 2024 | 409 |
| Q2 2024 | 364 |
| Q3 2024 | 394 |
| Q4 2024 | 426 |
| Q1 2025 | 394 |
| Q2 2025 | 419 |
| Q3 2025 | 405 |
| Q4 2025 | 392 |
| Q1 2026 | 373 |
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 | 167 | 212 |
| Q3 2024 | 168 | 205 |
| Q4 2024 | 197 | 190 |
| Q1 2025 | 216 | 217 |
| Q2 2025 | 260 | 192 |
| Q3 2025 | 211 | 187 |
| Q4 2025 | 210 | 207 |
| Q1 2026 | 208 | 190 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $654.2m | $677.9m | 1.04 |
| Q3 2025 | $645.3m | $793.7m | 1.23 |
| Q4 2025 | $576.3m | $649.2m | 1.13 |
| Q1 2026 | $421.7m | $487.7m | 1.16 |
Biggest buyers
| Alyeska Investment Group, L.P. | Added | +1.5m |
| MILLENNIUM MANAGEMENT LLC | Added | +536.7k |
| Capital Research Global Investors | New | +340.5k |
| MORGAN STANLEY | Added | +179.5k |
| BANK OF AMERICA CORP /DE/ | Added | +149.1k |
| UBS Group AG | Added | +137.0k |
| GOLDMAN SACHS GROUP INC | Added | +122.3k |
| Valiant Capital Management, L.P. | Added | +118.5k |
| RENAISSANCE TECHNOLOGIES LLC | New | +99.8k |
| Lodge Hill Capital, LLC | New | +95.0k |
Biggest sellers
| ALLIANCEBERNSTEIN L.P. | Reduced | -471.8k |
| TWO SIGMA ADVISERS, LP | Sold out | -305.0k |
| Balyasny Asset Management L.P. | Reduced | -278.0k |
| Senvest Management, LLC | Reduced | -206.4k |
| Freestone Grove Partners LP | Reduced | -177.0k |
| Point72 Asset Management, L.P. | Reduced | -161.9k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | Sold out | -161.1k |
| Anomaly Capital Management, LP | Sold out | -144.3k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -129.5k |
| GLENVIEW CAPITAL MANAGEMENT, LLC | Sold out | -111.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $134.3m960.8k shares |
| IMC-Chicago, LLC | Reduced | $56.7m405.7k shares |
| CITADEL ADVISORS LLC | Reduced | $51.0m364.4k shares |
| JANE STREET GROUP, LLC | Added | $37.1m265.0k shares |
| Walleye Trading LLC | Added | $23.7m169.4k shares |
| BARCLAYS PLC | New | $15.4m110.0k shares |
| D. E. Shaw & Co., Inc. | Added | $15.0m107.3k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $8.4m60.3k shares |
| Nantahala Capital Management, LLC | Unchanged | $7.0m50.0k shares |
| DeepCurrents Investment Group LLC | New | $7.0m500 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $159.7m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $81.9m586.0k shares |
| JANE STREET GROUP, LLC | Added | $61.1m437.0k shares |
| IMC-Chicago, LLC | Reduced | $58.4m417.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $31.9m228.3k shares |
| Walleye Trading LLC | Added | $22.6m161.6k shares |
| UBS Group AG | Added | $12.3m88.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.3m59.5k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $6.9m49.4k shares |
| Squarepoint Ops LLC | Reduced | $6.2m44.0k 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 |
|---|---|
FRIEDMAN GARY G
13D · may seek influence
filed 2026-07-09
Stated purposeThis Amendment No. 11 to Schedule 13D relates to the common stock (the "Common Stock") of RH (the "Issuer") and amends the initial statement on Schedule 13D filed by the undersigned on February 14, 2018 (as amended on December 12, 2019, October 21, 2020, April 4, 2022, September 12, 2022, December 15, 2022, January 3, 2023, June 14, 2023, June 27, 2023, July 6, 2023 and July 14, 2023), as specifically set forth herein. Item 4 is hereby supplemented as follows: The undersigned understands that the aggregate number of shares of Common Stock outstanding as of July 8, 2026 was 18,926,221, which is an increase from the 18,394,167 shares of Common Stock that were outstanding on July 14, 2023, the date that the undersigned filed Amendment No. 10 to Schedule 13D. Additionally, over the time peri… Full filing |
23.9% |
| BlackRock, Inc. 13G · institution filed 2026-07-29 | 9.9% |
| Alyeska Investment Group, L.P. 13G · institution new · filed 2026-05-15 | 8.7% |
| SUSQUEHANNA SECURITIES, LLC 13G · institution new · filed 2025-11-13 | 5.3% |
Fell to 5% or below in the last year: Citadel Securities GP LLC (3.6%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27)
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 | 1 | $10.0m | 2 | $28.9m | $28.0m |
| Q3 2024 | 0 | — | 2 | $2.5m | — |
| Q4 2024 | 0 | — | 2 | $914.6k | — |
| Q1 2025 | 0 | — | 4 | $28.9m | $21.9m |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $472.3k | — |
| Q4 2025 | 0 | — | 1 | $164.1k | — |
| Q1 2026 | 0 | — | 2 | $4.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-31 | Chaya Eri Officer, director | Sold | $1.5m11.0k shares |
| 2026-03-24 | Chaya Eri Officer, director | Sold | $905.9k7.0k shares |
| 2026-03-17 | Chaya Eri Officer, director | Sold | $947.4k7.0k shares |
| 2026-01-14 | DEMILIO MARK S Director · By Trust | Sold | $495.9k2.3k shares |
| 2026-01-13 | DEMILIO MARK S Director · By Trust | Sold | $440.2k2.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 2.8m $390.9m | Reduced -1.6k |
| Alyeska Investment Group, L.P. 0.65% of their portfolio | 1.6m $228.8m | Added +1.5m |
| BlackRock, Inc. 0.00% of their portfolio | 1.4m $195.3m | Added +16.3k |
| UBS Group AG 0.02% of their portfolio | 710.7k $99.4m | Added +137.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 680.1k $95.1m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 653.9k $91.4m | First filing |
| Point72 Asset Management, L.P. 0.16% of their portfolio | 641.6k $89.7m | Reduced -161.9k |
| Senvest Management, LLC 2.96% of their portfolio | 636.2k $89.0m | Reduced -206.4k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 556.2k $77.8m | Added +536.7k |
| MORGAN STANLEY 0.00% of their portfolio | 533.5k $74.6m | Added +179.5k |
| STATE STREET CORP 0.00% of their portfolio | 472.2k $66.0m | Added +4.4k |
| Capital Research Global Investors 0.01% of their portfolio | 340.5k $47.6m | New |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 316.1k $44.2m | Added +78.8k |
| Valiant Capital Management, L.P. 3.31% of their portfolio | 301.3k $42.1m | Added +118.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 287.4k $40.2m | Added +9.3k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 276.8k $38.7m | Reduced -129.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 269.5k $37.7m | Added +27.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 260.0k $36.3m | Added +49.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.15% of their portfolio | 248.4k $34.7m | Added +2.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 238.7k $33.4m | Added +149.1k |
| Capital World Investors 0.00% of their portfolio | 201.7k $28.2m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 163.7k $22.9m | Reduced -96.2k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 162.5k $22.7m | Reduced -406 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 145.4k $20.3m | Added +122.3k |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 142.5k $19.9m | Added +8.8k |
| Xcel Wealth Management, LLC 5.28% of their portfolio | 135.8k $19.0m | Added +25.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 133.5k $18.7m | Added +289 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 109.0k $15.2m | Reduced -17.1k |
| GREATMARK INVESTMENT PARTNERS, INC. 1.74% of their portfolio | 106.2k $14.9m | Added +8.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 99.8k $14.0m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 97.9k $13.7m | Reduced -98.3k |
| MetLife Investment Management, LLC 0.07% of their portfolio | 96.4k $13.5m | Added +7 |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 96.3k $12.7m | Reduced -3.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 95.7k $13.4m | First filing |
| Lodge Hill Capital, LLC 2.56% of their portfolio | 95.0k $13.3m | New |
| Schonfeld Strategic Advisors LLC 0.10% of their portfolio | 90.1k $12.6m | Added +25.0k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.04% of their portfolio | 81.8k $11.4m | Added +77.3k |
| Nuveen, LLC 0.00% of their portfolio | 79.5k $11.1m | Reduced -11.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 74.5k $10.4m | Added +30.9k |
| Hook Mill Capital Partners, LP 0.90% of their portfolio | 72.6k $10.2m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 70.1k $9.8m | Added +443 |
| Hodges Capital Management Inc. 0.77% of their portfolio | 66.4k $9.3m | Reduced -1.9k |
| AGF MANAGEMENT LTD 0.04% of their portfolio | 65.3k $9.1m | Added +2.6k |
| Union Square Park Capital Management, LLC 7.95% of their portfolio | 65.0k $9.1m | Added +10.0k |
| Broad Run Investment Management, LLC 1.54% of their portfolio | 62.5k $8.7m | Reduced -1.0k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 61.6k $8.6m | Reduced -22.1k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.27% of their portfolio | 59.6k $8.3m | Added +11.9k |
| Squarepoint Ops LLC 0.02% of their portfolio | 59.5k $8.3m | Reduced -4.2k |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 59.3k $8.3m | Added +13.3k |
| Nantahala Capital Management, LLC 0.50% of their portfolio | 57.8k $8.1m | Added +20.0k |
| Clearline Capital LP 0.63% of their portfolio | 57.7k $8.1m | Reduced -9.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 52.0k $7.3m | Added +43.3k |
| BAYPOINTE PARTNERS LLC 9.59% of their portfolio | 50.0k $7.0m | Added +23.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 49.7k $6.9m | Added +2.4k |
| ARMISTICE CAPITAL, LLC 0.22% of their portfolio | 48.0k $6.7m | Reduced -67.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 44.3k $6.2m | Reduced -2.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 40.2k $5.6m | Added +990 |
| Invesco Ltd. 0.00% of their portfolio | 37.1k $5.2m | Reduced -299 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 36.8k $5.1m | Added +8.5k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 36.5k $5.1m | Added +2.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 35.5k $5.0m | Added +1.3k |
| Cetera Investment Advisers 0.01% of their portfolio | 35.5k $5.0m | Added +24.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 35.4k $4.7m | Added +13.2k |
| SG Americas Securities, LLC 0.01% of their portfolio | 35.3k $4.9m | Reduced -17.0k |
| HEARTLAND ADVISORS INC 0.25% of their portfolio | 35.0k $4.9m | Added +12.5k |
| Quinn Opportunity Partners LLC 0.26% of their portfolio | 35.0k $4.9m | Reduced -12.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 34.4k $4.8m | Added +1.3k |
| Indivisible Partners 0.40% of their portfolio | 32.4k $4.5m | New |
| GROUP ONE TRADING LLC 0.14% of their portfolio | 31.0k $4.3m | Added +13.2k |
| Diameter Capital Partners LP 0.82% of their portfolio | 30.7k $4.3m | Reduced -42.3k |
| Swiss National Bank 0.00% of their portfolio | 29.7k $4.2m | Added +200 |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 29.0k $4.1m | Reduced -16.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 27.6k $3.9m | Reduced -17.2k |
| DCM Advisors, LLC 1.69% of their portfolio | 26.5k $3.7m | Reduced -1.7k |
| CI INVESTMENTS INC. 0.02% of their portfolio | 26.1k $3.7m | Added +10.8k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 26.1k $3.6m | Added +14.4k |
| Quantinno Capital Management LP 0.01% of their portfolio | 25.0k $3.5m | Added +14.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 24.6k $3.4m | Added +23.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.08% of their portfolio | 23.9k $3.3m | New |
| INSPIRE TRUST CO, N.A. 0.51% of their portfolio | 23.5k $3.3m | Added +5.0k |
| SWS Partners 0.80% of their portfolio | 23.3k $3.3m | Added +653 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 22.7k $3.2m | Reduced -1.6k |
| ICON ADVISERS INC/CO 0.72% of their portfolio | 22.2k $3.1m | Added +19.4k |
| Future Fund LLC 1.06% of their portfolio | 21.6k $3.0m | Added +5.7k |
| Walleye Trading LLC 0.06% of their portfolio | 21.6k $3.0m | Added +126 |
| CITIGROUP INC 0.00% of their portfolio | 21.1k $2.9m | Added +3.2k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 21.0k $2.9m | Reduced -19.7k |
| Verition Fund Management LLC 0.03% of their portfolio | 21.0k $2.9m | Added +2.5k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 20.4k $2.9m | New |
| California Public Employees Retirement System 0.00% of their portfolio | 20.4k $2.8m | Reduced -51 |
| Legal & General Group Plc 0.00% of their portfolio | 20.2k $2.8m | Reduced -3.0k |
| Walleye Capital LLC 0.02% of their portfolio | 19.8k $2.8m | Reduced -33.1k |
| Kamunting Street Capital Management, L.P. 1.50% of their portfolio | 19.6k $2.7m | New |
| Tabor Asset Management, LP 1.09% of their portfolio | 19.4k $2.7m | New |
| Militia Capital Management LLC 0.20% of their portfolio | 19.2k $2.7m | First filing |
| Atom Investors LP 0.19% of their portfolio | 19.1k $2.7m | New |
| Retirement Systems of Alabama 0.01% of their portfolio | 18.9k $2.6m | Added +430 |
| B & T Capital Management DBA Alpha Capital Management 0.38% of their portfolio | 18.9k $2.6m | Added +5.2k |
| LPL Financial LLC 0.00% of their portfolio | 18.8k $2.6m | Added +5.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 18.8k $2.6m | Added +4.8k |