ARHSNasdaqRetail-Furniture StoresFiscal year ends December 31
Arhaus, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$10.23+0.30 (+3.02%)
Close on Oct 19, 2026
- Market cap
- $1.45B
- P/E (TTM)
- 20.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
37.9%
54M of 142M shares
Institutional holders
166
28 new, 36 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $29.65K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,042,967 | 7.60% | 13G (passive) | Sep 30, 2024 |
| Vanguard Capital Management | 2,727,015 | 5.01% | 13G (passive) | Jun 30, 2026 |
| Managed Account Advisors LLC | 2,701,361 | 5.00% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ARHS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,511,023 | 3.18% | $37.98M | +198,887 | 0.00% |
| Signaturefd, LLC | 3,069,105 | 2.17% | $25.84M | +2,246,340 | 0.35% |
| Vanguard Portfolio Management LLC | 2,621,235 | 1.85% | $22.07M | +115,989 | 0.00% |
| Long Focus Capital Management, LLC | 2,450,000 | 1.73% | $20.63M | +480,690 | 0.53% |
| Emerald Advisers, LLC | 2,375,058 | 1.68% | $20.00M | +538,334 | 0.47% |
| Vanguard Capital Management LLC | 2,327,723 | 1.64% | $19.60M | +65,619 | 0.00% |
| Kanen Wealth Management LLC | 2,198,887 | 1.55% | $18.65M | New | 4.52% |
| D. E. Shaw & Co., Inc. | 2,047,414 | 1.44% | $17.24M | +271,341 | 0.01% |
| Bank Of America Corp /De/ | 2,011,684 | 1.42% | $16.94M | −325,656 | 0.00% |
| Meros Investment Management, LP | 1,680,568 | 1.19% | $14.15M | +485,095 | 4.49% |
| Emerald Mutual Fund Advisers Trust | 1,576,486 | 1.11% | $13.27M | +586,271 | 0.47% |
| Dimensional Fund Advisors LP | 1,394,184 | 0.98% | $11.74M | +214,916 | 0.00% |
| American Century Companies Inc | 1,386,424 | 0.98% | $11.67M | +75,716 | 0.01% |
| Geode Capital Management, LLC | 1,377,827 | 0.97% | $11.60M | +83,651 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 1,307,050 | 0.92% | $11.01M | +175,100 | 0.03% |
| State Street Corp | 1,201,129 | 0.85% | $10.11M | +62,050 | 0.00% |
| Jacobs Levy Equity Management, Inc | 1,189,070 | 0.84% | $10.01M | +904,290 | 0.04% |
| CenterBook Partners LP | 1,118,395 | 0.79% | $9.42M | −831,827 | 0.46% |
| Punch & Associates Investment Management, Inc. | 1,110,755 | 0.78% | $9.35M | −4,910 | 0.46% |
| Balyasny Asset Management L.P. | 973,645 | 0.69% | $8.20M | −76,343 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 166 | 54M | 37.9% | 28 / 61 | 60 / 36 | 12M | 11M |
| Q1 2026 | 177 | 52M | 36.7% | 39 / 73 | 49 / 25 | 18M | 17M |
| Q4 2025 | 167 | 57M | 40.0% | 32 / 56 | 60 / 34 | 8M | 10M |
| Q3 2025 | 174 | 59M | 41.7% | 43 / 53 | 53 / 18 | 11M | 10M |
| Q2 2025 | 151 | 59M | 41.5% | 32 / 54 | 42 / 27 | 7M | 8M |
| Q1 2025 | 146 | 59M | 41.6% | 28 / 62 | 31 / 27 | 8M | 8M |
| Q4 2024 | 147 | 59M | 41.4% | 36 / 51 | 38 / 37 | 11M | 14M |
| Q3 2024 | 149 | 62M | 43.5% | 39 / 53 | 38 / 39 | 18M | 12M |
| Q2 2024 | 151 | 59M | 41.8% | 45 / 47 | 47 / 44 | 21M | 11M |
| Q1 2024 | 152 | 49M | 34.4% | 42 / 61 | 31 / 28 | 19M | 18M |
| Q4 2023 | 138 | 48M | 33.6% | 34 / 52 | 33 / 16 | 11M | 9M |
| Q3 2023 | 121 | 46M | 32.6% | 35 / 53 | 20 / 23 | 16M | 17M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ARHS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,653,332 | 1.17% | $13.92M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,380,789 | 0.97% | $11.63M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,184,495 | 0.84% | $9.97M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,139,952 | 0.80% | $7.72M | 0.03% | May 31, 2026 |
| Emerald Growth Fund | 960,120 | 0.68% | $7.11M | 0.48% | Jul 31, 2026 |
| Philotimo Focused Growth & Income | 813,527 | 0.57% | $6.85M | 4.97% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 751,127 | 0.53% | $6.32M | 0.01% | Jun 30, 2026 |
| SmallCap Growth Fund I | 620,460 | 0.44% | $4.60M | 0.19% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 610,736 | 0.43% | $5.14M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 577,793 | 0.41% | $4.28M | 0.01% | Jul 31, 2026 |
| Emerald Growth Fund | 554,215 | 0.39% | $4.10M | 0.29% | Apr 30, 2026 |
| iShares Russell 2000 Growth ETF | 445,729 | 0.31% | $3.75M | 0.02% | Jun 30, 2026 |
| Embark Small Cap Equity Fund | 420,752 | 0.30% | $3.12M | 0.49% | Jul 31, 2026 |
| Hotchkis and Wiley Small Cap Diversified Value Fund | 392,800 | 0.28% | $3.31M | 0.36% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 280,462 | 0.20% | $1.90M | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Alan Lee | Chief Financial Officer | 29,824 | 0.02% | May 14, 2026 |
| Jennifer E. Porter | Chief Marketing Officer | 564,290 | 0.40% | Apr 17, 2026 |
| Allison Sutley | Chief Information Officer | 8,753 | 0.01% | Apr 17, 2026 |
| Christian Sedor | Chief Accounting Officer | 10,119 | 0.01% | Apr 17, 2026 |
| Michael Rengel | Chief Merchandising Officer | – | – | Apr 17, 2026 |
| Kathy E. Veltri | Chief Retail Officer | 498,605 | 0.35% | Apr 17, 2026 |
| Venkatachalam Nachiappan | Chief Information Officer | 98,562 | 0.07% | Apr 15, 2025 |
| Lisa Chi | Chief Merchandising Officer | 130,087 | 0.09% | Apr 15, 2025 |
| Dawn Phillipson | Chief Financial Officer | 519,228 | 0.37% | Nov 12, 2024 |
| Alton F. Doody III | Director | 87,113 | 0.06% | Sep 10, 2026 |
| Richard Patrick Keyes | Director | – | – | Aug 5, 2026 |
| William Beargie | Director | 97,803 | 0.07% | Jul 9, 2026 |
| Albert T. Adams | Director | 82,343 | 0.06% | May 18, 2026 |
| Stuart B. Burgdoerfer | Director | 23,064 | 0.02% | May 18, 2026 |
| John E. Kyees | Director | 56,511 | 0.04% | May 18, 2026 |
| Alexis DePree | Director | 37,380 | 0.03% | May 18, 2026 |
| Gary L. Lewis | Director | 57,343 | 0.04% | May 18, 2026 |
| Andrea Hyde | Director | 56,511 | 0.04% | May 18, 2026 |
| Samir Desai | Director | 14,627 | 0.01% | May 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alton F. Doody III Director | Sep 8, 2026 | Sale | −3,500 | $8.47 | $29.65K | 87,113 |
| William Beargie Director | Jul 7, 2026 | Option exercise | +22,960 | – | – | 97,803 |
| Gary L. Lewis Director | May 15, 2026 | Option exercise | +832 | – | – | 57,343 |
| Gary L. Lewis Director | May 15, 2026 | Option exercise | +16,110 | – | – | 56,511 |
| William Beargie Director | May 15, 2026 | Option exercise | +832 | – | – | 74,843 |
| William Beargie Director | May 15, 2026 | Option exercise | +16,110 | – | – | 74,011 |
| John E. Kyees Director | May 15, 2026 | Option exercise | +16,110 | – | – | 56,511 |
| John E. Kyees Director | May 15, 2026 | Option exercise | +832 | – | – | 57,343 |
| Alton F. Doody III Director | May 15, 2026 | Option exercise | +16,110 | – | – | 89,781 |
| Alton F. Doody III Director | May 15, 2026 | Option exercise | +832 | – | – | 90,613 |
| Samir Desai Director | May 15, 2026 | Option exercise | +14,627 | – | – | 14,627 |
| Samir Desai Director | May 15, 2026 | Option exercise | +756 | – | – | 15,383 |
| Alexis DePree Director | May 15, 2026 | Option exercise | +16,110 | – | – | 37,380 |
| Alexis DePree Director | May 15, 2026 | Option exercise | +832 | – | – | 38,212 |
| Albert T. Adams Director | May 15, 2026 | Option exercise | +832 | – | – | 82,343 |
| Albert T. Adams Director | May 15, 2026 | Option exercise | +16,110 | – | – | 81,511 |
| Stuart B. Burgdoerfer Director | May 15, 2026 | Option exercise | +16,110 | – | – | 23,064 |
| Stuart B. Burgdoerfer Director | May 15, 2026 | Option exercise | +832 | – | – | 23,896 |
| Andrea Hyde Director | May 15, 2026 | Option exercise | +16,110 | – | – | 56,511 |
| Andrea Hyde Director | May 15, 2026 | Option exercise | +832 | – | – | 57,343 |
| Michael Alan Lee Chief Financial Officer | May 12, 2026 | Tax withholding | −12,241 | $5.90 | $72.22K | 29,824 |
| Michael Alan Lee Chief Financial Officer | May 12, 2026 | Option exercise | +2,065 | – | – | 42,065 |
| Michael Alan Lee Chief Financial Officer | May 12, 2026 | Option exercise | +40,000 | – | – | 40,000 |
| Allison Sutley Chief Information Officer | Apr 14, 2026 | Option exercise | +430 | – | – | 8,753 |
| Allison Sutley Chief Information Officer | Apr 14, 2026 | Tax withholding | −2,548 | $6.90 | $17.58K | 6,205 |
| Allison Sutley Chief Information Officer | Apr 14, 2026 | Option exercise | +8,323 | – | – | 8,323 |
| Jennifer E. Porter Chief Marketing Officer | Apr 10, 2026 | Option exercise | +1,513 | – | – | 564,290 |
| Jennifer E. Porter Chief Marketing Officer | Apr 10, 2026 | Tax withholding | −668 | $6.77 | $4.52K | 563,622 |
| Christian Sedor Chief Accounting Officer | Apr 10, 2026 | Tax withholding | −265 | $6.77 | $1.79K | 10,119 |
| Christian Sedor Chief Accounting Officer | Apr 10, 2026 | Option exercise | +908 | – | – | 10,384 |
| Kathy E. Veltri Chief Retail Officer | Apr 10, 2026 | Tax withholding | −668 | $6.77 | $4.52K | 498,605 |
| Kathy E. Veltri Chief Retail Officer | Apr 10, 2026 | Option exercise | +1,513 | – | – | 499,273 |
| Kathy E. Veltri Chief Retail Officer | Apr 2, 2026 | Option exercise | +11,804 | – | – | 502,051 |
| Kathy E. Veltri Chief Retail Officer | Apr 2, 2026 | Option exercise | +610 | – | – | 502,661 |
| Kathy E. Veltri Chief Retail Officer | Apr 2, 2026 | Tax withholding | −4,901 | $6.38 | $31.27K | 497,760 |
| Jennifer E. Porter Chief Marketing Officer | Apr 2, 2026 | Option exercise | +610 | – | – | 568,252 |
| Jennifer E. Porter Chief Marketing Officer | Apr 2, 2026 | Option exercise | +11,804 | – | – | 567,642 |
| Jennifer E. Porter Chief Marketing Officer | Apr 2, 2026 | Tax withholding | −5,475 | $6.38 | $34.93K | 562,777 |
| Christian Sedor Chief Accounting Officer | Apr 2, 2026 | Option exercise | +245 | – | – | 10,922 |
| Christian Sedor Chief Accounting Officer | Apr 2, 2026 | Tax withholding | −1,446 | $6.38 | $9.23K | 9,476 |
| Christian Sedor Chief Accounting Officer | Apr 2, 2026 | Option exercise | +4,722 | – | – | 10,677 |
| Christian Sedor Chief Accounting Officer | Mar 16, 2026 | Option exercise | +376 | – | – | 6,065 |
| Christian Sedor Chief Accounting Officer | Mar 16, 2026 | Tax withholding | −110 | $7.33 | $806 | 5,955 |
| Kathy E. Veltri Chief Retail Officer | Mar 16, 2026 | Tax withholding | −2,694 | $7.33 | $19.75K | 490,247 |
| Kathy E. Veltri Chief Retail Officer | Mar 16, 2026 | Option exercise | +9,255 | – | – | 492,941 |
| Jennifer E. Porter Chief Marketing Officer | Mar 16, 2026 | Tax withholding | −2,694 | $7.33 | $19.75K | 555,838 |
| Jennifer E. Porter Chief Marketing Officer | Mar 16, 2026 | Option exercise | +9,255 | – | – | 558,532 |
| Jennifer E. Porter Chief Marketing Officer | Mar 12, 2026 | Option exercise | +100,000 | – | – | 578,377 |
| Jennifer E. Porter Chief Marketing Officer | Mar 12, 2026 | Tax withholding | −29,100 | $7.06 | $205.45K | 549,277 |
| Kathy E. Veltri Chief Retail Officer | Mar 12, 2026 | Option exercise | +50,000 | – | – | 498,236 |
| Kathy E. Veltri Chief Retail Officer | Mar 12, 2026 | Tax withholding | −14,550 | $7.06 | $102.72K | 483,686 |
| Kathy E. Veltri Chief Retail Officer | Mar 10, 2026 | Option exercise | +2,339 | – | – | 448,917 |
| Kathy E. Veltri Chief Retail Officer | Mar 10, 2026 | Tax withholding | −681 | $7.40 | $5.04K | 448,236 |
| Christian Sedor Chief Accounting Officer | Mar 10, 2026 | Tax withholding | −294 | $7.40 | $2.18K | 5,689 |
| Christian Sedor Chief Accounting Officer | Mar 10, 2026 | Option exercise | +854 | – | – | 5,983 |
| Jennifer E. Porter Chief Marketing Officer | Mar 10, 2026 | Option exercise | +2,339 | – | – | 479,058 |
| Jennifer E. Porter Chief Marketing Officer | Mar 10, 2026 | Tax withholding | −681 | $7.40 | $5.04K | 478,377 |
| Jennifer E. Porter Chief Marketing Officer | Jan 15, 2026 | Tax withholding | −3,515 | $11.05 | $38.84K | 476,719 |
| Jennifer E. Porter Chief Marketing Officer | Jan 15, 2026 | Option exercise | +10,000 | – | – | 480,234 |
| Kathy E. Veltri Chief Retail Officer | Jan 15, 2026 | Tax withholding | −3,515 | $11.05 | $38.84K | 446,578 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Alton F. Doody III Officer | Sep 4, 2026 | 3,500 | $30.22K | Sep 4, 2026 | Purchase |
| William Beargie Director | Aug 12, 2026 | 30,000 | $293.70K | Aug 12, 2026 | Director's Compensation |
| Venkatachalam Nachiappan Officer | Jul 24, 2024 | 6,460 | $104.07K | Jul 24, 2024 | Restricted Stock Vesting |
| Dawn Sparks Officer | Jun 10, 2024 | 120,000 | $2.34M | Jun 10, 2024 | IPO STOCK GRANT |
| Dawn Phillipson Officer | Jun 10, 2024 | 150,000 | $2.93M | Jun 10, 2024 | Equity Grant |
| William Beargie Director | May 15, 2024 | 6,500 | $110.24K | May 15, 2024 | Compensation |
| Kathy E. Veltri Officer | Dec 8, 2023 | 149,214 | $1.37M | Dec 8, 2023 | Shares acquired in reorganization in exchange for incentive units. |
| Alton F. Doody III Director | Nov 29, 2023 | 1,730 | $15.81K | Nov 29, 2023 | Open Market Purchase |
| FS Capital Partners VI, LLC 10% Stockholder | Nov 14, 2023 | 4,446,659 | $39.58M | Nov 14, 2023 | Pre-IPO Investment |
| William Beargie Director | Aug 22, 2023 | 10,000 | $99.60K | Aug 22, 2023 | Gift |
| Dawn Sparks Officer | Aug 3, 2023 | 150,000 | $1.80M | Aug 3, 2023 | IPO STOCK GRANT |