Arhaus, Inc.: which funds bought and sold

Institutions that bought and sold Arhaus shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 86 institutions that filed 13F reports for both quarters added to or opened positions in Arhaus, and 94 cut or closed them. Together they added a net 1.6M shares, +3.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.6M shares (−10.1%); index fund managers were net buyers of 582K shares (+4.5%). 26 opened a new position and 35 sold out entirely.

Bought, Q2 2026 86 institutions, 26 of them new holders Sold, Q2 2026 94 institutions, 35 of them sold out

Net change, all compared +1.6M shares (+3.2%)

Net change, active managers −1.6M shares (−10.1%), 15 bought, 25 sold

Buyers versus sellers

institutions compared, 196

86 bought 16 94 sold

Active managers and hedge funds 15 bought · 25 sold · −1.6M

Index fund managers 8 bought · 2 sold · +582K

Other institutions 63 bought · 67 sold · +2.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Signaturefd, LLC	+2.2M +273.0%	3.1M	$25.8M
Kanen Wealth Management LLC	+2.2M New position	2.2M	$18.7M
Jacobs Levy Equity Management, Inc Active manager	+904K +317.5%	1.2M	$10M
Emerald Mutual Fund Advisers Trust	+586K +59.2%	1.6M	$13.3M
Emerald Advisers, LLC	+538K +29.3%	2.4M	$20M
Meros Investment Management, LP	+485K +40.6%	1.7M	$14.2M
Long Focus Capital Management, LLC Hedge fund	+481K +24.4%	2.5M	$20.6M
Landscape Capital Management, L.L.C.	+431K New position	431K	$3.6M
Simcoe Capital LLC	+365K +65.0%	927K	$7.8M
King Luther Capital Management Corp Active manager	+314K New position	314K	$2.6M
Goldman Sachs Group Inc	+290K +83.0%	639K	$5.4M
D. E. Shaw & Co., Inc. Hedge fund	+271K +15.3%	2.0M	$17.2M
Dimensional Fund Advisors LP	+215K +18.2%	1.4M	$11.7M
Blackrock, Inc. Index funds	+199K +4.6%	4.5M	$38M
Boothbay Fund Management, LLC Hedge fund	+193K New position	193K	$1.6M
Y-Intercept (Hong Kong) Ltd	+190K New position	190K	$1.6M
Marshall Wace, LLP Hedge fund	+177K +24.4%	902K	$7.6M
Hotchkis & Wiley Capital Management LLC Active manager	+175K +15.5%	1.3M	$11M
Rbf Capital, LLC	+169K New position	169K	$1.4M
Millennium Management LLC Hedge fund	+148K +41.2%	507K	$4.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Jacobs Levy Equity Management, Inc Active manager	+904K +317.5%	1.2M	$10M
Long Focus Capital Management, LLC Hedge fund	+481K +24.4%	2.5M	$20.6M
King Luther Capital Management Corp Active manager	+314K New position	314K	$2.6M
D. E. Shaw & Co., Inc. Hedge fund	+271K +15.3%	2.0M	$17.2M
Boothbay Fund Management, LLC Hedge fund	+193K New position	193K	$1.6M
Marshall Wace, LLP Hedge fund	+177K +24.4%	902K	$7.6M
Hotchkis & Wiley Capital Management LLC Active manager	+175K +15.5%	1.3M	$11M
Millennium Management LLC Hedge fund	+148K +41.2%	507K	$4.3M
Cinctive Capital Management LP Hedge fund	+76K +128.6%	135K	$1.1M
American Century Companies Inc Active manager	+76K +5.8%	1.4M	$11.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Voya Investment Management LLC	−2.8M −99.6%	11K	$93,142
Renaissance Technologies LLC Hedge fund	−957K −81.6%	215K	$1.8M
Centerbook Partners LP Hedge fund	−832K −42.7%	1.1M	$9.4M
Nuveen, LLC	−737K −85.9%	121K	$1M
Qube Research & Technologies Ltd Hedge fund	−688K −96.3%	27K	$223,888
Arrowstreet Capital, Limited Partnership Hedge fund	−459K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−443K −83.7%	86K	$726,806
Point72 Asset Management, L.P. Hedge fund	−366K −43.0%	485K	$4.1M
Bank Of America Corp	−326K −13.9%	2.0M	$16.9M
Sei Investments Co	−259K −46.1%	303K	$2.6M
Efg International AG	−249K Sold out	0	—
Atlas Capital Advisors Inc.	−224K Sold out	0	—
Evr Research LP	−210K −42.0%	290K	$2.4M
Two Sigma Investments, LP Hedge fund	−176K Sold out	0	—
UBS Group AG	−173K −54.6%	143K	$1.2M
Acadian Asset Management LLC Active manager	−132K −64.4%	73K	$613,000
Algert Global LLC Hedge fund	−106K Sold out	0	—
Dark Forest Capital Management LP	−104K −84.4%	19K	$163,020
Great Lakes Advisors, LLC	−89K −38.5%	142K	$1.2M
Morgan Stanley	−88K −29.6%	209K	$1.8M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−957K −81.6%	215K	$1.8M
Centerbook Partners LP Hedge fund	−832K −42.7%	1.1M	$9.4M
Qube Research & Technologies Ltd Hedge fund	−688K −96.3%	27K	$223,888
Arrowstreet Capital, Limited Partnership Hedge fund	−459K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−443K −83.7%	86K	$726,806
Point72 Asset Management, L.P. Hedge fund	−366K −43.0%	485K	$4.1M
Two Sigma Investments, LP Hedge fund	−176K Sold out	0	—
Acadian Asset Management LLC Active manager	−132K −64.4%	73K	$613,000
Algert Global LLC Hedge fund	−106K Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−76K −7.3%	974K	$8.2M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Kanen Wealth Management LLC	2.2M	$18.7M
Landscape Capital Management, L.L.C.	431K	$3.6M
King Luther Capital Management CorpActive manager	314K	$2.6M
Boothbay Fund Management, LLCHedge fund	193K	$1.6M
Y-Intercept (Hong Kong) Ltd	190K	$1.6M
Rbf Capital, LLC	169K	$1.4M
Soros Capital Management LLC	128K	$1.1M
Union Square Park Capital Management, LLC	125K	$1.1M
Hardin Capital Partners, LLC	80K	$672,433
Allstate Corp	62K	$524,221

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Arrowstreet Capital, Limited PartnershipHedge fund	459K	$3.1M
Efg International AG	249K	$1.7M
Atlas Capital Advisors Inc.	224K	$1.5M
Two Sigma Investments, LPHedge fund	176K	$1.2M
Algert Global LLCHedge fund	106K	$720,524
Xtx Topco Ltd	72K	$487,550
Handelsbanken Fonder AB	56K	$378,000
Canada Pension Plan Investment Board	53K	$357,306
Graham Capital Management, L.P.Hedge fund	52K	$352,187
Freestone Grove Partners LPHedge fund	50K	$338,769

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 163
Ten largest holders: 47.4%
Index fund managers: 25.3%
Active managers and hedge funds: 27.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	25	4	9	−1.6M	−10.1%
Index fund managers	8	2	0	0	+582K	+4.5%
Other institutions	63	67	22	26	+2.7M	+12.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Arhaus.

Only managers that filed a holdings report for both quarters are compared (196 here). 5 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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