Arhaus, Inc.
US ˙ NasdaqGS ˙ US04035M1027

SecurityARHS / Arhaus, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership1,294,176 shares
Latest Disclosed Value $ 8,777,056
Geode Capital Management, Llc reports 4.38% increase in ownership of ARHS / Arhaus, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 1,294,176 shares of Arhaus, Inc. (US:ARHS) valued at $8,774,513 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,239,892 shares of Arhaus, Inc.. This represents a change in shares of 4.38% during the quarter. The current value of the position is $8,192,134 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ARHAUS COM CL A 04035M102 1,294,176 54,284 4.38 8,777 -36.86 0.0003
2026-02-09 2025-12-31 13F ARHAUS COM CL A 04035M102 1,239,892 -26,260 -2.07 13,902 3.27 0.0009
2025-11-12 2025-09-30 13F ARHAUS COM CL A 04035M102 1,266,152 12,005 0.96 13,462 23.78 0.0009
2025-08-08 2025-06-30 13F ARHAUS COM CL A 04035M102 1,254,147 3,146 0.25 10,875 -0.10 0.0008
2025-05-13 2025-03-31 13F ARHAUS COM CL A 04035M102 1,251,001 31,125 2.55 10,886 -5.09 0.0009
2025-02-12 2024-12-31 13F ARHAUS COM CL A 04035M102 1,219,876 11,895 0.98 11,470 -22.88 0.0009
2024-11-12 2024-09-30 13F ARHAUS COM CL A 04035M102 1,207,981 134,312 12.51 14,874 -18.24 0.0012
2024-08-09 2024-06-30 13F ARHAUS COM CL A 04035M102 1,073,669 603,246 128.23 18,191 151.22 0.0016
2024-05-13 2024-03-31 13F ARHAUS COM CL A 04035M102 470,423 8,630 1.87 7,242 32.30 0.0007
2024-02-13 2023-12-31 13F ARHAUS COM CL A 04035M102 461,793 27,216 6.26 5,473 35.40 0.0006
2023-11-13 2023-09-30 13F ARHAUS COM CL A 04035M102 434,577 194,890 81.31 4,043 61.74 0.0005
2023-08-11 2023-06-30 13F ARHAUS COM CL A 04035M102 239,687 17,821 8.03 2,500 35.89 0.0003
2023-05-15 2023-03-31 13F ARHAUS COM CL A 04035M102 221,866 5,735 2.65 1,839 91,850.00 0.0002
2023-02-13 2022-12-31 13F ARHAUS COM CL A 04035M102 216,131 -5,047 -2.28 2 -99.87 0.0003
2022-11-14 2022-09-30 13F ARHAUS COM CL A 04035M102 221,178 72,544 48.81 1,559 133.38 0.0002
2022-08-12 2022-06-30 13F ARHAUS COM CL A 04035M102 148,634 -21,436 -12.60 668 -53.84 0.0001
2022-05-13 2022-03-31 13F ARHAUS COM CL A 04035M102 170,070 32,138 23.30 1,447 -20.80 0.0002
2022-02-11 2021-12-31 13F ARHAUS COM CL A 04035M102 137,932 137,932 1,827 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.