Arhaus, Inc.
US ˙ NasdaqGS ˙ US04035M1027

SecurityARHS / Arhaus, Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership48,800 shares
Latest Disclosed Value $ 547,048
Two Sigma Advisers, Lp reports 234.25% increase in ownership of ARHS / Arhaus, Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 48,800 shares of Arhaus, Inc. (US:ARHS) valued at $547,048 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 14,600 shares of Arhaus, Inc.. This represents a change in shares of 234.25% during the quarter. The current value of the position is $308,904 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)
2026-02-17 2025-12-31 13F ARHAUS COM CL A 04035M102 48,800 34,200 234.25 547 252.90 0.0011
2025-11-14 2025-09-30 13F ARHAUS COM CL A 04035M102 14,600 -50,800 -77.68 155 -72.66 0.0003
2025-08-14 2025-06-30 13F ARHAUS COM CL A 04035M102 65,400 51,500 370.50 567 372.50 0.0012
2025-05-15 2025-03-31 13F ARHAUS COM CL A 04035M102 13,900 -1,200 -7.95 121 -14.89 0.0003
2025-02-14 2024-12-31 13F ARHAUS COM CL A 04035M102 15,100 -5,000 -24.88 142 -42.91 0.0003
2024-11-14 2024-09-30 13F ARHAUS COM CL A 04035M102 20,100 -50,500 -71.53 247 -79.33 0.0006
2024-08-14 2024-06-30 13F ARHAUS COM CL A 04035M102 70,600 -133,400 -65.39 1,196 -61.93 0.0027
2024-05-15 2024-03-31 13F ARHAUS COM CL A 04035M102 204,000 -78,000 -27.66 3,140 -6.05 0.0073
2024-02-14 2023-12-31 13F ARHAUS COM CL A 04035M102 282,000 -38,300 -11.96 3,342 12.19 0.0078
2023-11-14 2023-09-30 13F ARHAUS COM CL A 04035M102 320,300 11,900 3.86 2,979 -7.40 0.0076
2023-08-14 2023-06-30 13F ARHAUS COM CL A 04035M102 308,400 39,000 14.48 3,217 44.02 0.0082
2023-05-15 2023-03-31 13F ARHAUS COM CL A 04035M102 269,400 192,000 248.06 2,233 196.15 0.0058
2023-02-14 2022-12-31 13F ARHAUS COM CL A 04035M102 77,400 39,300 103.15 755 180.30 0.0021
2022-11-14 2022-09-30 13F ARHAUS COM CL A 04035M102 38,100 38,100 269 0.0008
2022-08-15 2022-06-30 13F ARHAUS COM CL A 04035M102 0 -32,000 -100.00 0 -100.00
2022-05-16 2022-03-31 13F ARHAUS COM CL A 04035M102 32,000 16,000 100.00 272 28.30 0.0007
2022-02-14 2021-12-31 13F ARHAUS COM CL A 04035M102 16,000 16,000 212 0.0005
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.