The cluster is small in dollar terms (0.33% of market cap) and lacks insider corroboration. Monitor next quarter's 13F for follow-through or reversal, and watch for any company-specific catalysts (earnings, guidance) that could explain the accumulation.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 4 $13.15entry
- T+1 · 11h ago −1.60%α +2.81% · $12.94
- T+5 · in 6d Pending
- T+20 · in 28d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three institutional investors increased their Arhaus positions in Q3 2026, with Dimensional Fund Advisors adding $5.5M to become the largest buyer. No institutional sellers were reported, and the aggregate net buying of $6.0M is modest relative to the $1.8B market cap. Insider activity shows no open-market buying, diverging from the institutional accumulation.
Key Financial Metrics
Institutional Positions
Net institutional flow: $6.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Creative Planning | ADD | +48.1% | $1.1M | $458.0K |
| Dimensional Fund Advisors | ADD | +30.9% | $17.3M | $5.5M |
| Farther Finance Advisors | DOUBLED | +220.5% | $5.0K | $3.0K |
Key Facts
- 3 institutional buyers added a net $6.0M in Q3 2026
- Dimensional Fund Advisors increased its position by $5.5M (+30.9% shares)
- Creative Planning added $458K (+48.1% shares)
- Farther Finance Advisors doubled a tiny position (+$3K)
- No institutional sellers reported
- Insider buying score is 6/100, with zero open-market insider purchases
Financial Impact
3 institutions accumulated $6.0M in net new positions, with Dimensional Fund Advisors accounting for $5.5M of the total
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Insider divergence (no buying) weakens the conviction signal
- Dollar amounts are modest relative to market cap; may not reflect a strong thesis
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ARHS-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | Insider Cluster | No price | awaiting T+5 | awaiting T+5 | No price |
Nov 5, 2026 today | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Nov 5, 2026 today | Press Release | $12.89 | awaiting T+5 | awaiting T+5 | No price |
Nov 4, 2026 today | 144 | $13.37 | awaiting T+5 | awaiting T+5 | No price |
Nov 4, 2026 1d ago | Institutional Cluster | $13.15 | awaiting T+5 | awaiting T+5 | No price |
Nov 3, 2026 1d ago | 144 | $13.15 | awaiting T+5 | awaiting T+5 | No price |
Oct 30, 2026 6d ago | SC 13G/A | $12.45 | awaiting T+5 | awaiting T+5 | No price |
Sep 30, 2026 5w ago | 8-K | $9.87 $9.75 | ▼ −1.22% | ▼ −2.52% | No price |
Sep 4, 2026 8w ago | 144 | $8.47 $7.31 | ▼ −13.75% | ▼ −12.64% | No price |
Aug 15, 2026 11w ago | Institutional Cluster | $9.53 $9.24 | ▲ +3.04% | ▲ +1.85% | No price |
US Market Status
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