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OneStream, Inc.

OSDelisted Apr 1, 2026
Industry
Services-Prepackaged Software
SEC CIK
0001889956

OneStream, Inc. was delisted on Apr 1, 2026; its insiders filed their last Form 4 on Apr 7, 2026; 180 institutions reported holding it in 13F filings for Q1 2026, worth $2.23B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q3 2024

Institutional positions in OneStream, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
113
+113 vs. Q2 2024
Shares held
141.5M
+141.5M vs. Q2 2024
Total value
$4.80B
+$4.80B vs. Q2 2024
New holders
113
0 more added
Sold out
0
0 more reduced

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 113 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 113 institutionsQ4 2024: 160 institutionsQ1 2025: 141 institutionsQ2 2025: 186 institutionsQ3 2025: 185 institutionsQ4 2025: 184 institutionsQ1 2026: 180 institutionsQ2 2026: 0 institutions
Value heldQ3 2024: $4.80B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $4.80BQ4 2024: $1.52BQ1 2025: $1.49BQ2 2025: $2.46BQ3 2025: $1.45BQ4 2025: $1.51BQ1 2026: $2.23BQ2 2026: $0
Institutions holding OS and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 2026180$2.23B
Q4 2025184$1.51B
Q3 2025185$1.45B
Q2 2025186$2.46B
Q1 2025141$1.49B
Q4 2024160$1.52B
Q3 2024113$4.80B
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding OneStream, Inc.; share changes are against Q2 2024.

Institutions holding OS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kohlberg Kravis Roberts & Co. L.P.108,745,114$3.69B49.36%+108,745,114New
Kayne Anderson Rudnick Investment Management LLC4,206,309$142.6M0.31%+4,206,309New
T. Rowe Price Investment Management, Inc.3,669,787$124.4M0.08%+3,669,787New
Norges Bank2,680,000$90.9M0.01%+2,680,000New
Vanguard Group Inc2,477,845$84.0M0.00%+2,477,845New
TimesSquare Capital Management, LLC1,998,403$67.7M1.01%+1,998,403New
Alliancebernstein L.P.1,107,819$37.6M0.01%+1,107,819New
Temasek Holdings (Private) Ltd1,100,000$37.3M0.15%+1,100,000New
Soros Fund Management LLCSuperinvestorSoros Fund Management1,000,000$33.9M0.68%+1,000,000New
FMR LLC866,694$29.4M0.00%+866,694New
Darlington Partners Capital Management, LP850,000$28.8M1.17%+850,000New
Capital World Investors842,300$28.6M0.00%+842,300New
Massachusetts Financial Services Co781,492$26.5M0.01%+781,492New
Clearbridge Investments, LLC702,196$23.8M0.02%+702,196New
Westfield Capital Management Co LP606,656$20.6M0.09%+606,656New
Goldman Sachs Group Inc549,449$18.6M0.00%+549,449New
Citadel Advisors LLC531,275$18.0M0.02%+531,275New
Invesco Ltd.508,425$17.2M0.00%+508,425New
Healthcare of Ontario Pension Plan Trust Fund500,000$16.9M0.04%+500,000New
Durable Capital Partners LP500,000$16.9M0.12%+500,000New
BlackRock, Inc.453,455$15.4M0.00%+453,455New
Price T Rowe Associates Inc415,521$14.1M0.00%+415,521New
Wells Fargo & Company344,433$11.7M0.00%+344,433New
Aperture Investors, LLC314,774$10.7M1.36%+314,774New
Geode Capital Management, LLC304,623$10.3M0.00%+304,623New
Federated Hermes, Inc.300,000$10.2M0.02%+300,000New
Alyeska Investment Group, L.P.291,184$9.87M0.05%+291,184New
Balyasny Asset Management LLC282,230$9.57M0.02%+282,230New
Primecap Management Co266,000$9.02M0.01%+266,000New
Neuberger Berman Group LLC262,230$8.89M0.01%+262,230New
Unisphere Establishment223,000$7.56M0.07%+223,000New
Holocene Advisors, LP205,025$6.95M0.03%+205,025New
Seven Grand Managers, LLC200,000$6.78M1.51%+200,000New
TD Asset Management Inc192,120$6.51M0.01%+192,120New
Blackstone Group Inc.170,000$5.76M0.03%+170,000New
Charles Schwab Investment Management Inc165,707$5.62M0.00%+165,707New
Envestnet Asset Management Inc148,838$5.05M0.00%+148,838New
Marshall Wace, LLP137,918$4.68M0.01%+137,918New
Woodline Partners LP132,385$4.49M0.04%+132,385New
HBK Investments L P125,000$4.24M0.08%+125,000New
Squarepoint Ops LLC125,000$4.24M0.01%+125,000New
SEI Investments Co115,581$3.92M0.01%+115,581New
State Street Corp114,400$3.88M0.00%+114,400New
Two Sigma Investments, LP113,119$3.83M0.01%+113,119New
Next Century Growth Investors LLC113,071$3.83M0.31%+113,071New
TownSquare Capital, LLC108,164$3.67M0.04%+108,164New
Maverick Capital LtdSuperinvestorMaverick Capital100,000$3.39M0.07%+100,000New
Franklin Resources Inc102,969$3.13M0.00%+102,969New
King Luther Capital Management Corp90,000$3.05M0.01%+90,000New
Morgan Stanley75,224$2.55M0.00%+75,224New
Dakota Wealth Management71,159$2.41M0.05%+71,159New
Millennium Management LLC66,173$2.24M0.00%+66,173New
Daiwa Securities Group Inc.64,025$2.17M0.01%+64,025New
Stifel Financial Corp59,870$2.03M0.00%+59,870New
Northern Trust Corp57,186$1.94M0.00%+57,186New
Point72 (DIFC) Ltd55,037$1.87M0.14%+55,037New
Nuveen Asset Management, LLC54,820$1.86M0.00%+54,820New
First Trust Advisors LP50,347$1.71M0.00%+50,347New
Hudson Bay Capital Management LP50,000$1.70M0.01%+50,000New
Zimmer Partners, LP50,000$1.70M0.03%+50,000New
Tudor Investment Corp Et Al49,813$1.69M0.02%+49,813New
CenterBook Partners LP49,507$1.68M0.10%+49,507New
Kodai Capital Management LP46,250$1.57M0.03%+46,250New
Comerica Bank43,480$1.47M0.01%+43,480New
Harvey Partners, LLC43,000$1.46M0.17%+43,000New
Harbor Capital Advisors, Inc.41,799$1.42M0.06%+41,799New
JPMorgan Chase & Co30,603$1.04M0.00%+30,603New
Renaissance Capital LLC30,451$1.03M0.68%+30,451New
Renaissance Technologies LLC27,800$942.4K0.00%+27,800New
Boothbay Fund Management, LLC27,500$932.3K0.03%+27,500New
M&T Bank Corp26,778$907.7K0.00%+26,778New
Azzad Asset Management Inc26,342$893.0K0.10%+26,342New
Adage Capital Partners GP, L.L.C.25,000$847.5K0.00%+25,000New
Qube Research & Technologies Ltd22,917$776.9K0.00%+22,917New
Norden Group LLC21,619$732.9K0.09%+21,619New
Portside Wealth Group, LLC17,479$592.5K0.10%+17,479New
US Bancorp16,791$569.2K0.00%+16,791New
New York State Common Retirement Fund14,714$498.8K0.00%+14,714New
Atria Investments LLC12,533$424.9K0.01%+12,533New
Oxford Asset Management LLP11,500$389.9K0.32%+11,500New
Winton Group Ltd11,148$377.9K0.03%+11,148New
Barclays PLC10,873$368.6K0.00%+10,873New
Verition Fund Management LLC10,067$341.3K0.00%+10,067New
Precision Wealth Strategies, LLC9,967$337.9K0.31%+9,967New
Alliance Wealth Advisors, LLC9,615$325.9K0.09%+9,615New
Y-Intercept (Hong Kong) Ltd9,573$324.5K0.02%+9,573New
Bank of America Corp8,090$274.3K0.00%+8,090New
Janney Montgomery Scott LLC7,473$253.0K0.00%+7,473New
Two Sigma Advisers, LP7,400$250.9K0.00%+7,400New
Engineers Gate Manager LP7,224$244.9K0.00%+7,224New
HighTower Advisors, LLC6,577$222.0K0.00%+6,577New
Nebula Research & Development LLC6,329$214.6K0.03%+6,329New
Royal Bank of Canada5,185$176.0K0.00%+5,185New
The PNC Financial Services Group, Inc.4,490$152.2K0.00%+4,490New
RiverPark Advisors, LLC2,724$92.3K0.08%+2,724New
Point72 Asset Management, L.P.2,285$77.5K0.00%+2,285New
Citigroup Inc1,411$47.8K0.00%+1,411New
Uncommon Cents Investing LLC1,000$33.9K0.01%+1,000New
First Horizon Advisors, Inc.802$27.2K0.00%+802New
Aspire Private Capital, LLC380$12.9K0.00%+380New