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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, Q1 2025

Institutional positions in OneStream, Inc. as of Mar 31, 2025. 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
141
−17 vs. Q4 2024
Shares held
69.9M
+16.6M (+31.2%) vs. Q4 2024
Total value
$1.49B
−$28.7M (−1.9%) vs. Q4 2024
New holders
32
70 more added
Sold out
49
26 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 141 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 heldQ1 2025: $1.49B
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, Q1 2025

Shares, value and share of portfolio for each institution holding OneStream, Inc.; share changes are against Q4 2024.

Institutions holding OS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
T. Rowe Price Investment Management, Inc.8,937,682$190.7M0.13%+5,152,719+136.1%Added
Kayne Anderson Rudnick Investment Management LLC6,378,130$136.1M0.33%+2,234,980+53.9%Added
Norges Bank6,239,761$133.2M0.02%+2,059,761+49.3%Added
Champlain Investment Partners, LLC4,037,595$86.2M0.62%+598,757+17.4%Added
Darlington Partners Capital Management, LP3,839,405$81.9M2.74%+3,839,405New
Vanguard Group Inc3,591,453$76.6M0.00%−155,125−4.1%Reduced
Temasek Holdings (Private) Ltd2,956,360$63.1M0.26%+2,828,209+2,206.9%Added
Alliancebernstein L.P.2,847,280$60.8M0.02%+381,601+15.5%Added
TimesSquare Capital Management, LLC2,699,645$57.6M0.93%+595,839+28.3%Added
Alkeon Capital Management LLC2,526,261$53.9M0.32%+2,526,261New
Brown Advisory Inc2,444,897$52.2M0.07%+2,430,302+16,651.6%Added
Neuberger Berman Group LLC2,118,016$45.2M0.04%+1,712,524+422.3%Added
Massachusetts Financial Services Co1,482,984$31.6M0.01%+635,167+74.9%Added
American Century Companies Inc1,307,613$27.9M0.02%+214,103+19.6%Added
Healthcare of Ontario Pension Plan Trust Fund1,153,900$24.6M0.05%−111,200−8.8%Reduced
Goldman Sachs Group Inc1,102,637$23.5M0.00%+371,520+50.8%Added
BlackRock, Inc.1,029,693$22.0M0.00%+41,536+4.2%Added
Federated Hermes, Inc.850,000$18.1M0.04%+350,000+70.0%Added
Citadel Advisors LLC752,270$16.1M0.02%+23,820+3.3%Added
Alyeska Investment Group, L.P.727,425$15.5M0.06%+68,100+10.3%Added
Geode Capital Management, LLC682,336$14.6M0.00%+219,369+47.4%Added
State Street Corp607,508$13.0M0.00%+77,060+14.5%Added
Burkehill Global Management, LP600,000$12.8M0.95%−200,000−25.0%Reduced
Wells Fargo & Company578,117$12.3M0.00%+233,978+68.0%Added
Clearbridge Investments, LLC540,218$11.5M0.01%+214,225+65.7%Added
Bank of America Corp518,830$11.1M0.00%+482,361+1,322.7%Added
Seven Grand Managers, LLC500,000$10.7M2.49%+200,000+66.7%Added
TD Asset Management Inc499,948$10.7M0.01%+290,112+138.3%Added
Jacobs Levy Equity Management, Inc487,310$10.4M0.04%+487,310New
Soros Fund Management LLCSuperinvestorSoros Fund Management467,850$9.98M0.18%−782,150−62.6%Reduced
Qube Research & Technologies Ltd452,831$9.66M0.01%−46,636−9.3%Reduced
Jain Global LLC413,403$8.82M0.18%+10,884+2.7%Added
Morgan Stanley398,140$8.50M0.00%−80,340−16.8%Reduced
Millennium Management LLC344,936$7.36M0.01%−419,576−54.9%Reduced
King Luther Capital Management Corp335,178$7.15M0.03%+111,110+49.6%Added
Charles Schwab Investment Management Inc293,216$6.26M0.00%+38,078+14.9%Added
Raymond James Financial Inc266,580$5.69M0.00%+266,580New
SEI Investments Co265,137$5.66M0.01%+113,908+75.3%Added
Point72 Asset Management, L.P.239,821$5.12M0.01%+239,821New
Aperture Investors, LLC236,118$5.04M0.77%−602,060−71.8%Reduced
Trexquant Investment LP226,833$4.84M0.06%+226,833New
Envestnet Asset Management Inc202,898$4.33M0.00%+88,706+77.7%Added
State of Wisconsin Investment Board159,203$3.40M0.01%+3,390+2.2%Added
Primecap Management Co145,100$3.10M0.00%+400+0.3%Added
CIBC Private Wealth Group, LLC170,168$3.05M0.01%+170,168New
BNP Paribas Arbitrage, SA134,357$2.87M0.00%+32,247+31.6%Added
Woodline Partners LP133,900$2.86M0.02%00.0%Unchanged
Deutsche Bank AG130,363$2.78M0.00%+130,363New
Northern Trust Corp130,270$2.78M0.00%+30,161+30.1%Added
TownSquare Capital, LLC129,638$2.77M0.03%+29,250+29.1%Added
Melqart Asset Management (UK) Ltd127,158$2.71M0.37%+127,158New
Holocene Advisors, LP107,073$2.28M0.01%−551,848−83.8%Reduced
Canada Pension Plan Investment Board106,400$2.27M0.00%+106,400New
Daiwa Securities Group Inc.100,866$2.15M0.01%+38,341+61.3%Added
Blackstone Group Inc.100,000$2.13M0.01%−150,000−60.0%Reduced
Squarepoint Ops LLC95,643$2.04M0.00%−29,357−23.5%Reduced
UBS Group AG89,539$1.91M0.00%+29,352+48.8%Added
West Paces Advisors Inc.85,108$1.82M0.41%+85,068+212,670.0%Added
Renaissance Capital LLC83,564$1.78M1.38%−17,326−17.2%Reduced
Swiss National Bank79,400$1.69M0.00%+2,900+3.8%Added
Two Sigma Investments, LP71,879$1.53M0.00%+48,972+213.8%Added
PDT Partners, LLC71,438$1.52M0.11%+140.0%Added
Boothbay Fund Management, LLC70,000$1.49M0.05%+15,000+27.3%Added
Voleon Capital Management LP66,753$1.42M0.11%+23,028+52.7%Added
Bessemer Group Inc64,893$1.39M0.00%+10,883+20.1%Added
Stifel Financial Corp64,428$1.37M0.00%+12,093+23.1%Added
Royal Bank of Canada63,768$1.36M0.00%+54,505+588.4%Added
Dark Forest Capital Management LP59,982$1.28M0.06%+59,982New
Acadian Asset Management LLC59,017$1.26M0.00%−205,156−77.7%Reduced
Omers Administration Corp57,600$1.23M0.01%+43,000+294.5%Added
UBS Asset Management Americas Inc55,362$1.18M0.00%+12,087+27.9%Added
Azzad Asset Management Inc52,867$1.13M0.13%+26,223+98.4%Added
Alberta Investment Management Corp51,931$1.11M0.01%+51,931New
FMR LLC47,394$1.01M0.00%−1,151,347−96.0%Reduced
Russell Investments Group, Ltd.44,767$955.3K0.00%−21,892−32.8%Reduced
Diversified Trust Co42,025$896.8K0.02%+6,825+19.4%Added
Montis Financial, LLC37,759$805.8K0.24%+37,759New
M&T Bank Corp36,433$777.7K0.00%+18,165+99.4%Added
Legal & General Group Plc35,498$757.5K0.00%+2,742+8.4%Added
California State Teachers Retirement System33,541$715.8K0.00%00.0%Unchanged
XTX Topco Ltd30,062$641.5K0.03%+30,062New
JPMorgan Chase & Co29,034$619.6K0.00%−1,567,845−98.2%Reduced
CenterBook Partners LP28,941$617.6K0.04%−3,191−9.9%Reduced
D. E. Shaw & Co., Inc.28,376$605.5K0.00%+28,376New
Nebula Research & Development LLC28,009$597.7K0.06%+14,661+109.8%Added
Barclays PLC22,831$487.2K0.00%+521+2.3%Added
Norden Group LLC21,906$467.5K0.05%+788+3.7%Added
Marshall Wace, LLP20,554$438.6K0.00%−431,536−95.5%Reduced
Portside Wealth Group, LLC20,191$430.9K0.07%+5,372+36.3%Added
Cohen & Steers, Inc.20,000$427.0K0.00%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC18,438$404.7K0.00%+8,647+88.3%Added
Bank of New York Mellon Corp17,528$374.1K0.00%+9,159+109.4%Added
Optimize Financial Inc16,085$343.3K0.13%+16,085New
US Bancorp15,922$339.8K0.00%−715−4.3%Reduced
Janus Henderson Group PLC15,000$329.2K0.00%00.0%Unchanged
Precision Wealth Strategies, LLC14,414$307.6K0.24%+3,963+37.9%Added
Atria Investments LLC14,376$306.8K0.00%+2,443+20.5%Added
Y-Intercept (Hong Kong) Ltd13,509$288.3K0.02%+13,509New
Alliance Wealth Advisors, LLC13,180$281.3K0.07%+3,759+39.9%Added
Magnetar Financial LLC13,155$280.7K0.00%+13,155New