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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
Trexquant Investment LP226,833$4.84M0.06%+226,833New
Aperture Investors, LLC236,118$5.04M0.77%−602,060−71.8%Reduced
Point72 Asset Management, L.P.239,821$5.12M0.01%+239,821New
SEI Investments Co265,137$5.66M0.01%+113,908+75.3%Added
Raymond James Financial Inc266,580$5.69M0.00%+266,580New
Charles Schwab Investment Management Inc293,216$6.26M0.00%+38,078+14.9%Added
King Luther Capital Management Corp335,178$7.15M0.03%+111,110+49.6%Added
Millennium Management LLC344,936$7.36M0.01%−419,576−54.9%Reduced
Morgan Stanley398,140$8.50M0.00%−80,340−16.8%Reduced
Jain Global LLC413,403$8.82M0.18%+10,884+2.7%Added
Qube Research & Technologies Ltd452,831$9.66M0.01%−46,636−9.3%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management467,850$9.98M0.18%−782,150−62.6%Reduced
Jacobs Levy Equity Management, Inc487,310$10.4M0.04%+487,310New
TD Asset Management Inc499,948$10.7M0.01%+290,112+138.3%Added
Seven Grand Managers, LLC500,000$10.7M2.49%+200,000+66.7%Added
Bank of America Corp518,830$11.1M0.00%+482,361+1,322.7%Added
Clearbridge Investments, LLC540,218$11.5M0.01%+214,225+65.7%Added
Wells Fargo & Company578,117$12.3M0.00%+233,978+68.0%Added
Burkehill Global Management, LP600,000$12.8M0.95%−200,000−25.0%Reduced
State Street Corp607,508$13.0M0.00%+77,060+14.5%Added
Geode Capital Management, LLC682,336$14.6M0.00%+219,369+47.4%Added
Alyeska Investment Group, L.P.727,425$15.5M0.06%+68,100+10.3%Added
Citadel Advisors LLC752,270$16.1M0.02%+23,820+3.3%Added
Federated Hermes, Inc.850,000$18.1M0.04%+350,000+70.0%Added
BlackRock, Inc.1,029,693$22.0M0.00%+41,536+4.2%Added
Goldman Sachs Group Inc1,102,637$23.5M0.00%+371,520+50.8%Added
Healthcare of Ontario Pension Plan Trust Fund1,153,900$24.6M0.05%−111,200−8.8%Reduced
American Century Companies Inc1,307,613$27.9M0.02%+214,103+19.6%Added
Massachusetts Financial Services Co1,482,984$31.6M0.01%+635,167+74.9%Added
Neuberger Berman Group LLC2,118,016$45.2M0.04%+1,712,524+422.3%Added
Brown Advisory Inc2,444,897$52.2M0.07%+2,430,302+16,651.6%Added
Alkeon Capital Management LLC2,526,261$53.9M0.32%+2,526,261New
TimesSquare Capital Management, LLC2,699,645$57.6M0.93%+595,839+28.3%Added
Alliancebernstein L.P.2,847,280$60.8M0.02%+381,601+15.5%Added
Temasek Holdings (Private) Ltd2,956,360$63.1M0.26%+2,828,209+2,206.9%Added
Vanguard Group Inc3,591,453$76.6M0.00%−155,125−4.1%Reduced
Darlington Partners Capital Management, LP3,839,405$81.9M2.74%+3,839,405New
Champlain Investment Partners, LLC4,037,595$86.2M0.62%+598,757+17.4%Added
Norges Bank6,239,761$133.2M0.02%+2,059,761+49.3%Added
Kayne Anderson Rudnick Investment Management LLC6,378,130$136.1M0.33%+2,234,980+53.9%Added
T. Rowe Price Investment Management, Inc.8,937,682$190.7M0.13%+5,152,719+136.1%Added
Invesco Ltd.0$00.00%−1,621,265−100.0%Sold out
Westfield Capital Management Co LP0$00.00%−1,057,824−100.0%Sold out
Hood River Capital Management LLC0$00.00%−646,112−100.0%Sold out
Maplelane Capital, LLC0$00.00%−565,113−100.0%Sold out
Renaissance Technologies LLC0$00.00%−408,200−100.0%Sold out
Unisphere Establishment0$00.00%−260,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−257,384−100.0%Sold out
Next Century Growth Investors LLC0$00.00%−205,933−100.0%Sold out
Kodai Capital Management LP0$00.00%−170,874−100.0%Sold out
Walleye Capital LLC0$00.00%−158,999−100.0%Sold out
HBK Investments L P0$00.00%−150,000−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−121,054−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−106,062−100.0%Sold out
Franklin Resources Inc0$00.00%−104,207−100.0%Sold out
Diker Management LLC0$00.00%−100,000−100.0%Sold out
LMR Partners LLP0$00.00%−100,000−100.0%Sold out
Pembroke Management, LTD0$00.00%−97,637−100.0%Sold out
Covalis Capital LLP0$00.00%−85,000−100.0%Sold out
Vestor Capital, LLC0$00.00%−75,360−100.0%Sold out
Scalar Gauge Management, LLC0$00.00%−70,947−100.0%Sold out
Quadrature Capital Ltd0$00.00%−68,501−100.0%Sold out
Jane Street Group, LLC0$00.00%−66,913−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−66,176−100.0%Sold out
Verition Fund Management LLC0$00.00%−53,405−100.0%Sold out
First Trust Advisors LP0$00.00%−52,078−100.0%Sold out
Calamos Advisors LLC0$00.00%−48,627−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−46,165−100.0%Sold out
Quantbot Technologies LP0$00.00%−38,395−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−29,293−100.0%Sold out
Jump Financial, LLC0$00.00%−26,865−100.0%Sold out
New York State Common Retirement Fund0$00.00%−26,581−100.0%Sold out
Moore Capital Management, LP0$00.00%−25,000−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−20,000−100.0%Sold out
Scientech Research LLC0$00.00%−18,443−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−16,800−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−16,611−100.0%Sold out
Atom Investors LP0$00.00%−16,258−100.0%Sold out
HRT Financial LP0$00.00%−12,526−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−8,559−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−8,500−100.0%Sold out
HSBC Holdings PLC0$00.00%−8,351−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−7,536−100.0%Sold out
Moody National Bank Trust Division0$00.00%−7,020−100.0%Sold out
RiverPark Advisors, LLC0$00.00%−727−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−756−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−300−100.0%Sold out
MCF Advisors LLC0$00.00%−204−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−89−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−30−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed