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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, Q2 2025

Institutional positions in OneStream, Inc. as of Jun 30, 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
186
+47 vs. Q1 2025
Shares held
87.1M
+17.2M (+24.6%) vs. Q1 2025
Total value
$2.46B
+$973.1M (+65.2%) vs. Q1 2025
New holders
65
78 more added
Sold out
18
31 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 186 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 heldQ2 2025: $2.46B
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, Q2 2025

Shares, value and share of portfolio for each institution holding OneStream, Inc.; share changes are against Q1 2025.

Institutions holding OS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
T. Rowe Price Investment Management, Inc.9,025,499$255.4M0.16%+87,817+1.0%Added
Vanguard Group Inc7,819,431$221.3M0.00%+4,227,978+117.7%Added
Kayne Anderson Rudnick Investment Management LLC6,875,115$194.6M0.46%+496,985+7.8%Added
Norges Bank6,343,592$179.5M0.02%+103,831+1.7%Added
Darlington Partners Capital Management, LP3,839,405$108.7M3.46%00.0%Unchanged
Champlain Investment Partners, LLC3,774,996$106.8M0.75%−262,599−6.5%Reduced
Goldman Sachs Group Inc3,623,209$102.5M0.02%+2,520,572+228.6%Added
Temasek Holdings (Private) Ltd2,956,360$83.7M0.32%00.0%Unchanged
TimesSquare Capital Management, LLC2,666,751$75.5M1.09%−32,894−1.2%Reduced
Brown Advisory Inc2,602,154$73.6M0.10%+157,257+6.4%Added
Alliancebernstein L.P.2,345,434$66.4M0.02%−501,846−17.6%Reduced
BlackRock, Inc.2,049,875$58.0M0.00%+1,020,182+99.1%Added
Marshall Wace, LLP1,989,102$56.3M0.07%+1,968,548+9,577.4%Added
American Century Companies Inc1,653,179$46.8M0.03%+345,566+26.4%Added
Neuberger Berman Group LLC1,549,660$43.9M0.03%−568,356−26.8%Reduced
Wasatch Advisors Inc1,267,914$35.9M0.19%+1,267,914New
Citadel Advisors LLC1,210,113$34.2M0.03%+457,843+60.9%Added
Massachusetts Financial Services Co1,063,784$30.1M0.01%−419,200−28.3%Reduced
Royal Bank of Canada1,013,577$28.7M0.01%+949,809+1,489.5%Added
Alkeon Capital Management LLC950,000$26.9M0.13%−1,576,261−62.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund950,000$26.9M0.05%−203,900−17.7%Reduced
Geode Capital Management, LLC946,352$26.8M0.00%+264,016+38.7%Added
Morgan Stanley938,295$26.6M0.00%+540,155+135.7%Added
Federated Hermes, Inc.850,000$24.1M0.05%00.0%Unchanged
Seven Grand Managers, LLC850,000$24.1M2.89%+350,000+70.0%Added
Alyeska Investment Group, L.P.800,000$22.6M0.08%+72,575+10.0%Added
Millennium Management LLC787,594$22.3M0.02%+442,658+128.3%Added
Wells Fargo & Company753,675$21.3M0.00%+175,558+30.4%Added
Bank of America Corp722,341$20.4M0.00%+203,511+39.2%Added
Voloridge Investment Management, LLC681,905$19.3M0.07%+681,905New
State Street Corp668,940$18.9M0.00%+61,432+10.1%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management625,800$17.7M0.30%+157,950+33.8%Added
Burkehill Global Management, LP600,000$17.0M1.25%00.0%Unchanged
Qube Research & Technologies Ltd568,518$16.1M0.02%+115,687+25.5%Added
Clearbridge Investments, LLC549,003$15.5M0.01%+8,785+1.6%Added
TD Asset Management Inc500,266$14.2M0.01%+318+0.1%Added
BNP Paribas Arbitrage, SA489,943$13.9M0.01%+355,586+264.7%Added
Charles Schwab Investment Management Inc435,288$12.3M0.00%+142,072+48.5%Added
D. E. Shaw & Co., Inc.371,251$10.5M0.01%+342,875+1,208.3%Added
Jacobs Levy Equity Management, Inc366,734$10.4M0.04%−120,576−24.7%Reduced
Walleye Capital LLC360,005$10.2M0.09%+360,005New
Sculptor Capital LP350,000$9.90M0.16%+350,000New
King Luther Capital Management Corp341,178$9.66M0.04%+6,000+1.8%Added
SEI Investments Co334,322$9.46M0.01%+69,185+26.1%Added
Citigroup Inc331,541$9.38M0.01%+328,835+12,152.1%Added
UBS Group AG330,579$9.36M0.00%+241,040+269.2%Added
Trexquant Investment LP329,803$9.33M0.11%+102,970+45.4%Added
Ghisallo Capital Management LLC300,000$8.23M0.22%+300,000New
Voya Investment Management LLC258,834$7.33M0.01%+258,834New
Envestnet Asset Management Inc255,773$7.24M0.00%+52,875+26.1%Added
Jain Global LLC205,764$5.82M0.09%−207,639−50.2%Reduced
Centiva Capital, LP204,950$5.80M0.38%+204,950New
Northern Trust Corp199,054$5.63M0.00%+68,784+52.8%Added
Fortress Investment Group LLC198,846$5.63M0.80%+188,846+1,888.5%Added
CIBC Private Wealth Group, LLC194,051$5.49M0.01%+23,883+14.0%Added
Jane Street Group, LLC184,424$5.22M0.01%+184,424New
Balyasny Asset Management LLC182,480$5.16M0.01%+182,480New
Capstone Investment Advisors, LLC175,000$4.95M0.04%+175,000New
2Xideas AG174,621$4.94M0.85%+174,621New
Woodline Partners LP169,643$4.80M0.03%+35,743+26.7%Added
State of Wisconsin Investment Board162,011$4.58M0.01%+2,808+1.8%Added
UBS Asset Management Americas Inc160,089$4.53M0.00%+104,727+189.2%Added
Swiss National Bank136,400$3.86M0.00%+57,000+71.8%Added
Deutsche Bank AG134,876$3.82M0.00%+4,513+3.5%Added
Man Group plc125,000$3.54M0.01%+113,506+987.5%Added
Boothbay Fund Management, LLC120,905$3.42M0.11%+50,905+72.7%Added
Daiwa Securities Group Inc.111,950$3.17M0.01%+11,084+11.0%Added
Primecap Management Co105,900$3.00M0.00%−39,200−27.0%Reduced
Holocene Advisors, LP105,848$3.00M0.01%−1,225−1.1%Reduced
Raymond James Financial Inc88,506$2.50M0.00%−178,074−66.8%Reduced
West Paces Advisors Inc.85,108$2.41M0.51%00.0%Unchanged
Nebula Research & Development LLC83,315$2.36M0.20%+55,306+197.5%Added
Voleon Capital Management LP81,765$2.31M0.13%+15,012+22.5%Added
Azzad Asset Management Inc81,118$2.30M0.25%+28,251+53.4%Added
Stifel Financial Corp74,010$2.09M0.00%+9,582+14.9%Added
Longaeva Partners L.P.66,069$1.87M0.45%+66,069New
Public Employees Retirement System of Ohio65,210$1.85M0.01%+65,210New
California State Teachers Retirement System65,075$1.84M0.00%+31,534+94.0%Added
Bessemer Group Inc64,913$1.84M0.00%+200.0%Added
Legal & General Group Plc64,201$1.82M0.00%+28,703+80.9%Added
XTX Topco Ltd64,120$1.81M0.08%+34,058+113.3%Added
First Trust Advisors LP60,499$1.71M0.00%+60,499New
Algert Global LLC59,620$1.69M0.04%+59,620New
Two Sigma Investments, LP56,968$1.61M0.00%−14,911−20.7%Reduced
Quantbot Technologies LP56,690$1.60M0.04%+56,690New
M&T Bank Corp53,829$1.52M0.01%+17,396+47.7%Added
Lazard Asset Management LLC52,832$1.50M0.00%+52,832New
Ameriprise Financial Inc49,950$1.41M0.00%+49,950New
EFG Asset Management (North America) Corp.49,788$1.41M0.20%+49,788New
Renaissance Capital LLC46,940$1.33M0.93%−36,624−43.8%Reduced
FMR LLC45,643$1.29M0.00%−1,751−3.7%Reduced
Tudor Investment Corp Et Al44,621$1.26M0.01%+44,621New
Russell Investments Group, Ltd.42,488$1.20M0.00%−2,279−5.1%Reduced
Diversified Trust Co42,227$1.20M0.03%+202+0.5%Added
Twinbeech Capital LP39,132$1.11M0.03%+39,132New
Norden Group LLC38,389$1.09M0.12%+16,483+75.2%Added
CenterBook Partners LP38,311$1.08M0.06%+9,370+32.4%Added
Montis Financial, LLC37,759$1.07M0.30%00.0%Unchanged
Weiss Asset Management LP36,451$1.03M0.02%+36,451New
Dakota Wealth Management35,202$996.2K0.02%+35,202New