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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 2025

Institutional positions in OneStream, Inc. as of Sep 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
185
+2 vs. Q2 2025
Shares held
78.7M
−2.05M (−2.5%) vs. Q2 2025
Total value
$1.45B
−$834.5M (−36.5%) vs. Q2 2025
New holders
52
49 more added
Sold out
50
62 more reduced

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 185 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 2025: $1.45B
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 2025

Shares, value and share of portfolio for each institution holding OneStream, Inc.; share changes are against Q2 2025.

Institutions holding OS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
T. Rowe Price Investment Management, Inc.9,382,724$172.9M0.11%+357,225+4.0%Added
Vanguard Group Inc8,605,839$158.6M0.00%+786,408+10.1%Added
Kayne Anderson Rudnick Investment Management LLC6,211,980$114.5M0.28%−663,135−9.6%Reduced
Temasek Holdings (Private) Ltd4,266,714$78.6M0.27%+1,310,354+44.3%Added
Darlington Partners Capital Management, LP3,839,405$70.8M2.39%00.0%Unchanged
Brown Advisory Inc3,645,975$67.2M0.09%+1,043,821+40.1%Added
Champlain Investment Partners, LLC2,886,232$53.2M0.40%−888,764−23.5%Reduced
Alliancebernstein L.P.2,659,712$49.0M0.02%+314,278+13.4%Added
TimesSquare Capital Management, LLC2,545,548$46.9M0.67%−121,203−4.5%Reduced
Marshall Wace, LLP2,481,917$45.7M0.05%+492,815+24.8%Added
BlackRock, Inc.2,102,778$38.8M0.00%+52,903+2.6%Added
Massachusetts Financial Services Co1,423,868$26.2M0.01%+360,084+33.8%Added
Neuberger Berman Group LLC1,328,066$24.5M0.02%−221,594−14.3%Reduced
Wasatch Advisors Inc1,293,252$23.8M0.13%+25,338+2.0%Added
Wellington Management Group LLP1,261,552$23.3M0.00%+1,261,552New
Royal Bank of Canada1,196,579$22.1M0.00%+183,002+18.1%Added
Morgan Stanley1,146,709$21.1M0.00%+208,414+22.2%Added
American Century Companies Inc1,146,236$21.1M0.01%−506,943−30.7%Reduced
Geode Capital Management, LLC1,026,175$18.9M0.00%+79,823+8.4%Added
Healthcare of Ontario Pension Plan Trust Fund950,000$17.5M0.03%00.0%Unchanged
Federated Hermes, Inc.850,000$15.7M0.03%00.0%Unchanged
Alkeon Capital Management LLC800,000$14.7M0.07%−150,000−15.8%Reduced
State Street Corp720,050$13.3M0.00%+51,110+7.6%Added
Millennium Management LLC703,776$13.0M0.01%−83,818−10.6%Reduced
Goldman Sachs Group Inc662,886$12.2M0.00%−2,960,323−81.7%Reduced
Bank of America Corp633,054$11.7M0.00%−89,287−12.4%Reduced
Wells Fargo & Company630,848$11.6M0.00%−122,827−16.3%Reduced
Qube Research & Technologies Ltd627,376$11.6M0.02%+58,858+10.4%Added
Clearbridge Investments, LLC611,506$11.3M0.01%+62,503+11.4%Added
Susquehanna International Group, LLP577,468$10.6M0.02%+564,967+4,519.4%Added
Seven Grand Managers, LLC500,000$9.21M0.75%−350,000−41.2%Reduced
TD Asset Management Inc476,266$8.78M0.01%−24,000−4.8%Reduced
Charles Schwab Investment Management Inc460,629$8.49M0.00%+25,341+5.8%Added
Voloridge Investment Management, LLC436,078$8.04M0.03%−245,827−36.1%Reduced
Citigroup Inc401,436$7.40M0.01%+69,895+21.1%Added
Citadel Advisors LLC400,859$7.39M0.01%−809,254−66.9%Reduced
Burkehill Global Management, LP400,000$7.37M0.42%−200,000−33.3%Reduced
UBS Group AG361,558$6.66M0.00%+30,979+9.4%Added
SEI Investments Co356,051$6.56M0.01%+21,729+6.5%Added
Trexquant Investment LP347,479$6.40M0.07%+17,676+5.4%Added
Evergreen Capital Management LLC346,813$6.39M0.15%+346,813New
Verition Fund Management LLC335,809$6.19M0.04%+318,403+1,829.3%Added
Alyeska Investment Group, L.P.325,539$6.00M0.02%−474,461−59.3%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management322,600$5.95M0.09%−303,200−48.4%Reduced
Jain Global LLC291,968$5.38M0.07%+86,204+41.9%Added
Armistice Capital, LLC250,000$4.61M0.14%+250,000New
Y-Intercept (Hong Kong) Ltd247,715$4.57M0.11%+247,715New
Kornitzer Capital Management Inc245,605$4.53M0.09%+245,605New
Bank of New York Mellon Corp235,506$4.34M0.00%+210,484+841.2%Added
Walleye Capital LLC219,439$4.04M0.03%−140,566−39.0%Reduced
Northern Trust Corp211,399$3.90M0.00%+12,345+6.2%Added
Annis Gardner Whiting Capital Advisors, LLC205,525$3.79M0.78%+180,556+723.1%Added
Capital Fund Management S.A.204,075$3.76M0.04%+172,996+556.6%Added
Envestnet Asset Management Inc203,556$3.75M0.00%−52,217−20.4%Reduced
CIBC Private Wealth Group, LLC188,137$3.47M0.01%−5,914−3.0%Reduced
Algert Global LLC186,340$3.43M0.06%+126,720+212.5%Added
State of Wisconsin Investment Board160,996$2.97M0.01%−1,015−0.6%Reduced
Barclays PLC148,886$2.74M0.00%+131,819+772.4%Added
Dark Forest Capital Management LP147,752$2.72M0.10%+147,752New
King Luther Capital Management Corp140,276$2.59M0.01%−200,902−58.9%Reduced
2Xideas AG136,006$2.51M0.53%−38,615−22.1%Reduced
Deutsche Bank AG135,721$2.50M0.00%+845+0.6%Added
Swiss National Bank131,500$2.42M0.00%−4,900−3.6%Reduced
Winton Group Ltd131,500$2.42M0.09%+131,500New
BNP Paribas Arbitrage, SA131,124$2.42M0.00%−358,819−73.2%Reduced
Ossiam129,200$2.38M0.03%+129,200New
Whetstone Capital Advisors, LLC112,307$2.07M0.57%+112,307New
JPMorgan Chase & Co109,843$2.02M0.00%+82,329+299.2%Added
EFG Asset Management (North America) Corp.105,470$1.94M0.25%+55,682+111.8%Added
Daiwa Securities Group Inc.105,086$1.94M0.01%−6,864−6.1%Reduced
Raymond James Financial Inc102,902$1.90M0.00%+14,396+16.3%Added
Primecap Management Co102,900$1.90M0.00%−3,000−2.8%Reduced
Boothbay Fund Management, LLC98,680$1.82M0.05%−22,225−18.4%Reduced
Engineers Gate Manager LP98,195$1.81M0.02%+68,929+235.5%Added
Advantage Alpha Capital Partners LP88,199$1.63M0.49%+88,199New
West Paces Advisors Inc.85,218$1.57M0.31%+110+0.1%Added
UBS Asset Management Americas Inc74,815$1.38M0.00%−85,274−53.3%Reduced
Jump Financial, LLC67,323$1.24M0.02%+67,323New
Jane Street Group, LLC65,884$1.21M0.00%−118,540−64.3%Reduced
Public Employees Retirement System of Ohio65,210$1.20M0.00%00.0%Unchanged
Legal & General Group Plc64,201$1.18M0.00%00.0%Unchanged
Stifel Financial Corp63,261$1.17M0.00%−10,749−14.5%Reduced
California State Teachers Retirement System59,219$1.09M0.00%−5,856−9.0%Reduced
Ameriprise Financial Inc57,423$1.06M0.00%+7,473+15.0%Added
Clearline Capital LP50,479$930.3K0.08%+50,479New
Bessemer Group Inc50,319$928.0K0.00%−14,594−22.5%Reduced
FMR LLC46,138$850.3K0.00%+495+1.1%Added
Cetera Investment Advisers44,810$825.8K0.00%+32,703+270.1%Added
M&T Bank Corp44,400$818.7K0.00%−9,429−17.5%Reduced
Voleon Capital Management LP43,396$799.8K0.02%−38,369−46.9%Reduced
Simplex Trading, LLC38,590$711.0K0.02%+38,590New
Graham Capital Management, L.P.37,863$697.8K0.03%+37,863New
Quantbot Technologies LP34,779$641.0K0.02%−21,911−38.7%Reduced
Montis Financial, LLC34,188$630.1K0.15%−3,571−9.5%Reduced
Tudor Investment Corp Et Al33,668$620.5K0.00%−10,953−24.5%Reduced
Gibbs Wealth Management33,467$616.8K0.14%+33,467New
Diversified Trust Co32,487$598.7K0.01%−9,740−23.1%Reduced
Norden Group LLC30,534$562.7K0.06%−7,855−20.5%Reduced
Los Angeles Capital Management LLC29,970$552.3K0.00%+29,970New
Janus Henderson Group PLC29,294$539.7K0.00%00.0%Unchanged