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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.

Q3 2025 vs. Q2 2025

How the institutions holding OneStream, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of OS: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1863185+2
Shares87.1M6.35M78.7M−2.05M (−2.5%)
Value$2.46B$179.8M$1.45B−$834.5M (−36.5%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held OneStream, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to OS in Q3 2025
InstitutionSharesValue% of portfolio
Wellington Management Group LLP1,261,552$23.3M0.00%
Evergreen Capital Management LLC346,813$6.39M0.15%
Armistice Capital, LLC250,000$4.61M0.14%
Y-Intercept (Hong Kong) Ltd247,715$4.57M0.11%
Kornitzer Capital Management Inc245,605$4.53M0.09%
Dark Forest Capital Management LP147,752$2.72M0.10%
Winton Group Ltd131,500$2.42M0.09%
Ossiam129,200$2.38M0.03%
Whetstone Capital Advisors, LLC112,307$2.07M0.57%
Advantage Alpha Capital Partners LP88,199$1.63M0.49%
Jump Financial, LLC67,323$1.24M0.02%
Clearline Capital LP50,479$930.3K0.08%
Simplex Trading, LLC38,590$711.0K0.02%
Graham Capital Management, L.P.37,863$697.8K0.03%
Gibbs Wealth Management33,467$616.8K0.14%
Los Angeles Capital Management LLC29,970$552.3K0.00%
Squarepoint Ops LLC27,953$515.2K0.00%
Peapack Gladstone Financial Corp27,450$506.0K0.01%
Counterpoint Mutual Funds LLC26,062$480.3K0.04%
Walleye Trading LLC24,470$451.0K0.01%
Institute for Wealth Management, LLC.22,886$421.8K0.04%
Gsa Capital Partners LLP22,298$411.0K0.03%
Aigen Investment Management, LP19,271$355.2K0.05%
Wolverine Trading, LLC18,676$353.5K0.01%
Perbak Capital Partners LLP17,851$329.0K0.06%
GWM Advisors LLC15,880$292.7K0.00%
Acadian Asset Management LLC15,655$287.0K0.00%
Advance Capital Management, Inc.15,403$283.9K0.01%
State of Wyoming15,161$279.4K0.03%
LPL Financial LLC14,873$274.1K0.00%
Group One Trading, L.P.14,725$271.4K0.01%
Brevan Howard Capital Management LP13,352$246.1K0.00%
DRW Securities, LLC13,352$242.5K0.01%
Versor Investments LP12,800$235.9K0.04%
Wallace Advisory Group, LLC7,919$224.1K0.18%
Elo Mutual Pension Insurance Co11,347$209.1K0.00%
Concurrent Investment Advisors, LLC11,010$202.9K0.00%
Financiere des Professionnels - Fonds d,investissement inc.7,833$144.4K0.01%
Manchester Capital Management LLC2,000$36.9K0.01%
Advisory Services Network, LLC1,491$27.5K0.00%
Jones Financial Companies LLLP981$19.3K0.00%
Fifth Third Bancorp792$14.6K0.00%
Financial Network Wealth Advisors LLC522$9.62K0.01%
Atlantic Union Bankshares Corp450$8.29K0.00%
Covestor Ltd343$6.00K0.00%
FNY Investment Advisers, LLC274$5.00K0.00%
Rockefeller Capital Management L.P.200$3.69K0.00%
Quadrant Capital Group LLC188$3.46K0.00%
Farther Finance Advisors, LLC163$3.00K0.00%
EverSource Wealth Advisors, LLC141$2.60K0.00%
SRS Capital Advisors, Inc.8$1470.00%
Grey Fox Wealth Advisors, LLC2,022––

Sold out (50)

Institutions that held OneStream, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of OS in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
D. E. Shaw & Co., Inc.371,251$10.5M
Jacobs Levy Equity Management, Inc366,734$10.4M
Sculptor Capital LP350,000$9.90M
Ghisallo Capital Management LLC300,000$8.23M
Voya Investment Management LLC258,834$7.33M
Centiva Capital, LP204,950$5.80M
Fortress Investment Group LLC198,846$5.63M
Balyasny Asset Management LLC182,480$5.16M
Capstone Investment Advisors, LLC175,000$4.95M
Woodline Partners LP169,643$4.80M
Man Group plc125,000$3.54M
Holocene Advisors, LP105,848$3.00M
Nebula Research & Development LLC83,315$2.36M
Azzad Asset Management Inc81,118$2.30M
Longaeva Partners L.P.66,069$1.87M
Two Sigma Investments, LP56,968$1.61M
Lazard Asset Management LLC52,832$1.50M
Renaissance Capital LLC46,940$1.33M
Weiss Asset Management LP36,451$1.03M
Dakota Wealth Management35,202$996.2K
Alpine Global Management, LLC35,000$990.5K
Suvretta Capital Management, LLC33,080$936.2K
Hound Partners, LLC30,000$849.0K
Picton Mahoney Asset Management29,090$824.0K
Precision Wealth Strategies, LLC27,998$792.3K
Callan Family Office, LLC25,265$715.0K
SG Americas Securities, LLC22,667$641.0K
Schonfeld Strategic Advisors LLC22,122$626.1K
Quadrature Capital Ltd21,613$611.0K
Cinctive Capital Management LP18,929$535.7K
Oxford Asset Management LLP16,228$459.3K
Optimize Financial Inc15,971$452.0K
Arrowstreet Capital, Limited Partnership13,084$370.3K
HighTower Advisors, LLC12,452$352.4K
Occudo Quantitative Strategies LP10,858$307.3K
Teacher Retirement System of Texas10,843$306.9K
TownSquare Capital, LLC10,814$306.0K
Landscape Capital Management, L.L.C.10,563$298.9K
Shay Capital LLC10,000$283.0K
Two Sigma Advisers, LP9,800$277.3K
Cottonwood Capital Advisors, LLC9,677$273.9K
Petrus Trust Company, LTA9,431$266.9K
Renaissance Technologies LLC9,200$260.4K
Mechanics Bank Trust Department8,663$245.2K
Baird Financial Group, Inc.8,573$242.6K
Victory Capital Management Inc8,537$241.6K
Moody National Bank Trust Division8,388$237.4K
State of Tennessee, Treasury Department7,478$211.6K
MJT & Associates Financial Advisory Group, Inc.249$7.05K
Signaturefd, LLC26$736

Not filed for Q3 2025 yet (3)

Institutions that held OneStream, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OS in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank6,343,592$179.5M
Avantax Advisory Services, Inc.9,743$275.7K
First Horizon Advisors, Inc.1,610$45.6K