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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, Q4 2025

Institutional positions in OneStream, Inc. as of Dec 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
184
+1 vs. Q3 2025
Shares held
82.0M
+3.43M (+4.4%) vs. Q3 2025
Total value
$1.51B
+$59.2M (+4.1%) vs. Q3 2025
New holders
39
59 more added
Sold out
38
65 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 184 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 heldQ4 2025: $1.51B
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, Q4 2025

Shares, value and share of portfolio for each institution holding OneStream, Inc.; share changes are against Q3 2025.

Institutions holding OS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc59,759$1.10M0.00%+9,440+18.8%Added
Y-Intercept (Hong Kong) Ltd64,218$1.18M0.03%−183,497−74.1%Reduced
Public Employees Retirement System of Ohio65,210$1.20M0.00%00.0%Unchanged
Legal & General Group Plc66,873$1.23M0.00%+2,672+4.2%Added
California State Teachers Retirement System70,571$1.30M0.00%+11,352+19.2%Added
Hudson Bay Capital Management LP70,922$1.30M0.01%+70,922New
Alberta Investment Management Corp74,500$1.37M0.01%+74,500New
Scalar Gauge Management, LLC75,000$1.38M0.91%+75,000New
CIBC Private Wealth Group, LLC76,798$1.41M0.00%−111,339−59.2%Reduced
Deutsche Bank AG84,026$1.54M0.00%−51,695−38.1%Reduced
BNP Paribas Arbitrage, SA84,518$1.55M0.00%−46,606−35.5%Reduced
West Paces Advisors Inc.85,218$1.57M0.30%00.0%Unchanged
Daiwa Securities Group Inc.91,247$1.68M0.01%−13,839−13.2%Reduced
UBS Asset Management Americas Inc106,128$1.95M0.00%+31,313+41.9%Added
Envestnet Asset Management Inc110,078$2.02M0.00%−93,478−45.9%Reduced
Algert Global LLC118,200$2.17M0.03%−68,140−36.6%Reduced
2Xideas AG121,825$2.24M0.63%−14,181−10.4%Reduced
Susquehanna International Group, LLP127,208$2.34M0.00%−450,260−78.0%Reduced
Readystate Asset Management LP128,970$2.37M0.10%+128,970New
Ossiam129,200$2.37M0.05%00.0%Unchanged
Jump Financial, LLC141,601$2.60M0.03%+74,278+110.3%Added
State of Wisconsin Investment Board151,604$2.79M0.01%−9,392−5.8%Reduced
Swiss National Bank156,500$2.88M0.00%+25,000+19.0%Added
Barclays PLC169,314$3.11M0.00%+20,428+13.7%Added
Tudor Investment Corp Et Al177,462$3.26M0.02%+143,794+427.1%Added
Boothbay Fund Management, LLC202,257$3.72M0.10%+103,577+105.0%Added
Annis Gardner Whiting Capital Advisors, LLC206,284$3.79M0.72%+759+0.4%Added
Royal Bank of Canada214,443$3.94M0.00%−982,136−82.1%Reduced
Bank of New York Mellon Corp226,248$4.16M0.00%−9,258−3.9%Reduced
Northern Trust Corp231,178$4.25M0.00%+19,779+9.4%Added
Jane Street Group, LLC240,041$4.41M0.01%+174,157+264.3%Added
Capital Fund Management S.A.242,910$4.46M0.04%+38,835+19.0%Added
Kornitzer Capital Management Inc245,605$4.51M0.09%00.0%Unchanged
Seven Grand Managers, LLC250,000$4.59M0.35%−250,000−50.0%Reduced
King Luther Capital Management Corp268,054$4.93M0.02%+127,778+91.1%Added
SG Americas Securities, LLC274,788$5.05M0.01%+274,788New
Citigroup Inc279,100$5.13M0.00%−122,336−30.5%Reduced
JPMorgan Chase & Co284,661$5.23M0.00%+174,818+159.2%Added
AQR Capital Management LLC290,426$5.34M0.00%+290,426New
SEI Investments Co301,913$5.55M0.01%−54,138−15.2%Reduced
Evergreen Capital Management LLC325,113$5.98M0.13%−21,700−6.3%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management330,000$6.07M0.08%+7,400+2.3%Added
Millennium Management LLC335,581$6.17M0.00%−368,195−52.3%Reduced
Armistice Capital, LLC336,000$6.18M0.15%+86,000+34.4%Added
Voloridge Investment Management, LLC353,662$6.50M0.02%−82,416−18.9%Reduced
Capricorn Fund Managers Ltd380,000$6.98M1.68%+380,000New
Bank of America Corp389,127$7.15M0.00%−243,927−38.5%Reduced
Balyasny Asset Management LLC409,625$7.53M0.01%+409,625New
Wells Fargo & Company422,819$7.77M0.00%−208,029−33.0%Reduced
TD Asset Management Inc438,496$8.06M0.01%−37,770−7.9%Reduced
ExodusPoint Capital Management, LP442,851$8.14M0.09%+442,851New
Point72 Asset Management, L.P.470,765$8.65M0.01%+470,765New
Charles Schwab Investment Management Inc471,564$8.67M0.00%+10,935+2.4%Added
Alkeon Capital Management LLC475,000$8.73M0.04%−325,000−40.6%Reduced
UBS Group AG477,796$8.78M0.00%+116,238+32.1%Added
Alyeska Investment Group, L.P.530,341$9.75M0.03%+204,802+62.9%Added
Tensile Capital Management LP541,070$9.95M1.29%+541,070New
Healthcare of Ontario Pension Plan Trust Fund600,000$11.0M0.02%−350,000−36.8%Reduced
Clearbridge Investments, LLC613,505$11.3M0.01%+1,999+0.3%Added
Goldman Sachs Group Inc704,151$12.9M0.00%+41,265+6.2%Added
State Street Corp752,576$13.8M0.00%+32,526+4.5%Added
Qube Research & Technologies Ltd759,759$14.0M0.02%+132,383+21.1%Added
Federated Hermes, Inc.850,000$15.6M0.03%00.0%Unchanged
Morgan Stanley941,344$17.3M0.00%−205,365−17.9%Reduced
Massachusetts Financial Services Co1,050,802$19.3M0.01%−373,066−26.2%Reduced
Geode Capital Management, LLC1,066,278$19.6M0.00%+40,103+3.9%Added
Moore Capital Management, LP1,204,698$22.1M0.45%+1,204,698New
American Century Companies Inc1,271,265$23.4M0.01%+125,029+10.9%Added
Neuberger Berman Group LLC1,281,694$23.6M0.02%−46,372−3.5%Reduced
Wasatch Advisors Inc1,334,873$24.5M0.15%+41,621+3.2%Added
Wellington Management Group LLP1,342,754$24.7M0.00%+81,202+6.4%Added
BlackRock, Inc.2,105,813$38.7M0.00%+3,035+0.1%Added
Champlain Investment Partners, LLC2,116,556$38.9M0.39%−769,676−26.7%Reduced
Citadel Advisors LLC2,272,311$41.8M0.03%+1,871,452+466.9%Added
Fuller & Thaler Asset Management, Inc.2,592,382$47.6M0.16%+2,592,382New
TimesSquare Capital Management, LLC2,668,307$49.0M0.74%+122,759+4.8%Added
Marshall Wace, LLP2,786,155$51.2M0.05%+304,238+12.3%Added
Brown Advisory Inc3,376,401$62.1M0.09%−269,574−7.4%Reduced
Darlington Partners Capital Management, LP3,839,405$70.6M2.82%00.0%Unchanged
Temasek Holdings (Private) Ltd4,266,714$78.4M0.25%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC4,867,636$89.5M0.24%−1,344,344−21.6%Reduced
Norges Bank5,974,029$109.8M0.01%+5,974,029New
T. Rowe Price Investment Management, Inc.7,779,413$143.0M0.09%−1,603,311−17.1%Reduced
Vanguard Group Inc8,580,460$157.7M0.00%−25,379−0.3%Reduced
Alliancebernstein L.P.0$00.00%−2,659,712−100.0%Sold out
Burkehill Global Management, LP0$00.00%−400,000−100.0%Sold out
Walleye Capital LLC0$00.00%−219,439−100.0%Sold out
Winton Group Ltd0$00.00%−131,500−100.0%Sold out
Whetstone Capital Advisors, LLC0$00.00%−112,307−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−88,199−100.0%Sold out
Clearline Capital LP0$00.00%−50,479−100.0%Sold out
Quantbot Technologies LP0$00.00%−34,779−100.0%Sold out
Squarepoint Ops LLC0$00.00%−27,953−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−26,062−100.0%Sold out
Walleye Trading LLC0$00.00%−24,470−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−22,298−100.0%Sold out
Aigen Investment Management, LP0$00.00%−19,271−100.0%Sold out
First Trust Advisors LP0$00.00%−18,986−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−17,851−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−16,048−100.0%Sold out