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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.

Q1 2026 vs. Q4 2025

How the institutions holding OneStream, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of OS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1845180+1
Shares82.0M14.7M93.4M+26.1M (+38.8%)
Value$1.51B$270.3M$2.23B+$995.9M (+80.5%)

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held OneStream, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to OS in Q1 2026
InstitutionSharesValue% of portfolio
Glazer Capital, LLC7,537,536$180.9M3.84%
Vanguard Portfolio Management LLC4,900,450$117.6M0.01%
FIL Ltd3,992,145$95.8M0.07%
Vanguard Capital Management LLC3,882,231$93.2M0.00%
CNH Partners LLC3,393,367$81.4M1.34%
Highland Capital Management Fund Advisors, L.P.3,358,217$80.6M5.62%
O'Connor Alternative Investments LLC3,186,804$76.5M4.01%
Polar Asset Management Partners Inc.2,944,378$70.7M1.68%
Man Group plc2,204,520$52.9M0.11%
Pentwater Capital Management LP1,890,000$45.4M0.32%
Vivaldi Asset Management, LLC1,842,189$44.2M2.32%
TIG Advisors, LLC1,738,231$41.7M1.99%
Oddo BHF Asset Management SAS1,450,000$34.8M1.37%
Alliancebernstein L.P.1,535,061$28.2M0.01%
Capula Management Ltd1,074,711$25.8M0.22%
Alpine Associates Management Inc.920,692$22.1M1.30%
Meteora Capital, LLC861,800$20.7M1.53%
Syquant Capital SAS789,449$18.9M2.96%
Nearwater Capital Markets, Ltd707,800$17.0M0.40%
Fort Baker Capital Management LP689,587$16.6M1.47%
Westchester Capital Management, LLC677,498$16.3M0.79%
Grantham, Mayo, Van Otterloo & Co. LLC676,553$16.2M0.04%
Gabelli Funds LLC523,583$12.6M0.08%
CIBRA Capital Ltd519,691$12.5M6.02%
Squarepoint Ops LLC518,231$12.4M0.03%
Vanguard Fiduciary Trust Co511,124$12.3M0.00%
Groupe la Francaise509,500$12.2M0.17%
Gabelli & Co Investment Advisers, Inc.408,372$9.80M1.45%
Carmignac Gestion384,893$9.24M0.14%
Credit Industriel Et Commercial365,500$8.77M1.40%
Taconic Capital Advisors LP341,528$8.20M5.61%
TPG GP A, LLC325,000$7.80M0.21%
Fifth Lane Capital, LP322,630$7.74M9.40%
Tokio Marine Asset Management Co Ltd284,300$6.82M0.24%
Picton Mahoney Asset Management274,000$6.58M0.07%
Trium Capital LLP272,803$6.55M4.75%
Absolute Gestao de Investimentos Ltda.245,160$5.88M0.67%
New York Life Investment Management LLC215,678$5.18M0.04%
Kryger Capital LLC201,986$4.85M0.34%
Vestcor Inc175,000$4.20M0.12%
Maven Securities LTD140,000$3.36M0.19%
Wolverine Asset Management LLC122,808$2.95M0.05%
Water Island Capital LLC91,120$2.19M0.29%
Varenne Capital Partners76,906$1.85M0.46%
CSS LLC65,508$1.57M0.09%
Yakira Capital Management, Inc.60,978$1.46M0.43%
Twin Securities, Inc.60,372$1.45M0.72%
LMR Partners LLP56,035$1.34M0.01%
Vanguard Asset Management, Ltd53,765$1.29M0.00%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys50,000$1.20M0.01%
Ieq Capital, LLC47,170$1.13M0.01%
Transmarket Holdings LP42,726$1.03M0.55%
Kintayl Capital LP42,508$1.02M0.63%
Versor Investments LP33,832$812.0K1.99%
Vanguard Global Advisers, LLC32,510$780.2K0.00%
Catalyst Funds Management Pty Ltd24,200$580.8K0.10%
Mariner, LLC23,767$570.4K0.00%
Gsa Capital Partners LLP22,728$545.0K0.03%
Skandinaviska Enskilda Banken AB (publ)22,000$528.0K0.01%
Vanguard Investments Australia, Ltd.21,507$516.2K0.00%
Guggenheim Capital LLC18,266$438.4K0.00%
Mint Tower Capital Management B.V.15,874$381.0K0.04%
Gamco Investors, Inc. Et Al15,000$360.0K0.00%
Quantbot Technologies LP14,382$345.2K0.01%
Yorktown Management & Research Co Inc12,300$295.2K0.25%
Mercer Global Advisors Inc11,693$280.6K0.00%
Teacher Retirement System of Texas10,810$259.4K0.00%
Murchinson Ltd.10,100$242.4K0.10%
Landscape Capital Management, L.L.C.10,067$241.6K0.02%
Gotham Asset Management, LLC9,999$240.0K0.00%
Everence Capital Management Inc9,516$228.0K0.01%
PenderFund Capital Management Ltd.3,900$93.6K0.01%
Fifth Third Bancorp3,051$73.2K0.00%
Salem Investment Counselors Inc500$12.0K0.00%
SRS Capital Advisors, Inc.351$8.42K0.00%
Root Financial Partners, LLC337$8.09K0.00%
Richardson Capital Management LLC146$3.50K0.00%
MAI Capital Management85$2.04K0.00%
Wealth Preservation Advisors, LLC85$2.04K0.00%
International Assets Investment Management, LLC44$1.06K0.00%
Capital Advisors, Ltd. LLC45$1.00K0.00%
CVA Family Office, LLC21$5040.00%
Advisory Services Network, LLC5$1200.00%
TD Waterhouse Canada Inc.3$720.00%

Sold out (83)

Institutions that held OneStream, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of OS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
T. Rowe Price Investment Management, Inc.7,779,413$143.0M
Darlington Partners Capital Management, LP3,839,405$70.6M
Brown Advisory Inc3,376,401$62.1M
TimesSquare Capital Management, LLC2,668,307$49.0M
Fuller & Thaler Asset Management, Inc.2,592,382$47.6M
Champlain Investment Partners, LLC2,116,556$38.9M
Wellington Management Group LLP1,342,754$24.7M
Wasatch Advisors Inc1,334,873$24.5M
Neuberger Berman Group LLC1,281,694$23.6M
American Century Companies Inc1,271,265$23.4M
Moore Capital Management, LP1,204,698$22.1M
Massachusetts Financial Services Co1,050,802$19.3M
Federated Hermes, Inc.850,000$15.6M
Clearbridge Investments, LLC613,505$11.3M
Tensile Capital Management LP541,070$9.95M
Alyeska Investment Group, L.P.530,341$9.75M
Alkeon Capital Management LLC475,000$8.73M
TD Asset Management Inc438,496$8.06M
Capricorn Fund Managers Ltd380,000$6.98M
Voloridge Investment Management, LLC353,662$6.50M
Armistice Capital, LLC336,000$6.18M
Evergreen Capital Management LLC325,113$5.98M
SEI Investments Co301,913$5.55M
King Luther Capital Management Corp268,054$4.93M
Seven Grand Managers, LLC250,000$4.59M
Kornitzer Capital Management Inc245,605$4.51M
Capital Fund Management S.A.242,910$4.46M
Tudor Investment Corp Et Al177,462$3.26M
Ossiam129,200$2.37M
2Xideas AG121,825$2.24M
Envestnet Asset Management Inc110,078$2.02M
Daiwa Securities Group Inc.91,247$1.68M
Scalar Gauge Management, LLC75,000$1.38M
Public Employees Retirement System of Ohio65,210$1.20M
Y-Intercept (Hong Kong) Ltd64,218$1.18M
Bessemer Group Inc59,759$1.10M
Twinbeech Capital LP56,515$1.04M
Dark Forest Capital Management LP55,662$1.02M
Fox Run Management, L.L.C.52,813$970.7K
Ameriprise Financial Inc52,726$969.1K
Elo Mutual Pension Insurance Co51,055$938.4K
CenterBook Partners LP49,621$912.0K
Trexquant Investment LP48,764$896.3K
Diversified Trust Co45,036$827.8K
Stifel Financial Corp41,168$756.7K
XY Capital Ltd30,000$551.4K
Janus Henderson Group PLC29,294$538.9K
Prelude Capital Management, LLC25,338$465.7K
Gibbs Wealth Management18,677$441.2K
M&T Bank Corp22,118$406.5K
Los Angeles Capital Management LLC22,137$401.1K
Index Fund Advisors, Inc.18,570$341.3K
Atria Investments LLC17,949$329.9K
KLP Kapitalforvaltning AS16,900$310.6K
Jain Global LLC16,731$307.5K
Aquatic Capital Management LLC16,544$304.1K
Advance Capital Management, Inc.15,403$283.1K
Engineers Gate Manager LP15,216$279.7K
Portside Wealth Group, LLC15,160$278.6K
Manufacturers Life Insurance Company, The14,397$264.6K
Pension & Wealth Management Advisors, Inc.14,228$261.5K
Janney Montgomery Scott LLC13,007$239.0K
Wiley Bros.-Aintree Capital, LLC12,302$226.1K
Callan Family Office, LLC12,298$226.0K
Graham Capital Management, L.P.11,785$216.6K
EntryPoint Capital, LLC11,768$216.3K
Concurrent Investment Advisors, LLC11,344$208.5K
Norden Group LLC10,532$193.6K
Cohen & Steers, Inc.10,000$184.0K
Group One Trading, L.P.7,075$130.0K
Kestra Advisory Services, LLC3,570$65.6K
Jones Financial Companies LLLP974$17.9K
Federation des caisses Desjardins du Quebec500$9.19K
Atlantic Union Bankshares Corp450$8.27K
Financial Network Wealth Advisors LLC370$6.80K
Wolff Wiese Magana LLC330$6.07K
Harbour Investments, Inc.172$3.16K
Roble, Belko & Company, Inc33$1.00K
Quarry LP50$919
The PNC Financial Services Group, Inc.38$698
SageView Advisory Group, LLC10$184
Strategic Wealth Partners, Ltd.3$55
Clearstead Advisors, LLC1$19

Not filed for Q1 2026 yet (5)

Institutions that held OneStream, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc8,580,460$157.7M
Norges Bank5,974,029$109.8M
CIBC Private Wealth Group, LLC76,798$1.41M
Comerica Bank57,609$1.06M
Janney Capital Management LLC15,547$286.0K