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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 2026

Institutional positions in OneStream, Inc. as of Jun 30, 2026. 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

OS is no longer listed, and 13F filings after Q1 2026 list far fewer holders. See Q1 2026

Institutional holders
0
−177 vs. Q1 2026
Shares held
0
−92.9M (−100.0%) vs. Q1 2026
Total value
$0
−$2.22B (−100.0%) vs. Q1 2026
New holders
0
0 more added
Sold out
177
0 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 2026: 0 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 2026: $0
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 2026

Shares, value and share of portfolio for each institution holding OneStream, Inc.; share changes are against Q1 2026.

Institutions holding OS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Peapack Gladstone Financial Corp0$00.00%−25,400−100.0%Sold out
Cerity Partners LLC0$00.00%−25,159−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−24,200−100.0%Sold out
Mariner, LLC0$00.00%−23,767−100.0%Sold out
Arizona State Retirement System0$00.00%−23,069−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−22,728−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−22,000−100.0%Sold out
Vanguard Investments Australia, Ltd.0$00.00%−21,507−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−21,355−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−21,300−100.0%Sold out
Institute for Wealth Management, LLC.0$00.00%−20,484−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−20,055−100.0%Sold out
Primecap Management Co0$00.00%−19,500−100.0%Sold out
Guggenheim Capital LLC0$00.00%−18,266−100.0%Sold out
Vident Advisory, LLC0$00.00%−16,779−100.0%Sold out
Mint Tower Capital Management B.V.0$00.00%−15,874−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−15,000−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−14,769−100.0%Sold out
Quantbot Technologies LP0$00.00%−14,382−100.0%Sold out
Montis Financial, LLC0$00.00%−13,436−100.0%Sold out
Raymond James Financial Inc0$00.00%−12,963−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−12,793−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−12,300−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−11,693−100.0%Sold out
Wells Fargo & Company0$00.00%−11,115−100.0%Sold out
Cetera Investment Advisers0$00.00%−10,945−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−10,810−100.0%Sold out
Murchinson Ltd.0$00.00%−10,100−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−10,067−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−9,999−100.0%Sold out
Everence Capital Management Inc0$00.00%−9,516−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−9,137−100.0%Sold out
LPL Financial LLC0$00.00%−8,703−100.0%Sold out
Jump Financial, LLC0$00.00%−8,351−100.0%Sold out
Deutsche Bank AG0$00.00%−5,827−100.0%Sold out
US Bancorp0$00.00%−5,730−100.0%Sold out
Simplex Trading, LLC0$00.00%−4,363−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−3,900−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−3,678−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−3,626−100.0%Sold out
Royal Bank of Canada0$00.00%−3,333−100.0%Sold out
Fifth Third Bancorp0$00.00%−3,051−100.0%Sold out
KBC Group NV0$00.00%−2,053−100.0%Sold out
Manchester Capital Management LLC0$00.00%−2,000−100.0%Sold out
Rhumbline Advisers0$00.00%−1,625−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−1,475−100.0%Sold out
Essential Partners LLC0$00.00%−1,233−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−1,143−100.0%Sold out
IFP Advisors, Inc0$00.00%−700−100.0%Sold out
Allworth Financial LP0$00.00%−683−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−659−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−619−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−500−100.0%Sold out
Rothschild Investment LLC0$00.00%−377−100.0%Sold out
Armstrong Advisory Group, Inc0$00.00%−370−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−351−100.0%Sold out
Root Financial Partners, LLC0$00.00%−337−100.0%Sold out
GAMMA Investing LLC0$00.00%−305−100.0%Sold out
Parallel Advisors, LLC0$00.00%−293−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−189−100.0%Sold out
Richardson Capital Management LLC0$00.00%−146−100.0%Sold out
Fourth Dimension Wealth, LLC0$00.00%−140−100.0%Sold out
MAI Capital Management0$00.00%−85−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−85−100.0%Sold out
True Wealth Design, LLC0$00.00%−74−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−67−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−52−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−50−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−44−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−42−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−45−100.0%Sold out
Fairman Group, LLC0$00.00%−34−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−28−100.0%Sold out
CVA Family Office, LLC0$00.00%−21−100.0%Sold out
Advisory Services Network, LLC0$00.00%−5−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−3−100.0%Sold out
Dunhill Financial, LLC0$00.00%−1−100.0%Sold out
CIBRA Capital Ltd––––Not filed
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed