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, Q1 2026
Institutional positions in OneStream, Inc. as of Mar 31, 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, so this page shows Q1 2026. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 180
- +1 vs. Q4 2025
- Shares held
- 93.4M
- +26.1M (+38.8%) vs. Q4 2025
- Total value
- $2.23B
- +$995.9M (+80.5%) vs. Q4 2025
- New holders
- 84
- 49 more added
- Sold out
- 83
- 34 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 180 | $2.23B |
| Q4 2025 | 184 | $1.51B |
| Q3 2025 | 185 | $1.45B |
| Q2 2025 | 186 | $2.46B |
| Q1 2025 | 141 | $1.49B |
| Q4 2024 | 160 | $1.52B |
| Q3 2024 | 113 | $4.80B |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding OneStream, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $41 | 0.00% | −1−50.0% | Reduced |
| TD Waterhouse Canada Inc. | 3 | $72 | 0.00% | +3 | New |
| Advisory Services Network, LLC | 5 | $120 | 0.00% | +5 | New |
| CVA Family Office, LLC | 21 | $504 | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 28 | $672 | 0.00% | +18+180.0% | Added |
| Fairman Group, LLC | 34 | $816 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $840 | 0.00% | +25+250.0% | Added |
| Capital Advisors, Ltd. LLC | 45 | $1.00K | 0.00% | +45 | New |
| Marquette Asset Management, LLC | 42 | $1.01K | 0.00% | −50−54.3% | Reduced |
| International Assets Investment Management, LLC | 44 | $1.06K | 0.00% | +44 | New |
| Northwestern Mutual Wealth Management Co | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 52 | $1.25K | 0.00% | −358−87.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 67 | $1.61K | 0.00% | −4,867,569−100.0% | Reduced |
| True Wealth Design, LLC | 74 | $1.78K | 0.00% | −11−12.9% | Reduced |
| MAI Capital Management | 85 | $2.04K | 0.00% | +85 | New |
| Wealth Preservation Advisors, LLC | 85 | $2.04K | 0.00% | +85 | New |
| Fourth Dimension Wealth, LLC | 140 | $3.36K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 146 | $3.50K | 0.00% | +146 | New |
| Farther Finance Advisors, LLC | 189 | $4.54K | 0.00% | +170+894.7% | Added |
| Parallel Advisors, LLC | 293 | $7.03K | 0.00% | +232+380.3% | Added |
| GAMMA Investing LLC | 305 | $7.32K | 0.00% | +260+577.8% | Added |
| Root Financial Partners, LLC | 337 | $8.09K | 0.00% | +337 | New |
| SRS Capital Advisors, Inc. | 351 | $8.42K | 0.00% | +351 | New |
| Armstrong Advisory Group, Inc | 370 | $8.88K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 377 | $9.05K | 0.00% | +264+233.6% | Added |
| Salem Investment Counselors Inc | 500 | $12.0K | 0.00% | +500 | New |
| ExodusPoint Capital Management, LP | 619 | $14.9K | 0.00% | −442,232−99.9% | Reduced |
| Advisor Group Holdings, Inc. | 659 | $15.8K | 0.00% | −4,298−86.7% | Reduced |
| Allworth Financial LP | 683 | $16.4K | 0.00% | +332+94.6% | Added |
| IFP Advisors, Inc | 700 | $16.8K | 0.00% | +39+5.9% | Added |
| Tower Research Capital LLC (TRC) | 1,143 | $27.4K | 0.00% | −3,459−75.2% | Reduced |
| Essential Partners LLC | 1,233 | $29.6K | 0.01% | +425+52.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,475 | $35.4K | 0.00% | +477+47.8% | Added |
| Rhumbline Advisers | 1,625 | $39.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,053 | $49.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,051 | $73.2K | 0.00% | +3,051 | New |
| Royal Bank of Canada | 3,333 | $80.0K | 0.00% | −211,110−98.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,626 | $87.0K | 0.00% | +953+35.7% | Added |
| Advisors Asset Management, Inc. | 3,678 | $88.3K | 0.00% | −21−0.6% | Reduced |
| PenderFund Capital Management Ltd. | 3,900 | $93.6K | 0.01% | +3,900 | New |
| Simplex Trading, LLC | 4,363 | $104.7K | 0.00% | −24,695−85.0% | Reduced |
| US Bancorp | 5,730 | $137.5K | 0.00% | −11,972−67.6% | Reduced |
| Deutsche Bank AG | 5,827 | $139.8K | 0.00% | −78,199−93.1% | Reduced |
| Jump Financial, LLC | 8,351 | $200.4K | 0.00% | −133,250−94.1% | Reduced |
| LPL Financial LLC | 8,703 | $208.9K | 0.00% | −9,686−52.7% | Reduced |
| Ronald Blue Trust, Inc. | 9,137 | $219.3K | 0.00% | −2,078−18.5% | Reduced |
| Everence Capital Management Inc | 9,516 | $228.0K | 0.01% | +9,516 | New |
| Gotham Asset Management, LLC | 9,999 | $240.0K | 0.00% | +9,999 | New |
| Landscape Capital Management, L.L.C. | 10,067 | $241.6K | 0.02% | +10,067 | New |
| Murchinson Ltd. | 10,100 | $242.4K | 0.10% | +10,100 | New |
| Teacher Retirement System of Texas | 10,810 | $259.4K | 0.00% | +10,810 | New |
| Cetera Investment Advisers | 10,945 | $262.7K | 0.00% | −30,710−73.7% | Reduced |
| Wells Fargo & Company | 11,115 | $266.8K | 0.00% | −411,704−97.4% | Reduced |
| Mercer Global Advisors Inc | 11,693 | $280.6K | 0.00% | +11,693 | New |
| Yorktown Management & Research Co Inc | 12,300 | $295.2K | 0.25% | +12,300 | New |
| Hudson Bay Capital Management LP | 12,793 | $307.0K | 0.00% | −58,129−82.0% | Reduced |
| Raymond James Financial Inc | 12,963 | $311.1K | 0.00% | −15,524−54.5% | Reduced |
| Montis Financial, LLC | 13,436 | $322.5K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 14,382 | $345.2K | 0.01% | +14,382 | New |
| Pictet Asset Management Holding SA | 14,769 | $354.5K | 0.00% | +1,485+11.2% | Added |
| Gamco Investors, Inc. Et Al | 15,000 | $360.0K | 0.00% | +15,000 | New |
| Mint Tower Capital Management B.V. | 15,874 | $381.0K | 0.04% | +15,874 | New |
| Vident Advisory, LLC | 16,779 | $402.7K | 0.00% | +3,341+24.9% | Added |
| Guggenheim Capital LLC | 18,266 | $438.4K | 0.00% | +18,266 | New |
| Primecap Management Co | 19,500 | $468.0K | 0.00% | −100−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,055 | $481.3K | 0.00% | +1,845+10.1% | Added |
| Institute for Wealth Management, LLC. | 20,484 | $491.6K | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,300 | $511.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 21,355 | $513.0K | 0.00% | +1,500+7.6% | Added |
| Vanguard Investments Australia, Ltd. | 21,507 | $516.2K | 0.00% | +21,507 | New |
| Skandinaviska Enskilda Banken AB (publ) | 22,000 | $528.0K | 0.01% | +22,000 | New |
| Gsa Capital Partners LLP | 22,728 | $545.0K | 0.03% | +22,728 | New |
| Arizona State Retirement System | 23,069 | $553.7K | 0.00% | +727+3.3% | Added |
| Mariner, LLC | 23,767 | $570.4K | 0.00% | +23,767 | New |
| Catalyst Funds Management Pty Ltd | 24,200 | $580.8K | 0.10% | +24,200 | New |
| CWM, LLC | 24,307 | $583.4K | 0.00% | +14,454+146.7% | Added |
| Cerity Partners LLC | 25,159 | $603.8K | 0.00% | +3,978+18.8% | Added |
| Peapack Gladstone Financial Corp | 25,400 | $610.0K | 0.01% | −4,100−13.9% | Reduced |
| Bank of New York Mellon Corp | 26,216 | $629.2K | 0.00% | −200,032−88.4% | Reduced |
| Brevan Howard Capital Management LP | 27,198 | $652.8K | 0.01% | +16,974+166.0% | Added |
| Oxford Asset Management LLP | 30,350 | $728.4K | 0.29% | −1,588−5.0% | Reduced |
| Vanguard Global Advisers, LLC | 32,510 | $780.2K | 0.00% | +32,510 | New |
| Barclays PLC | 33,072 | $793.7K | 0.00% | −136,242−80.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,709 | $809.0K | 0.01% | +19,955+145.1% | Added |
| Versor Investments LP | 33,832 | $812.0K | 1.99% | +33,832 | New |
| State of Wisconsin Investment Board | 37,487 | $899.7K | 0.00% | −114,117−75.3% | Reduced |
| Point72 Asset Management, L.P. | 37,775 | $906.6K | 0.00% | −432,990−92.0% | Reduced |
| Kintayl Capital LP | 42,508 | $1.02M | 0.63% | +42,508 | New |
| Transmarket Holdings LP | 42,726 | $1.03M | 0.55% | +42,726 | New |
| FMR LLC | 45,762 | $1.10M | 0.00% | +701+1.6% | Added |
| Ieq Capital, LLC | 47,170 | $1.13M | 0.01% | +47,170 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,000 | $1.20M | 0.01% | +50,000 | New |
| Legal & General Group Plc | 52,631 | $1.26M | 0.00% | −14,242−21.3% | Reduced |
| Vanguard Asset Management, Ltd | 53,765 | $1.29M | 0.00% | +53,765 | New |
| Fieldview Capital Management, LLC | 54,807 | $1.32M | 0.38% | +39,536+258.9% | Added |
| LMR Partners LLP | 56,035 | $1.34M | 0.01% | +56,035 | New |
| Twin Securities, Inc. | 60,372 | $1.45M | 0.72% | +60,372 | New |
| Yakira Capital Management, Inc. | 60,978 | $1.46M | 0.43% | +60,978 | New |
| CSS LLC | 65,508 | $1.57M | 0.09% | +65,508 | New |