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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 26,216 | $629.2K | 0.00% | −200,032−88.4% | Reduced |
| Peapack Gladstone Financial Corp | 25,400 | $610.0K | 0.01% | −4,100−13.9% | Reduced |
| Cerity Partners LLC | 25,159 | $603.8K | 0.00% | +3,978+18.8% | Added |
| CWM, LLC | 24,307 | $583.4K | 0.00% | +14,454+146.7% | Added |
| Catalyst Funds Management Pty Ltd | 24,200 | $580.8K | 0.10% | +24,200 | New |
| Mariner, LLC | 23,767 | $570.4K | 0.00% | +23,767 | New |
| Arizona State Retirement System | 23,069 | $553.7K | 0.00% | +727+3.3% | Added |
| Gsa Capital Partners LLP | 22,728 | $545.0K | 0.03% | +22,728 | New |
| Skandinaviska Enskilda Banken AB (publ) | 22,000 | $528.0K | 0.01% | +22,000 | New |
| Vanguard Investments Australia, Ltd. | 21,507 | $516.2K | 0.00% | +21,507 | New |
| Price T Rowe Associates Inc | 21,355 | $513.0K | 0.00% | +1,500+7.6% | Added |
| Handelsbanken Fonder AB | 21,300 | $511.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 20,484 | $491.6K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,055 | $481.3K | 0.00% | +1,845+10.1% | Added |
| Primecap Management Co | 19,500 | $468.0K | 0.00% | −100−0.5% | Reduced |
| Guggenheim Capital LLC | 18,266 | $438.4K | 0.00% | +18,266 | New |
| Vident Advisory, LLC | 16,779 | $402.7K | 0.00% | +3,341+24.9% | Added |
| Mint Tower Capital Management B.V. | 15,874 | $381.0K | 0.04% | +15,874 | New |
| Gamco Investors, Inc. Et Al | 15,000 | $360.0K | 0.00% | +15,000 | New |
| Pictet Asset Management Holding SA | 14,769 | $354.5K | 0.00% | +1,485+11.2% | Added |
| Quantbot Technologies LP | 14,382 | $345.2K | 0.01% | +14,382 | New |
| Montis Financial, LLC | 13,436 | $322.5K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Inc | 12,963 | $311.1K | 0.00% | −15,524−54.5% | Reduced |
| Hudson Bay Capital Management LP | 12,793 | $307.0K | 0.00% | −58,129−82.0% | Reduced |
| Yorktown Management & Research Co Inc | 12,300 | $295.2K | 0.25% | +12,300 | New |
| Mercer Global Advisors Inc | 11,693 | $280.6K | 0.00% | +11,693 | New |
| Wells Fargo & Company | 11,115 | $266.8K | 0.00% | −411,704−97.4% | Reduced |
| Cetera Investment Advisers | 10,945 | $262.7K | 0.00% | −30,710−73.7% | Reduced |
| Teacher Retirement System of Texas | 10,810 | $259.4K | 0.00% | +10,810 | New |
| Murchinson Ltd. | 10,100 | $242.4K | 0.10% | +10,100 | New |
| Landscape Capital Management, L.L.C. | 10,067 | $241.6K | 0.02% | +10,067 | New |
| Gotham Asset Management, LLC | 9,999 | $240.0K | 0.00% | +9,999 | New |
| Everence Capital Management Inc | 9,516 | $228.0K | 0.01% | +9,516 | New |
| Ronald Blue Trust, Inc. | 9,137 | $219.3K | 0.00% | −2,078−18.5% | Reduced |
| LPL Financial LLC | 8,703 | $208.9K | 0.00% | −9,686−52.7% | Reduced |
| Jump Financial, LLC | 8,351 | $200.4K | 0.00% | −133,250−94.1% | Reduced |
| Deutsche Bank AG | 5,827 | $139.8K | 0.00% | −78,199−93.1% | Reduced |
| US Bancorp | 5,730 | $137.5K | 0.00% | −11,972−67.6% | Reduced |
| Simplex Trading, LLC | 4,363 | $104.7K | 0.00% | −24,695−85.0% | Reduced |
| PenderFund Capital Management Ltd. | 3,900 | $93.6K | 0.01% | +3,900 | New |
| Advisors Asset Management, Inc. | 3,678 | $88.3K | 0.00% | −21−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,626 | $87.0K | 0.00% | +953+35.7% | Added |
| Royal Bank of Canada | 3,333 | $80.0K | 0.00% | −211,110−98.4% | Reduced |
| Fifth Third Bancorp | 3,051 | $73.2K | 0.00% | +3,051 | New |
| KBC Group NV | 2,053 | $49.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,625 | $39.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,475 | $35.4K | 0.00% | +477+47.8% | Added |
| Essential Partners LLC | 1,233 | $29.6K | 0.01% | +425+52.6% | Added |
| Tower Research Capital LLC (TRC) | 1,143 | $27.4K | 0.00% | −3,459−75.2% | Reduced |
| IFP Advisors, Inc | 700 | $16.8K | 0.00% | +39+5.9% | Added |
| Allworth Financial LP | 683 | $16.4K | 0.00% | +332+94.6% | Added |
| Advisor Group Holdings, Inc. | 659 | $15.8K | 0.00% | −4,298−86.7% | Reduced |
| ExodusPoint Capital Management, LP | 619 | $14.9K | 0.00% | −442,232−99.9% | Reduced |
| Salem Investment Counselors Inc | 500 | $12.0K | 0.00% | +500 | New |
| Rothschild Investment LLC | 377 | $9.05K | 0.00% | +264+233.6% | Added |
| Armstrong Advisory Group, Inc | 370 | $8.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 351 | $8.42K | 0.00% | +351 | New |
| Root Financial Partners, LLC | 337 | $8.09K | 0.00% | +337 | New |
| GAMMA Investing LLC | 305 | $7.32K | 0.00% | +260+577.8% | Added |
| Parallel Advisors, LLC | 293 | $7.03K | 0.00% | +232+380.3% | Added |
| Farther Finance Advisors, LLC | 189 | $4.54K | 0.00% | +170+894.7% | Added |
| Richardson Capital Management LLC | 146 | $3.50K | 0.00% | +146 | New |
| Fourth Dimension Wealth, LLC | 140 | $3.36K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 85 | $2.04K | 0.00% | +85 | New |
| Wealth Preservation Advisors, LLC | 85 | $2.04K | 0.00% | +85 | New |
| True Wealth Design, LLC | 74 | $1.78K | 0.00% | −11−12.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 67 | $1.61K | 0.00% | −4,867,569−100.0% | Reduced |
| Rockefeller Capital Management L.P. | 52 | $1.25K | 0.00% | −358−87.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 44 | $1.06K | 0.00% | +44 | New |
| Marquette Asset Management, LLC | 42 | $1.01K | 0.00% | −50−54.3% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $1.00K | 0.00% | +45 | New |
| Sunbelt Securities, Inc. | 35 | $840 | 0.00% | +25+250.0% | Added |
| Fairman Group, LLC | 34 | $816 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $672 | 0.00% | +18+180.0% | Added |
| CVA Family Office, LLC | 21 | $504 | 0.00% | +21 | New |
| Advisory Services Network, LLC | 5 | $120 | 0.00% | +5 | New |
| TD Waterhouse Canada Inc. | 3 | $72 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 1 | $41 | 0.00% | −1−50.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −7,779,413−100.0% | Sold out |
| Darlington Partners Capital Management, LP | 0 | $0 | 0.00% | −3,839,405−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,376,401−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −2,668,307−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −2,592,382−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −2,116,556−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,342,754−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −1,334,873−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −1,281,694−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −1,271,265−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −1,204,698−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,050,802−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −850,000−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −613,505−100.0% | Sold out |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −541,070−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −530,341−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −475,000−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −438,496−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −380,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −353,662−100.0% | Sold out |