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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.

Holders of 5% or more of OS

Holders whose latest Schedule 13D or 13G filing reports 5% or more of OneStream, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of OS
HolderLatest formStakeChangeFirst filedLatest filingFiling
KKR Dream Holdings LLC13G/A67.50%94.5M shares–Nov 13, 20242 filingsFeb 12, 2025SEC
Shea Thomas Anthony13G/A16.30%18.2M shares–Nov 12, 20242 filingsFeb 13, 2026SEC
Colby Craig13G/A10.90%9.13M shares–Nov 12, 20242 filingsMay 14, 2025SEC
Glazer Capital, LLC13G6.83%6.17M sharesNewFeb 9, 20261 filingFeb 9, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

40 Schedule 13D and 13G filings on OneStream, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on OS
Filed (ET)FilerFormStakeChangeEvent dateFiling
May 15, 20264:32 PM ETDarlington Partners Capital Management, LPand 4 others13G/A0.00%0 shares−5.30 ppfrom 5.30%Below 5%Mar 31, 2026SEC
May 15, 202610:06 AM ETT. Rowe Price Investment Management, Inc.13G/A0.00%111 shares−8.60 ppfrom 8.60%Below 5%Mar 31, 2026SEC
May 14, 20264:05 PM ETKayne Anderson Rudnick Investment Management LLC13G/A0.00%0 shares−5.40 ppfrom 5.40%Below 5%Mar 31, 2026SEC
May 11, 202610:40 AM ETNorges Bank13G/A0.18%181.6K shares−6.42 ppfrom 6.60%Below 5%Mar 31, 2026SEC
Mar 27, 202611:05 AM ETVanguard Group Inc13G/A0.00%0 shares−10.37 ppfrom 10.37%Below 5%Mar 13, 2026SEC
Feb 17, 202610:28 AM ETT. Rowe Price Investment Management, Inc.13G/A8.60%7.78M shares+0.30 ppfrom 8.30%Dec 31, 2025SEC
Feb 13, 20266:01 PM ETShea Thomas Anthony13G/A16.30%18.2M shares–Dec 31, 2025SEC
Feb 13, 20264:05 PM ETKayne Anderson Rudnick Investment Management LLC13G/A5.40%4.87M shares−1.60 ppfrom 7.00%Dec 31, 2025SEC
Feb 12, 202612:33 PM ETChamplain Investment Partners, LLC13G3.30%2.89M shares−2.20 ppfrom 5.50%Below 5%Sep 30, 2025SEC
Feb 9, 20264:47 PM ETGlazer Capital, LLCand 1 other13G6.83%6.17M sharesNewFeb 2, 2026SEC
Jan 26, 202610:43 AM ETNorges Bank13G/A6.60%5.97M shares−3.10 ppfrom 9.70%Dec 31, 2025SEC
Nov 13, 20254:05 PM ETKayne Anderson Rudnick Investment Management LLCand 2 others13G/A7.00%6.21M shares−1.47 ppfrom 8.47%Sep 30, 2025SEC
Nov 3, 20259:48 AM ETNorges Bank13G/A9.70%8.53M shares+1.30 ppfrom 8.40%Sep 30, 2025SEC
Jul 28, 202512:08 PM ETNorges Bank13G/A8.40%6.34M shares–Jun 30, 2025SEC
Jul 7, 20251:20 PM ETVanguard Group Inc13G/A10.37%7.82M shares+5.46 ppfrom 4.91%Jun 30, 2025SEC
May 14, 20255:32 PM ETColby Craig13G/A10.90%9.13M shares–Mar 31, 2025SEC
May 14, 20255:10 PM ETAlliancebernstein L.P.13G/A3.90%2.85M shares−1.50 ppfrom 5.40%Below 5%Mar 31, 2025SEC
May 14, 20254:15 PM ETAlkeon Capital Management LLCand 1 other13G/A3.50%2.53M shares–Below 5%Mar 31, 2025SEC
May 14, 20254:05 PM ETKayne Anderson Rudnick Investment Management LLCand 2 others13G/A8.47%6.20M shares–Mar 31, 2025SEC
May 14, 20253:42 PM ETChamplain Investment Partners, LLC13G5.50%4.04M shares−2.10 ppfrom 7.60%May 14, 2025SEC
Apr 30, 202511:15 AM ETVanguard Group Inc13G/A4.91%3.59M shares–Below 5%Mar 31, 2025SEC
Mar 25, 20257:17 PM ETDarlington Partners Capital Management, LPand 4 others13G5.30%3.84M sharesNewMar 11, 2025SEC
Feb 14, 20259:45 AM ETT. Rowe Price Investment Management, Inc.13G/A8.30%3.78M shares−3.10 ppfrom 11.40%Dec 31, 2024SEC
Feb 13, 20255:49 PM ETKoefoed William A13G/A3.80%2.05M shares–Below 5%Dec 31, 2024SEC
Feb 13, 20254:35 PM ETChamplain Investment Partners, LLC13G7.60%3.44M sharesNewDec 31, 2024SEC
Feb 12, 20254:30 PM ETKKR Dream Holdings LLCand 39 others13G/A67.50%94.5M shares–Dec 31, 2024SEC
Feb 7, 202511:55 AM ETT. Rowe Price Investment Management, Inc.13G/A11.40%5.19M shares–Jan 31, 2025SEC
Feb 5, 20254:31 PM ETAlliancebernstein L.P.13G5.40%2.47M sharesNewDec 31, 2024SEC
Dec 9, 2024Baranowski Matthew13GOld format–New–SEC
Nov 14, 2024T. Rowe Price Investment Management, Inc.13G/AOld format–––SEC
Nov 13, 2024KKR Dream Holdings LLC13GOld format–New–SEC
Nov 13, 2024Alkeon Capital Management LLC13GOld format–New–SEC
Nov 12, 2024Shea Thomas Anthony13GOld format–New–SEC
Nov 12, 2024Koefoed William A13GOld format–New–SEC
Nov 12, 2024Colby Craig13GOld format–New–SEC
Nov 12, 2024Vanguard Group Inc13G/AOld format–––SEC
Nov 4, 2024Vanguard Group Inc13G/AOld format–––SEC
Oct 15, 2024Norges Bank13GOld format–New–SEC
Oct 7, 2024Kayne Anderson Rudnick Investment Management LLC13GOld format–New–SEC
Aug 12, 2024T. Rowe Price Investment Management, Inc.13GOld format–New–SEC

Form 144: proposed insider sales

35 notices from officers, directors and other affiliates planning to sell OneStream, Inc. shares, newest first.

Form 144 notices for OS
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
Mar 17, 202612:21 PM ETHohenstein KenOfficer10.0K$236.2KMar 17, 202610b5-1Fidelity Brokerage Services LLCSEC
Mar 16, 202611:43 AM ETHohenstein KenOfficer49.2K$1.16MMar 16, 202610b5-1Fidelity Brokerage Services LLCSEC
Mar 11, 202611:53 AM ETLeshinski ScottOfficer7.41K$175.5KMar 11, 202610b5-1Fidelity Brokerage Services LLCSEC
Feb 17, 20263:09 PM ETHohenstein KenOfficer60.0K$1.41MFeb 17, 202610b5-1Fidelity Brokerage Services LLCSEC
Jan 16, 20263:27 PM ETHohenstein KenOfficer120.0K$2.84MJan 16, 202610b5-1Fidelity Brokerage Services LLCSEC
Jan 6, 20264:59 PM ETJonathan MarinerDirector7.96K$187.8KJan 6, 202610b5-1Goldman Sachs & Co. LLCSEC
Dec 16, 20254:12 PM ETHohenstein KenOfficer40.0K$688.3KDec 16, 202510b5-1Fidelity Brokerage Services LLCSEC
Dec 15, 202511:04 AM ETKoefoed William AOfficer9.57K$169.7KDec 15, 202510b5-1Fidelity Brokerage Services LLCSEC
Nov 17, 202511:10 AM ETHohenstein KenOfficer40.0K$860.0KNov 17, 202510b5-1Fidelity Brokerage Services LLCSEC
Oct 16, 20254:11 PM ETHohenstein KenOfficer40.0K$673.9KOct 16, 202510b5-1Fidelity Brokerage Services LLCSEC
Sep 19, 202510:59 AM ETKinzer JohnDirector30.0K$600.0KSep 19, 202510b5-1Fidelity Brokerage Services LLCSEC
Sep 16, 202510:53 AM ETHohenstein KenOfficer40.0K$740.0KSep 16, 202510b5-1Fidelity Brokerage Services LLCSEC
Sep 15, 202510:58 AM ETKoefoed William AOfficer8.94K$170.2KSep 15, 202510b5-1Fidelity Brokerage Services LLCSEC
Sep 3, 20254:51 PM ETJonathan MarinerDirector18.6K$370.5KSep 3, 202510b5-1Goldman Sachs & Co. LLCSEC
Aug 18, 202510:53 AM ETHohenstein KenOfficer20.0K$431.2KAug 18, 202510b5-1Fidelity Brokerage Services LLCSEC
Jul 25, 20252:22 PM ETKoefoed William AOfficer25.0K$625.0KJul 25, 202510b5-1Fidelity Brokerage Services LLCSEC
Jul 18, 20252:12 PM ETHohenstein KenOfficer20.0K$502.4KJul 18, 202510b5-1Fidelity Brokerage Services LLCSEC
Jun 25, 202510:25 AM ETKoefoed William AOfficer25.0K$669.3KJun 25, 202510b5-1Fidelity Brokerage Services LLCSEC
Jun 20, 20254:19 PM ETKinzer JohnDirector30.0K$847.9KJun 20, 202510b5-1Fidelity Brokerage Services LLCSEC
Jun 18, 20259:49 AM ETHohenstein KenOfficer20.0K$565.6KJun 18, 202510b5-1Fidelity Brokerage Services LLCSEC
Jun 16, 202510:08 AM ETKoefoed William AOfficer9.35K$261.0KJun 16, 202510b5-1Fidelity Brokerage Services LLCSEC
Jun 11, 20254:16 PM ETColby CraigOfficer6.28K$177.2KJun 11, 2025Fidelity Brokerage Services LLCSEC
Jun 11, 20254:14 PM ETHohenstein KenOfficer6.28K$177.3KJun 11, 2025Fidelity Brokerage Services LLCSEC
Jun 11, 20254:12 PM ETKoefoed William AOfficer6.50K$183.5KJun 11, 2025Fidelity Brokerage Services LLCSEC
Jun 11, 20254:07 PM ETShea Thomas AnthonyOfficer · Director9.91K$279.8KJun 11, 2025Fidelity Brokerage Services LLCSEC

Showing the latest 25. See the OS notices from the last 12 months