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OS Institutional Ownership

OneStream, Inc. Class A Common Stock
1W: +0.8% 1M: +1.2% 3M: +28.8% YTD: +35.4% 1Y: +12.5%
$24.00
Last traded 2026-04-01 — delisted
NASDAQ · Technology · Software - Application · $2.4B mcap · 96M float · 4.70% daily turnover · Short 50% of daily vol

Institutional Ownership — OS

179
Institutional Holders
-88 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
0
Increased
177
Reduced
177
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (263 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CIBRA Capital Ltd NEW 519,691 $$12M — +0.0% 1Q SEC ↗
2 CWM, LLC 24,307 $$583K +14,454 +146.7% 2Q SEC ↗
3 Sunbelt Securities, Inc. 35 $$1K +25 +250.0% 2Q SEC ↗
4 LPL Financial LLC 0 $$0K -8,703 -100.0% 3Q SEC ↗
5 PEAPACK GLADSTONE FINANCIAL CORP 0 $$0K -25,400 -100.0% 3Q SEC ↗
6 Pictet Asset Management Holding SA 0 $$0K -14,769 -100.0% 4Q SEC ↗
7 MILLENNIUM MANAGEMENT LLC 0 $$0K -2,471,107 -100.0% 7Q SEC ↗
8 Yorktown Management & Research Co Inc 0 $$0K -12,300 -100.0% 1Q SEC ↗
9 Taconic Capital Advisors LP 0 $$0K -341,528 -100.0% 1Q SEC ↗
10 OXFORD ASSET MANAGEMENT LLP 0 $$0K -30,350 -100.0% 2Q SEC ↗
11 Gotham Asset Management, LLC 0 $$0K -9,999 -100.0% 1Q SEC ↗
12 Skandinaviska Enskilda Banken AB (publ 0 $$0K -22,000 -100.0% 1Q SEC ↗
13 Advisory Services Network, LLC 0 $$0K -5 -100.0% 1Q SEC ↗
14 Schonfeld Strategic Advisors LLC 0 $$0K -33,709 -100.0% 2Q SEC ↗
15 Vanguard Global Advisers, LLC 0 $$0K -32,510 -100.0% 1Q SEC ↗
16 Varenne Capital Partners 0 $$0K -76,906 -100.0% 1Q SEC ↗
17 Groupe la Francaise 0 $$0K -509,500 -100.0% 1Q SEC ↗
18 VANGUARD PORTFOLIO MANAGEMENT LLC 0 $$0K -4,900,450 -100.0% 1Q SEC ↗
19 &PARTNERS 0 $$0K -12,302 -100.0% 5Q SEC ↗
20 WELLINGTON MANAGEMENT GROUP LLP 0 $$0K -1,342,754 -100.0% 2Q SEC ↗
21 ENVESTNET ASSET MANAGEMENT INC 0 $$0K -110,078 -100.0% 6Q SEC ↗
22 METEORA CAPITAL, LLC 0 $$0K -861,800 -100.0% 1Q SEC ↗
23 Advance Capital Management, Inc. 0 $$0K -15,403 -100.0% 2Q SEC ↗
24 Callan Family Office, LLC 0 $$0K -12,298 -100.0% 1Q SEC ↗
25 JPMORGAN CHASE & CO 0 $$0K -1,467,884 -100.0% 7Q SEC ↗
26 Cetera Investment Advisers 0 $$0K -10,945 -100.0% 4Q SEC ↗
27 BANK OF AMERICA CORP /DE 0 $$0K -623,975 -100.0% 7Q SEC ↗
28 SOROS FUND MANAGEMENT LLC 0 $$0K -1,830,222 -100.0% 7Q SEC ↗
29 ALLIANCEBERNSTEIN L.P. 0 $$0K -1,535,061 -100.0% 1Q SEC ↗
30 Pentwater Capital Management LP 0 $$0K -1,890,000 -100.0% 1Q SEC ↗
31 Tower Research Capital LLC (TRC) 0 $$0K -1,143 -100.0% 7Q SEC ↗
32 MAI Capital Management 0 $$0K -85 -100.0% 1Q SEC ↗
33 ODDO BHF ASSET MANAGEMENT SAS 0 $$0K -1,450,000 -100.0% 1Q SEC ↗
34 Polar Asset Management Partners Inc. 0 $$0K -2,944,378 -100.0% 1Q SEC ↗
35 PNC Financial Services Group, Inc. 0 $$0K -38 -100.0% 6Q SEC ↗
36 Verition Fund Management LLC 0 $$0K -862,413 -100.0% 4Q SEC ↗
37 NORDEN GROUP LLC 0 $$0K -10,532 -100.0% 6Q SEC ↗
38 First Trust Capital Management L.P. 0 $$0K -1,842,189 -100.0% 1Q SEC ↗
39 NORTHERN TRUST CORP 0 $$0K -240,517 -100.0% 7Q SEC ↗
40 OSAIC HOLDINGS, INC. 0 $$0K -659 -100.0% 5Q SEC ↗
41 WOLVERINE ASSET MANAGEMENT LLC 0 $$0K -122,808 -100.0% 1Q SEC ↗
42 Fort Baker Capital Management LP 0 $$0K -689,587 -100.0% 1Q SEC ↗
43 TPG GP A, LLC 0 $$0K -325,000 -100.0% 1Q SEC ↗
44 Nearwater Capital Markets, Ltd 0 $$0K -707,800 -100.0% 1Q SEC ↗
45 US BANCORP \DE 0 $$0K -5,730 -100.0% 7Q SEC ↗
46 Clearbridge Investments, LLC 0 $$0K -613,505 -100.0% 6Q SEC ↗
47 Index Fund Advisors, Inc. 0 $$0K -18,570 -100.0% 3Q SEC ↗
48 Y-Intercept (Hong Kong) Ltd 0 $$0K -64,218 -100.0% 2Q SEC ↗
49 DARK FOREST CAPITAL MANAGEMENT LP 0 $$0K -55,662 -100.0% 2Q SEC ↗
50 Financial Network Wealth Advisors LLC 0 $$0K -370 -100.0% 2Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
CIBRA Capital Ltd 519,691 $$12M
Sold Out (20)
HolderPrev SharesPrev Value
T. Rowe Price Investment Management 7,779,413 $$187M
GLAZER CAPITAL, LLC 7,537,536 $$181M
VANGUARD PORTFOLIO MANAGEMENT LLC 4,900,450 $$118M
Temasek Holdings (Private) Ltd 4,266,714 $$102M
FIL Ltd 3,992,145 $$96M
VANGUARD CAPITAL MANAGEMENT LLC 3,882,231 $$93M
DARLINGTON PARTNERS CAPITAL MANAGEM 3,839,405 $$92M
AQR Arbitrage LLC 3,393,367 $$81M
BROWN ADVISORY INC 3,376,401 $$81M
NEXPOINT ASSET MANAGEMENT, L.P. 3,358,217 $$81M
O'Connor Alternative Investments LL 3,186,804 $$76M
Polar Asset Management Partners Inc 2,944,378 $$71M
TimesSquare Capital Management, LLC 2,668,307 $$64M
FULLER & THALER ASSET MANAGEMENT, I 2,592,382 $$62M
MILLENNIUM MANAGEMENT LLC 2,471,107 $$59M
BlackRock, Inc. 2,339,550 $$56M
UBS Group AG 2,257,069 $$54M
Man Group plc 2,204,520 $$53M
Champlain Investment Partners, LLC 2,116,556 $$51M
GOLDMAN SACHS GROUP INC 1,985,820 $$48M
Biggest Increases (2)
HolderAddedChange %Total Shares
CWM, LLC +14,454 +146.7% 24,307
Sunbelt Securities, Inc. +25 +250.0% 35
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms