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Security record

OS

OneStream, Inc. Class A Common Stock · Technology · Software - Application

24.00 0.0% mkt cap $2.40B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
65Tracked holders
-9Δ holders
41.09MShares held
$977.54MReported value
+12New positions
−22Exits
Falling Conviction score 31/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -12.2% · share flow +4.7% · net new positions -15.4% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q1 2026 65 -9 41.09M $977.54M +12 −22
Q4 2025 75 +2 49.93M $917.68M +3 —
Q3 2025 15 -3 19.82M $365.31M +1 −5
Q2 2025 16 +1 23.05M $652.40M +2 −1
Q1 2025 12 0 9.61M $205.10M +2 −2
Q4 2024 12 -2 9.49M $270.70M +1 −3
Q3 2024 13 +13 6.41M $217.37M +13 —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 FIL Ltd 3.99M New $95.81M 0.1% New 1 SEC ↗
2 Vanguard Capital Management Llc 3.88M — $93.17M 0.0% n/c 1 SEC ↗
3 Millennium Management ✦ 2.47M +636.4% $59.31M 0.0% ▲ Add 7 SEC ↗
4 BlackRock ✦ (passive) 2.34M +11.1% $56.15M 0.0% ▲ Add 4 SEC ↗ ×10
5 UBS Group AG 2.26M +372.4% $54.17M 0.0% ▲ Add 2 SEC ↗ ×2
6 Man Group plc 2.20M New $52.91M 0.1% New 1 SEC ↗ ×2
7 Goldman Sachs Group ✦ 1.99M +182.0% $47.66M 0.0% ▲ Add 3 SEC ↗
8 Citadel Advisors ✦ 1.89M -16.8% $45.36M 0.0% ▼ Trim 7 SEC ↗
9 Soros Fund Management ✦ 1.83M +454.6% $43.93M 0.8% ▲ Add 7 SEC ↗
10 Morgan Stanley ✦ 1.65M +75.4% $39.62M 0.0% ▲ Add 3 SEC ↗ ×7
11 Hsbc Holdings Plc 1.60M +1921.4% $38.30M 0.0% ▲ Add 2 SEC ↗
12 JPMorgan Chase ✦ 1.47M +415.7% $35.23M 0.0% ▲ Add 3 SEC ↗ ×2
13 Healthcare Of Ontario Pension Plan… 1.23M +105.8% $29.64M 0.0% ▲ Add 2 SEC ↗
14 Alliancebernstein L.P. 1.54M New $28.21M 0.0% New 1 SEC ↗
15 Qube Research & Technologies Ltd 1.13M +49.2% $27.20M 0.0% ▲ Add 2 SEC ↗
16 Citigroup Inc 1.10M +295.3% $26.48M 0.0% ▲ Add 2 SEC ↗ ×2
17 Geode Capital Management ✦ (passive) 1.10M +3.1% $26.39M 0.0% ▲ Add 7 SEC ↗ ×2
18 Marshall Wace ✦ 990.81K -64.4% $23.78M 0.0% ▼ Trim 7 SEC ↗ ×3
19 Susquehanna International Group, Llp 984.65K +674.0% $23.63M 0.0% ▲ Add 2 SEC ↗
20 Balyasny Asset Management L.P. 817.57K +99.6% $19.62M 0.0% ▲ Add 2 SEC ↗
21 Grantham, Mayo, Van Otterloo & Co.… 676.55K New $16.24M 0.0% New 1 SEC ↗
22 Bank Of America Corp /De/ 623.98K +60.4% $14.98M 0.0% ▲ Add 2 SEC ↗ ×3
23 State Street Global Advisors ✦ (passive) 600.02K -20.3% $14.40M 0.0% ▼ Trim 6 SEC ↗
24 Squarepoint Ops LLC 518.23K New $12.44M 0.0% New 1 SEC ↗
25 Charles Schwab Investment… 499.51K +5.9% $11.99M 0.0% ▲ Add 2 SEC ↗
26 AQR Capital Management ✦ 326.51K +12.4% $7.84M 0.0% ▲ Add 2 SEC ↗ ×7
27 Northern Trust Corp 240.52K +4.0% $5.77M 0.0% ▲ Add 2 SEC ↗ ×3
28 Swiss National Bank 166.10K +6.1% $3.99M 0.0% ▲ Add 2 SEC ↗
29 UBS AM, a distinct business unit of… 116.16K +9.4% $2.79M 0.0% ▲ Add 2 SEC ↗ ×4
30 Bnp Paribas Financial Markets 112.99K +33.7% $2.71M 0.0% ▲ Add 2 SEC ↗
31 Jane Street Group, Llc 106.51K -55.6% $2.56M 0.0% ▼ Trim 2 SEC ↗ ×2
32 California State Teachers… 91.86K +30.2% $2.20M 0.0% ▲ Add 2 SEC ↗
33 LMR Partners LLP 56.03K New $1.34M 0.0% New 1 SEC ↗ ×2
34 Legal & General Group Plc 52.63K -21.3% $1.26M 0.0% ▼ Trim 2 SEC ↗ ×2
35 Fidelity (FMR) ✦ 45.76K +1.6% $1.10M 0.0% ▲ Add 4 SEC ↗ ×2
36 Point72 Asset Management ✦ 37.77K -92.0% $906,600 0.0% ▼ Trim 2 SEC ↗
37 State Of Wisconsin Investment Board 37.49K -75.3% $899,688 0.0% ▼ Trim 2 SEC ↗
38 Barclays Plc 33.07K -80.5% $793,728 0.0% ▼ Trim 2 SEC ↗ ×3
39 Bank of New York Mellon Corp 26.22K -88.4% $629,179 0.0% ▼ Trim 2 SEC ↗ ×5
40 Cerity Partners LLC 25.16K +18.8% $603,816 0.0% ▲ Add 2 SEC ↗ ×2
41 Cwm, Llc 24.31K +146.7% $583,368 0.0% ▲ Add 2 SEC ↗
42 Mariner, LLC 23.77K New $570,408 0.0% New 1 SEC ↗
43 T. Rowe Price ✦ 21.36K +7.5% $513,000 0.0% ▲ Add 7 SEC ↗
44 Zurcher Kantonalbank (Zurich… 20.05K +10.1% $481,320 0.0% ▲ Add 2 SEC ↗
45 PRIMECAP Management ✦ 19.50K -0.5% $468,000 0.0% ▼ Trim 7 SEC ↗
46 GAMCO Investors ✦ 15.00K New $360,000 0.0% New 1 SEC ↗
47 Pictet Asset Management Holding SA 14.77K +11.2% $354,456 0.0% ▲ Add 2 SEC ↗
48 Raymond James Financial Inc 12.96K -54.5% $311,112 0.0% ▼ Trim 2 SEC ↗ ×2
49 Mercer Global Advisors Inc /Adv 11.69K New $280,632 0.0% New 1 SEC ↗
50 Wells Fargo & Company/Mn 11.12K -97.4% $266,760 0.0% ▼ Trim 2 SEC ↗ ×3
51 Cetera Investment Advisers 10.95K -73.7% $262,680 0.0% ▼ Trim 2 SEC ↗
52 Gotham Asset Management ✦ 10.00K New $239,976 0.0% New 1 SEC ↗
53 LPL Financial LLC 8.70K -52.7% $208,872 0.0% ▼ Trim 2 SEC ↗
54 Deutsche Bank Ag\ 5.83K -93.1% $139,848 0.0% ▼ Trim 2 SEC ↗
55 Us Bancorp \De\ 5.73K -67.6% $137,520 0.0% ▼ Trim 2 SEC ↗
56 Simplex Trading, Llc 4.36K -85.0% $104,712 0.0% ▼ Trim 2 SEC ↗
57 Royal Bank Of Canada 3.33K -98.5% $80,000 0.0% ▼ Trim 2 SEC ↗ ×3
58 Fifth Third Bancorp 3.05K New $73,224 0.0% New 1 SEC ↗
59 Rhumbline Advisers 1.62K 0.0% $39,000 0.0% Held 2 SEC ↗
60 BNP Paribas Asset Management… 1.48K +47.8% $35,400 0.0% ▲ Add 2 SEC ↗
61 Osaic Holdings, Inc. 659 -86.7% $15,816 0.0% ▼ Trim 2 SEC ↗ ×2
62 Kayne Anderson Rudnick Investment… 67 -100.0% $1,608 0.0% ▼ Trim 2 SEC ↗
63 Rockefeller Capital Management L.P. 52 -87.3% $1,248 0.0% ▼ Trim 2 SEC ↗
64 Northwestern Mutual Wealth… 50 0.0% $1,200 0.0% Held 2 SEC ↗
65 TD Waterhouse Canada Inc. 3 New $72 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

FIL Ltd $95.81M 0.1%
Man Group plc $52.91M 0.1%
Alliancebernstein L.P. $28.21M 0.0%
Grantham, Mayo, Van Otterloo… $16.24M 0.0%
Squarepoint Ops LLC $12.44M 0.0%
LMR Partners LLP $1.34M 0.0%
Mariner, LLC $570,408 0.0%
GAMCO Investors $360,000 0.0%
Mercer Global Advisors Inc… $280,632 0.0%
Gotham Asset Management $239,976 0.0%
Fifth Third Bancorp $73,224 0.0%
TD Waterhouse Canada Inc. $72 0.0%

Exited

Norges Bank $109.80M was 0.0%
Brown Advisory Inc $62.06M was 0.1%
Wellington Management $24.68M was 0.0%
Neuberger Berman Group LLC $23.56M was 0.0%
American Century Companies Inc $23.37M was 0.0%
Massachusetts Financial… $19.31M was 0.0%
Federated Hermes, Inc. $15.62M was 0.0%
Clearbridge Investments, LLC $11.28M was 0.0%
Alyeska Investment Group, L.P. $9.75M was 0.0%
Alkeon Capital Management Llc $8.73M was 0.0%
Td Asset Management Inc $8.06M was 0.0%
Sei Investments Co $5.55M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 178 holders, 91.55M shares, $1.97B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API