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Security record · archived quarter

OS

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

24.00 0.0% mkt cap $2.40B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
75Tracked holders
+2Δ holders
49.93MShares held
$917.68MReported value
+3New positions
−0Exits
Rising Conviction score 49/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.7% · share flow +5.3% · net new positions +4.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 8.58M -0.3% $157.71M 0.0% ▼ Trim 3 SEC ↗
2 The Vanguard Group (passive) 8.58M -0.3% $157.71M 0.0% ▼ Trim 3 SEC ↗
3 The Vanguard Group (passive) 8.58M -0.3% $157.71M 0.0% ▼ Trim 3 SEC ↗
4 The Vanguard Group (passive) 8.58M -0.3% $157.71M 0.0% ▼ Trim 3 SEC ↗
5 The Vanguard Group (passive) 8.58M -0.3% $157.71M 0.0% ▼ Trim 3 SEC ↗
6 Norges Bank (passive) 5.97M New $109.80M 0.0% New 1 SEC ↗
7 Kayne Anderson Rudnick Investment… 4.87M $89.47M 0.2% n/c 1 SEC ↗
8 Kayne Anderson Rudnick Investment… 4.87M $89.47M 0.2% n/c 1 SEC ↗
9 Brown Advisory Inc 3.38M $62.06M 0.1% n/c 1 SEC ↗
10 Brown Advisory Inc 3.38M $62.06M 0.1% n/c 1 SEC ↗
11 Brown Advisory Inc 3.38M $62.06M 0.1% n/c 1 SEC ↗
12 Brown Advisory Inc 3.38M $62.06M 0.1% n/c 1 SEC ↗
13 Brown Advisory Inc 3.38M $62.06M 0.1% n/c 1 SEC ↗
14 Marshall Wace 2.79M +12.3% $51.21M 0.1% ▲ Add 6 SEC ↗
15 Marshall Wace 2.79M +12.3% $51.21M 0.1% ▲ Add 6 SEC ↗
16 Marshall Wace 2.79M +12.3% $51.21M 0.1% ▲ Add 6 SEC ↗
17 Citadel Advisors 2.27M +466.9% $41.77M 0.0% ▲ Add 6 SEC ↗
18 Citadel Advisors 2.27M +466.9% $41.77M 0.0% ▲ Add 6 SEC ↗
19 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
20 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
21 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
22 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
23 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
24 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
25 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
26 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
27 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
28 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
29 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
30 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
31 BlackRock (passive) 2.11M +0.1% $38.70M 0.0% ▲ Add 3 SEC ↗
32 Wellington Management 1.34M +6.4% $24.68M 0.0% ▲ Add 2 SEC ↗
33 Wellington Management 1.34M +6.4% $24.68M 0.0% ▲ Add 2 SEC ↗
34 Wellington Management 1.34M +6.4% $24.68M 0.0% ▲ Add 2 SEC ↗
35 Neuberger Berman Group LLC 1.28M $23.56M 0.0% n/c 1 SEC ↗
36 Neuberger Berman Group LLC 1.28M $23.56M 0.0% n/c 1 SEC ↗
37 American Century Companies Inc 1.27M $23.37M 0.0% n/c 1 SEC ↗
38 Geode Capital Management (passive) 1.07M +3.9% $19.60M 0.0% ▲ Add 6 SEC ↗
39 Geode Capital Management (passive) 1.07M +3.9% $19.60M 0.0% ▲ Add 6 SEC ↗
40 Massachusetts Financial Services Co… 1.05M $19.31M 0.0% n/c 1 SEC ↗
41 Morgan Stanley 941.34K -17.9% $17.30M 0.0% ▼ Trim 2 SEC ↗
42 Morgan Stanley 941.34K -17.9% $17.30M 0.0% ▼ Trim 2 SEC ↗
43 Morgan Stanley 941.34K -17.9% $17.30M 0.0% ▼ Trim 2 SEC ↗
44 Morgan Stanley 941.34K -17.9% $17.30M 0.0% ▼ Trim 2 SEC ↗
45 Morgan Stanley 941.34K -17.9% $17.30M 0.0% ▼ Trim 2 SEC ↗
46 Morgan Stanley 941.34K -17.9% $17.30M 0.0% ▼ Trim 2 SEC ↗
47 Federated Hermes, Inc. 850.00K $15.62M 0.0% n/c 1 SEC ↗
48 Qube Research & Technologies Ltd 759.76K $13.96M 0.0% n/c 1 SEC ↗
49 State Street Global Advisors (passive) 752.58K +4.5% $13.83M 0.0% ▲ Add 5 SEC ↗
50 Goldman Sachs Group 704.15K +6.2% $12.94M 0.0% ▲ Add 2 SEC ↗
51 Goldman Sachs Group 704.15K +6.2% $12.94M 0.0% ▲ Add 2 SEC ↗
52 Clearbridge Investments, LLC 613.50K $11.28M 0.0% n/c 1 SEC ↗
53 Healthcare Of Ontario Pension Plan… 600.00K $11.03M 0.0% n/c 1 SEC ↗
54 Alyeska Investment Group, L.P. 530.34K $9.75M 0.0% n/c 1 SEC ↗
55 UBS Group AG 477.80K $8.78M 0.0% n/c 1 SEC ↗
56 UBS Group AG 477.80K $8.78M 0.0% n/c 1 SEC ↗
57 UBS Group AG 477.80K $8.78M 0.0% n/c 1 SEC ↗
58 Alkeon Capital Management Llc 475.00K $8.73M 0.0% n/c 1 SEC ↗
59 Charles Schwab Investment… 471.56K $8.67M 0.0% n/c 1 SEC ↗
60 Point72 Asset Management 470.76K New $8.65M 0.0% New 1 SEC ↗
61 Td Asset Management Inc 438.50K $8.06M 0.0% n/c 1 SEC ↗
62 Wells Fargo & Company/Mn 422.82K $7.77M 0.0% n/c 1 SEC ↗
63 Wells Fargo & Company/Mn 422.82K $7.77M 0.0% n/c 1 SEC ↗
64 Wells Fargo & Company/Mn 422.82K $7.77M 0.0% n/c 1 SEC ↗
65 Balyasny Asset Management L.P. 409.62K $7.53M 0.0% n/c 1 SEC ↗
66 Bank Of America Corp /De/ 389.13K $7.15M 0.0% n/c 1 SEC ↗
67 Bank Of America Corp /De/ 389.13K $7.15M 0.0% n/c 1 SEC ↗
68 Bank Of America Corp /De/ 389.13K $7.15M 0.0% n/c 1 SEC ↗
69 Bank Of America Corp /De/ 389.13K $7.15M 0.0% n/c 1 SEC ↗
70 Bank Of America Corp /De/ 389.13K $7.15M 0.0% n/c 1 SEC ↗
71 Millennium Management 335.58K -52.3% $6.17M 0.0% ▼ Trim 6 SEC ↗
72 Soros Fund Management 330.00K +2.3% $6.07M 0.1% ▲ Add 6 SEC ↗
73 Sei Investments Co 301.91K $5.55M 0.0% n/c 1 SEC ↗
74 Sei Investments Co 301.91K $5.55M 0.0% n/c 1 SEC ↗
75 AQR Capital Management 290.43K New $5.34M 0.0% New 1 SEC ↗
76 AQR Capital Management 290.43K New $5.34M 0.0% New 1 SEC ↗
77 AQR Capital Management 290.43K New $5.34M 0.0% New 1 SEC ↗
78 AQR Capital Management 290.43K New $5.34M 0.0% New 1 SEC ↗
79 AQR Capital Management 290.43K New $5.34M 0.0% New 1 SEC ↗
80 AQR Capital Management 290.43K New $5.34M 0.0% New 1 SEC ↗
81 JPMorgan Chase 284.66K +29.6% $5.23M 0.0% ▲ Add 2 SEC ↗
82 JPMorgan Chase 284.66K +29.6% $5.23M 0.0% ▲ Add 2 SEC ↗
83 Citigroup Inc 279.10K $5.13M 0.0% n/c 1 SEC ↗
84 Citigroup Inc 279.10K $5.13M 0.0% n/c 1 SEC ↗
85 Jane Street Group, Llc 240.04K $4.41M 0.0% n/c 1 SEC ↗
86 Jane Street Group, Llc 240.04K $4.41M 0.0% n/c 1 SEC ↗
87 Jane Street Group, Llc 240.04K $4.41M 0.0% n/c 1 SEC ↗
88 Northern Trust Corp 231.18K $4.25M 0.0% n/c 1 SEC ↗
89 Northern Trust Corp 231.18K $4.25M 0.0% n/c 1 SEC ↗
90 Northern Trust Corp 231.18K $4.25M 0.0% n/c 1 SEC ↗
91 Bank of New York Mellon Corp 226.25K $4.16M 0.0% n/c 1 SEC ↗
92 Bank of New York Mellon Corp 226.25K $4.16M 0.0% n/c 1 SEC ↗
93 Bank of New York Mellon Corp 226.25K $4.16M 0.0% n/c 1 SEC ↗
94 Bank of New York Mellon Corp 226.25K $4.16M 0.0% n/c 1 SEC ↗
95 Bank of New York Mellon Corp 226.25K $4.16M 0.0% n/c 1 SEC ↗
96 Bank of New York Mellon Corp 226.25K $4.16M 0.0% n/c 1 SEC ↗
97 Bank of New York Mellon Corp 226.25K $4.16M 0.0% n/c 1 SEC ↗
98 Bank of New York Mellon Corp 226.25K $4.16M 0.0% n/c 1 SEC ↗
99 Royal Bank Of Canada 214.44K $3.94M 0.0% n/c 1 SEC ↗
100 Royal Bank Of Canada 214.44K $3.94M 0.0% n/c 1 SEC ↗

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

New buyers

Norges Bank $109.80M 0.0%
Point72 Asset Management $8.65M 0.0%
AQR Capital Management $5.34M 0.0%
AQR Capital Management $5.34M 0.0%
AQR Capital Management $5.34M 0.0%
AQR Capital Management $5.34M 0.0%
AQR Capital Management $5.34M 0.0%
AQR Capital Management $5.34M 0.0%

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API