Security record · archived quarter
OS
OneStream, Inc. Class A Common Stock · Technology · Software - Application
65Tracked holders
-9Δ holders
41.09MShares held
$977.54MReported value
+12New positions
−22Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 5 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.34M | +11.1% | $56.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | UBS Group AG | 2.26M | +372.4% | $54.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 2.26M | +372.4% | $54.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Man Group plc | 2.20M | New | $52.91M | 0.1% | New | 1 | SEC ↗ |
| 17 | Man Group plc | 2.20M | New | $52.91M | 0.1% | New | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 1.99M | +182.0% | $47.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 1.89M | -16.8% | $45.36M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 20 | Soros Fund Management ✦ | 1.83M | +454.6% | $43.93M | 0.8% | ▲ Add | 7 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.65M | +75.4% | $39.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.65M | +75.4% | $39.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.65M | +75.4% | $39.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.65M | +75.4% | $39.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.65M | +75.4% | $39.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.65M | +75.4% | $39.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.65M | +75.4% | $39.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 1.60M | +1921.4% | $38.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.47M | +415.7% | $35.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.47M | +415.7% | $35.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Healthcare Of Ontario Pension Plan… | 1.23M | +105.8% | $29.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Alliancebernstein L.P. | 1.54M | New | $28.21M | 0.0% | New | 1 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 1.13M | +49.2% | $27.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citigroup Inc | 1.10M | +295.3% | $26.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citigroup Inc | 1.10M | +295.3% | $26.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 1.10M | +3.1% | $26.39M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passive) | 1.10M | +3.1% | $26.39M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 38 | Marshall Wace ✦ | 990.81K | -64.4% | $23.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 39 | Marshall Wace ✦ | 990.81K | -64.4% | $23.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 40 | Marshall Wace ✦ | 990.81K | -64.4% | $23.78M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 984.65K | +674.0% | $23.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Balyasny Asset Management L.P. | 817.57K | +99.6% | $19.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Grantham, Mayo, Van Otterloo & Co.… | 676.55K | New | $16.24M | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 623.98K | +60.4% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 623.98K | +60.4% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank Of America Corp /De/ | 623.98K | +60.4% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | State Street Global Advisors ✦ (passive) | 600.02K | -20.3% | $14.40M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 518.23K | New | $12.44M | 0.0% | New | 1 | SEC ↗ |
| 49 | Charles Schwab Investment… | 499.51K | +5.9% | $11.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 326.51K | +12.4% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 326.51K | +12.4% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 326.51K | +12.4% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 326.51K | +12.4% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 326.51K | +12.4% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 326.51K | +12.4% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 326.51K | +12.4% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 240.52K | +4.0% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 240.52K | +4.0% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 240.52K | +4.0% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Swiss National Bank | 166.10K | +6.1% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 116.16K | +9.4% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 116.16K | +9.4% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 116.16K | +9.4% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 116.16K | +9.4% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 112.99K | +33.7% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Jane Street Group, Llc | 106.51K | -55.6% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Jane Street Group, Llc | 106.51K | -55.6% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | California State Teachers… | 91.86K | +30.2% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | LMR Partners LLP | 56.03K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 70 | LMR Partners LLP | 56.03K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 71 | Legal & General Group Plc | 52.63K | -21.3% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Legal & General Group Plc | 52.63K | -21.3% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 45.76K | +1.6% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 45.76K | +1.6% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | Point72 Asset Management ✦ | 37.77K | -92.0% | $906,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | State Of Wisconsin Investment Board | 37.49K | -75.3% | $899,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Barclays Plc | 33.07K | -80.5% | $793,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Barclays Plc | 33.07K | -80.5% | $793,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Barclays Plc | 33.07K | -80.5% | $793,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 26.22K | -88.4% | $629,179 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 26.22K | -88.4% | $629,179 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 26.22K | -88.4% | $629,179 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 26.22K | -88.4% | $629,179 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 26.22K | -88.4% | $629,179 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Cerity Partners LLC | 25.16K | +18.8% | $603,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Cerity Partners LLC | 25.16K | +18.8% | $603,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Cwm, Llc | 24.31K | +146.7% | $583,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Mariner, LLC | 23.77K | New | $570,408 | 0.0% | New | 1 | SEC ↗ |
| 89 | T. Rowe Price ✦ | 21.36K | +7.5% | $513,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 90 | Zurcher Kantonalbank (Zurich… | 20.05K | +10.1% | $481,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | PRIMECAP Management ✦ | 19.50K | -0.5% | $468,000 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 92 | GAMCO Investors ✦ | 15.00K | New | $360,000 | 0.0% | New | 1 | SEC ↗ |
| 93 | Pictet Asset Management Holding SA | 14.77K | +11.2% | $354,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Raymond James Financial Inc | 12.96K | -54.5% | $311,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Raymond James Financial Inc | 12.96K | -54.5% | $311,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Mercer Global Advisors Inc /Adv | 11.69K | New | $280,632 | 0.0% | New | 1 | SEC ↗ |
| 97 | Wells Fargo & Company/Mn | 11.12K | -97.4% | $266,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Wells Fargo & Company/Mn | 11.12K | -97.4% | $266,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Wells Fargo & Company/Mn | 11.12K | -97.4% | $266,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Cetera Investment Advisers | 10.95K | -73.7% | $262,680 | 0.0% | ▼ Trim | 2 | 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% |
| 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% |
| 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% |
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 ·
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