Security Snapshot

OneStream, Inc. - Common Stock (OS) Institutional Ownership

CUSIP: 68278B107

13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

178

Shares (Excl. Options)

93,021,168

Price

$24.00

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+6,932,686
Value change
+$403,446,893
Number of holders
178
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
90,458,291
SEC-reported price per share
$24.00
Insider filing price
$24.00
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • OS - OneStream, Inc. - Common Stock is tracked under CUSIP 68278B107.
  • 178 institutions reported positions in Q1 2026.
  • 12 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 182 to 178 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $1,507,270,986 to $2,223,898,553.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 178 institutions filings for Q1 2026.

Open SEC evidence

Security key

68278B107

Latest holder period

Q1 2026

13F holders

178

13D/G owners

12

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
12
Security
OS
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KKR Dream Holdings LLC 68% $2,012,335,739 94,520,232 KKR Group Partnership L.P. 31 Dec 2024
Shea Thomas Anthony 16% $429,252,378 18,173,259 Thomas Anthony Shea 31 Dec 2025
Colby Craig 11% $194,351,364 9,128,763 Craig Colby 31 Mar 2025
T. Rowe Price Investment Management, Inc. 8.6% -25% $183,749,735 +$61,226,748 7,779,413 +50% T. Rowe Price Investment Management, Inc. 31 Dec 2025
GLAZER CAPITAL, LLC 6.8% $145,650,510 6,166,406 Glazer Capital, LLC 02 Feb 2026
NORGES BANK 6.6% -31% $109,802,653 -$47,048,058 5,974,029 -30% Norges Bank 31 Dec 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5.4% -23% $114,974,767 -$31,752,201 4,867,687 -22% Kayne Anderson Rudnick Investment Management, LLC 31 Dec 2025
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 5.3% $81,740,932 3,839,405 Darlington Partners Capital Management, LP 11 Mar 2025
Champlain Investment Partners, LLC 3.3% -37% $68,172,800 -$27,195,194 2,886,232 -29% Champlain Investment Partners, LLC 30 Sep 2025
ALLIANCEBERNSTEIN L.P. 3.9% -30% $60,618,591 +$8,124,285 2,847,280 +15% AllianceBernstein L.P. 31 Mar 2025
ALKEON CAPITAL MANAGEMENT LLC 3.5% $53,784,097 2,526,261 Alkeon Capital Management LLC 31 Mar 2025
Koefoed William A 3.8% $43,673,965 2,051,384 William A. Koefoed 31 Dec 2024

As of 31 Mar 2026, 178 institutional investors reported holding 93,021,168 shares of OneStream, Inc. - Common Stock (OS). This represents 103% of the company’s total 90,458,291 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
74%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GLAZER CAPITAL, LLC 8.3% 7,537,536 3.9% $180,901,000
VANGUARD PORTFOLIO MANAGEMENT LLC 5.4% 4,900,450 0% 0.01% $117,610,800
Temasek Holdings (Private) Ltd 4.7% 4,266,714 0% 0.34% $102,401,136
FIL Ltd 4.4% 3,992,145 0.07% $95,811,480
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 3,882,231 0% 0% $93,173,544
AQR Arbitrage LLC 3.8% 3,393,367 1.3% $81,440,808
NEXPOINT ASSET MANAGEMENT, L.P. 3.7% 3,358,217 5.6% $80,597,208
O'Connor Alternative Investments LLC 3.5% 3,186,804 0% 6.7% $76,483,296
Polar Asset Management Partners Inc. 3.3% 2,944,378 1.7% $70,665,072
MILLENNIUM MANAGEMENT LLC 2.7% 2,471,107 +636% 0.04% $59,306,568
BlackRock, Inc. 2.6% 2,339,550 +11% 0% $56,149,200
UBS Group AG 2.5% 2,257,069 +372% 0.01% $54,169,656
Man Group plc 2.4% 2,204,520 0.11% $52,908,480
GOLDMAN SACHS GROUP INC 2.2% 1,985,820 +182% 0.01% $47,659,680
CITADEL ADVISORS LLC 2.1% 1,890,118 -17% 0.03% $45,362,832
Pentwater Capital Management LP 2.1% 1,890,000 0.32% $45,360,000
First Trust Capital Management L.P. 2% 1,842,189 2.3% $44,212,536
SOROS FUND MANAGEMENT LLC 2% 1,830,222 +455% 0.6% $43,925,328
TIG Advisors, LLC 1.9% 1,738,231 2% $41,717,544
MORGAN STANLEY 1.8% 1,651,031 +75% 0% $39,624,744
HSBC HOLDINGS PLC 1.8% 1,595,839 +3943% 0.02% $38,300,136
ALLIANCEBERNSTEIN L.P. 1.7% 1,535,061 0.01% $28,214,421
JPMORGAN CHASE & CO 1.6% 1,467,884 +416% 0% $35,229,216
ODDO BHF ASSET MANAGEMENT SAS 1.6% 1,450,000 1.4% $34,800,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.4% 1,234,961 +106% 0.05% $29,639,064

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 93,021,168 $2,223,898,553 +$403,446,893 $24.00 178
2025 Q4 82,000,055 $1,507,270,986 +$63,787,510 $18.38 182
2025 Q3 78,686,384 $1,450,200,850 -$247,394,073 $18.43 181
2025 Q2 87,102,837 $2,464,752,865 +$660,992,272 $28.30 185
2025 Q1 63,688,267 $1,358,555,234 +$139,486,819 $21.34 139
2024 Q4 53,348,725 $1,521,505,868 -$3,152,045,853 $28.52 159
2024 Q3 141,504,982 $4,796,662,441 +$4,781,290,316 $33.90 113
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