Latest Period
Q4 2025
Security Snapshot
OneStream, Inc. - Common Stock (OS) Institutional Ownership
CUSIP: 68278B107
13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026
Institutions Reporting
180
Shares (Excl. Options)
81,999,244
Price
$18.38
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- Type / Class
- Equity / Common Stock
- Symbol
- OS
- Shares outstanding
- 90,458,291
- Price per share
- $24.00
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 81,999,244
- Total reported value
- $1,507,256,080
- % of total 13F portfolios
- 0%
- Share change
- +3,483,600
- Value change
- +$63,772,604
- Number of holders
- 180
- Price from insider filings
- $24.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- OS - OneStream, Inc. - Common Stock is tracked under CUSIP 68278B107.
- 180 institutions reported positions in Q4 2025.
- 12 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 180 to 44 between Q4 2025 and Q1 2026.
- Reported value moved from $1,507,256,080 to $207,526,932.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 180 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 68278B107?
CUSIP 68278B107 identifies OS - OneStream, Inc. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 68278B107:
Significant Owners of OneStream, Inc. - Common Stock (OS) based on Schedule 13D/G filings
| 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 Dec 2025, 180 institutional investors reported holding 81,999,244 shares of OneStream, Inc. - Common Stock (OS). This represents 91% of the company’s total 90,458,291 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of OneStream, Inc. - Common Stock (OS) together control 73% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.5% | 8,580,460 | -0.29% | 0% | $157,708,855 |
| T. Rowe Price Investment Management, Inc. | 8.6% | 7,779,413 | -17% | 0.09% | $142,986,000 |
| NORGES BANK | 6.6% | 5,974,029 | 0.01% | $109,802,653 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.4% | 4,867,636 | -22% | 0.24% | $89,467,150 |
| Temasek Holdings (Private) Ltd | 4.7% | 4,266,714 | 0% | 0.25% | $78,422,203 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 4.2% | 3,839,405 | 0% | 2.8% | $70,568,264 |
| BROWN ADVISORY INC | 3.7% | 3,376,401 | -7.4% | 0.09% | $62,058,249 |
| MARSHALL WACE, LLP | 3.1% | 2,786,155 | +12% | 0.05% | $51,209,528 |
| TimesSquare Capital Management, LLC | 2.9% | 2,668,307 | +4.8% | 0.74% | $49,043,483 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.9% | 2,592,382 | 0.16% | $47,647,989 | |
| CITADEL ADVISORS LLC | 2.5% | 2,272,311 | +467% | 0.03% | $41,765,076 |
| Champlain Investment Partners, LLC | 2.3% | 2,116,556 | -27% | 0.39% | $38,902,299 |
| BlackRock, Inc. | 2.3% | 2,105,813 | +0.14% | 0% | $38,704,841 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.5% | 1,342,754 | +6.4% | 0% | $24,679,819 |
| WASATCH ADVISORS LP | 1.5% | 1,334,873 | +3.2% | 0.15% | $24,534,966 |
| NEUBERGER BERMAN GROUP LLC | 1.4% | 1,281,694 | -3.5% | 0.02% | $23,557,535 |
| AMERICAN CENTURY COMPANIES INC | 1.4% | 1,271,265 | +11% | 0.01% | $23,365,877 |
| MOORE CAPITAL MANAGEMENT, LP | 1.3% | 1,204,698 | 0.45% | $22,142,349 | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2% | 1,066,278 | +3.9% | 0% | $19,604,181 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2% | 1,050,802 | -26% | 0.01% | $19,313,741 |
| MORGAN STANLEY | 1% | 941,344 | -18% | 0% | $17,301,903 |
| FEDERATED HERMES, INC. | 0.94% | 850,000 | 0% | 0.03% | $15,623,000 |
| Qube Research & Technologies Ltd | 0.84% | 759,759 | +21% | 0.02% | $13,964,370 |
| STATE STREET CORP | 0.83% | 752,576 | +4.5% | 0% | $13,832,347 |
| GOLDMAN SACHS GROUP INC | 0.78% | 704,151 | +6.2% | 0% | $12,942,296 |
Institutional Holders of OneStream, Inc. - Common Stock (OS) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 8,646,909 | $207,526,932 | +$69,017,180 | $24.00 | 44 |
| 2025 Q4 | 81,999,244 | $1,507,256,080 | +$63,772,604 | $18.38 | 180 |
| 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 |