| 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 | |||
| VANGUARD GROUP INC | 10% | +109% | $220,038,788 | +$118,975,301 | 7,819,431 | +118% | The Vanguard Group | 30 Jun 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, 179 institutional investors reported holding 81,959,771 shares of OneStream, Inc. - COMMON STOCK (OS). This represents 91% of the company’s total 90,458,291 outstanding shares.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 81,959,771 | $1,506,519,194 | +$63,035,939 | $18.38 | 179 |
| 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 |