Insider Transactions Reported by 60 Insiders of OneStream, Inc.

Symbol
OS on Nasdaq
Location
Birmingham, MI

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Quick Takeaways

  • OS - OneStream, Inc. has 60 insiders with reported activity on this page.
  • Net insider value flow over the last year: -$24,936,756.
  • Recent transaction rows are available for direct filing-level review.

What Changed

  • Buy value: ; sell value: $24,936,755.
  • Net share flow: -1,053,388.

Why This Matters

  • This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
  • Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Official SEC Source

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$24,936,756.

Buys

$0

Shares: 0

Insiders: 0

Sells

$24,936,756

Shares: 1,053,388

Insiders: 8

Net

-$24,936,756

Shares: -1,053,388

Insiders: -8

Window (months) Buy shares Sell shares Buy $ Sell $ Net $
0-3 0 248,631 $0 $5,862,862 -$5,862,862
3-6 0 162,455 $0 $3,093,526 -$3,093,526
6-9 0 150,714 $0 $3,235,219 -$3,235,219
9-12 0 491,588 $0 $12,745,149 -$12,745,149

OneStream, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
KKR Dream Holdings LLC 10%+ Owner $1,408,748,189 Mixed 01 Apr 2026
KKR Group Partnership L.P. 10%+ Owner $1,407,603,241 Mixed 01 Apr 2026
KKR NGT (Dream) Blocker Parent L.P. 10%+ Owner $1,407,603,241 Mixed 01 Apr 2026
KKR TFO Partners L.P. 10%+ Owner $1,407,603,241 Mixed 01 Apr 2026
Thomas Anthony Shea CEO, Director, 10%+ Owner $380,638,362 -$279,844 -0.07% Mixed 01 Apr 2026
Craig Colby Former 10% Owner $183,503,918 -$7,315,947 -3.8% Mixed 11 Jun 2025
Michael Burkland Director $15,067,767 Mixed 01 Apr 2026
Kara Wilson Director $8,800,129 Mixed 01 Apr 2026
Peter Fugere 10%+ Owner $8,484,576 Mixed 25 Jul 2024
Jonathan D. Mariner Director $7,538,440 -$1,090,607 -13% Mixed 01 Apr 2026
John Kinzer Interim Chief Financial Officer, Director $5,905,561 -$2,259,027 -28% Mixed 01 Apr 2026
William A. Koefoed Former Chief Financial Officer $3,654,631 -$2,797,629 -43% Filing P/S 31 Dec 2025
Ken Hohenstein Chief Revenue Officer $0 -$10,817,082 -100% Mixed 01 Apr 2026
Pamela McIntyre Chief Accounting Officer $0 -$201,103 -100% Mixed 01 Apr 2026
Scott Leshinski President $0 -$175,516 -100% Mixed 01 Apr 2026
Baskar Sridharan Director $0 Mixed 01 Apr 2026
George R. Roberts 10%+ Owner Mixed 01 Apr 2026
KKR NGT (Dream) Blocker Parent (EEA) L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Associates NGT L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Next Gen Tech Growth Ltd 10%+ Owner Mixed 01 Apr 2026
KKR Associates TFO L.P. 10%+ Owner Mixed 01 Apr 2026
KKR TFO GP Ltd 10%+ Owner Mixed 01 Apr 2026
KKR Custom Equity Opportunities Fund L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Associates Custom Equity Opportunities L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Custom Equity Opportunities Ltd 10%+ Owner Mixed 01 Apr 2026
KKR-Milton Strategic Partners L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Associates Milton Strategic L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Milton Strategic Ltd 10%+ Owner Mixed 01 Apr 2026
KKR Financial Management LLC 10%+ Owner Mixed 01 Apr 2026
KKR Dream Aggregator L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Dream Aggregator GP LLC 10%+ Owner Mixed 01 Apr 2026
KKR Americas Fund XII (Dream) L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Americas XII (Dream) Blocker Parent L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Americas XII EEA (Dream) Blocker Parent L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Americas XII (Dream II) Blocker Parent L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Associates Americas XII AIV L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Americas XII AIV GP LLC 10%+ Owner Mixed 01 Apr 2026
KKR Wolverine I Ltd. 10%+ Owner Mixed 01 Apr 2026
K-PRIME AG Financing LP 10%+ Owner Mixed 01 Apr 2026
K-PRIME Hedge-Finance GP Ltd 10%+ Owner Mixed 01 Apr 2026
K-PRIME Aggregator L.P. 10%+ Owner Mixed 01 Apr 2026
K-Series PE Holdings L.P. 10%+ Owner Mixed 01 Apr 2026
K-Series PE GP LLC 10%+ Owner Mixed 01 Apr 2026
KKR Associates Group L.P. 10%+ Owner Mixed 01 Apr 2026
KKR Associates Group GP LLC 10%+ Owner Mixed 01 Apr 2026
Robert Allan Powers Jr. 10%+ Owner Mixed 25 Jul 2024
David Petraeus Director Mixed 24 Jul 2024
David S. Welsh Director Mixed 24 Jul 2024
Bradley Scott Brown Director Mixed 24 Jul 2024
John von Allmen 10%+ Owner Mixed 25 Jul 2024
Terrance Shea 10%+ Owner Mixed 25 Jul 2024
Eric Davidson 10%+ Owner Mixed 25 Jul 2024
Kohlberg Kravis Roberts & Co. L.P. 10%+ Owner Mixed 01 Apr 2026
KKR & Co. GP LLC 10%+ Owner Mixed 01 Apr 2026
KKR Holdco LLC 10%+ Owner Mixed 01 Apr 2026
KKR Group Holdings Corp. 10%+ Owner Mixed 01 Apr 2026
KKR Group Co. Inc. 10%+ Owner Mixed 01 Apr 2026
KKR & Co. Inc. 10%+ Owner Mixed 01 Apr 2026
KKR Management LLP 10%+ Owner Mixed 01 Apr 2026
Henry R. Kravis 10%+ Owner Mixed 01 Apr 2026

Top shareholders of OneStream, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
KKR Dream Holdings LLC
13D/G 3/4/5
KKR Group Partnership L.P. · 10%+ Owner
68%
94,520,232
 $2,012,335,739 $0 31 Dec 2024
13D/G 3/4/5
KKR Group Partnership L.P.
3/4/5
10%+ Owner —
mixed-class rows
 — $1,407,603,241 — 01 Apr 2026
3/4/5
KKR NGT (Dream) Blocker Parent L.P.
3/4/5
10%+ Owner —
mixed-class rows
 — $1,407,603,241 — 01 Apr 2026
3/4/5
KKR TFO Partners L.P.
3/4/5
10%+ Owner —
mixed-class rows
 — $1,407,603,241 — 01 Apr 2026
3/4/5
Thomas Anthony Shea
13D/G 3/4/5
CEO, Director, 10%+ Owner
16%
18,173,259
 $429,252,378 $0 31 Dec 2025
13D/G 3/4/5
Craig Colby
13D/G 3/4/5
Former 10% Owner
11%
9,128,763
 $194,351,364 $0 31 Mar 2025
13D/G 3/4/5
T. Rowe Price Investment Management, Inc.
13D/G 13F
Company
8.6%
7,779,413
 $183,749,735 +$61,226,748 31 Dec 2025
13D/G 13F
VANGUARD GROUP INC
13F
Company
9.5%
8,580,460
 $157,708,855 — 31 Dec 2025
13F
GLAZER CAPITAL, LLC
13D/G
—
6.8%
6,166,406
 $145,650,510 $0 02 Feb 2026
13D/G
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13D/G 13F
Company
5.4%
4,867,687
 $114,974,767 -$31,752,201 31 Dec 2025
13D/G 13F
NORGES BANK
13D/G 13F
Company
6.6%
5,974,029
 $109,802,653 -$47,048,058 31 Dec 2025
13D/G 13F
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
13D/G 13F
Company
5.3%
3,839,405
 $81,740,932 $0 11 Mar 2025
13D/G 13F
Temasek Holdings (Private) Ltd
13F
Company
4.7%
4,266,714
 $78,422,203 — 31 Dec 2025
13F
Champlain Investment Partners, LLC
13D/G 13F
Company
3.3%
2,886,232
 $68,172,800 -$27,195,194 30 Sep 2025
13D/G 13F
BROWN ADVISORY INC
13F
Company
3.7%
3,376,401
 $62,058,249 — 31 Dec 2025
13F
ALLIANCEBERNSTEIN L.P.
13D/G
—
3.9%
2,847,280
 $60,618,591 +$8,124,285 31 Mar 2025
13D/G
ALKEON CAPITAL MANAGEMENT LLC
13D/G 13F
Company
3.5%
2,526,261
 $53,784,097 $0 31 Mar 2025
13D/G 13F
MARSHALL WACE, LLP
13F
Company
3.1%
2,786,155
 $51,209,528 — 31 Dec 2025
13F
TimesSquare Capital Management, LLC
13F
Company
2.9%
2,668,307
 $49,043,483 — 31 Dec 2025
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
2.9%
2,592,382
 $47,647,989 — 31 Dec 2025
13F
William A. Koefoed
13D/G 3/4/5
Former Chief Financial Officer
3.8%
2,051,384
 $43,673,965 $0 31 Dec 2024
13D/G 3/4/5
CITADEL ADVISORS LLC
13F
Company
2.5%
2,272,311
 $41,765,076 — 31 Dec 2025
13F
BlackRock, Inc.
13F
Company
2.3%
2,105,813
 $38,704,841 — 31 Dec 2025
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
1.5%
1,342,754
 $24,679,819 — 31 Dec 2025
13F
WASATCH ADVISORS LP
13F
Company
1.5%
1,334,873
 $24,534,966 — 31 Dec 2025
13F
Neuberger Berman Group LLC
13F
Company
1.4%
1,281,694
 $23,557,535 — 31 Dec 2025
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
1.4%
1,271,265
 $23,365,877 — 31 Dec 2025
13F
MOORE CAPITAL MANAGEMENT, LP
13F
Company
1.3%
1,204,698
 $22,142,349 — 31 Dec 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.2%
1,066,278
 $19,604,181 — 31 Dec 2025
13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
1.2%
1,050,802
 $19,313,741 — 31 Dec 2025
13F
MORGAN STANLEY
13F
Company
1%
941,344
 $17,301,903 — 31 Dec 2025
13F
FEDERATED HERMES, INC.
13F
Company
0.94%
850,000
 $15,623,000 — 31 Dec 2025
13F
Michael Burkland
3/4/5
Director — — $15,067,767 — 01 Apr 2026
3/4/5
Qube Research & Technologies Ltd
13F
Company
0.84%
759,759
 $13,964,370 — 31 Dec 2025
13F
STATE STREET CORP
13F
Company
0.83%
752,576
 $13,832,347 — 31 Dec 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.78%
704,151
 $12,942,296 — 31 Dec 2025
13F
Clearbridge Investments, LLC
13F
Company
0.68%
613,505
 $11,276,228 — 31 Dec 2025
13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
Company
0.66%
600,000
 $11,028,000 — 31 Dec 2025
13F
Tensile Capital Management LP
13F
Company
0.6%
541,070
 $9,945,000 — 31 Dec 2025
13F
Alyeska Investment Group, L.P.
13F
Company
0.59%
530,341
 $9,747,668 — 31 Dec 2025
13F
Kara Wilson
3/4/5
Director — — $8,800,129 — 01 Apr 2026
3/4/5
UBS Group AG
13F
Company
0.53%
477,796
 $8,781,891 — 31 Dec 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.52%
471,564
 $8,667,346 — 31 Dec 2025
13F
Point72 Asset Management, L.P.
13F
Company
0.52%
470,765
 $8,652,661 — 31 Dec 2025
13F
Peter Fugere
3/4/5
10%+ Owner —
class O/S missing
273,696
 $8,484,576 — 25 Jul 2024
3/4/5
ExodusPoint Capital Management, LP
13F
Company
0.49%
442,851
 $8,139,601 — 31 Dec 2025
13F
TD ASSET MANAGEMENT INC
13F
Company
0.48%
438,496
 $8,059,556 — 31 Dec 2025
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.47%
422,819
 $7,771,415 — 31 Dec 2025
13F
Jonathan D. Mariner
3/4/5
Director — — $7,538,440 -$1,090,607 01 Apr 2026
3/4/5
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
0.45%
409,625
 $7,528,908 — 31 Dec 2025
13F

Recent Insider Transactions by Companies or Individuals for OneStream, Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
K-PRIME AG Financing LP OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
K-PRIME AG Financing LP OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR Dream Holdings LLC OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Common Units Other -100% -45,795,416 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
KKR TFO Partners L.P. OS Class D Common Stock Other -100% -48,724,816 0 01 Apr 2026 See Footnotes
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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