SEC ownership of OneStream, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001889956.

Comparable stake leader

KKR Dream Holdings LLC

Disclosed value leader

KKR Dream Holdings LLC

Comparable rows

50/50

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
KKR Dream Holdings LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001889956
Issuer location
Birmingham, MI

Ownership snapshot

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

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
KKR Dream Holdings LLC
Disclosed value leader
KKR Dream Holdings LLC
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G 3/4/5 13F Lead comparable stake: 68% 13D/G row: KKR Dream Holdings LLC Showing 1-8 of 50 holder rows.

Quick read

KKR Dream Holdings LLC leads the comparable SEC ownership view at 68%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens KKR Dream Holdings LLC's linked filing trail.
Comparable ownership Top 5
KKR Dream Holdings LLC 68%
Thomas Anthony Shea 16%
Craig Colby 11%
T. Rowe Price Investment Manageme... 8.6%
GLAZER CAPITAL, LLC 6.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
KKR Dream Holdings LLC
13D/G 3/4/5
KKR Group Partnership L.P. · 10%+ Owner
68%
$2,012,335,739
94,520,232 shares
$0 31 Dec 2024
Thomas Anthony Shea
13D/G 3/4/5
CEO, Director, 10%+ Owner
16%
$429,252,378
18,173,259 shares
$0 31 Dec 2025
Craig Colby
13D/G 3/4/5
Former 10% Owner
11%
$194,351,364
9,128,763 shares
$0 31 Mar 2025
T. Rowe Price Investment Management, Inc.
13D/G
8.6%
$183,749,735
7,779,413 shares
+$61,226,748 31 Dec 2025
GLAZER CAPITAL, LLC
13F 13D/G
Company
6.8%
from 13D/G
$180,901,000
7,537,536 shares
31 Mar 2026
NORGES BANK
13D/G
6.6%
$109,802,653
5,974,029 shares
-$47,048,058 31 Dec 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13D/G 13F
Company
5.4%
$114,974,767
4,867,687 shares
-$31,752,201 31 Dec 2025
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
13D/G
5.3%
$81,740,932
3,839,405 shares
$0 11 Mar 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$12,367,898.

Buys
$0
Insiders: 0
Sells
$12,367,898
Insiders: 6
Net
-$12,367,898
Shares: -568,430
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 568,430
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 263,092 $0 $6,201,686 -$6,201,686
6-9 0 147,994 $0 $2,754,702 -$2,754,702
9-12 0 157,344 $0 $3,411,511 -$3,411,511

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 60 reporting-owner rows connected to OneStream, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
60
Largest Forms 3/4/5 holder
KKR Dream Holdings LLC
Net 12M change
-$12,367,898
Latest report
01 Apr 2026
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 TFO Partners 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
Thomas Anthony Shea CEO, Director, 10%+ Owner $380,638,362 Mixed 01 Apr 2026
Craig Colby Former 10% Owner $183,503,918 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 -$905,602 -11% Mixed 01 Apr 2026
John Kinzer Interim Chief Financial Officer, Director $5,905,561 -$600,000 -9.2% Mixed 01 Apr 2026
William A. Koefoed Former Chief Financial Officer $3,654,631 -$964,879 -21% Filing P/S 31 Dec 2025
Ken Hohenstein Chief Revenue Officer $0 -$9,520,798 -100% Mixed 01 Apr 2026
Scott Leshinski President $0 -$175,516 -100% Mixed 01 Apr 2026
Baskar Sridharan Director $0 Mixed 01 Apr 2026
Pamela McIntyre Chief Accounting Officer $0 -$201,103 -100% Mixed 01 Apr 2026
Bradley Scott Brown Director Mixed 24 Jul 2024
David S. Welsh Director Mixed 24 Jul 2024
Eric Davidson 10%+ Owner Mixed 25 Jul 2024
Terrance Shea 10%+ Owner Mixed 25 Jul 2024

Recent insider transactions for OneStream, Inc.

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

Insider Symbol Class Transaction % SEC-reported value SEC-reported 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
* marks a reported price that did not pass the local price check.
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