Insider Transactions Reported by 60 Insiders of OneStream, Inc.

Location: Birmingham, MI

Key facts

OneStream, Inc. has 60 insiders with reported activity on this page.
Net insider value flow over the last year: -$16,433,465.
Recent transaction rows are available for direct filing-level review.

Change

Buy value: ; sell value: $16,433,464.
Net share flow: -713,388.

Research use

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.

Evidence

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: -$16,433,465.

Buys

Shares: 0

Insiders: 0

Sells

$16,433,465

Shares: 713,388

Insiders: 8

Net

-$16,433,465

Shares: -713,388

Insiders: -8

Window (months)	Sell shares	Buy $	Sell $	Net $
0-3	68,631	$0	$1,619,662	-$1,619,662
3-6	262,455	$0	$5,825,159	-$5,825,159
6-9	159,084	$0	$3,032,183	-$3,032,183
9-12	223,218	$0	$5,956,462	-$5,956,462

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	-$177,256	-0.1%	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	-$1,447,827	-20%	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	-$10,263,682	-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 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.

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
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	—	8.6%	7,779,413	$183,749,735	+$61,226,748	31 Dec 2025	13D/G
GLAZER CAPITAL, LLC	13F 13D/G	Company	6.8% from 13D/G	7,537,536	$180,901,000	—	31 Mar 2026	13F 13D/G
NORGES BANK	13D/G	—	6.6%	5,974,029	$109,802,653	-$47,048,058	31 Dec 2025	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
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	13D/G	—	5.3%	3,839,405	$81,740,932	$0	11 Mar 2025	13D/G
ALLIANCEBERNSTEIN L.P.	13D/G 13F	Company	3.9%	2,847,280	$60,618,591	+$8,124,285	31 Mar 2025	13D/G 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
ALKEON CAPITAL MANAGEMENT LLC	13D/G	—	3.5%	2,526,261	$53,784,097	$0	31 Mar 2025	13D/G
Champlain Investment Partners, LLC	13D/G	—	3.3%	2,886,232	$68,172,800	-$27,195,194	30 Sep 2025	13D/G
VANGUARD PORTFOLIO MANAGEMENT LLC	13F	Company	5.4%	4,900,450	$117,610,800	—	31 Mar 2026	13F
Temasek Holdings (Private) Ltd	13F	Company	4.7%	4,266,714	$102,401,136	—	31 Mar 2026	13F
FIL Ltd	13F	Company	4.4%	3,992,145	$95,811,480	—	31 Mar 2026	13F
VANGUARD CAPITAL MANAGEMENT LLC	13F	Company	4.3%	3,882,231	$93,173,544	—	31 Mar 2026	13F
AQR Arbitrage LLC	13F	Company	3.8%	3,393,367	$81,440,808	—	31 Mar 2026	13F
NEXPOINT ASSET MANAGEMENT, L.P.	13F	Company	3.7%	3,358,217	$80,597,208	—	31 Mar 2026	13F
O'Connor Alternative Investments LLC	13F	Company	3.5%	3,186,804	$76,483,296	—	31 Mar 2026	13F
Polar Asset Management Partners Inc.	13F	Company	3.3%	2,944,378	$70,665,072	—	31 Mar 2026	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	2.7%	2,471,107	$59,306,568	—	31 Mar 2026	13F
BlackRock, Inc.	13F	Company	2.6%	2,339,550	$56,149,200	—	31 Mar 2026	13F
UBS Group AG	13F	Company	2.5%	2,257,069	$54,169,656	—	31 Mar 2026	13F
Man Group plc	13F	Company	2.4%	2,204,520	$52,908,480	—	31 Mar 2026	13F
GOLDMAN SACHS GROUP INC	13F	Company	2.2%	1,985,820	$47,659,680	—	31 Mar 2026	13F
CITADEL ADVISORS LLC	13F	Company	2.1%	1,890,118	$45,362,832	—	31 Mar 2026	13F
Pentwater Capital Management LP	13F	Company	2.1%	1,890,000	$45,360,000	—	31 Mar 2026	13F
First Trust Capital Management L.P.	13F	Company	2%	1,842,189	$44,212,536	—	31 Mar 2026	13F
SOROS FUND MANAGEMENT LLC	13F	Company	2%	1,830,222	$43,925,328	—	31 Mar 2026	13F
TIG Advisors, LLC	13F	Company	1.9%	1,738,231	$41,717,544	—	31 Mar 2026	13F
MORGAN STANLEY	13F	Company	1.8%	1,651,031	$39,624,744	—	31 Mar 2026	13F
HSBC HOLDINGS PLC	13F	Company	1.8%	1,595,839	$38,300,136	—	31 Mar 2026	13F
JPMORGAN CHASE & CO	13F	Company	1.6%	1,467,884	$35,229,216	—	31 Mar 2026	13F
ODDO BHF ASSET MANAGEMENT SAS	13F	Company	1.6%	1,450,000	$34,800,000	—	31 Mar 2026	13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	13F	Company	1.4%	1,234,961	$29,639,064	—	31 Mar 2026	13F
Qube Research & Technologies Ltd	13F	Company	1.3%	1,133,221	$27,197,304	—	31 Mar 2026	13F
CITIGROUP INC	13F	Company	1.2%	1,103,394	$26,481,456	—	31 Mar 2026	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	1.2%	1,099,122	$26,388,858	—	31 Mar 2026	13F
Capula Management Ltd	13F	Company	1.2%	1,074,711	$25,793,064	—	31 Mar 2026	13F
MARSHALL WACE, LLP	13F	Company	1.1%	990,806	$23,779,344	—	31 Mar 2026	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	1.1%	984,652	$23,631,648	—	31 Mar 2026	13F
ALPINE ASSOCIATES MANAGEMENT INC.	13F	Company	1%	920,692	$22,096,608	—	31 Mar 2026	13F
Verition Fund Management LLC	13F	Company	0.95%	862,413	$20,697,912	—	31 Mar 2026	13F
METEORA CAPITAL, LLC	13F	Company	0.95%	861,800	$20,683,200	—	31 Mar 2026	13F
BALYASNY ASSET MANAGEMENT L.P.	13F	Company	0.9%	817,569	$19,621,656	—	31 Mar 2026	13F
SYQUANT CAPITAL SAS	13F	Company	0.87%	789,449	$18,947,000	—	31 Mar 2026	13F
Nearwater Capital Markets, Ltd	13F	Company	0.78%	707,800	$16,987,200	—	31 Mar 2026	13F
Fort Baker Capital Management LP	13F	Company	0.76%	689,587	$16,550,088	—	31 Mar 2026	13F
Westchester Capital Management, LLC	13F	Company	0.75%	677,498	$16,259,952	—	31 Mar 2026	13F
Grantham, Mayo, Van Otterloo & Co. LLC	13F	Company	0.75%	676,553	$16,237,272	—	31 Mar 2026	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	%	Shares	Date	Ownership
K-PRIME AG Financing LP	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
K-PRIME AG Financing LP	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR Dream Holdings LLC	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Common Units	Other	-100%	-45,795,416	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes
KKR TFO Partners L.P.	OS	Class D Common Stock	Other	-100%	-48,724,816	01 Apr 2026	See Footnotes

* An asterisk sign (*) next to the price indicates that the price is likely invalid.