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OneStream (OS) Institutional Ownership

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$24.00 0.00 (0.00%)
As of 08/17/2026
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Institutional Ownership Changes (13F Filings) for OneStream (NASDAQ:OS)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$703.43M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$316.91M
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OS Institutional Buying and Selling by Quarter

OneStream Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/15/2026 Carmignac Gestion384,893$9.24M0.1%N/A0.157%
5/21/2026 Essential Partners LLC1,233$30K0.0%+52.6%0.001%
5/21/2026Groupe la Francaise509,500$12.23M0.2%N/A0.207%
5/19/2026 Bank of America Corp DE623,975$14.98M0.0%+60.4%0.254%
5/19/2026 Oddo BHF Asset Management Sas1,450,000$34.80M1.4%N/A0.590%
5/18/2026 EverSource Wealth Advisors LLC3,626$87K0.0%+35.7%0.001%
5/18/2026California State Teachers Retirement System91,857$2.21M0.0%+30.2%0.037%
5/18/2026 Readystate Asset Management LP82,162$1.97M0.1%-36.3%0.033%
5/18/2026 Royal Bank of Canada3,333$80K0.0%-98.4%0.001%
5/16/2026 Polar Asset Management Partners Inc.2,944,378$70.67M1.4%N/A1.198%
5/15/2026Absolute Gestao de Investimentos Ltda.245,160$5.88M0.7%N/A0.100%
5/15/2026 Kryger Capital LLC201,986$4.85M0.3%N/A0.082%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund1,234,961$29.64M0.0%+105.8%0.502%
5/14/2026 Gabelli Funds LLC523,583$12.57M0.1%N/A0.213%
5/14/2026 GABELLI & Co INVESTMENT ADVISERS INC.408,372$9.80M1.5%N/A0.166%
5/14/2026 Gamco Investors INC. ET AL15,000$360K0.0%N/A0.006%
5/14/2026 Capula Management Ltd1,074,711$25.79M0.2%N/A0.437%
5/13/2026 Cetera Investment Advisers10,945$263K0.0%-73.7%0.004%
5/13/2026 Transmarket Holdings LP42,726$1.03M0.5%N/A0.017%
5/7/2026 Swiss National Bank166,100$3.99M0.0%+6.1%0.068%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC227,217$5.46M0.9%+10.1%0.092%
5/5/2026 Bank of New York Mellon Corp26,216$629K0.0%-88.4%0.011%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS50,000$1.20M0.0%N/A0.020%
5/1/2026 Fifth Third Bancorp3,051$73K0.0%N/A0.001%
4/30/2026 Hsbc Holdings PLC1,595,839$38.30M0.0%+3,942.9%0.649%
4/29/2026 Credit Industriel ET Commercial365,500$8.77M0.7%N/A0.149%
4/28/2026 Praxis Investment Management Inc.9,516$228K0.0%N/A0.004%
4/22/2026 Pictet Asset Management Holding SA14,769$354K0.0%+11.2%0.006%
4/20/2026 Blue Trust Inc.9,137$219K0.0%-18.5%0.004%
4/16/2026 SG Americas Securities LLC218,311$5.24M0.0%-20.6%0.089%
3/20/2026 Hsbc Holdings PLC39,473$737K0.0%N/A0.016%
2/19/2026 T. Rowe Price Investment Management Inc.7,779,413$142.99M0.1%-17.1%3.191%
2/19/2026 Alberta Investment Management Corp74,500$1.37M0.0%N/A0.031%
2/18/2026 Vident Advisory LLC13,438$247K0.0%-26.8%0.006%
2/18/2026 Fuller & Thaler Asset Management Inc.2,592,382$47.65M0.2%N/A1.063%
2/18/2026 Voloridge Investment Management LLC353,662$6.50M0.0%-18.9%0.145%
2/18/2026 Wellington Management Group LLP1,342,754$24.68M0.0%+6.4%0.551%
2/18/2026 Tudor Investment Corp ET AL177,462$3.26M0.0%+294.6%0.073%
2/18/2026 Twinbeech Capital LP56,515$1.04M0.1%+209.8%0.023%
2/18/2026 Readystate Asset Management LP128,970$2.37M0.1%N/A0.053%
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2/18/2026 Oxford Asset Management LLP31,938$587K0.2%N/A0.013%
2/18/2026 Millennium Management LLC335,581$6.17M0.0%-63.0%0.138%
2/18/2026 Moore Capital Management LP1,204,698$22.14M0.3%N/A0.494%
2/18/2026 Engineers Gate Manager LP15,216$280K0.0%-84.5%0.006%
2/18/2026 Balyasny Asset Management L.P.409,625$7.53M0.0%N/A0.168%
2/18/2026 Boothbay Fund Management LLC202,257$3.72M0.1%+105.0%0.083%
2/18/2026 Armistice Capital LLC336,000$6.18M0.1%+34.4%0.138%
2/17/2026 Schonfeld Strategic Advisors LLC13,754$253K0.0%N/A0.006%
2/17/2026 AQR Capital Management LLC290,426$5.34M0.0%N/A0.119%
2/17/2026 Cetera Investment Advisers41,655$766K0.0%-7.0%0.017%
2/17/2026 Jain Global LLC16,731$308K0.0%-94.3%0.007%
2/17/2026 Trexquant Investment LP48,764$896K0.0%-86.0%0.020%
2/17/2026 Jump Financial LLC141,601$2.60M0.0%+110.3%0.058%
2/17/2026 Price T Rowe Associates Inc. MD19,855$365K0.0%+15.7%0.008%
2/17/2026 T. Rowe Price Investment Management Inc.3,839,359$70.57M0.1%-59.1%1.575%
2/17/2026 Scalar Gauge Management LLC75,000$1.38M0.9%N/A0.031%
2/17/2026California State Teachers Retirement System70,571$1.30M0.0%+19.2%0.029%
2/17/2026 State of Wisconsin Investment Board151,604$2.79M0.0%-5.8%0.062%
2/17/2026 &PARTNERS12,302$226K0.0%-51.1%0.005%
2/17/2026 ExodusPoint Capital Management LP442,851$8.14M0.1%N/A0.182%
2/17/2026 Royal Bank of Canada214,443$3.94M0.0%-82.1%0.088%
2/17/2026 Graham Capital Management L.P.11,785$217K0.0%-68.9%0.005%
2/17/2026 Alkeon Capital Management LLC475,000$8.73M0.0%-40.6%0.195%
2/17/2026 Alberta Investment Management Corp74,500$1.37M0.0%N/A0.031%
2/16/2026 Verition Fund Management LLC13,700$252K0.0%-96.8%0.006%
2/16/2026 Fieldview Capital Management LLC15,271$281K0.0%N/A0.006%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund600,000$11.03M0.0%-36.8%0.246%
2/16/2026 Barclays PLC169,314$3.11M0.0%+13.7%0.069%
2/16/2026 Brown Advisory Inc.3,376,401$62.06M0.1%-7.4%1.385%
2/13/2026 Kestra Advisory Services LLC3,570$66K0.0%N/A0.001%
2/13/2026 Marshall Wace LLP2,786,155$51.21M0.0%+12.3%1.143%
2/13/2026 Soros Fund Management LLC330,000$6.07M0.1%+2.3%0.135%
2/13/2026 Stifel Financial Corp41,168$757K0.0%-34.9%0.017%
2/13/2026 Hudson Bay Capital Management LP70,922$1.30M0.0%N/A0.029%
2/13/2026 Alyeska Investment Group L.P.530,341$9.75M0.0%+62.9%0.218%
2/13/2026 Champlain Investment Partners LLC2,116,556$38.90M0.4%-26.7%0.868%
2/13/2026 Charles Schwab Investment Management Inc.471,564$8.67M0.0%+2.4%0.193%
2/13/2026 State Street Corp752,576$13.83M0.0%+4.5%0.309%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC106,128$1.95M0.0%+41.9%0.044%
2/13/2026 Wells Fargo & Company MN422,819$7.77M0.0%-33.0%0.173%
2/12/2026 Advisors Asset Management Inc.3,699$68K0.0%+53.9%0.002%
2/12/2026 Wasatch Advisors LP1,334,873$24.54M0.1%+3.2%0.548%
2/12/2026 EntryPoint Capital LLC11,768$216K0.1%N/A0.005%
2/12/2026 Fuller & Thaler Asset Management Inc.2,592,382$47.65M0.2%N/A1.063%
2/12/2026CIBC Private Wealth Group LLC76,798$1.41M0.0%-59.2%0.031%
2/12/2026 Elo Mutual Pension Insurance Co51,055$938K0.0%+349.9%0.021%
2/12/2026 Swiss National Bank156,500$2.88M0.0%+19.0%0.064%
2/12/2026 XY Capital Ltd30,000$551K0.3%N/A0.012%
2/11/2026 Primecap Management Co. CA19,600$360K0.0%-81.0%0.008%
2/11/2026 Janney Montgomery Scott LLC13,007$239K0.0%+12.5%0.005%
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2/11/2026 Deutsche Bank AG84,026$1.54M0.0%-38.1%0.034%
2/11/2026 Fox Run Management L.L.C.52,813$971K0.1%N/A0.022%
2/11/2026 Cerity Partners LLC21,181$389K0.0%N/A0.009%
2/11/2026 Montis Financial LLC13,436$247K0.0%-60.7%0.006%
2/11/2026 LPL Financial LLC18,389$338K0.0%+23.6%0.008%
2/11/2026 CenterBook Partners LP49,621$912K0.0%+90.1%0.020%
2/11/2026 JPMorgan Chase & Co.284,661$5.23M0.0%+159.2%0.117%
2/11/2026 Clearbridge Investments LLC613,505$11.28M0.0%+0.3%0.252%
2/11/2026 Los Angeles Capital Management LLC22,137$401K0.0%-26.1%0.009%
2/11/2026 Daiwa Securities Group Inc.91,247$1.68M0.0%-13.2%0.037%


OS Institutional Ownership - Frequently Asked Questions

During the previous two years, 242 institutional investors and hedge funds held shares of OneStream. The most heavily invested institutionals were Vanguard Group Inc. ($157.71M), T. Rowe Price Investment Management Inc. ($142.99M), Kayne Anderson Rudnick Investment Management LLC ($136.11M), Norges Bank ($109.80M), Temasek Holdings Private Ltd ($78.64M), Polar Asset Management Partners Inc. ($70.67M), and Brown Advisory Inc. ($62.06M).Learn more on OneStream's institutional investors.

Of the 230 institutional investors that purchased OneStream's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($16.50M), T. Rowe Price Investment Management Inc. ($5.27M), Temasek Holdings Private Ltd ($5.24M), Fuller & Thaler Asset Management Inc. ($5.18M), Champlain Investment Partners LLC ($4.04M), Marshall Wace LLP ($3.08M), and Polar Asset Management Partners Inc. ($2.94M).

Institutional investors have bought a total of 34,977,057 shares in the last 24 months. This purchase volume represents approximately $703.43M in transactions.

Of the 61 institutional investors that sold OneStream's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($7.15M), Champlain Investment Partners LLC ($1.66M), Royal Bank of Canada ($1.19M), Millennium Management LLC ($572.50K), American Century Companies Inc. ($506.94K), Alkeon Capital Management LLC ($475K), and Alyeska Investment Group L.P. ($474.46K).

Institutional investors have sold a total of 17,065,186 shares in the last 24 months. This volume of shares sold represents approximately $316.91M in transactions.


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Institutional ownership data for NASDAQ:OS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/15/2026. New 13F filings are added each quarter as they're published.
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