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OneStream (OS) Institutional Ownership

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$24.00 0.00 (0.00%)
As of 10/2/2026
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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
6/15/2026Carmignac Gestion384,893$9.24M0.1%N/A0.157%
5/21/2026Essential Partners LLC1,233$30K0.0%+52.6%0.001%
5/21/2026Groupe la Francaise509,500$12.23M0.2%N/A0.207%
5/19/2026Bank of America Corp DE623,975$14.98M0.0%+60.4%0.254%
5/19/2026Oddo BHF Asset Management Sas1,450,000$34.80M1.4%N/A0.590%
5/18/2026EverSource 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%
5/18/2026Readystate Asset Management LP82,162$1.97M0.1%-36.3%0.033%
5/18/2026Royal Bank of Canada3,333$80K0.0%-98.4%0.001%
5/16/2026Polar 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%
5/15/2026Kryger Capital LLC201,986$4.85M0.3%N/A0.082%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,234,961$29.64M0.0%+105.8%0.502%
5/14/2026Gabelli Funds LLC523,583$12.57M0.1%N/A0.213%
5/14/2026GABELLI & Co INVESTMENT ADVISERS INC.408,372$9.80M1.5%N/A0.166%
5/14/2026Gamco Investors INC. ET AL15,000$360K0.0%N/A0.006%
5/14/2026Capula Management Ltd1,074,711$25.79M0.2%N/A0.437%
5/13/2026Cetera Investment Advisers10,945$263K0.0%-73.7%0.004%
5/13/2026Transmarket Holdings LP42,726$1.03M0.5%N/A0.017%
5/7/2026Swiss National Bank166,100$3.99M0.0%+6.1%0.068%
5/6/2026Annis Gardner Whiting Capital Advisors LLC227,217$5.46M0.9%+10.1%0.092%
5/5/2026Bank of New York Mellon Corp26,216$629K0.0%-88.4%0.011%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS50,000$1.20M0.0%N/A0.020%
5/1/2026Fifth Third Bancorp3,051$73K0.0%N/A0.001%
4/30/2026Hsbc Holdings PLC1,595,839$38.30M0.0%+3,942.9%0.649%
4/29/2026Credit Industriel ET Commercial365,500$8.77M0.7%N/A0.149%
4/28/2026Praxis Investment Management Inc.9,516$228K0.0%N/A0.004%
4/22/2026Pictet Asset Management Holding SA14,769$354K0.0%+11.2%0.006%
4/20/2026Blue Trust Inc.9,137$219K0.0%-18.5%0.004%
4/16/2026SG Americas Securities LLC218,311$5.24M0.0%-20.6%0.089%
3/20/2026Hsbc Holdings PLC39,473$737K0.0%N/A0.016%
2/19/2026T. Rowe Price Investment Management Inc.7,779,413$142.99M0.1%-17.1%3.191%
2/19/2026Alberta Investment Management Corp74,500$1.37M0.0%N/A0.031%
2/18/2026Vident Advisory LLC13,438$247K0.0%-26.8%0.006%
2/18/2026Fuller & Thaler Asset Management Inc.2,592,382$47.65M0.2%N/A1.063%
2/18/2026Voloridge Investment Management LLC353,662$6.50M0.0%-18.9%0.145%
2/18/2026Wellington Management Group LLP1,342,754$24.68M0.0%+6.4%0.551%
2/18/2026Tudor Investment Corp ET AL177,462$3.26M0.0%+294.6%0.073%
2/18/2026Twinbeech Capital LP56,515$1.04M0.1%+209.8%0.023%
2/18/2026Readystate Asset Management LP128,970$2.37M0.1%N/A0.053%
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2/18/2026Oxford Asset Management LLP31,938$587K0.2%N/A0.013%
2/18/2026Millennium Management LLC335,581$6.17M0.0%-63.0%0.138%
2/18/2026Moore Capital Management LP1,204,698$22.14M0.3%N/A0.494%
2/18/2026Engineers Gate Manager LP15,216$280K0.0%-84.5%0.006%
2/18/2026Balyasny Asset Management L.P.409,625$7.53M0.0%N/A0.168%
2/18/2026Boothbay Fund Management LLC202,257$3.72M0.1%+105.0%0.083%
2/18/2026Armistice Capital LLC336,000$6.18M0.1%+34.4%0.138%
2/17/2026Schonfeld Strategic Advisors LLC13,754$253K0.0%N/A0.006%
2/17/2026AQR Capital Management LLC290,426$5.34M0.0%N/A0.119%
2/17/2026Cetera Investment Advisers41,655$766K0.0%-7.0%0.017%
2/17/2026Jain Global LLC16,731$308K0.0%-94.3%0.007%
2/17/2026Trexquant Investment LP48,764$896K0.0%-86.0%0.020%
2/17/2026Jump Financial LLC141,601$2.60M0.0%+110.3%0.058%
2/17/2026Price T Rowe Associates Inc. MD19,855$365K0.0%+15.7%0.008%
2/17/2026T. Rowe Price Investment Management Inc.3,839,359$70.57M0.1%-59.1%1.575%
2/17/2026Scalar 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%
2/17/2026State of Wisconsin Investment Board151,604$2.79M0.0%-5.8%0.062%
2/17/2026&PARTNERS12,302$226K0.0%-51.1%0.005%
2/17/2026ExodusPoint Capital Management LP442,851$8.14M0.1%N/A0.182%
2/17/2026Royal Bank of Canada214,443$3.94M0.0%-82.1%0.088%
2/17/2026Graham Capital Management L.P.11,785$217K0.0%-68.9%0.005%
2/17/2026Alkeon Capital Management LLC475,000$8.73M0.0%-40.6%0.195%
2/17/2026Alberta Investment Management Corp74,500$1.37M0.0%N/A0.031%
2/16/2026Verition Fund Management LLC13,700$252K0.0%-96.8%0.006%
2/16/2026Fieldview Capital Management LLC15,271$281K0.0%N/A0.006%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund600,000$11.03M0.0%-36.8%0.246%
2/16/2026Barclays PLC169,314$3.11M0.0%+13.7%0.069%
2/16/2026Brown Advisory Inc.3,376,401$62.06M0.1%-7.4%1.385%
2/13/2026Kestra Advisory Services LLC3,570$66K0.0%N/A0.001%
2/13/2026Marshall Wace LLP2,786,155$51.21M0.0%+12.3%1.143%
2/13/2026Soros Fund Management LLC330,000$6.07M0.1%+2.3%0.135%
2/13/2026Stifel Financial Corp41,168$757K0.0%-34.9%0.017%
2/13/2026Hudson Bay Capital Management LP70,922$1.30M0.0%N/A0.029%
2/13/2026Alyeska Investment Group L.P.530,341$9.75M0.0%+62.9%0.218%
2/13/2026Champlain Investment Partners LLC2,116,556$38.90M0.4%-26.7%0.868%
2/13/2026Charles Schwab Investment Management Inc.471,564$8.67M0.0%+2.4%0.193%
2/13/2026State Street Corp752,576$13.83M0.0%+4.5%0.309%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC106,128$1.95M0.0%+41.9%0.044%
2/13/2026Wells Fargo & Company MN422,819$7.77M0.0%-33.0%0.173%
2/12/2026Advisors Asset Management Inc.3,699$68K0.0%+53.9%0.002%
2/12/2026Wasatch Advisors LP1,334,873$24.54M0.1%+3.2%0.548%
2/12/2026EntryPoint Capital LLC11,768$216K0.1%N/A0.005%
2/12/2026Fuller & 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%
2/12/2026Elo Mutual Pension Insurance Co51,055$938K0.0%+349.9%0.021%
2/12/2026Swiss National Bank156,500$2.88M0.0%+19.0%0.064%
2/12/2026XY Capital Ltd30,000$551K0.3%N/A0.012%
2/11/2026Primecap Management Co. CA19,600$360K0.0%-81.0%0.008%
2/11/2026Janney Montgomery Scott LLC13,007$239K0.0%+12.5%0.005%
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2/11/2026Deutsche Bank AG84,026$1.54M0.0%-38.1%0.034%
2/11/2026Fox Run Management L.L.C.52,813$971K0.1%N/A0.022%
2/11/2026Cerity Partners LLC21,181$389K0.0%N/A0.009%
2/11/2026Montis Financial LLC13,436$247K0.0%-60.7%0.006%
2/11/2026LPL Financial LLC18,389$338K0.0%+23.6%0.008%
2/11/2026CenterBook Partners LP49,621$912K0.0%+90.1%0.020%
2/11/2026JPMorgan Chase & Co.284,661$5.23M0.0%+159.2%0.117%
2/11/2026Clearbridge Investments LLC613,505$11.28M0.0%+0.3%0.252%
2/11/2026Los Angeles Capital Management LLC22,137$401K0.0%-26.1%0.009%
2/11/2026Daiwa 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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