OneStream, Inc.

Historical 13F Holders

Symbol
OS
CUSIP
68278B107
All holders as of
Q1 2026
Type
Equity
Class
CL A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 68278B107 since 12/18/2024, largest first.

Filer % of Class Filed
KKR Dream Holdings LLC 13G/A
67.5% 2/12/2025
Event 12/31/2024
Thomas Anthony Shea 13G/A 16.3% 2/13/2026
Event 12/31/2025
Craig Colby 13G/A 10.9% 5/14/2025
Event 3/31/2025
Glazer Capital, LLC 13G
6.8% 2/9/2026
Event 2/2/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (9)
AllianceBernstein L.P. 13G/A 3.9% 5/14/2025
Event 3/31/2025
William A. Koefoed 13G/A 3.8% 2/13/2025
Event 12/31/2024
Alkeon Capital Management LLC 13G/A
3.5% 5/14/2025
Event 3/31/2025
Champlain Investment Partners, LLC 13G 3.3% 2/12/2026
Event 9/30/2025
Norges Bank 13G/A 0.2% 5/11/2026
Event 3/31/2026
T. Rowe Price Investment Management, Inc. 13G/A 0% 5/15/2026
Event 3/31/2026
Darlington Partners Capital Management, LP 13G/A
0% 5/15/2026
Event 3/31/2026
Kayne Anderson Rudnick Investment Management, LLC 13G/A 0% 5/14/2026
Event 3/31/2026
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q1 190 93.4 M $2.21 B
2025 Q4 199 88.5 M $1.63 B
2025 Q3 204 81.4 M $1.50 B
2025 Q2 195 88.5 M $2.50 B
2025 Q1 150 70.0 M $1.49 B
2024 Q4 168 53.4 M $1.52 B
2024 Q3 120 142 M $4.80 B