OnestreamOS

13F holders, Q1 2025 (March 31)
141holders −19
31new positions
49sold out
5famous investors
$21.33avg. 13F price*

At the end of Q1 2025, 141 institutions reported holding Onestream Inc. (OS) in their 13F filings, down 19 from Q4 2024. 31 opened new positions and 49 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($190.7M), Kayne Anderson Rudnick Investment Management LLC ($136.1M) and Norges Bank ($133.2M). 5 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Onestream Inc.
CUSIP
68278B107
Latest filing quarter
Q1 2026

History

Number of 13F holders

050100150200 Q3 2024: 113Q3 2024Q4 2024: 160Q4 2024Q1 2025: 141Q1 2025Q2 2025: 186Q2 2025Q3 2025: 185Q3 2025Q4 2025: 184Q4 2025Q1 2026: 180Q1 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions31$178.9M
Exits49$201.3M

All 13F filers, Q4 2024 → Q1 2025: 30,790,328 shares bought and 14,166,328 shares sold, net +16,624,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 141 holders

T. Rowe Price Investment Management, Inc. 0.13% Add +136.1% 8,937,682 $190.7M
Kayne Anderson Rudnick Investment Management LLC 0.33% Add +53.9% 6,378,130 $136.1M
Norges Bank 0.02% Add +49.3% 6,239,761 $133.2M
Champlain Investment Partners, LLC 0.62% Add +17.4% 4,037,595 $86.2M
Darlington Partners Capital Management, LP 2.74% New 3,839,405 $81.9M
Vanguard Group Inc. 0.00% Reduce -4.1% 3,591,453 $76.6M
Temasek Holdings (Private) Ltd 0.25% Add +2206.9% 2,956,360 $63.1M
Alliancebernstein L.P. 0.02% Add +15.5% 2,847,280 $60.8M
TimesSquare Capital Management, LLC 0.93% Add +28.3% 2,699,645 $57.6M
Alkeon Capital Management LLC 0.32% New 2,526,261 $53.9M
Brown Advisory Inc. 0.07% Add +16651.6% 2,444,897 $52.2M
Neuberger Berman Group LLC 0.04% Add +422.3% 2,118,016 $45.2M
Massachusetts Financial Services Co. 0.01% Add +74.9% 1,482,984 $31.6M
American Century Companies Inc. 0.02% Add +19.6% 1,307,613 $27.9M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -8.8% 1,153,900 $24.6M
Goldman Sachs Group Inc. 0.00% Add +50.8% 1,102,637 $23.5M
BlackRock, Inc. 0.00% Add +4.2% 1,029,693 $22.0M
Federated Hermes, Inc. 0.04% Add +70.0% 850,000 $18.1M
Citadel Advisors 0.02% Add +3.3% 752,270 $16.1M
Alyeska Investment Group, L.P. 0.06% Add +10.3% 727,425 $15.5M
Geode Capital Management, LLC 0.00% Add +47.4% 682,336 $14.6M
State Street Corp. 0.00% Add +14.5% 607,508 $13.0M
Burkehill Global Management, LP 0.96% Reduce -25.0% 600,000 $12.8M
Wells Fargo & Company 0.00% Add +68.0% 578,117 $12.3M
Clearbridge Investments, LLC 0.01% Add +65.7% 540,218 $11.5M
Bank of America Corp. 0.00% Add +1322.7% 518,830 $11.1M
Seven Grand Managers, LLC 2.49% Add +66.7% 500,000 $10.7M
TD Asset Management Inc 0.01% Add +138.3% 499,948 $10.7M
Jacobs Levy Equity Management, Inc. 0.04% New 487,310 $10.4M
Soros Fund Management 0.25% Reduce -62.6% 467,850 $10.0M
Qube Research & Technologies Ltd 0.01% Reduce -9.3% 452,831 $9.7M
Jain Global LLC 0.18% Add +2.7% 413,403 $8.8M
Morgan Stanley 0.00% Reduce -16.8% 398,140 $8.5M
Millennium Management 0.01% Reduce -54.9% 344,936 $7.4M
King Luther Capital Management Corp. 0.03% Add +49.6% 335,178 $7.2M
Charles Schwab Investment Management Inc. 0.00% Add +14.9% 293,216 $6.3M
Raymond James Financial Inc. 0.00% New 266,580 $5.7M
Sei Investments Co. 0.01% Add +75.3% 265,137 $5.7M
Point72 Asset Management 0.01% New 239,821 $5.1M
Aperture Investors, LLC 0.77% Reduce -71.8% 236,118 $5.0M
Trexquant Investment LP 0.06% New 226,833 $4.8M
Envestnet Asset Management Inc. 0.00% Add +77.7% 202,898 $4.3M
State of Wisconsin Investment Board 0.01% Add +2.2% 159,203 $3.4M
Primecap Management Co. 0.00% Add +0.3% 145,100 $3.1M
CIBC Private Wealth Group LLC 0.01% New 170,168 $3.1M
BNP Paribas Financial Markets 0.00% Add +31.6% 134,357 $2.9M
Woodline Partners LP 0.02% No change 133,900 $2.9M
Deutsche Bank AG 0.00% New 130,363 $2.8M
Northern Trust Corp. 0.00% Add +30.1% 130,270 $2.8M
Townsquare Capital LLC 0.03% Add +29.1% 129,638 $2.8M
Melqart Asset Management (UK) Ltd 0.37% New 127,158 $2.7M
Holocene Advisors, LP 0.01% Reduce -83.8% 107,073 $2.3M
Canada Pension Plan Investment Board 0.00% New 106,400 $2.3M
Daiwa Securities Group Inc. 0.01% Add +61.3% 100,866 $2.2M
Blackstone Inc. 0.01% Reduce -60.0% 100,000 $2.1M
Squarepoint Ops LLC 0.01% Reduce -23.5% 95,643 $2.0M
UBS Group AG 0.00% Add +48.8% 89,539 $1.9M
West Paces Advisors Inc. 0.41% Add +212670.0% 85,108 $1.8M
Renaissance Capital LLC 1.38% Reduce -17.2% 83,564 $1.8M
Swiss National Bank 0.00% Add +3.8% 79,400 $1.7M
Two Sigma Investments, LP 0.00% Add +213.8% 71,879 $1.5M
PDT Partners, LLC 0.11% Add +0.0% 71,438 $1.5M
Boothbay Fund Management, LLC 0.05% Add +27.3% 70,000 $1.5M
Voleon Capital Management LP 0.11% Add +52.7% 66,753 $1.4M
Bessemer Group Inc. 0.00% Add +20.1% 64,893 $1.4M
Stifel Financial Corp. 0.00% Add +23.1% 64,428 $1.4M
Royal Bank of Canada 0.00% Add +588.4% 63,768 $1.4M
Dark Forest Capital Management LP 0.06% New 59,982 $1.3M
Acadian Asset Management LLC 0.00% Reduce -77.7% 59,017 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +294.5% 57,600 $1.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +27.9% 55,362 $1.2M
Azzad Asset Management Inc. 0.13% Add +98.4% 52,867 $1.1M
Alberta Investment Management Corp 0.01% New 51,931 $1.1M
FMR LLC 0.00% Reduce -96.0% 47,394 $1.0M
Russell Investments Group, Ltd. 0.00% Reduce -32.8% 44,767 $955K
Diversified Trust Co. 0.02% Add +19.4% 42,025 $897K
Montis Financial, LLC 0.24% New 37,759 $806K
M&T Bank Corp 0.00% Add +99.4% 36,433 $778K
Legal & General Group Plc 0.00% Add +8.4% 35,498 $758K
California State Teachers Retirement System 0.00% No change 33,541 $716K
XTX Topco Ltd 0.03% New 30,062 $642K
JPMorgan Chase & Co. 0.00% Reduce -98.2% 29,034 $620K
CenterBook Partners LP 0.04% Reduce -9.9% 28,941 $618K
D. E. Shaw & Co. 0.00% New 28,376 $606K
Nebula Research & Development LLC 0.06% Add +109.8% 28,009 $598K
Barclays PLC 0.00% Add +2.3% 22,831 $487K
Norden Group LLC 0.05% Add +3.7% 21,906 $467K
Marshall Wace, LLP 0.00% Reduce -95.5% 20,554 $439K
Portside Wealth Group, LLC 0.07% Add +36.3% 20,191 $431K
Cohen & Steers, Inc. 0.00% No change 20,000 $427K
&partners 0.00% Add +88.3% 18,438 $405K
Bank of New York Mellon Corp 0.00% Add +109.4% 17,528 $374K
Optimize Financial Inc. 0.13% New 16,085 $343K
US Bancorp \de 0.00% Reduce -4.3% 15,922 $340K
Janus Henderson Group PLC 0.00% No change 15,000 $329K
Precision Wealth Strategies, LLC 0.24% Add +37.9% 14,414 $308K
Atria Investments, Inc 0.00% Add +20.5% 14,376 $307K
Y-Intercept (Hong Kong) Ltd 0.02% New 13,509 $288K
Alliance Wealth Advisors, LLC 0.07% Add +39.9% 13,180 $281K
Magnetar Financial LLC 0.00% New 13,155 $281K

"% of holder's portfolio" is OS's weight in each manager's 13F, not the share of Onestream Inc. the manager owns.

Show all 141 holders