OnestreamOS

13F holders, Q2 2025 (June 30)
186holders +45
65new positions
18sold out
6famous investors
$28.30avg. 13F price*

At the end of Q2 2025, 186 institutions reported holding Onestream Inc. (OS) in their 13F filings, up 45 from Q1 2025. 65 opened new positions and 18 sold out. The largest holders were T. Rowe Price Investment Management, Inc. ($255.4M), Vanguard Group Inc. ($221.3M) and Kayne Anderson Rudnick Investment Management LLC ($194.6M). 6 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions65$150.8M
Exits18$26.6M

All 13F filers, Q1 2025 → Q2 2025: 22,727,761 shares bought and 5,554,844 shares sold, net +17,172,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 186 holders

T. Rowe Price Investment Management, Inc. 0.16% Add +1.0% 9,025,499 $255.4M
Vanguard Group Inc. 0.00% Add +117.7% 7,819,431 $221.3M
Kayne Anderson Rudnick Investment Management LLC 0.46% Add +7.8% 6,875,115 $194.6M
Norges Bank 0.02% Add +1.7% 6,343,592 $179.5M
Darlington Partners Capital Management, LP 3.46% No change 3,839,405 $108.7M
Champlain Investment Partners, LLC 0.75% Reduce -6.5% 3,774,996 $106.8M
Goldman Sachs Group Inc. 0.02% Add +228.6% 3,623,209 $102.5M
Temasek Holdings (Private) Ltd 0.32% No change 2,956,360 $83.7M
TimesSquare Capital Management, LLC 1.09% Reduce -1.2% 2,666,751 $75.5M
Brown Advisory Inc. 0.10% Add +6.4% 2,602,154 $73.6M
Alliancebernstein L.P. 0.02% Reduce -17.6% 2,345,434 $66.4M
BlackRock, Inc. 0.00% Add +99.1% 2,049,875 $58.0M
Marshall Wace, LLP 0.07% Add +9577.4% 1,989,102 $56.3M
American Century Companies Inc. 0.03% Add +26.4% 1,653,179 $46.8M
Neuberger Berman Group LLC 0.03% Reduce -26.8% 1,549,660 $43.9M
Wasatch Advisors LP 0.19% New 1,267,914 $35.9M
Citadel Advisors 0.03% Add +60.9% 1,210,113 $34.2M
Massachusetts Financial Services Co. 0.01% Reduce -28.3% 1,063,784 $30.1M
Royal Bank of Canada 0.01% Add +1489.5% 1,013,577 $28.7M
Alkeon Capital Management LLC 0.13% Reduce -62.4% 950,000 $26.9M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -17.7% 950,000 $26.9M
Geode Capital Management, LLC 0.00% Add +38.7% 946,352 $26.8M
Morgan Stanley 0.00% Add +135.7% 938,295 $26.6M
Seven Grand Managers, LLC 2.89% Add +70.0% 850,000 $24.1M
Federated Hermes, Inc. 0.05% No change 850,000 $24.1M
Alyeska Investment Group, L.P. 0.08% Add +10.0% 800,000 $22.6M
Millennium Management 0.02% Add +128.3% 787,594 $22.3M
Wells Fargo & Company 0.00% Add +30.4% 753,675 $21.3M
Bank of America Corp. 0.00% Add +39.2% 722,341 $20.4M
Voloridge Investment Management, LLC 0.07% New 681,905 $19.3M
State Street Corp. 0.00% Add +10.1% 668,940 $18.9M
Soros Fund Management 0.47% Add +33.8% 625,800 $17.7M
Burkehill Global Management, LP 1.25% No change 600,000 $17.0M
Qube Research & Technologies Ltd 0.02% Add +25.6% 568,518 $16.1M
Clearbridge Investments, LLC 0.01% Add +1.6% 549,003 $15.5M
TD Asset Management Inc 0.01% Add +0.1% 500,266 $14.2M
BNP Paribas Financial Markets 0.01% Add +264.7% 489,943 $13.9M
Charles Schwab Investment Management Inc. 0.00% Add +48.5% 435,288 $12.3M
D. E. Shaw & Co. 0.01% Add +1208.3% 371,251 $10.5M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -24.7% 366,734 $10.4M
Walleye Capital LLC 0.10% New 360,005 $10.2M
Sculptor Capital LP 0.26% New 350,000 $9.9M
King Luther Capital Management Corp. 0.04% Add +1.8% 341,178 $9.7M
Sei Investments Co. 0.01% Add +26.1% 334,322 $9.5M
Citigroup Inc. 0.01% Add +12152.1% 331,541 $9.4M
UBS Group AG 0.00% Add +269.2% 330,579 $9.4M
Trexquant Investment LP 0.11% Add +45.4% 329,803 $9.3M
Ghisallo Capital Management LLC 0.22% New 300,000 $8.2M
Voya Investment Management LLC 0.01% New 258,834 $7.3M
Envestnet Asset Management Inc. 0.00% Add +26.1% 255,773 $7.2M
Jain Global LLC 0.10% Reduce -50.2% 205,764 $5.8M
Centiva Capital, LP 0.38% New 204,950 $5.8M
Northern Trust Corp. 0.00% Add +52.8% 199,054 $5.6M
Fortress Investment Group LLC 0.81% Add +1888.5% 198,846 $5.6M
CIBC Private Wealth Group LLC 0.01% Add +14.0% 194,051 $5.5M
Jane Street Group, LLC 0.01% New 184,424 $5.2M
Balyasny Asset Management L.P. 0.01% New 182,480 $5.2M
Capstone Investment Advisors, LLC 0.05% New 175,000 $5.0M
2Xideas AG 0.85% New 174,621 $4.9M
Woodline Partners LP 0.03% Add +26.7% 169,643 $4.8M
State of Wisconsin Investment Board 0.01% Add +1.8% 162,011 $4.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +189.2% 160,089 $4.5M
Swiss National Bank 0.00% Add +71.8% 136,400 $3.9M
Deutsche Bank AG 0.00% Add +3.5% 134,876 $3.8M
Man Group plc 0.01% Add +987.5% 125,000 $3.5M
Boothbay Fund Management, LLC 0.11% Add +72.7% 120,905 $3.4M
Daiwa Securities Group Inc. 0.01% Add +11.0% 111,950 $3.2M
Primecap Management Co. 0.00% Reduce -27.0% 105,900 $3.0M
Holocene Advisors, LP 0.01% Reduce -1.1% 105,848 $3.0M
Raymond James Financial Inc. 0.00% Reduce -66.8% 88,506 $2.5M
West Paces Advisors Inc. 0.51% No change 85,108 $2.4M
Nebula Research & Development LLC 0.20% Add +197.5% 83,315 $2.4M
Voleon Capital Management LP 0.13% Add +22.5% 81,765 $2.3M
Azzad Asset Management Inc. 0.25% Add +53.4% 81,118 $2.3M
Stifel Financial Corp. 0.00% Add +14.9% 74,010 $2.1M
Longaeva Partners L.P. 0.46% New 66,069 $1.9M
Public Employees Retirement System of Ohio 0.01% New 65,210 $1.8M
California State Teachers Retirement System 0.00% Add +94.0% 65,075 $1.8M
Bessemer Group Inc. 0.00% Add +0.0% 64,913 $1.8M
Legal & General Group Plc 0.00% Add +80.9% 64,201 $1.8M
XTX Topco Ltd 0.08% Add +113.3% 64,120 $1.8M
First Trust Advisors LP 0.00% New 60,499 $1.7M
Algert Global LLC 0.04% New 59,620 $1.7M
Two Sigma Investments, LP 0.00% Reduce -20.7% 56,968 $1.6M
Quantbot Technologies LP 0.04% New 56,690 $1.6M
M&T Bank Corp 0.01% Add +47.8% 53,829 $1.5M
Lazard Asset Management LLC 0.00% New 52,832 $1.5M
Ameriprise Financial Inc. 0.00% New 49,950 $1.4M
EFG Asset Management (North America) Corp. 0.20% New 49,788 $1.4M
Renaissance Capital LLC 0.93% Reduce -43.8% 46,940 $1.3M
FMR LLC 0.00% Reduce -3.7% 45,643 $1.3M
Tudor Investment Corporation 0.01% New 44,621 $1.3M
Russell Investments Group, Ltd. 0.00% Reduce -5.1% 42,488 $1.2M
Diversified Trust Co. 0.03% Add +0.5% 42,227 $1.2M
Twinbeech Capital LP 0.03% New 39,132 $1.1M
Norden Group LLC 0.12% Add +75.2% 38,389 $1.1M
CenterBook Partners LP 0.06% Add +32.4% 38,311 $1.1M
Montis Financial, LLC 0.30% No change 37,759 $1.1M
Weiss Asset Management LP 0.02% New 36,451 $1.0M
Dakota Wealth Management 0.02% New 35,202 $996K

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

Show all 186 holders