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
Alpine Global Management, LLC 0.26% New 35,000 $991K
Montanova Capital, LLC 0.04% New 33,080 $936K
Portside Wealth Group, LLC 0.13% Add +54.7% 31,243 $884K
Capital Fund Management S.A. 0.01% New 31,079 $880K
Hound Partners, LLC 0.11% New 30,000 $849K
Janus Henderson Group PLC 0.00% Add +95.3% 29,294 $828K
Engineers Gate Manager LP 0.01% New 29,266 $828K
Picton Mahoney Asset Management 0.01% New 29,090 $824K
Precision Wealth Strategies, LLC 0.26% Add +94.2% 27,998 $792K
JPMorgan Chase & Co. 0.00% Reduce -5.2% 27,514 $779K
&partners 0.01% Add +39.8% 25,777 $729K
Callan Family Office, LLC 0.02% New 25,265 $715K
Bank of New York Mellon Corp 0.00% Add +42.8% 25,022 $708K
Annis Gardner Whiting Capital Advisors, LLC 0.24% New 24,969 $706K
US Bancorp \de 0.00% Add +51.5% 24,124 $683K
SG Americas Securities, LLC 0.00% Add +285.2% 22,667 $641K
Schonfeld Strategic Advisors LLC 0.00% New 22,122 $626K
Quadrature Capital Ltd 0.01% New 21,613 $611K
Atria Investments, Inc 0.01% Add +46.5% 21,063 $596K
Arizona State Retirement System 0.00% Add +77.5% 20,824 $589K
Cohen & Steers, Inc. 0.00% No change 20,000 $566K
Cinctive Capital Management LP 0.03% New 18,929 $536K
Index Fund Advisors, Inc. 0.03% New 18,570 $526K
Verition Fund Management LLC 0.00% New 17,406 $493K
Alliance Wealth Advisors, LLC 0.12% Add +31.5% 17,337 $491K
Barclays PLC 0.00% Reduce -25.3% 17,067 $483K
Handelsbanken Fonder AB 0.00% New 16,400 $464K
Oxford Asset Management LLP 0.15% New 16,228 $459K
Optimize Financial Inc. 0.28% Reduce -0.7% 15,971 $452K
KLP Kapitalforvaltning As 0.00% Add +104.0% 15,300 $433K
Arrowstreet Capital, Limited Partnership 0.00% New 13,084 $370K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.6% 12,508 $354K
Susquehanna International Group, LLP 0.00% New 12,501 $354K
HighTower Advisors, LLC 0.00% New 12,452 $352K
Blue Trust, Inc. 0.00% Add +22.3% 12,421 $352K
Cetera Investment Advisers 0.00% New 12,107 $343K
Janney Montgomery Scott LLC 0.00% New 12,038 $341K
Manufacturers Life Insurance Company, The 0.00% Add +8.8% 11,747 $332K
Occudo Quantitative Strategies LP 0.03% New 10,858 $307K
Teacher Retirement System of Texas 0.00% New 10,843 $307K
Townsquare Capital LLC 0.03% Reduce -91.7% 10,814 $306K
Pictet Asset Management Holding SA 0.00% New 10,791 $305K
Landscape Capital Management, L.L.C. 0.02% New 10,563 $299K
T. Rowe Price Associates Inc. 0.00% Reduce -2.6% 10,055 $285K
Shay Capital LLC 0.06% New 10,000 $283K
Two Sigma Advisers, LP 0.00% Add +2.1% 9,800 $277K
Avantax Advisory Services, Inc. 0.00% New 9,743 $276K
Magnetar Financial LLC 0.00% Reduce -26.3% 9,700 $275K
Cottonwood Capital Advisors, LLC 0.18% New 9,677 $274K
Petrus Trust Company, LTA 0.03% New 9,431 $267K
Renaissance Technologies 0.00% New 9,200 $260K
Mechanics Bank Trust Department 0.04% New 8,663 $245K
Baird Financial Group, Inc. 0.00% New 8,573 $243K
Victory Capital Management Inc. 0.00% New 8,537 $242K
Moody National Bank Trust Division 0.02% New 8,388 $237K
Vident Advisory, LLC 0.00% New 7,836 $222K
State of Tennessee, Department of Treasury 0.00% New 7,478 $212K
Pension & Wealth Management Advisors, Inc. 0.07% Reduce -23.3% 7,211 $204K
Fourth Dimension Wealth, LLC 0.07% New 6,152 $174K
Comerica Bank 0.00% Add +5.6% 2,135 $60K
KBC Group NV 0.00% New 2,053 $58K
Tower Research Capital LLC (TRC) 0.00% Reduce -58.6% 1,729 $49K
Rhumbline Advisers 0.00% No change 1,625 $46K
First Horizon Advisors, Inc. 0.00% Add +44.9% 1,610 $46K
Advisors Asset Management, Inc. 0.00% Add +68.3% 1,442 $41K
Allworth Financial LP 0.00% Reduce -3.9% 877 $25K
Quarry LP 0.01% New 787 $22K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 652 $18K
IFP Advisors, Inc 0.00% Reduce -90.3% 630 $18K
Salem Investment Counselors Inc. 0.00% No change 500 $14K
Osaic Holdings, Inc. 0.00% Reduce -6.9% 475 $13K
Caitong International Asset Management Co., Ltd 0.01% Add +887.2% 464 $13K
Federation des caisses Desjardins du Quebec 0.00% Add +50.0% 375 $11K
Armstrong Advisory Group, Inc. 0.00% No change 370 $10K
Wolff Wiese Magana LLC 0.01% Add +16.6% 330 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +21.5% 249 $7K
Parallel Advisors, LLC 0.00% Add +33.3% 184 $5K
Northwestern Mutual Wealth Management Co. 0.00% Add +262.0% 181 $5K
Harbour Investments, Inc. 0.00% No change 172 $5K
Morse Asset Management, Inc 0.00% Reduce -50.0% 40 $1K
Roble, Belko & Company, Inc 0.00% New 33 $1K
Fairman Group, LLC 0.00% No change 34 $962
Signaturefd, LLC 0.00% Reduce -81.2% 26 $736
PNC Financial Services Group, Inc. 0.00% Reduce -34.4% 21 $594
MAI Capital Management 0.00% New 13 $368
National Bank of Canada 0.00% New 1 $28

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