OnestreamOS

13F holders, Q4 2025 (December 31)
184holders −1
38new positions
38sold out
6famous investors
$18.38avg. 13F price*

At the end of Q4 2025, 184 institutions reported holding Onestream Inc. (OS) in their 13F filings, down 1 from Q3 2025. 38 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($157.7M), T. Rowe Price Investment Management, Inc. ($143.0M) and Norges Bank ($109.8M). 6 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$133.4M
Exits38$72.3M

All 13F filers, Q3 2025 → Q4 2025: 11,661,914 shares bought and 14,116,567 shares sold, net −2,454,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 184 holders

Vanguard Group Inc. 0.00% Reduce -0.3% 8,580,460 $157.7M
T. Rowe Price Investment Management, Inc. 0.09% Reduce -17.1% 7,779,413 $143.0M
Norges Bank 0.01% — 5,974,029 $109.8M
Kayne Anderson Rudnick Investment Management LLC 0.24% Reduce -21.6% 4,867,636 $89.5M
Temasek Holdings (Private) Ltd 0.25% No change 4,266,714 $78.4M
Darlington Partners Capital Management, LP 2.82% No change 3,839,405 $70.6M
Brown Advisory Inc. 0.09% Reduce -7.4% 3,376,401 $62.1M
Marshall Wace, LLP 0.05% Add +12.3% 2,786,155 $51.2M
TimesSquare Capital Management, LLC 0.74% Add +4.8% 2,668,307 $49.0M
Fuller & Thaler Asset Management, Inc. 0.16% New 2,592,382 $47.6M
Citadel Advisors 0.03% Add +466.9% 2,272,311 $41.8M
Champlain Investment Partners, LLC 0.39% Reduce -26.7% 2,116,556 $38.9M
BlackRock, Inc. 0.00% Add +0.1% 2,105,813 $38.7M
Wellington Management Group LLP 0.00% Add +6.4% 1,342,754 $24.7M
Wasatch Advisors LP 0.15% Add +3.2% 1,334,873 $24.5M
Neuberger Berman Group LLC 0.02% Reduce -3.5% 1,281,694 $23.6M
American Century Companies Inc. 0.01% Add +10.9% 1,271,265 $23.4M
Moore Capital Management, LP 0.47% New 1,204,698 $22.1M
Geode Capital Management, LLC 0.00% Add +3.9% 1,066,278 $19.6M
Massachusetts Financial Services Co. 0.01% Reduce -26.2% 1,050,802 $19.3M
Morgan Stanley 0.00% Reduce -17.9% 941,344 $17.3M
Federated Hermes, Inc. 0.03% No change 850,000 $15.6M
Qube Research & Technologies Ltd 0.02% Add +21.1% 759,759 $14.0M
State Street Corp. 0.00% Add +4.5% 752,576 $13.8M
Goldman Sachs Group Inc. 0.00% Add +6.2% 704,151 $12.9M
Clearbridge Investments, LLC 0.01% Add +0.3% 613,505 $11.3M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -36.8% 600,000 $11.0M
Tensile Capital Management LP 1.29% New 541,070 $9.9M
Alyeska Investment Group, L.P. 0.03% Add +62.9% 530,341 $9.7M
UBS Group AG 0.00% Add +32.1% 477,796 $8.8M
Alkeon Capital Management LLC 0.04% Reduce -40.6% 475,000 $8.7M
Charles Schwab Investment Management Inc. 0.00% Add +2.4% 471,564 $8.7M
Point72 Asset Management 0.01% New 470,765 $8.7M
ExodusPoint Capital Management, LP 0.09% New 442,851 $8.1M
TD Asset Management Inc 0.01% Reduce -7.9% 438,496 $8.1M
Wells Fargo & Company 0.00% Reduce -33.0% 422,819 $7.8M
Balyasny Asset Management L.P. 0.01% New 409,625 $7.5M
Bank of America Corp. 0.00% Reduce -38.5% 389,127 $7.2M
Capricorn Fund Managers Ltd 1.68% New 380,000 $7.0M
Voloridge Investment Management, LLC 0.02% Reduce -18.9% 353,662 $6.5M
Armistice Capital, LLC 0.15% Add +34.4% 336,000 $6.2M
Millennium Management 0.00% Reduce -52.3% 335,581 $6.2M
Soros Fund Management 0.11% Add +2.3% 330,000 $6.1M
Evergreen Capital Management LLC 0.13% Reduce -6.3% 325,113 $6.0M
Sei Investments Co. 0.01% Reduce -15.2% 301,913 $5.5M
AQR Capital Management 0.00% New 290,426 $5.3M
JPMorgan Chase & Co. 0.00% Add +159.2% 284,661 $5.2M
Citigroup Inc. 0.00% Reduce -30.5% 279,100 $5.1M
SG Americas Securities, LLC 0.01% New 274,788 $5.1M
King Luther Capital Management Corp. 0.02% Add +91.1% 268,054 $4.9M
Seven Grand Managers, LLC 0.35% Reduce -50.0% 250,000 $4.6M
Kornitzer Capital Management Inc. 0.09% No change 245,605 $4.5M
Capital Fund Management S.A. 0.04% Add +19.0% 242,910 $4.5M
Jane Street Group, LLC 0.01% Add +264.3% 240,041 $4.4M
Northern Trust Corp. 0.00% Add +9.4% 231,178 $4.2M
Bank of New York Mellon Corp 0.00% Reduce -3.9% 226,248 $4.2M
Royal Bank of Canada 0.00% Reduce -82.1% 214,443 $3.9M
Annis Gardner Whiting Capital Advisors, LLC 0.72% Add +0.4% 206,284 $3.8M
Boothbay Fund Management, LLC 0.10% Add +105.0% 202,257 $3.7M
Tudor Investment Corporation 0.02% Add +427.1% 177,462 $3.3M
Barclays PLC 0.00% Add +13.7% 169,314 $3.1M
Swiss National Bank 0.00% Add +19.0% 156,500 $2.9M
State of Wisconsin Investment Board 0.01% Reduce -5.8% 151,604 $2.8M
Jump Financial, LLC 0.04% Add +110.3% 141,601 $2.6M
Ossiam 0.05% No change 129,200 $2.4M
Readystate Asset Management LP 0.18% New 128,970 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -78.0% 127,208 $2.3M
2Xideas AG 0.63% Reduce -10.4% 121,825 $2.2M
Algert Global LLC 0.03% Reduce -36.6% 118,200 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -45.9% 110,078 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +41.9% 106,128 $2.0M
Daiwa Securities Group Inc. 0.01% Reduce -13.2% 91,247 $1.7M
West Paces Advisors Inc. 0.30% No change 85,218 $1.6M
BNP Paribas Financial Markets 0.00% Reduce -35.5% 84,518 $1.6M
Deutsche Bank AG 0.00% Reduce -38.1% 84,026 $1.5M
CIBC Private Wealth Group LLC 0.00% Reduce -59.2% 76,798 $1.4M
Scalar Gauge Management, LLC 0.91% New 75,000 $1.4M
Alberta Investment Management Corp 0.01% New 74,500 $1.4M
Hudson Bay Capital Management LP 0.01% New 70,922 $1.3M
California State Teachers Retirement System 0.00% Add +19.2% 70,571 $1.3M
Legal & General Group Plc 0.00% Add +4.2% 66,873 $1.2M
Public Employees Retirement System of Ohio 0.00% No change 65,210 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -74.1% 64,218 $1.2M
Bessemer Group Inc. 0.00% Add +18.8% 59,759 $1.1M
Comerica Bank 0.00% Add +2443.4% 57,609 $1.1M
Twinbeech Capital LP 0.07% Add +209.8% 56,515 $1.0M
Dark Forest Capital Management LP 0.05% Reduce -62.3% 55,662 $1.0M
Fox Run Management, L.L.C. 0.15% New 52,813 $971K
Ameriprise Financial Inc. 0.00% Reduce -8.2% 52,726 $969K
Elo Mutual Pension Insurance Co 0.01% Add +349.9% 51,055 $938K
CenterBook Partners LP 0.04% Add +90.1% 49,621 $912K
Trexquant Investment LP 0.01% Reduce -86.0% 48,764 $896K
FMR LLC 0.00% Reduce -2.3% 45,061 $828K
Diversified Trust Co. 0.02% Add +38.6% 45,036 $828K
Cetera Investment Advisers 0.00% Reduce -7.0% 41,655 $766K
Stifel Financial Corp. 0.00% Reduce -34.9% 41,168 $757K
HSBC Holdings PLC 0.00% New 39,473 $737K
Oxford Asset Management LLP 0.21% New 31,938 $587K
XY Capital Ltd 0.56% New 30,000 $551K
Peapack Gladstone Financial Corp. 0.01% Add +7.5% 29,500 $542K
Janus Henderson Group PLC 0.00% No change 29,294 $539K
Simplex Trading, LLC 0.01% Reduce -24.7% 29,058 $534K
Raymond James Financial Inc. 0.00% Reduce -72.3% 28,487 $524K
Prelude Capital Management, LLC 0.03% New 25,338 $466K
Gibbs Wealth Management 0.11% Reduce -44.2% 18,677 $441K
Arizona State Retirement System 0.00% Add +11.4% 22,342 $411K
M&T Bank Corp 0.00% Reduce -50.2% 22,118 $407K
Los Angeles Capital Management LLC 0.00% Reduce -26.1% 22,137 $401K
Handelsbanken Fonder AB 0.00% Add +29.9% 21,300 $391K
Cerity Partners LLC 0.00% New 21,181 $389K
Institute for Wealth Management, LLC. 0.04% Reduce -10.5% 20,484 $376K
T. Rowe Price Associates Inc. 0.00% Add +15.7% 19,855 $365K
Primecap Management Co. 0.00% Reduce -81.0% 19,600 $360K
Index Fund Advisors, Inc. 0.02% No change 18,570 $341K
LPL Financial LLC 0.00% Add +23.6% 18,389 $338K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +45.6% 18,210 $335K
Atria Investments, Inc 0.00% Reduce -8.9% 17,949 $330K
US Bancorp \de 0.00% Reduce -12.6% 17,702 $325K
KLP Kapitalforvaltning As 0.00% Add +10.5% 16,900 $311K
Jain Global LLC 0.00% Reduce -94.3% 16,731 $308K
Aquatic Capital Management LLC 0.01% New 16,544 $304K
Janney Capital Management LLC 0.02% New 15,547 $286K
Advance Capital Management, Inc. 0.01% No change 15,403 $283K
Fieldview Capital Management, LLC 0.05% New 15,271 $281K
Engineers Gate Manager LP 0.00% Reduce -84.5% 15,216 $280K
Portside Wealth Group, LLC 0.04% Reduce -41.4% 15,160 $279K
Manufacturers Life Insurance Company, The 0.00% Add +0.8% 14,397 $265K
Voleon Capital Management LP 0.01% Reduce -67.0% 14,299 $263K
Pension & Wealth Management Advisors, Inc. 0.08% Add +30.2% 14,228 $262K
Schonfeld Strategic Advisors LLC 0.00% New 13,754 $253K
Verition Fund Management LLC 0.00% Reduce -95.9% 13,700 $252K
Vident Advisory, LLC 0.00% Reduce -26.8% 13,438 $247K
Montis Financial, LLC 0.05% Reduce -60.7% 13,436 $247K
Pictet Asset Management Holding SA 0.00% Add +23.1% 13,284 $244K
Janney Montgomery Scott LLC 0.00% Add +12.5% 13,007 $239K
&partners 0.00% Reduce -51.1% 12,302 $226K
Callan Family Office, LLC 0.00% New 12,298 $226K
Graham Capital Management, L.P. 0.01% Reduce -68.9% 11,785 $217K
EntryPoint Capital, LLC 0.08% New 11,768 $216K
Concurrent Investment Advisors, LLC 0.00% Add +3.0% 11,344 $209K
Blue Trust, Inc. 0.00% Add +5507.5% 11,215 $206K
Norden Group LLC 0.02% Reduce -65.5% 10,532 $194K
Brevan Howard Capital Management LP 0.00% Reduce -23.4% 10,224 $188K
Cohen & Steers, Inc. 0.00% No change 10,000 $184K
Cwm, LLC 0.00% New 9,853 $181K
Group One Trading LLC 0.00% Reduce -52.0% 7,075 $130K
Osaic Holdings, Inc. 0.00% Add +652.2% 4,957 $91K
Tower Research Capital LLC (TRC) 0.00% Add +4282.9% 4,602 $85K
Advisors Asset Management, Inc. 0.00% Add +53.9% 3,699 $68K
Kestra Advisory Services, LLC 0.00% New 3,570 $66K
EverSource Wealth Advisors, LLC 0.00% Add +1795.7% 2,673 $49K
KBC Group NV 0.00% No change 2,053 $38K
Manchester Capital Management LLC 0.01% No change 2,000 $37K
Rhumbline Advisers 0.00% No change 1,625 $30K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +57.7% 998 $18K
Jones Financial Companies LLLP 0.00% Reduce -0.7% 974 $18K
Essential Partners LLC 0.00% New 808 $15K
IFP Advisors, Inc 0.00% Add +31.9% 661 $12K
Federation des caisses Desjardins du Quebec 0.00% No change 500 $9K
Atlantic Union Bankshares Corp 0.00% No change 450 $8K
Rockefeller Capital Management L.P. 0.00% Add +105.0% 410 $8K
Financial Network Wealth Advisors LLC 0.01% Reduce -29.1% 370 $7K
Armstrong Advisory Group, Inc. 0.00% No change 370 $7K
Allworth Financial LP 0.00% Add +174.2% 351 $6K
Wolff Wiese Magana LLC 0.00% No change 330 $6K
Harbour Investments, Inc. 0.00% No change 172 $3K
Fourth Dimension Wealth, LLC 0.00% Reduce -98.8% 140 $3K
Rothschild Investment LLC 0.00% New 113 $2K
Marquette Asset Management, LLC 0.00% New 92 $2K
True Wealth Design, LLC 0.00% New 85 $2K
Parallel Advisors, LLC 0.00% Add +24.5% 61 $1K
Roble, Belko & Company, Inc 0.00% No change 33 $1K
Quarry LP 0.00% Reduce -89.8% 50 $919
Northwestern Mutual Wealth Management Co. 0.00% Reduce -61.5% 50 $919
GAMMA Investing LLC 0.00% New 45 $827
PNC Financial Services Group, Inc. 0.00% Reduce -92.7% 38 $698
Fairman Group, LLC 0.00% No change 34 $625
Farther Finance Advisors, LLC 0.00% Reduce -88.3% 19 $349
Sunbelt Securities, Inc. 0.00% New 10 $184
SJS Investment Consulting Inc. 0.00% New 10 $184
SageView Advisory Group, LLC 0.00% New 10 $184
Strategic Wealth Partners, Ltd. 0.00% New 3 $55
Dunhill Financial, LLC 0.00% New 2 $32
Clearstead Advisors, LLC 0.00% New 1 $19

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