OneStream, Inc. (OS) — Institutional Holders, Q1 2026

180 institutional investment managers reported a OS position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $2.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← OS stock profile

OS in Q1 2026: what funds did

Funds that filed a 13F for both Q4 2025 and Q1 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

GLAZER CAPITALNew · +7,537,536 sh+$180.9M
FIL LtdNew · +3,992,145 sh+$95.8M
AQR ArbitrageNew · +3,393,367 sh+$81.4M
NEXPOINT ASSET MANAGEMENT, L.P.New · +3,358,217 sh+$80.6M
Polar Asset Management PartnersNew · +2,944,378 sh+$70.7M

Biggest sellers

T. Rowe Price Investment ManagementSold out · -11,618,772 sh-$278.9M
FULLER & THALER ASSET MANAGEMENTSold out · -5,184,764 sh-$124.4M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTTrimmed · -4,867,569 sh-$116.8M
DARLINGTON PARTNERS CAPITAL MANAGEMENTSold out · -3,839,405 sh-$92.1M
BROWN ADVISORYSold out · -3,376,401 sh-$81.0M

OS 13F holders ranked 1–100 of 180

Institutional investors reporting a position in OneStream, Inc. on SEC Form 13F-HR for Q1 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q4 2025
1	GLAZER CAPITAL#1 · 7,537,536 sh	7,537,536	$180.9M	—	New
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 4,900,450 sh	4,900,450	$117.6M	—	—
3	Temasek (Private) Ltd#3 · 4,266,714 sh	4,266,714	$102.4M	—	0.0%
4	FIL Ltd#4 · 3,992,145 sh	3,992,145	$95.8M	—	New
5	VANGUARD CAPITAL MANAGEMENT#5 · 3,882,231 sh	3,882,231	$93.2M	—	—
6	AQR Arbitrage#6 · 3,393,367 sh	3,393,367	$81.4M	—	New
7	NEXPOINT ASSET MANAGEMENT, L.P.#7 · 3,358,217 sh	3,358,217	$80.6M	—	New
8	O'Connor Alternative Investments#8 · 3,186,804 sh	3,186,804	$76.5M	—	—
9	Polar Asset Management Partners#9 · 2,944,378 sh	2,944,378	$70.7M	—	New
10	MILLENNIUM MANAGEMENT#10 · 2,471,107 sh	2,471,107	$59.3M	—	+636.4%
11	BlackRock#11 · 2,339,550 sh	2,339,550	$56.1M	—	+11.1%
12	UBS Group AG#12 · 2,257,069 sh	2,257,069	$54.2M	—	+372.4%
13	Man Group plc#13 · 2,204,520 sh	2,204,520	$52.9M	—	New
14	GOLDMAN SACHS GROUP#14 · 1,985,820 sh	1,985,820	$47.7M	—	+391.0%
15	CITADEL ADVISORS#15 · 1,890,118 sh	1,890,118	$45.4M	—	-16.8%
16	Pentwater Capital Management#16 · 1,890,000 sh	1,890,000	$45.4M	—	New
17	First Capital Management L.P.#17 · 1,842,189 sh	1,842,189	$44.2M	—	New
18	SOROS FUND MANAGEMENT#18 · 1,830,222 sh	1,830,222	$43.9M	—	+454.6%
19	TIG Advisors#19 · 1,738,231 sh	1,738,231	$41.7M	—	New
20	MORGAN STANLEY#20 · 1,651,031 sh	1,651,031	$39.6M	—	+75.4%
21	HSBC PLC#21 · 1,595,839 sh	1,595,839	$38.3M	—	+1921.4%
22	JPMORGAN CHASE#22 · 1,467,884 sh	1,467,884	$35.2M	—	+415.7%
23	ODDO BHF ASSET MANAGEMENT SAS#23 · 1,450,000 sh	1,450,000	$34.8M	—	New
24	HEALTHCARE OF ONTARIO PENSION PLAN FUND#24 · 1,234,961 sh	1,234,961	$29.6M	—	+105.8%
25	ALLIANCEBERNSTEIN L.P.#25 · 1,535,061 sh	1,535,061	$28.2M	—	New
26	Qube Research & Technologies Ltd#26 · 1,133,221 sh	1,133,221	$27.2M	—	+49.2%
27	CITIGROUP#27 · 1,103,394 sh	1,103,394	$26.5M	—	+295.3%
28	GEODE CAPITAL MANAGEMENT#28 · 1,099,122 sh	1,099,122	$26.4M	—	+3.1%
29	Capula Management Ltd#29 · 1,074,711 sh	1,074,711	$25.8M	—	New
30	MARSHALL WACE, LLP#30 · 990,806 sh	990,806	$23.8M	—	-64.4%
31	SUSQUEHANNA INTERNATIONAL GROUP, LLP#31 · 984,652 sh	984,652	$23.6M	—	+674.0%
32	ALPINE ASSOCIATES MANAGEMENT#32 · 920,692 sh	920,692	$22.1M	—	New
33	Verition Fund Management#33 · 862,413 sh	862,413	$20.7M	—	+6195.0%
34	METEORA CAPITAL#34 · 861,800 sh	861,800	$20.7M	—	New
35	BALYASNY ASSET MANAGEMENT L.P.#35 · 817,569 sh	817,569	$19.6M	—	+99.6%
36	SYQUANT CAPITAL SAS#36 · 789,449 sh	789,449	$18.9M	—	New
37	Nearwater Capital Markets, Ltd#37 · 707,800 sh	707,800	$17.0M	—	New
38	Fort Baker Capital Management#38 · 689,587 sh	689,587	$16.6M	—	New
39	Westchester Capital Management#39 · 677,498 sh	677,498	$16.3M	—	New
40	Grantham, Mayo, Van Otterloo#40 · 676,553 sh	676,553	$16.2M	—	New
41	Alberta Investment Management#41 · 674,500 sh	674,500	$16.2M	—	+352.7%
42	BANK OF AMERICA#42 · 623,975 sh	623,975	$15.0M	—	+497.7%
43	STATE STREET#43 · 600,024 sh	600,024	$14.4M	—	-20.3%
44	GABELLI FUNDS#44 · 523,583 sh	523,583	$12.6M	—	New
45	CIBRA Capital Ltd#45 · 519,691 sh	519,691	$12.5M	6.02%	New
46	Squarepoint Ops#46 · 518,231 sh	518,231	$12.4M	—	New
47	VANGUARD FIDUCIARY#47 · 511,124 sh	511,124	$12.3M	—	—
48	Groupe la Francaise#48 · 509,500 sh	509,500	$12.2M	—	New
49	CHARLES SCHWAB INVESTMENT MANAGEMENT#49 · 499,512 sh	499,512	$12.0M	—	+5.9%
50	GABELLI & INVESTMENT ADVISERS#50 · 408,372 sh	408,372	$9.8M	—	New
51	BOOTHBAY FUND MANAGEMENT#51 · 396,426 sh	396,426	$9.5M	—	+96.0%
52	Carmignac Gestion#52 · 384,893 sh	384,893	$9.2M	—	New
53	CREDIT INDUSTRIEL ET COMMERCIAL#53 · 365,500 sh	365,500	$8.8M	—	New
54	Taconic Capital Advisors#54 · 341,528 sh	341,528	$8.2M	—	New
55	AQR CAPITAL MANAGEMENT#55 · 326,514 sh	326,514	$7.8M	—	+12.4%
56	TPG GP A#56 · 325,000 sh	325,000	$7.8M	—	New
57	FIFTH LANE CAPITAL#57 · 322,630 sh	322,630	$7.7M	—	New
58	TOKIO MARINE ASSET MANAGEMENT LTD#58 · 284,300 sh	284,300	$6.8M	—	New
59	PICTON MAHONEY ASSET MANAGEMENT#59 · 274,000 sh	274,000	$6.6M	—	New
60	Trium Capital LLP#60 · 272,803 sh	272,803	$6.5M	—	New
61	Absolute Gestao de Investimentos Ltda.#61 · 245,160 sh	245,160	$5.9M	—	New
62	NORTHERN#62 · 240,517 sh	240,517	$5.8M	—	+4.0%
63	Annis Gardner Whiting Capital Advisors#63 · 227,217 sh	227,217	$5.5M	—	+10.1%
64	SG Americas Securities#64 · 218,311 sh	218,311	$5.2M	—	-20.6%
65	NEW YORK LIFE INVESTMENT MANAGEMENT#65 · 215,678 sh	215,678	$5.2M	—	New
66	Kryger Capital#66 · 201,986 sh	201,986	$4.8M	—	—
67	Vestcor#67 · 175,000 sh	175,000	$4.2M	—	New
68	Swiss National Bank#68 · 166,100 sh	166,100	$4.0M	—	+6.1%
69	Maven Securities LTD#69 · 140,000 sh	140,000	$3.4M	—	New
70	WOLVERINE ASSET MANAGEMENT#70 · 122,808 sh	122,808	$2.9M	—	New
71	ALGERT GLOBAL#71 · 118,200 sh	118,200	$2.8M	—	0.0%
72	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#72 · 116,158 sh	116,158	$2.8M	—	+9.5%
73	BNP PARIBAS FINANCIAL MARKETS#73 · 112,994 sh	112,994	$2.7M	—	+33.7%
74	Voleon Capital Management#74 · 109,728 sh	109,728	$2.6M	—	+667.4%
75	JANE STREET GROUP#75 · 106,508 sh	106,508	$2.6M	—	-55.6%
76	WATER ISLAND CAPITAL#76 · 91,120 sh	91,120	$2.2M	—	New
77	WEST PACES ADVISORS#77 · 85,218 sh	85,218	$2.0M	—	0.0%
78	READYSTATE ASSET MANAGEMENT#78 · 82,162 sh	82,162	$2.0M	—	-36.3%
79	Varenne Capital Partners#79 · 76,906 sh	76,906	$1.9M	—	New
80	CSS#80 · 65,508 sh	65,508	$1.6M	—	New
81	Yakira Capital Management#81 · 60,978 sh	60,978	$1.5M	—	New
82	Twin Securities#82 · 60,372 sh	60,372	$1.4M	—	New
83	LMR Partners LLP#83 · 56,035 sh	56,035	$1.3M	—	New
84	Fieldview Capital Management#84 · 54,807 sh	54,807	$1.3M	—	+258.9%
85	VANGUARD ASSET MANAGEMENT, Ltd#85 · 53,765 sh	53,765	$1.3M	—	—
86	Legal & General Group Plc#86 · 52,631 sh	52,631	$1.3M	—	-6.9%
87	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#87 · 50,000 sh	50,000	$1.2M	—	New
88	IEQ CAPITAL#88 · 47,170 sh	47,170	$1.1M	—	New
89	FMR#89 · 45,762 sh	45,762	$1.1M	—	+1.6%
90	Transmarket#90 · 42,726 sh	42,726	$1.0M	—	New
91	Kintayl Capital#91 · 42,508 sh	42,508	$1.0M	—	New
92	Point72 Asset Management, L.P.#92 · 37,775 sh	37,775	$906.6K	—	-92.0%
93	STATE OF WISCONSIN INVESTMENT BOARD#93 · 37,487 sh	37,487	$899.7K	—	-75.3%
94	Versor Investments#94 · 33,832 sh	33,832	$812.0K	—	New
95	Schonfeld Strategic Advisors#95 · 33,709 sh	33,709	$809.0K	—	+145.1%
96	BARCLAYS PLC#96 · 33,072 sh	33,072	$793.7K	—	-80.5%
97	Vanguard Global Advisers#97 · 32,510 sh	32,510	$780.2K	—	—
98	OXFORD ASSET MANAGEMENT LLP#98 · 30,350 sh	30,350	$728.4K	—	-5.0%
99	Brevan Howard Capital Management#99 · 27,198 sh	27,198	$652.8K	—	+166.0%
100	Bank of New York Mellon#100 · 26,216 sh	26,216	$629.2K	—	-88.4%

Funds that sold out of OS in Q1 2026 (83)

Held OS at the end of Q4 2025 and filed a Q1 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held OS in Q4 2025 and reported no position in Q1 2026.
Institution	Shares sold	Value in Q4 2025
T. Rowe Price Investment Management11,618,772 sh	11,618,772	$213.6M
FULLER & THALER ASSET MANAGEMENT5,184,764 sh	5,184,764	$95.3M
DARLINGTON PARTNERS CAPITAL MANAGEMENT3,839,405 sh	3,839,405	$70.6M
BROWN ADVISORY3,376,401 sh	3,376,401	$62.1M
TimesSquare Capital Management2,668,307 sh	2,668,307	$49.0M
Champlain Investment Partners2,116,556 sh	2,116,556	$38.9M
WELLINGTON MANAGEMENT GROUP LLP1,342,754 sh	1,342,754	$24.7M
WASATCH ADVISORS1,334,873 sh	1,334,873	$24.5M
Neuberger Berman Group1,281,694 sh	1,281,694	$23.6M
AMERICAN CENTURY COMPANIES1,271,265 sh	1,271,265	$23.4M
MOORE CAPITAL MANAGEMENT1,204,698 sh	1,204,698	$22.1M
MASSACHUSETTS FINANCIAL SERVICES1,050,802 sh	1,050,802	$19.3M
FEDERATED HERMES850,000 sh	850,000	$15.6M
Clearbridge Investments613,505 sh	613,505	$11.3M
Tensile Capital Management541,070 sh	541,070	$9.9M
Alyeska Investment Group, L.P.530,341 sh	530,341	$9.7M
ALKEON CAPITAL MANAGEMENT475,000 sh	475,000	$8.7M
TD ASSET MANAGEMENT438,496 sh	438,496	$8.1M
Capricorn Fund Managers Ltd380,000 sh	380,000	$7.0M
VOLORIDGE INVESTMENT MANAGEMENT353,662 sh	353,662	$6.5M
M&T BANK56,278 sh	56,278	$6.5M
ARMISTICE CAPITAL336,000 sh	336,000	$6.2M
EVERGREEN CAPITAL MANAGEMENT325,113 sh	325,113	$6.0M
SEI INVESTMENTS301,888 sh	301,888	$5.5M
KING LUTHER CAPITAL MANAGEMENT268,054 sh	268,054	$4.9M
SEVEN GRAND MANAGERS250,000 sh	250,000	$4.6M
KORNITZER CAPITAL MANAGEMENT245,605 sh	245,605	$4.5M
CAPITAL FUND MANAGEMENT S.A.242,910 sh	242,910	$4.5M
TUDOR INVESTMENT ET AL177,462 sh	177,462	$3.3M
OSSIAM129,200 sh	129,200	$2.4M
2Xideas AG121,825 sh	121,825	$2.2M
ENVESTNET ASSET MANAGEMENT110,078 sh	110,078	$2.0M
Daiwa Securities Group91,247 sh	91,247	$1.7M
SCALAR GAUGE MANAGEMENT75,000 sh	75,000	$1.4M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO65,210 sh	65,210	$1.2M
Y-Intercept (Hong Kong) Ltd64,218 sh	64,218	$1.2M
BESSEMER GROUP59,759 sh	59,759	$1.1M
TWINBEECH CAPITAL56,515 sh	56,515	$1.0M
DARK FOREST CAPITAL MANAGEMENT55,662 sh	55,662	$1.0M
FOX RUN MANAGEMENT, L.L.C.52,813 sh	52,813	$970.7K
AMERIPRISE FINANCIAL52,726 sh	52,726	$969.1K
Elo Mutual Pension Insurance51,055 sh	51,055	$938.4K
CenterBook Partners49,621 sh	49,621	$912.0K
Trexquant Investment48,764 sh	48,764	$896.3K
Diversified45,036 sh	45,036	$827.8K
STIFEL FINANCIAL41,168 sh	41,168	$756.7K
XY Capital Ltd30,000 sh	30,000	$551.4K
JANUS HENDERSON GROUP PLC29,294 sh	29,294	$538.9K
PRELUDE CAPITAL MANAGEMENT25,338 sh	25,338	$465.7K
Gibbs Wealth Management18,677 sh	18,677	$441.2K
LOS ANGELES CAPITAL MANAGEMENT22,137 sh	22,137	$401.1K
Index Fund Advisors18,570 sh	18,570	$341.3K
Atria Investments17,949 sh	17,949	$329.9K
KLP KAPITALFORVALTNING AS16,900 sh	16,900	$310.6K
Jain Global16,731 sh	16,731	$307.5K
Aquatic Capital Management16,544 sh	16,544	$304.1K
Advance Capital Management15,403 sh	15,403	$283.1K
Engineers Gate Manager15,216 sh	15,216	$279.7K
Portside Wealth Group15,160 sh	15,160	$278.6K
MANUFACTURERS LIFE INSURANCE COMPANY, THE14,397 sh	14,397	$264.6K
PENSION & WEALTH MANAGEMENT ADVISORS14,228 sh	14,228	$261.5K
Janney Montgomery Scott13,007 sh	13,007	$239.0K
WILEY BROS.-AINTREE CAPITAL12,302 sh	12,302	$226.1K
Callan Family Office12,298 sh	12,298	$226.0K
Graham Capital Management, L.P.11,785 sh	11,785	$216.6K
EntryPoint Capital11,768 sh	11,768	$216.3K
Concurrent Investment Advisors11,344 sh	11,344	$208.5K
NORDEN GROUP10,532 sh	10,532	$193.6K
COHEN & STEERS10,000 sh	10,000	$184.0K
GROUP ONE TRADING, L.P.7,075 sh	7,075	$130.0K
Kestra Advisory Services3,570 sh	3,570	$65.6K
JONES FINANCIAL COMPANIES LLLP974 sh	974	$17.9K
Federation des caisses Desjardins du Quebec500 sh	500	$9.2K
Union Bankshares450 sh	450	$8.3K
Financial Network Wealth Advisors370 sh	370	$6.8K
WOLFF WIESE MAGANA330 sh	330	$6.1K
HARBOUR INVESTMENTS172 sh	172	$3.2K
Roble, Belko & Company33 sh	33	$1.0K
Quarry50 sh	50	$919.00
PNC FINANCIAL SERVICES GROUP38 sh	38	$698.00
SageView Advisory Group10 sh	10	$184.00
Strategic Wealth Partners, Ltd.3 sh	3	$55.00
Clearstead Advisors1 sh	1	$19.00

Source: Form 13F-HR filings on SEC EDGAR, Q1 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.