Annis Gardner Whiting Capital Advisors’s OneStream Inc OS Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio OS Stock Details OS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-227,217	Closed	-$5.46M	–	1308
2026 Q1	$5.46M	Buy	227,217 +20,933	+10%	+$491K	0.87%	16
2025 Q4	$3.79M	Buy	206,284 +759	+0.4%	+$14.5K	0.72%	18
2025 Q3	$3.79M	Buy	205,525 +180,556	+723%	+$3.96M	0.78%	16
2025 Q2	$706K	Buy	+24,969	New	+$622K	0.24%	84

Annis Gardner Whiting Capital Advisors's OS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 227,217 shares — an estimated $5.46M sold.

Annis Gardner Whiting Capital Advisors first reported a position in OS in Q2 2025 and held it in 4 quarters. The position peaked at $5.46M in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 227,217 OneStream Inc shares in Q2 2026, an estimated $5.46M.
Annis Gardner Whiting Capital Advisors first reported a position in OneStream Inc in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's OneStream Inc position peaked at $5.46M in Q1 2026.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.