Avantax Advisory Services’s OneStream Inc OS Stock Holding History

Avantax Advisory Services’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
2025 Q2	$276K	Buy	+9,743	New	+$243K	﹤0.01%	1982

Other funds holding OS

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Avantax Advisory Services's OS Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in OneStream Inc (OS) in Q2 2025: 9,743 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1982 among its holdings.

186 funds tracked by Wall St. Rank hold OS as of Q2 2025.

Avantax Advisory Services held 9,743 shares of OneStream Inc worth $276K as of Q2 2025.
OneStream Inc was a new Avantax Advisory Services position in Q2 2025.
OneStream Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1982 holding.
186 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.