Baird Financial Group
OS

Baird Financial Group’s OneStream Inc OS Stock Holding History

Baird Financial Group’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
Q3 		– Sell
-8,573
Closed -$243K – 1870
2025
Q2 		$243K Buy
+8,573
New +$214K ﹤0.01% 1656
2025
Q1 		– Sell
-8,559
Closed -$244K – 1842
2024
Q4 		$244K Buy
+8,559
New +$263K ﹤0.01% 1625

Other funds holding OS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Baird Financial Group's OS Position: Q3 2025 in Review

Baird Financial Group sold out of OneStream Inc (OS) in Q3 2025, closing a stake of 8,573 shares — an estimated $243K sold.

Baird Financial Group first reported a position in OS in Q4 2024 and held it in 2 quarters. The position peaked at $244K in Q4 2024. 184 funds tracked by Wall St. Rank hold OS as of Q3 2025.

  • Baird Financial Group reported no remaining OneStream Inc position as of Q3 2025 after selling out during the quarter.
  • Baird Financial Group sold 8,573 OneStream Inc shares in Q3 2025, an estimated $243K.
  • Baird Financial Group first reported a position in OneStream Inc in Q4 2024 and held it in 2 quarters.
  • Baird Financial Group's OneStream Inc position peaked at $244K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held OneStream Inc as of Q3 2025.

Based on Baird Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.