Bank of America’s OneStream, Inc. Class A Common Stock OS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.4M	Buy	722,341 +203,511	+39%	+$5.76M	﹤0.01%	2200
2025 Q1	$11.1M	Buy	518,830 +482,361	+1,323%	+$10.3M	﹤0.01%	2589
2024 Q4	$1.04M	Buy	36,469 +28,379	+351%	+$809K	﹤0.01%	4210
2024 Q3	$274K	Buy	+8,090	New	+$274K	﹤0.01%	5014