CFO
OS

Callan Family Office’s OneStream Inc OS Stock Holding History

Callan Family Office’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
Q1 		– Sell
-12,298
Closed -$226K – 1193
2025
Q4 		$226K Buy
+12,298
New +$234K ﹤0.01% 1018
2025
Q3 		– Sell
-25,265
Closed -$715K – 957
2025
Q2 		$715K Buy
+25,265
New +$629K 0.02% 478

Other funds holding OS

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.37B AUM
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Callan Family Office's OS Position: Q1 2026 in Review

Callan Family Office sold out of OneStream Inc (OS) in Q1 2026, closing a stake of 12,298 shares — an estimated $226K sold.

Callan Family Office first reported a position in OS in Q2 2025 and held it in 2 quarters. The position peaked at $715K in Q2 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Callan Family Office reported no remaining OneStream Inc position as of Q1 2026 after selling out during the quarter.
  • Callan Family Office sold 12,298 OneStream Inc shares in Q1 2026, an estimated $226K.
  • Callan Family Office first reported a position in OneStream Inc in Q2 2025 and held it in 2 quarters.
  • Callan Family Office's OneStream Inc position peaked at $715K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.