Capital World Investors
OS

Capital World Investors’s OneStream Inc OS Stock Holding History

Capital World Investors’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
2024
Q4 		– Sell
-842,300
Closed -$28.6M – 571
2024
Q3 		$28.6M Buy
+842,300
New +$24.8M ﹤0.01% 437

Other funds holding OS

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Capital World Investors's OS Position: Q4 2024 in Review

Capital World Investors sold out of OneStream Inc (OS) in Q4 2024, closing a stake of 842,300 shares — an estimated $28.6M sold.

Capital World Investors first reported a position in OS in Q3 2024 and held it in 1 quarter. The position peaked at $28.6M in Q3 2024. 160 funds tracked by Wall St. Rank hold OS as of Q4 2024.

  • Capital World Investors reported no remaining OneStream Inc position as of Q4 2024 after selling out during the quarter.
  • Capital World Investors sold 842,300 OneStream Inc shares in Q4 2024, an estimated $28.6M.
  • Capital World Investors first reported a position in OneStream Inc in Q3 2024 and held it in 1 quarter.
  • Capital World Investors's OneStream Inc position peaked at $28.6M in Q3 2024.
  • 160 funds tracked by Wall St. Rank held OneStream Inc as of Q4 2024.

Based on Capital World Investors's 13F filing for Q4 2024, filed 13 Feb 2025.