Centerpoint Advisors’s OneStream Inc OS Stock Holding History

Centerpoint Advisors’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 Q1	–	Sell	-300	Closed	-$9K	–	476
2024 Q4	$9K	Buy	+300	New	+$9.2K	﹤0.01%	356

Other funds holding OS

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Centerpoint Advisors's OS Position: Q1 2025 in Review

Centerpoint Advisors sold out of OneStream Inc (OS) in Q1 2025, closing a stake of 300 shares — an estimated $9K sold.

Centerpoint Advisors first reported a position in OS in Q4 2024 and held it in 1 quarter. The position peaked at $9K in Q4 2024. 140 funds tracked by Wall St. Rank hold OS as of Q1 2025.

Centerpoint Advisors reported no remaining OneStream Inc position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 300 OneStream Inc shares in Q1 2025, an estimated $9K.
Centerpoint Advisors first reported a position in OneStream Inc in Q4 2024 and held it in 1 quarter.
Centerpoint Advisors's OneStream Inc position peaked at $9K in Q4 2024.
140 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.