Cerity Partners’s OneStream Inc OS Stock Holding History

Cerity Partners’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 Q2	–	Sell	-25,159	Closed	-$604K	–	3592
2026 Q1	$604K	Buy	25,159 +3,978	+19%	+$93.3K	﹤0.01%	2164
2025 Q4	$389K	Buy	+21,181	New	+$404K	﹤0.01%	2257

Cerity Partners's OS Position: Q2 2026 in Review

Cerity Partners sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 25,159 shares — an estimated $604K sold.

Cerity Partners first reported a position in OS in Q4 2025 and held it in 2 quarters. The position peaked at $604K in Q1 2026. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

Cerity Partners reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 25,159 OneStream Inc shares in Q2 2026, an estimated $604K.
Cerity Partners first reported a position in OneStream Inc in Q4 2025 and held it in 2 quarters.
Cerity Partners's OneStream Inc position peaked at $604K in Q1 2026.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.