CIBC Private Wealth Group
OS

CIBC Private Wealth Group’s OneStream Inc OS Stock Holding History

CIBC Private Wealth Group’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
Q4 		$1.41M Sell
76,798
-111,339
-59% -$2.12M ﹤0.01% 653
2025
Q3 		$3.47M Sell
188,137
-5,914
-3% -$130K 0.01% 486
2025
Q2 		$5.49M Buy
194,051
+23,883
+14% +$595K 0.01% 414
2025
Q1 		$3.05M Buy
+170,168
New +$4.36M 0.01% 471

Other funds holding OS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CIBC Private Wealth Group's OS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its OneStream Inc (OS) stake by 59% in Q4 2025, selling an estimated $2.12M and leaving 76,798 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #653.

CIBC Private Wealth Group first reported a position in OS in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.49M in Q2 2025. 183 funds tracked by Wall St. Rank hold OS as of Q4 2025.

  • CIBC Private Wealth Group held 76,798 shares of OneStream Inc worth $1.41M as of Q4 2025.
  • CIBC Private Wealth Group sold 111,339 OneStream Inc shares in Q4 2025, an estimated $2.12M.
  • OneStream Inc made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #653 holding.
  • CIBC Private Wealth Group first reported a position in OneStream Inc in Q1 2025 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's OneStream Inc position peaked at $5.49M in Q2 2025.
  • 183 funds tracked by Wall St. Rank held OneStream Inc as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.