CIA
OS

Concurrent Investment Advisors’s OneStream Inc OS Stock Holding History

Concurrent Investment 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
2026
Q1 		– Sell
-11,344
Closed -$209K – 2076
2025
Q4 		$209K Buy
11,344
+334
+3% +$6.37K ﹤0.01% 1618
2025
Q3 		$203K Buy
+11,010
New +$242K ﹤0.01% 1350

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

Concurrent Investment Advisors's OS Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of OneStream Inc (OS) in Q1 2026, closing a stake of 11,344 shares — an estimated $209K sold.

Concurrent Investment Advisors first reported a position in OS in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining OneStream Inc position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 11,344 OneStream Inc shares in Q1 2026, an estimated $209K.
  • Concurrent Investment Advisors first reported a position in OneStream Inc in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's OneStream Inc position peaked at $209K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.