EAM
OS

EFG Asset Management’s OneStream Inc OS Stock Holding History

EFG Asset Management’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
Q3 		$1.94M Buy
105,470
+55,682
+112% +$1.22M 0.25% 144
2025
Q2 		$1.41M Buy
+49,788
New +$1.24M 0.2% 153

Other funds holding OS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EFG Asset Management's OS Position: Q3 2025 in Review

EFG Asset Management increased its OneStream Inc (OS) stake by 112% in Q3 2025, buying an estimated $1.22M and bringing the position to 105,470 shares worth $1.94M. The position accounts for 0.25% of the portfolio, ranked #144.

EFG Asset Management first reported a position in OS in Q2 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold OS as of Q3 2025.

  • EFG Asset Management held 105,470 shares of OneStream Inc worth $1.94M as of Q3 2025.
  • EFG Asset Management bought 55,682 OneStream Inc shares in Q3 2025, an estimated $1.22M.
  • OneStream Inc made up 0.25% of EFG Asset Management's portfolio in Q3 2025, its #144 holding.
  • EFG Asset Management first reported a position in OneStream Inc in Q2 2025 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held OneStream Inc as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.