Envestnet Asset Management
OS

Envestnet Asset Management’s OneStream, Inc. Class A Common Stock OS Stock Holding History

Envestnet Asset Management’s Portfolio OS Stock Details OS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.24M Buy
255,773
+52,875
+26% +$1.5M ﹤0.01% 1958
2025
Q1 		$4.33M Buy
202,898
+88,706
+78% +$1.89M ﹤0.01% 2227
2024
Q4 		$3.26M Sell
114,192
-34,646
-23% -$988K ﹤0.01% 2376
2024
Q3 		$5.05M Buy
+148,838
New +$5.05M ﹤0.01% 2102