Envestnet Asset Management
OS

Envestnet Asset Management’s OneStream Inc OS Stock Holding History

Envestnet 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
2026
Q1 		– Sell
-110,078
Closed -$2.02M – 4838
2025
Q4 		$2.02M Sell
110,078
-93,478
-46% -$1.78M ﹤0.01% 2815
2025
Q3 		$3.75M Sell
203,556
-52,217
-20% -$1.15M ﹤0.01% 2450
2025
Q2 		$7.24M Buy
255,773
+52,875
+26% +$1.32M ﹤0.01% 1958
2025
Q1 		$4.33M Buy
202,898
+88,706
+78% +$2.27M ﹤0.01% 2227
2024
Q4 		$3.26M Sell
114,192
-34,646
-23% -$1.06M ﹤0.01% 2376
2024
Q3 		$5.05M Buy
+148,838
New +$4.39M ﹤0.01% 2102

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

Envestnet Asset Management's OS Position: Q1 2026 in Review

Envestnet Asset Management sold out of OneStream Inc (OS) in Q1 2026, closing a stake of 110,078 shares — an estimated $2.02M sold.

Envestnet Asset Management first reported a position in OS in Q3 2024 and held it in 6 quarters. The position peaked at $7.24M in Q2 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Envestnet Asset Management reported no remaining OneStream Inc position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 110,078 OneStream Inc shares in Q1 2026, an estimated $2.02M.
  • Envestnet Asset Management first reported a position in OneStream Inc in Q3 2024 and held it in 6 quarters.
  • Envestnet Asset Management's OneStream Inc position peaked at $7.24M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.