Harvey Partners’s OneStream Inc OS Stock Holding History

Harvey Partners’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
2024 Q4	–	Sell	-43,000	Closed	-$1.46M	–	49
2024 Q3	$1.46M	Buy	+43,000	New	+$1.27M	0.17%	42

Other funds holding OS

Norges Bank Oslo, Norway $935B AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Harvey Partners's OS Position: Q4 2024 in Review

Harvey Partners sold out of OneStream Inc (OS) in Q4 2024, closing a stake of 43,000 shares — an estimated $1.46M sold.

Harvey Partners first reported a position in OS in Q3 2024 and held it in 1 quarter. The position peaked at $1.46M in Q3 2024. 160 funds tracked by Wall St. Rank hold OS as of Q4 2024.

Harvey Partners reported no remaining OneStream Inc position as of Q4 2024 after selling out during the quarter.
Harvey Partners sold 43,000 OneStream Inc shares in Q4 2024, an estimated $1.46M.
Harvey Partners first reported a position in OneStream Inc in Q3 2024 and held it in 1 quarter.
Harvey Partners's OneStream Inc position peaked at $1.46M in Q3 2024.
160 funds tracked by Wall St. Rank held OneStream Inc as of Q4 2024.

Based on Harvey Partners's 13F filing for Q4 2024, filed 14 Feb 2025.