Index Fund Advisors’s OneStream Inc OS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-18,570
Closed -$341K 160
2025
Q4
$341K Hold
18,570
0.02% 111
2025
Q3
$342K Hold
18,570
0.02% 109
2025
Q2
$526K Buy
+18,570
New +$462K 0.03% 88

Other funds holding OS

Index Fund Advisors's OS Position: Q1 2026 in Review

Index Fund Advisors sold out of OneStream Inc (OS) in Q1 2026, closing a stake of 18,570 shares — an estimated $341K sold.

Index Fund Advisors first reported a position in OS in Q2 2025 and held it in 3 quarters. The position peaked at $526K in Q2 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Index Fund Advisors reported no remaining OneStream Inc position as of Q1 2026 after selling out during the quarter.
  • Index Fund Advisors sold 18,570 OneStream Inc shares in Q1 2026, an estimated $341K.
  • Index Fund Advisors first reported a position in OneStream Inc in Q2 2025 and held it in 3 quarters.
  • Index Fund Advisors's OneStream Inc position peaked at $526K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.