Janney Montgomery Scott
OS

Janney Montgomery Scott’s OneStream Inc OS Stock Holding History

Janney Montgomery Scott’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
-13,007
Closed -$239K – 3101
2025
Q4 		$239K Buy
13,007
+1,444
+12% +$27.5K ﹤0.01% 2696
2025
Q3 		$213K Sell
11,563
-475
-4% -$10.4K ﹤0.01% 2702
2025
Q2 		$341K Buy
+12,038
New +$300K ﹤0.01% 2271
2025
Q1 		– Sell
-7,536
Closed -$215K – 2893
2024
Q4 		$215K Buy
7,536
+63
+0.8% +$1.93K ﹤0.01% 2513
2024
Q3 		$253K Buy
+7,473
New +$220K ﹤0.01% 2392

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

Janney Montgomery Scott's OS Position: Q1 2026 in Review

Janney Montgomery Scott sold out of OneStream Inc (OS) in Q1 2026, closing a stake of 13,007 shares — an estimated $239K sold.

Janney Montgomery Scott first reported a position in OS in Q3 2024 and held it in 5 quarters. The position peaked at $341K in Q2 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Janney Montgomery Scott reported no remaining OneStream Inc position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 13,007 OneStream Inc shares in Q1 2026, an estimated $239K.
  • Janney Montgomery Scott first reported a position in OneStream Inc in Q3 2024 and held it in 5 quarters.
  • Janney Montgomery Scott's OneStream Inc position peaked at $341K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.