LPL Financial’s OneStream Inc OS Stock Holding History

LPL Financial’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 Q2	–	Sell	-8,703	Closed	-$209K	–	6377
2026 Q1	$209K	Sell	8,703 -9,686	-53%	-$227K	﹤0.01%	5466
2025 Q4	$338K	Buy	18,389 +3,516	+24%	+$67K	﹤0.01%	5054
2025 Q3	$274K	Buy	+14,873	New	+$327K	﹤0.01%	5119

LPL Financial's OS Position: Q2 2026 in Review

LPL Financial sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 8,703 shares — an estimated $209K sold.

LPL Financial first reported a position in OS in Q3 2025 and held it in 3 quarters. The position peaked at $338K in Q4 2025. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

LPL Financial reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
LPL Financial sold 8,703 OneStream Inc shares in Q2 2026, an estimated $209K.
LPL Financial first reported a position in OneStream Inc in Q3 2025 and held it in 3 quarters.
LPL Financial's OneStream Inc position peaked at $338K in Q4 2025.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.