MAFA
OS

MJT & Associates Financial Advisory’s OneStream Inc OS Stock Holding History

MJT & Associates Financial Advisory’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
2025
Q3 		– Sell
-249
Closed -$7.05K – 526
2025
Q2 		$7.05K Buy
249
+44
+21% +$1.1K 0.01% 263
2025
Q1 		$4.38K Buy
+205
New +$5.26K ﹤0.01% 318

Other funds holding OS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MJT & Associates Financial Advisory's OS Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of OneStream Inc (OS) in Q3 2025, closing a stake of 249 shares — an estimated $7.05K sold.

MJT & Associates Financial Advisory first reported a position in OS in Q1 2025 and held it in 2 quarters. The position peaked at $7.05K in Q2 2025. 185 funds tracked by Wall St. Rank hold OS as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining OneStream Inc position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 249 OneStream Inc shares in Q3 2025, an estimated $7.05K.
  • MJT & Associates Financial Advisory first reported a position in OneStream Inc in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's OneStream Inc position peaked at $7.05K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held OneStream Inc as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.