Montis Financial’s OneStream Inc OS Stock Holding History

Montis 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	-13,436	Closed	-$322K	–	160
2026 Q1	$322K	Hold	13,436	–	–	0.07%	123
2025 Q4	$247K	Sell	13,436 -20,752	-61%	-$396K	0.05%	134
2025 Q3	$630K	Sell	34,188 -3,571	-9%	-$78.4K	0.15%	92
2025 Q2	$1.07M	Hold	37,759	–	–	0.3%	49
2025 Q1	$806K	Buy	+37,759	New	+$968K	0.24%	58

Montis Financial's OS Position: Q2 2026 in Review

Montis Financial sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 13,436 shares — an estimated $322K sold.

Montis Financial first reported a position in OS in Q1 2025 and held it in 5 quarters. The position peaked at $1.07M in Q2 2025. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

Montis Financial reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
Montis Financial sold 13,436 OneStream Inc shares in Q2 2026, an estimated $322K.
Montis Financial first reported a position in OneStream Inc in Q1 2025 and held it in 5 quarters.
Montis Financial's OneStream Inc position peaked at $1.07M in Q2 2025.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.