MAM
OS

Morse Asset Management’s OneStream Inc OS Stock Holding History

Morse Asset Management’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
Q4 		– Sell
-40
Closed -$737 – 428
2025
Q3 		$737 Hold
40
– – ﹤0.01% 352
2025
Q2 		$1.13K Sell
40
-40
-50% -$996 ﹤0.01% 339
2025
Q1 		$1.71K Hold
80
– – ﹤0.01% 310
2024
Q4 		$2.28K Hold
80
– – ﹤0.01% 296
2024
Q3 		$2.71K Buy
+80
New +$2.36K ﹤0.01% 302

Other funds holding OS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $2.27B AUM 18.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morse Asset Management's OS Position: Q4 2025 in Review

Morse Asset Management sold out of OneStream Inc (OS) in Q4 2025, closing a stake of 40 shares — an estimated $737 sold.

Morse Asset Management first reported a position in OS in Q3 2024 and held it in 5 quarters. The position peaked at $2.71K in Q3 2024. 183 funds tracked by Wall St. Rank hold OS as of Q4 2025.

  • Morse Asset Management reported no remaining OneStream Inc position as of Q4 2025 after selling out during the quarter.
  • Morse Asset Management sold 40 OneStream Inc shares in Q4 2025, an estimated $737.
  • Morse Asset Management first reported a position in OneStream Inc in Q3 2024 and held it in 5 quarters.
  • Morse Asset Management's OneStream Inc position peaked at $2.71K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held OneStream Inc as of Q4 2025.

Based on Morse Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.