NewEdge Advisors’s OneStream Inc OS Stock Holding History

NewEdge Advisors’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	-15,880	Closed	-$293K	–	4411
2025 Q3	$293K	Buy	+15,880	New	+$349K	﹤0.01%	2189

Other funds holding OS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

NewEdge Advisors's OS Position: Q4 2025 in Review

NewEdge Advisors sold out of OneStream Inc (OS) in Q4 2025, closing a stake of 15,880 shares — an estimated $293K sold.

NewEdge Advisors first reported a position in OS in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 183 funds tracked by Wall St. Rank hold OS as of Q4 2025.

NewEdge Advisors reported no remaining OneStream Inc position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 15,880 OneStream Inc shares in Q4 2025, an estimated $293K.
NewEdge Advisors first reported a position in OneStream Inc in Q3 2025 and held it in 1 quarter.
NewEdge Advisors's OneStream Inc position peaked at $293K in Q3 2025.
183 funds tracked by Wall St. Rank held OneStream Inc as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.