OF
OS

Optimize Financial’s OneStream, Inc. Class A Common Stock OS Stock Holding History

Optimize Financial’s Portfolio OS Stock Details OS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$452K Sell
15,971
-114
-0.7% -$3.23K 0.28% 96
2025
Q1 		$343K Buy
+16,085
New +$343K 0.25% 143