Rockefeller Capital Management
OS

Rockefeller Capital Management’s OneStream Inc OS Stock Holding History

Rockefeller Capital 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
2026
Q2 		– Sell
-52
Closed -$1.25K – 4894
2026
Q1 		$1.25K Sell
52
-358
-87% -$8.4K ﹤0.01% 4460
2025
Q4 		$7.54K Buy
410
+210
+105% +$4K ﹤0.01% 3931
2025
Q3 		$3.69K Buy
+200
New +$4.39K ﹤0.01% 3966

Rockefeller Capital Management's OS Position: Q2 2026 in Review

Rockefeller Capital Management sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 52 shares — an estimated $1.25K sold.

Rockefeller Capital Management first reported a position in OS in Q3 2025 and held it in 3 quarters. The position peaked at $7.54K in Q4 2025. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

  • Rockefeller Capital Management reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 52 OneStream Inc shares in Q2 2026, an estimated $1.25K.
  • Rockefeller Capital Management first reported a position in OneStream Inc in Q3 2025 and held it in 3 quarters.
  • Rockefeller Capital Management's OneStream Inc position peaked at $7.54K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.