RFP
OS

Root Financial Partners’s OneStream Inc OS Stock Holding History

Root Financial Partners’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
Q1 		$8.09K Buy
+337
New +$7.9K ﹤0.01% 1763

Other funds holding OS

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.17B AUM
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Root Financial Partners's OS Position: Q1 2026 in Review

Root Financial Partners opened a new position in OneStream Inc (OS) in Q1 2026: 337 shares worth $8.09K. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings.

180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Root Financial Partners held 337 shares of OneStream Inc worth $8.09K as of Q1 2026.
  • OneStream Inc was a new Root Financial Partners position in Q1 2026.
  • OneStream Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1763 holding.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.