Stifel Financial
OS

Stifel Financial’s OneStream Inc OS Stock Holding History

Stifel Financial’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 		– Sell
-41,168
Closed -$757K – 3763
2025
Q4 		$757K Sell
41,168
-22,093
-35% -$421K ﹤0.01% 2614
2025
Q3 		$1.17M Sell
63,261
-10,749
-15% -$236K ﹤0.01% 2300
2025
Q2 		$2.09M Buy
74,010
+9,582
+15% +$239K ﹤0.01% 1823
2025
Q1 		$1.37M Buy
64,428
+12,093
+23% +$310K ﹤0.01% 2017
2024
Q4 		$1.49M Sell
52,335
-7,535
-13% -$231K ﹤0.01% 1982
2024
Q3 		$2.03M Buy
+59,870
New +$1.76M ﹤0.01% 1767

Other funds holding OS

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.37B AUM
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stifel Financial's OS Position: Q1 2026 in Review

Stifel Financial sold out of OneStream Inc (OS) in Q1 2026, closing a stake of 41,168 shares — an estimated $757K sold.

Stifel Financial first reported a position in OS in Q3 2024 and held it in 6 quarters. The position peaked at $2.09M in Q2 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Stifel Financial reported no remaining OneStream Inc position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 41,168 OneStream Inc shares in Q1 2026, an estimated $757K.
  • Stifel Financial first reported a position in OneStream Inc in Q3 2024 and held it in 6 quarters.
  • Stifel Financial's OneStream Inc position peaked at $2.09M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.