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OS

OneStream Inc

Delisted

OS was delisted on the 31st of March, 2026.

180 hedge funds and large institutions have $2.23B invested in OneStream Inc in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $1.51B → $2.23B (+$726M)

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

9.73% more ownership

Funds ownership: 83.86%93.59% (+9.7%)

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

1% less funds holding

Funds holding: 182180 (-2)

15% less call options, than puts

Call options by funds: $2.46M | Put options by funds: $2.89M

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
2.22%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.14%
New
85
Increased
48
Reduced
34
Closed
82
Calls
$2.46M
Puts
$2.89M
Net Calls
-$426K
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$16.8K +$915 +39 +6%
AF
152
Allworth Financial
California
$16.4K +$7.79K +332 +95%
Osaic Holdings
153
Osaic Holdings
Arizona
$15.8K -$101K -4,298 -87%
ECM
154
ExodusPoint Capital Management
New York
$14.9K -$10.4M -442,232 -100%
SIC
155
Salem Investment Counselors
North Carolina
$12K +$11.7K +500 New
RIL
156
Rothschild Investment LLC
Illinois
$9.05K +$6.19K +264 +234%
AAG
157
Armstrong Advisory Group
Massachusetts
$8.88K
AAP
158
Arax Advisory Partners
Colorado
$8.42K +$8.23K +351 New
RFP
159
Root Financial Partners
California
$8.09K +$7.9K +337 New
GI
160
GAMMA Investing
California
$7.32K +$6.1K +260 +578%
PA
161
Parallel Advisors
California
$7.03K +$5.44K +232 +380%
FFA
162
Farther Finance Advisors
California
$4.54K +$3.99K +170 +895%
RCM
163
Richardson Capital Management
Wisconsin
$3.5K +$3.42K +146 New
FDW
164
Fourth Dimension Wealth
Ohio
$3.36K
MCM
165
MAI Capital Management
Ohio
$2.04K +$1.99K +85 New
WPA
166
Wealth Preservation Advisors
Tennessee
$2.04K +$1.99K +85 New
TWD
167
True Wealth Design
Ohio
$1.78K -$258 -11 -13%
Kayne Anderson Rudnick Investment Management
168
Kayne Anderson Rudnick Investment Management
California
$1.61K -$114M -4,867,569 -100%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$1.25K -$8.4K -358 -87%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$1.2K
IAIM
171
International Assets Investment Management
Florida
$1.06K +$1.03K +44 New
MAM
172
Marquette Asset Management
Minnesota
$1.01K -$1.17K -50 -54%
CAL
173
Capital Advisors Ltd
Ohio
$1K +$1.05K +45 New
SS
174
Sunbelt Securities
Texas
$840 +$586 +25 +250%
FG
175
Fairman Group
Pennsylvania
$816

OS Hedge Fund Activity: Q1 2026 in Review

180 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in OneStream Inc (OS) for Q1 2026, worth a combined $2.23B — up 48% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OS positions and 82 closed out — a net gain of 3 holders — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $177M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $143M sold.

  • 180 institutional investors held OneStream Inc (OS) as of Q1 2026, down from 182 in Q4 2025.
  • Funds reported $2.23B of OneStream Inc stock for Q1 2026, up 48% quarter-over-quarter.
  • 85 funds opened new OneStream Inc positions in Q1 2026 and 82 closed out, a net change of +3 holders.
  • The largest OneStream Inc buyer in Q1 2026 was Glazer Capital LLC, an estimated $177M added.
  • The largest OneStream Inc seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2026.