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Institutional Ownership · SEC Form 13F

Who owns OneStream, Inc. Class A Common Stock (OS)


Which tracked institutional funds hold OS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OS company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-06-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

181
Institutional holders
100M
Shares held (tracked funds)

Conviction spread

OS’s largest tracked holder by dollar value, GLAZER CAPITAL, LLC, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in OS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, we do not read how tracked institutions changed their OS positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Holder changes are not shown this quarter: many holders could not be matched across the two filings, most often because the security's identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Funds that held OS in the 2025-Q4 filings and are missing from 2026-Q1 may still hold it, so we do not name them as exits or read the quarter as buying or selling.

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
GLAZER CAPITAL, LLC new7,537,536$181M5.9%2026-Q1
NORGES BANK added6,239,761$133M4.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new4,900,450$118M3.8%2026-Q1
Temasek Holdings (Private) Ltd4,266,714$102M3.3%2026-Q1
FIL Ltd new3,992,145$96M3.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,882,231$93M3.0%2026-Q1
AQR Arbitrage LLC new3,393,367$81M2.6%2026-Q1
NEXPOINT ASSET MANAGEMENT, L.P. new3,358,217$81M2.6%2026-Q1
O'Connor Alternative Investments LLC new3,186,804$76M2.5%2026-Q1
Polar Asset Management Partners Inc. new2,944,378$71M2.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added2,471,107$59M1.9%2026-Q1
BlackRock, Inc. added2,339,550$56M1.8%2026-Q1
UBS Group AG added2,257,069$54M1.8%2026-Q1
Man Group plc added2,204,520$53M1.7%2026-Q1
GOLDMAN SACHS GROUP INC added1,985,820$48M1.5%2026-Q1
CITADEL ADVISORS LLC trimmed1,890,118$45M1.5%2026-Q1
Pentwater Capital Management LP new1,890,000$45M1.5%2026-Q1
First Trust Capital Management L.P. new1,842,189$44M1.4%2026-Q1
SOROS FUND MANAGEMENT LLC added1,830,222$44M1.4%2026-Q1
TIG Advisors, LLC new1,738,231$42M1.4%2026-Q1
MORGAN STANLEY added1,651,031$40M1.3%2026-Q1
HSBC HOLDINGS PLC added1,595,839$38M1.2%2026-Q1
JPMORGAN CHASE & CO added1,467,884$35M1.1%2026-Q1
ODDO BHF ASSET MANAGEMENT SAS new1,450,000$35M1.1%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added1,234,961$30M1.0%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,535,061$28M0.9%2026-Q1
Qube Research & Technologies Ltd added1,133,221$27M0.9%2026-Q1
CITIGROUP INC added1,103,394$26M0.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,099,122$26M0.9%2026-Q1
Capula Management Ltd new1,074,711$26M0.8%2026-Q1
MARSHALL WACE, LLP trimmed988,636$24M0.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added984,652$24M0.8%2026-Q1
ALPINE ASSOCIATES MANAGEMENT INC. new920,692$22M0.7%2026-Q1
Verition Fund Management LLC added862,413$21M0.7%2026-Q1
METEORA CAPITAL, LLC new861,800$21M0.7%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added817,569$20M0.6%2026-Q1
SYQUANT CAPITAL SAS new789,449$19M0.6%2026-Q1
Nearwater Capital Markets, Ltd new707,800$17M0.6%2026-Q1
Fort Baker Capital Management LP new689,587$17M0.5%2026-Q1
Westchester Capital Management, LLC new677,498$16M0.5%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC new676,553$16M0.5%2026-Q1
Alberta Investment Management Corp added674,500$16M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added623,975$15M0.5%2026-Q1
STATE STREET CORP trimmed600,024$14M0.5%2026-Q1
GABELLI FUNDS LLC new523,583$13M0.4%2026-Q1
CIBRA Capital Ltd new519,691$12M0.4%2026-Q1
Squarepoint Ops LLC added518,231$12M0.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new511,124$12M0.4%2026-Q1
Groupe la Francaise new509,500$12M0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added499,512$12M0.4%2026-Q1
GABELLI & Co INVESTMENT ADVISERS, INC. new408,372$10M0.3%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added396,426$10M0.3%2026-Q1
Carmignac Gestion new384,893$9M0.3%2026-Q1
CREDIT INDUSTRIEL ET COMMERCIAL new365,500$9M0.3%2026-Q1
Taconic Capital Advisors LP new341,528$8M0.3%2026-Q1
TPG GP A, LLC new325,000$8M0.3%2026-Q1
FIFTH LANE CAPITAL, LP new322,630$8M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added313,565$8M0.2%2026-Q1
TOKIO MARINE ASSET MANAGEMENT CO LTD new284,300$7M0.2%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added274,000$7M0.2%2026-Q1
Trium Capital LLP new272,803$7M0.2%2026-Q1
Absolute Gestao de Investimentos Ltda. new245,160$6M0.2%2026-Q1
NORTHERN TRUST CORP added240,517$6M0.2%2026-Q1
Annis Gardner Whiting Capital Advisors, LLC added227,217$5M0.2%2026-Q1
SG Americas Securities, LLC trimmed218,311$5M0.2%2026-Q1
New York Life Investment Management LLC new215,678$5M0.2%2026-Q1
VANGUARD GROUP INC trimmed8,580,460$158M5.1%2025-Q4 stale (1 quarter behind)
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP3,839,405$71M2.3%2025-Q4 stale (1 quarter behind)
T. Rowe Price Investment Management, Inc. trimmed3,839,359$71M2.3%2025-Q4 stale (1 quarter behind)
BROWN ADVISORY INC trimmed3,376,401$62M2.0%2025-Q4 stale (1 quarter behind)
TimesSquare Capital Management, LLC added2,668,307$49M1.6%2025-Q4 stale (1 quarter behind)
FULLER & THALER ASSET MANAGEMENT, INC. new2,592,382$48M1.5%2025-Q4 stale (1 quarter behind)
Champlain Investment Partners, LLC trimmed2,116,556$39M1.3%2025-Q4 stale (1 quarter behind)
WELLINGTON MANAGEMENT GROUP LLP added1,342,754$25M0.8%2025-Q4 stale (1 quarter behind)
WASATCH ADVISORS LP added1,334,873$25M0.8%2025-Q4 stale (1 quarter behind)
NEUBERGER BERMAN GROUP LLC trimmed1,281,694$24M0.8%2025-Q4 stale (1 quarter behind)
AMERICAN CENTURY COMPANIES INC added1,271,265$23M0.8%2025-Q4 stale (1 quarter behind)
MOORE CAPITAL MANAGEMENT, LP added1,204,698$22M0.7%2025-Q4 stale (1 quarter behind)
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed1,050,802$19M0.6%2025-Q4 stale (1 quarter behind)
FEDERATED HERMES, INC.850,000$16M0.5%2025-Q4 stale (1 quarter behind)
Clearbridge Investments, LLC added613,505$11M0.4%2025-Q4 stale (1 quarter behind)
Tensile Capital Management LP new541,070$10M0.3%2025-Q4 stale (1 quarter behind)
Alyeska Investment Group, L.P. added530,341$10M0.3%2025-Q4 stale (1 quarter behind)
ALKEON CAPITAL MANAGEMENT LLC trimmed475,000$9M0.3%2025-Q4 stale (1 quarter behind)
TD Asset Management Inc trimmed438,496$8M0.3%2025-Q4 stale (1 quarter behind)
Capricorn Fund Managers Ltd new380,000$7M0.2%2025-Q4 stale (1 quarter behind)
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed353,662$7M0.2%2025-Q4 stale (1 quarter behind)
ARMISTICE CAPITAL, LLC added336,000$6M0.2%2025-Q4 stale (1 quarter behind)
M&T Bank Corp trimmed34,160$6M0.2%2025-Q4 stale (1 quarter behind)
EVERGREEN CAPITAL MANAGEMENT LLC trimmed325,113$6M0.2%2025-Q4 stale (1 quarter behind)
SEI INVESTMENTS CO trimmed301,913$6M0.2%2025-Q4 stale (1 quarter behind)
KING LUTHER CAPITAL MANAGEMENT CORP added268,054$5M0.2%2025-Q4 stale (1 quarter behind)
Burkehill Global Management, LP trimmed400,000$7M0.2%2025-Q3 stale (2 quarters behind)
D. E. Shaw & Co., Inc. added371,251$11M0.3%2025-Q2 stale (3 quarters behind)
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed366,734$10M0.3%2025-Q2 stale (3 quarters behind)
Ghisallo Capital Management LLC new300,000$8M0.3%2025-Q2 stale (3 quarters behind)
Voya Investment Management LLC new258,834$7M0.2%2025-Q2 stale (3 quarters behind)
Centiva Capital, LP new204,950$6M0.2%2025-Q2 stale (3 quarters behind)
Fortress Investment Group LLC added198,846$6M0.2%2025-Q2 stale (3 quarters behind)
CAPSTONE INVESTMENT ADVISORS, LLC new175,000$5M0.2%2025-Q2 stale (3 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership