OS Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: N/A

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $284,551,032.37

Onestream Insider Trading History Chart

Onestream Share Price & Price History

^$19.66

▲ +0.25 (1.29%)

As of 04/17/2025 05:00 PM ET

Days: 30 | 90 | 365

Onestream Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction
4/9/2025	John Kinzer	Director	Sell	40,000	$20.28	$811,200.00
2/18/2025	William A. Koefoed	CFO	Sell	10,000	$25.04	$250,400.00
1/15/2025	William A. Koefoed	CFO	Sell	10,000	$26.57	$265,700.00
12/13/2024	Craig Colby	President	Sell	280,000	$29.71	$8,318,800.00
12/13/2024	William A. Koefoed	CFO	Sell	13,765	$30.00	$412,950.00
11/27/2024	Kkr Group Partnership L.P.	Major Shareholder	Sell	956,462	$29.99	$28,684,295.38
11/27/2024	Michael Burkland	Director	Sell	9,541	$31.00	$295,771.00
11/18/2024	Kkr Group Partnership L.P.	Major Shareholder	Sell	6,376,411	$29.99	$191,228,565.89
11/18/2024	Michael Burkland	Director	Sell	63,608	$31.00	$1,971,848.00
7/25/2024	Craig Colby	President	Sell	200,502	$18.85	$3,779,462.70
7/25/2024	Kkr Group Partnership L.P.	Major Shareholder	Sell	2,554,644	$18.85	$48,155,039.40
7/25/2024	William A. Koefoed	CFO	Sell	20,000	$18.85	$377,000.00

See Full Table

SEC Filings (Institutional Ownership Changes) for Onestream (NASDAQ:OS)

Institutional Buying and Selling by Quarter

Onestream Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/17/2025	Precision Wealth Strategies LLC	14,414	$0.31M	0.2%	+37.9%	0.006%
4/16/2025	Azzad Asset Management Inc. ADV	52,867	$1.13M	0.1%	+98.4%	0.022%
4/15/2025	West Paces Advisors Inc.	85,108	$1.82M	0.4%	+212,670.0%	0.036%
4/14/2025	Portside Wealth Group LLC	20,191	$0.43M	0.1%	+36.3%	0.008%
4/11/2025	Renaissance Capital LLC	83,564	$1.78M	1.4%	-17.2%	0.035%
4/10/2025	Portside Wealth Group LLC	15,029	$0.32M	0.1%	-13.7%	0.006%
4/8/2025	Rhumbline Advisers	1,625	$35K	0.0%	N/A	0.001%
3/18/2025	California State Teachers Retirement System	33,541	$0.96M	0.0%	N/A	0.014%
2/21/2025	Kayne Anderson Rudnick Investment Management LLC	4,143,150	$118.16M	0.3%	-1.5%	1.767%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	43,275	$1.23M	0.0%	N/A	0.018%
2/17/2025	Woodline Partners LP	133,900	$3.82M	0.0%	+1.1%	0.057%
2/17/2025	Two Sigma Advisers LP	8,900	$0.25M	0.0%	+20.3%	0.004%
2/17/2025	Two Sigma Investments LP	22,907	$0.65M	0.0%	-79.7%	0.010%
2/17/2025	Temasek Holdings Private Ltd	128,151	$3.66M	0.0%	-88.3%	0.055%
2/17/2025	Seven Grand Managers LLC	300,000	$8.56M	3.9%	+50.0%	0.128%
2/17/2025	Nuveen Asset Management LLC	36,414	$1.04M	0.0%	-33.6%	0.016%
2/17/2025	OMERS ADMINISTRATION Corp	14,600	$0.42M	0.0%	N/A	0.006%
2/17/2025	Occudo Quantitative Strategies LP	46,165	$1.32M	0.2%	N/A	0.020%
2/17/2025	Millennium Management LLC	764,512	$21.80M	0.0%	+2,013.5%	0.326%
2/17/2025	Moore Capital Management LP	25,000	$0.71M	0.0%	N/A	0.011%
2/17/2025	LMR Partners LLP	100,000	$2.85M	0.0%	N/A	0.043%
2/17/2025	Lighthouse Investment Partners LLC	20,000	$0.57M	0.0%	N/A	0.009%
2/17/2025	Janus Henderson Group PLC	15,000	$0.43M	0.0%	N/A	0.006%
2/17/2025	Fortress Investment Group LLC	85,000	$2.42M	0.4%	N/A	0.036%
2/17/2025	Diker Management LLC	100,000	$2.85M	2.5%	N/A	0.043%
2/17/2025	Blackstone Inc.	250,000	$7.13M	0.0%	+47.1%	0.107%
2/17/2025	Brevan Howard Capital Management LP	29,293	$0.84M	0.0%	N/A	0.012%
2/17/2025	Baird Financial Group Inc.	8,559	$0.24M	0.0%	N/A	0.004%
2/17/2025	Balyasny Asset Management L.P.	106,062	$3.03M	0.0%	-62.4%	0.045%
2/17/2025	Bayesian Capital Management LP	16,800	$0.48M	0.1%	N/A	0.007%
2/17/2025	Bank of America Corp DE	36,469	$1.04M	0.0%	+350.8%	0.016%
2/17/2025	BNP Paribas Financial Markets	102,110	$2.91M	0.0%	N/A	0.044%
2/17/2025	Alyeska Investment Group L.P.	659,325	$18.80M	0.1%	+126.4%	0.281%
2/14/2025	Unisphere Establishment	260,000	$7.42M	0.1%	+16.6%	0.111%
2/14/2025	Comerica Bank	67,600	$1.93M	0.0%	+55.5%	0.029%
2/14/2025	Voleon Capital Management LP	43,725	$1.25M	0.1%	N/A	0.019%
2/14/2025	Soros Fund Management LLC	1,250,000	$35.65M	0.5%	+25.0%	0.533%
2/14/2025	PDT Partners LLC	71,424	$2.04M	0.2%	N/A	0.030%
2/14/2025	Schonfeld Strategic Advisors LLC	8,500	$0.24M	0.0%	N/A	0.004%
2/14/2025	Northern Trust Corp	100,109	$2.86M	0.0%	+75.1%	0.043%
2/14/2025	Tudor Investment Corp ET AL	257,384	$7.34M	0.0%	+416.7%	0.110%
2/14/2025	Boothbay Fund Management LLC	55,000	$1.57M	0.0%	+100.0%	0.023%
2/14/2025	HBK Investments L P	150,000	$4.28M	0.1%	+20.0%	0.064%
2/14/2025	Nebula Research & Development LLC	13,348	$0.38M	0.0%	+110.9%	0.006%
2/14/2025	Hood River Capital Management LLC	646,112	$18.43M	0.3%	N/A	0.276%
2/14/2025	T. Rowe Price Investment Management Inc.	3,784,963	$107.95M	0.1%	+3.1%	1.614%
2/14/2025	Price T Rowe Associates Inc. MD	425,840	$12.15M	0.0%	+2.5%	0.182%
2/14/2025	Hsbc Holdings PLC	8,351	$0.24M	0.0%	N/A	0.004%
2/14/2025	Stifel Financial Corp	52,335	$1.49M	0.0%	-12.6%	0.022%
2/14/2025	Kayne Anderson Rudnick Investment Management LLC	4,143,150	$118.16M	0.3%	-1.5%	1.767%
2/14/2025	Covalis Capital LLP	85,000	$2.42M	0.4%	N/A	0.036%
2/14/2025	First Trust Advisors LP	52,078	$1.49M	0.0%	+3.4%	0.022%
2/13/2025	Champlain Investment Partners LLC	3,438,838	$98.08M	0.6%	N/A	1.466%
2/13/2025	Marshall Wace LLP	452,090	$12.89M	0.0%	+227.8%	0.193%
2/13/2025	Jump Financial LLC	26,865	$0.77M	0.0%	N/A	0.011%
2/13/2025	Walleye Capital LLC	158,999	$4.54M	0.0%	N/A	0.068%
2/13/2025	Cohen & Steers Inc.	20,000	$0.57M	0.0%	N/A	0.009%
2/13/2025	Barclays PLC	22,310	$0.64M	0.0%	+105.2%	0.010%
2/13/2025	Townsquare Capital LLC	100,388	$2.86M	0.0%	-7.2%	0.043%
2/13/2025	Next Century Growth Investors LLC	205,933	$5.87M	0.4%	+82.1%	0.088%
2/13/2025	Bessemer Group Inc.	54,010	$1.54M	0.0%	N/A	0.023%
2/13/2025	CenterBook Partners LP	32,132	$0.92M	0.1%	-35.1%	0.014%
2/13/2025	Renaissance Technologies LLC	408,200	$11.64M	0.0%	+1,368.3%	0.174%
2/13/2025	Legal & General Group Plc	32,756	$0.93M	0.0%	N/A	0.014%
2/13/2025	Invesco Ltd.	1,621,265	$46.24M	0.0%	+218.9%	0.691%
2/13/2025	Federated Hermes Inc.	500,000	$14.26M	0.0%	+66.7%	0.213%
2/13/2025	Russell Investments Group Ltd.	66,659	$1.90M	0.0%	N/A	0.028%
2/13/2025	Envestnet Asset Management Inc.	114,192	$3.26M	0.0%	-23.3%	0.049%
2/12/2025	ExodusPoint Capital Management LP	9,460	$0.27M	0.0%	N/A	0.004%
2/12/2025	Massachusetts Financial Services Co. MA	847,817	$24.18M	0.0%	+8.5%	0.362%
2/12/2025	Geode Capital Management LLC	462,967	$13.21M	0.0%	+52.0%	0.197%
2/12/2025	Franklin Resources Inc.	104,207	$2.97M	0.0%	+1.2%	0.044%
2/12/2025	Scalar Gauge Management LLC	70,947	$2.02M	0.9%	N/A	0.030%
2/12/2025	Alliancebernstein L.P.	2,465,679	$70.32M	0.0%	+122.6%	1.051%
2/12/2025	Clearbridge Investments LLC	325,993	$9.30M	0.0%	-53.6%	0.139%
2/12/2025	Arrowstreet Capital Limited Partnership	121,054	$3.45M	0.0%	N/A	0.052%
2/12/2025	Norges Bank	4,180,000	$119.21M	0.0%	N/A	1.782%
2/12/2025	JPMorgan Chase & Co.	1,596,879	$45.54M	0.0%	+5,118.0%	0.681%
2/11/2025	Vanguard Group Inc.	3,746,578	$106.85M	0.0%	+51.2%	1.598%
2/11/2025	KLP Kapitalforvaltning AS	7,500	$0.21M	0.0%	N/A	0.003%
2/11/2025	Sei Investments Co.	151,229	$4.31M	0.0%	+30.8%	0.064%
2/11/2025	American Century Companies Inc.	1,093,510	$31.19M	0.0%	N/A	0.466%
2/11/2025	Vestor Capital LLC	75,360	$2.15M	0.2%	N/A	0.032%
2/11/2025	Quantbot Technologies LP	38,395	$1.10M	0.0%	N/A	0.016%
2/10/2025	Primecap Management Co. CA	144,700	$4.13M	0.0%	-45.6%	0.062%
2/10/2025	Swiss National Bank	76,500	$2.18M	0.0%	N/A	0.033%
2/10/2025	Burkehill Global Management LP	800,000	$22.82M	2.2%	N/A	0.341%
2/7/2025	King Luther Capital Management Corp	224,068	$6.39M	0.0%	+149.0%	0.096%
2/7/2025	Daiwa Securities Group Inc.	62,525	$1.78M	0.0%	-2.3%	0.027%
2/7/2025	PNC Financial Services Group Inc.	7,090	$0.20M	0.0%	+57.9%	0.003%
2/6/2025	Arizona State Retirement System	11,278	$0.32M	0.0%	N/A	0.005%
2/6/2025	M&T Bank Corp	18,268	$0.52M	0.0%	-31.8%	0.008%
2/6/2025	Atria Investments Inc	11,933	$0.34M	0.0%	-4.8%	0.005%
2/6/2025	Charles Schwab Investment Management Inc.	255,138	$7.28M	0.0%	+54.0%	0.109%
2/5/2025	Norden Group LLC	21,118	$0.60M	0.1%	-2.3%	0.009%
2/4/2025	Bank of New York Mellon Corp	8,369	$0.24M	0.0%	N/A	0.004%
2/4/2025	IFP Advisors Inc	5,882	$0.17M	0.0%	N/A	0.003%
2/3/2025	TimesSquare Capital Management LLC	2,103,806	$60M	0.9%	+5.3%	0.897%
1/31/2025	New York State Common Retirement Fund	26,581	$0.76M	0.0%	+80.7%	0.011%
1/31/2025	Pembroke Management LTD	97,637	$2.79M	0.4%	N/A	0.042%

Data available starting January 2016

See Full Table

OneStream, Inc. is a holding company, which engages in the development of artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. Its platform focuses on forming a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders with the control, visibility, and agility required to proactively adjust business strategy and day-to-day execution. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.

Today's Range

Now: $19.66

$19.25

$19.85

50 Day Range

MA: $22.22

$17.93

$30.18

52 Week Range

Now: $19.66

$16.69

$35.39

Volume

621,236 shs

Average Volume

1,167,934 shs

Market Capitalization

$4.69 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

N/A

Who are the company insiders with the largest holdings of Onestream?: Onestream's top insider shareholders include:
Craig Colby (President)
John Kinzer (Director)
Kkr Group Partnership LP (Major Shareholder)
Michael Burkland (Director)
William A Koefoed (CFO)
Learn More about top insider investors at Onestream.
Who are the major institutional investors of Onestream?: Onestream's top institutional investors include:
West Paces Advisors Inc. — 0.04%
Renaissance Capital LLC — 0.04%
Azzad Asset Management Inc. ADV — 0.02%
Portside Wealth Group LLC — 0.01%
Portside Wealth Group LLC — 0.01%
Precision Wealth Strategies LLC — 0.01%
Learn More about top institutional investors of Onestream stock.
Which major investors are selling Onestream stock?: During the last quarter, OS stock was sold by these institutional investors:
Renaissance Capital LLC
Portside Wealth Group LLC
In the last year, company insiders that have sold Onestream company stock include:
Craig Colby (President)
John Kinzer (Director)
Kkr Group Partnership LP (Major Shareholder)
Michael Burkland (Director)
William A Koefoed (CFO)
Learn More investors selling Onestream stock.
Which major investors are buying Onestream stock?: In the previous quarter, OS stock was acquired by institutional investors including:
West Paces Advisors Inc.
Azzad Asset Management Inc. ADV
Portside Wealth Group LLC
Precision Wealth Strategies LLC
Rhumbline Advisers