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): $283,739,832.37

Onestream Insider Trading History Chart

Onestream Share Price & Price History

^$20.35

▼ -0.58 (-2.77%)

As of 03/13/2025 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
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
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%
1/28/2025	Entropy Technologies LP	26,200	$0.75M	0.1%	N/A	0.011%
1/24/2025	Calamos Advisors LLC	48,627	$1.39M	0.0%	N/A	0.021%
1/24/2025	Renaissance Capital LLC	100,890	$2.88M	1.9%	+231.3%	0.043%
1/24/2025	Precision Wealth Strategies LLC	10,451	$0.30M	0.2%	+4.9%	0.004%
1/17/2025	SG Americas Securities LLC	5,810	$0.17M	0.0%	N/A	0.002%
1/13/2025	Moody National Bank Trust Division	7,020	$0.20M	0.0%	N/A	0.003%
1/10/2025	Harbor Capital Advisors Inc.	66,176	$1.89M	0.1%	+58.3%	0.028%
1/7/2025	Diversified Trust Co	35,200	$1M	0.0%	N/A	0.015%

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: $20.35

$20.00

$21.37

50 Day Range

MA: $26.46

$20.35

$30.37

52 Week Range

Now: $20.35

$20.00

$35.39

Volume

2,047,818 shs

Average Volume

1,715,054 shs

Market Capitalization

$4.86 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)
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:
Norges Bank — 1.78%
Kayne Anderson Rudnick Investment Management LLC — 1.77%
Kayne Anderson Rudnick Investment Management LLC — 1.77%
T. Rowe Price Investment Management Inc. — 1.61%
Vanguard Group Inc. — 1.60%
Champlain Investment Partners LLC — 1.47%
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:
Temasek Holdings Private Ltd
Clearbridge Investments LLC
Balyasny Asset Management L.P.
Primecap Management Co. CA
Two Sigma Investments LP
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC
Envestnet Asset Management Inc.
In the last year, company insiders that have sold Onestream company stock include:
Craig Colby (President)
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:
Norges Bank
Champlain Investment Partners LLC
JPMorgan Chase & Co.
Alliancebernstein L.P.
Vanguard Group Inc.
Invesco Ltd.
American Century Companies Inc.
Burkehill Global Management LP