OneStream Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:OS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Jul 24	SellUS$328,028	Ken Hohenstein	Individual	17,402	US$18.85
25 Jul 24	SellUS$9,139,046	Thomas Shea	Individual	484,830	US$18.85
25 Jul 24	SellUS$4,771,199	Peter Fugere	Individual	253,114	US$18.85
25 Jul 24	SellUS$32,045,000	Robert Powers	Individual	1,700,000	US$18.85

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OS?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	47,163,907	26.4%
Individual Insiders	56,183,323	31.4%
Institutions	75,532,732	42.2%

Dilution of Shares: OS only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 89.76% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
26.8%	KKR & Co. Inc.	47,163,907	US$1.9b	0%	8.44%
9.36%	Thomas Shea	16,495,236	US$648.4m	0%	no data
6.53%	Robert Powers	11,503,777	US$452.2m	-13.2%	no data
5.09%	Craig Colby	8,964,489	US$352.4m	2.51%	no data
5.08%	T. Rowe Price Group, Inc.	8,948,001	US$351.8m	113%	0.02%
4.21%	Alkeon Capital Management, LLC	7,426,474	US$291.9m	36.1%	1.3%
3.51%	Kayne Anderson Rudnick Investment Management, LLC	6,195,180	US$243.5m	49.5%	0.4%
3.51%	Eric Davidson	6,190,985	US$243.4m	0%	no data
2.37%	Norges Bank Investment Management	4,180,000	US$164.3m	0%	0.01%
2.29%	Champlain Investment Partners, LLC	4,037,595	US$158.7m	0%	0.79%
2.18%	Ken Hohenstein	3,844,282	US$151.1m	88%	no data
2.18%	Darlington Partners Capital Management, LP	3,839,405	US$150.9m	352%	3.66%
2.04%	The Vanguard Group, Inc.	3,591,453	US$141.2m	-4.14%	no data
1.68%	Temasek Holdings (Private) Limited	2,956,360	US$116.2m	2,210%	0.06%
1.62%	AllianceBernstein L.P.	2,847,280	US$111.9m	15.5%	0.03%
1.58%	Matt Baranowski	2,792,506	US$109.8m	0%	no data
1.58%	John Von Allmen	2,792,503	US$109.8m	0%	no data
1.53%	TimesSquare Capital Management, LLC	2,699,645	US$106.1m	28.3%	1.09%
1.39%	Brown Advisory Incorporated	2,443,619	US$96.1m	16,600%	0.09%
1.2%	Neuberger Berman Investment Advisers LLC	2,118,016	US$83.3m	422%	0.05%
0.89%	KKR Credit Advisors (US) LLC	1,560,909	US$61.4m	0%	5.81%
0.84%	Massachusetts Financial Services Company	1,482,984	US$58.3m	74.9%	0.01%
0.82%	William Koefoed	1,446,049	US$56.8m	0%	no data
0.78%	Peter Fugere	1,376,768	US$54.1m	0%	no data
0.74%	American Century Investment Management Inc	1,307,613	US$51.4m	19.6%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/06/10 04:27
End of Day Share Price	2025/06/10 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

OneStream, Inc. is covered by 23 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Robert Oliver	Baird
Daniel Jester	BMO Capital Markets Equity Research
null null	BMO Capital Markets Equity Research