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
DateValueNameEntityRoleSharesMax Price
25 Jul 24SellUS$328,028Ken HohensteinIndividual17,402US$18.85
25 Jul 24SellUS$9,139,046Thomas SheaIndividual484,830US$18.85
25 Jul 24SellUS$4,771,199Peter FugereIndividual253,114US$18.85
25 Jul 24SellUS$32,045,000Robert PowersIndividual1,700,000US$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 TypeNumber of SharesOwnership Percentage
VC/PE Firms47,163,90726.4%
Individual Insiders56,183,32331.4%
Institutions75,532,73242.2%

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


Top Shareholders

Top 25 shareholders own 89.76% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
26.8%
KKR & Co. Inc.
47,163,907US$1.9b0%8.44%
9.36%
Thomas Shea
16,495,236US$648.4m0%no data
6.53%
Robert Powers
11,503,777US$452.2m-13.2%no data
5.09%
Craig Colby
8,964,489US$352.4m2.51%no data
5.08%
T. Rowe Price Group, Inc.
8,948,001US$351.8m113%0.02%
4.21%
Alkeon Capital Management, LLC
7,426,474US$291.9m36.1%1.3%
3.51%
Kayne Anderson Rudnick Investment Management, LLC
6,195,180US$243.5m49.5%0.4%
3.51%
Eric Davidson
6,190,985US$243.4m0%no data
2.37%
Norges Bank Investment Management
4,180,000US$164.3m0%0.01%
2.29%
Champlain Investment Partners, LLC
4,037,595US$158.7m0%0.79%
2.18%
Ken Hohenstein
3,844,282US$151.1m88%no data
2.18%
Darlington Partners Capital Management, LP
3,839,405US$150.9m352%3.66%
2.04%
The Vanguard Group, Inc.
3,591,453US$141.2m-4.14%no data
1.68%
Temasek Holdings (Private) Limited
2,956,360US$116.2m2,210%0.06%
1.62%
AllianceBernstein L.P.
2,847,280US$111.9m15.5%0.03%
1.58%
Matt Baranowski
2,792,506US$109.8m0%no data
1.58%
John Von Allmen
2,792,503US$109.8m0%no data
1.53%
TimesSquare Capital Management, LLC
2,699,645US$106.1m28.3%1.09%
1.39%
Brown Advisory Incorporated
2,443,619US$96.1m16,600%0.09%
1.2%
Neuberger Berman Investment Advisers LLC
2,118,016US$83.3m422%0.05%
0.89%
KKR Credit Advisors (US) LLC
1,560,909US$61.4m0%5.81%
0.84%
Massachusetts Financial Services Company
1,482,984US$58.3m74.9%0.01%
0.82%
William Koefoed
1,446,049US$56.8m0%no data
0.78%
Peter Fugere
1,376,768US$54.1m0%no data
0.74%
American Century Investment Management Inc
1,307,613US$51.4m19.6%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/10 04:27
End of Day Share Price 2025/06/10 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
Robert OliverBaird
Daniel JesterBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research