Security Snapshot

Onestream Inc - Common Stock Institutional Ownership

CUSIP: 68278B107

13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

6

Shares (Excl. Options)

214,846

Price

$24.00

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Type / Class
Equity / Common Stock
Shares outstanding
73,145,682
Price per share
$24.00
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
214,846
Total reported value
$5,156,328
Share change
0
Number of holders
6
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • 68278B107 - Onestream Inc - Common Stock is tracked under CUSIP 68278B107.
  • 6 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 4 to 6 between Q4 2025 and Q1 2026.
  • Reported value moved from $219,371,678 to $5,156,328.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 6 institutions filings for Q1 2026.

Open SEC Evidence

Security key

68278B107

Latest holder period

Q1 2026

13F holders

6

13D/G owners

1

CIK / CUSIP context first

Significant Owners of Onestream Inc - Common Stock based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 4.9% 3,591,453 The Vanguard Group 31 Mar 2025

As of 31 Mar 2026, 6 institutional investors reported holding 214,846 shares of Onestream Inc - Common Stock. This represents 0.29% of the company’s total 73,145,682 outstanding shares.

Institutional Holders of Onestream Inc - Common Stock across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 214,846 $5,156,328 $24.00 6
2025 Q4 11,935,347 $219,371,678 +$49,118,841 $18.38 4
2024 Q3 114,400 $3,878,160 +$3,878,160 $33.90 1
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