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OS Insider Trading

Insider Ownership Percentage: 12.77%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $15,608,886.49

OneStream Insider Trading History Chart

This chart shows the insider buying and selling history at OneStream by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

OneStream Share Price & Price History

Current Price: $23.77
Price Change: ▼ Price Decrease of -0.01 (-0.04%)
As of 03/20/2026 05:00 PM ET

This chart shows the closing price history over time for OS up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

OneStream Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/17/2026Ken HohensteinCROSell10,000$23.62$236,200.00985,571View SEC Filing Icon  
3/16/2026Ken HohensteinCROSell49,204$23.58$1,160,230.32985,571View SEC Filing Icon  
3/11/2026Pamela McintyreCAOSell2,015$23.68$47,715.2055,800View SEC Filing Icon  
3/11/2026Scott LeshinskiPresidentSell7,412$23.68$175,516.16278,458View SEC Filing Icon  
2/17/2026Ken HohensteinCROSell60,000$23.46$1,407,600.00990,961View SEC Filing Icon  
1/16/2026Ken HohensteinCROSell120,000$23.63$2,835,600.00990,961View SEC Filing Icon  
1/8/2026Pamela McintyreCAOSell6,505$23.58$153,387.9058,847View SEC Filing Icon  
12/16/2025Ken HohensteinCROSell40,000$17.21$688,400.00990,961View SEC Filing Icon  
12/15/2025William A KoefoedCFOSell9,571$17.73$169,693.83206,127View SEC Filing Icon  
10/16/2025Ken HohensteinCROSell40,000$16.85$674,000.00997,062View SEC Filing Icon  
9/19/2025John KinzerDirectorSell30,000$20.00$600,000.00View SEC Filing Icon  
9/16/2025Ken HohensteinCROSell40,000$18.69$747,600.00997,062View SEC Filing Icon  
9/15/2025William A KoefoedCFOSell8,943$19.03$170,185.29221,983View SEC Filing Icon  
8/18/2025Ken HohensteinCROSell20,000$21.56$431,200.001,003,163View SEC Filing Icon  
7/25/2025William A KoefoedCFOSell25,000$25.00$625,000.00237,839View SEC Filing Icon  
7/18/2025Ken HohensteinCROSell20,000$25.12$502,400.001,003,163View SEC Filing Icon  
6/25/2025William A KoefoedCFOSell25,000$26.77$669,250.00237,839View SEC Filing Icon  
6/20/2025John KinzerDirectorSell30,000$28.26$847,800.007,130View SEC Filing Icon  
6/18/2025Ken HohensteinCROSell20,000$28.28$565,600.001,003,163View SEC Filing Icon  
6/11/2025Craig ColbyMajor ShareholderSell6,279$28.23$177,256.17212,885View SEC Filing Icon  
6/11/2025Ken HohensteinCROSell6,280$28.23$177,284.401,003,163View SEC Filing Icon  
6/11/2025Thomas Anthony SheaCEOSell9,913$28.23$279,843.99496,854View SEC Filing Icon  
6/11/2025William A KoefoedCFOSell6,501$28.23$183,523.23247,193View SEC Filing Icon  
5/27/2025William A KoefoedCFOSell25,000$28.76$719,000.00253,694View SEC Filing Icon  
5/19/2025Ken HohensteinCROSell20,000$27.67$553,400.001,009,443View SEC Filing Icon  
4/9/2025John KinzerDirectorSell40,000$20.28$811,200.00View SEC Filing Icon  
2/18/2025William A. KoefoedCFOSell10,000$25.04$250,400.00View SEC Filing Icon  
1/15/2025William A. KoefoedCFOSell10,000$26.57$265,700.00View SEC Filing Icon  
12/13/2024Craig ColbyPresidentSell280,000$29.71$8,318,800.00View SEC Filing Icon  
12/13/2024William A. KoefoedCFOSell13,765$30.00$412,950.00View SEC Filing Icon  
11/27/2024Kkr Group Partnership L.P.Major ShareholderSell956,462$29.99$28,684,295.38View SEC Filing Icon  
11/27/2024Michael BurklandDirectorSell9,541$31.00$295,771.00View SEC Filing Icon  
11/18/2024Kkr Group Partnership L.P.Major ShareholderSell6,376,411$29.99$191,228,565.89View SEC Filing Icon  
11/18/2024Michael BurklandDirectorSell63,608$31.00$1,971,848.00View SEC Filing Icon  
7/25/2024Craig ColbyPresidentSell200,502$18.85$3,779,462.70View SEC Filing Icon  
7/25/2024Kkr Group Partnership L.P.Major ShareholderSell2,554,644$18.85$48,155,039.40View SEC Filing Icon  
7/25/2024William A. KoefoedCFOSell20,000$18.85$377,000.00View SEC Filing Icon  
See Full Table

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

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at OS by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

OneStream Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/20/2026Hsbc Holdings PLC39,473$0.74M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/19/2026T. Rowe Price Investment Management Inc.7,779,413$142.99M0.1%-17.1%3.191%Search for SEC Filing on Google Icon
2/19/2026Alberta Investment Management Corp74,500$1.37M0.0%N/A0.031%Search for SEC Filing on Google Icon
2/18/2026Vident Advisory LLC13,438$0.25M0.0%-26.8%0.006%Search for SEC Filing on Google Icon
2/18/2026Fuller & Thaler Asset Management Inc.2,592,382$47.65M0.2%N/A1.063%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC353,662$6.50M0.0%-18.9%0.145%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP1,342,754$24.68M0.0%+6.4%0.551%Search for SEC Filing on Google Icon
2/18/2026Tudor Investment Corp ET AL177,462$3.26M0.0%+294.6%0.073%Search for SEC Filing on Google Icon
2/18/2026Twinbeech Capital LP56,515$1.04M0.1%+209.8%0.023%Search for SEC Filing on Google Icon
2/18/2026Readystate Asset Management LP128,970$2.37M0.1%N/A0.053%Search for SEC Filing on Google Icon
2/18/2026Oxford Asset Management LLP31,938$0.59M0.2%N/A0.013%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC335,581$6.17M0.0%-63.0%0.138%Search for SEC Filing on Google Icon
2/18/2026Moore Capital Management LP1,204,698$22.14M0.3%N/A0.494%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP15,216$0.28M0.0%-84.5%0.006%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.409,625$7.53M0.0%N/A0.168%Search for SEC Filing on Google Icon
2/18/2026Boothbay Fund Management LLC202,257$3.72M0.1%+105.0%0.083%Search for SEC Filing on Google Icon
2/18/2026Armistice Capital LLC336,000$6.18M0.1%+34.4%0.138%Search for SEC Filing on Google Icon
2/17/2026Schonfeld Strategic Advisors LLC13,754$0.25M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC290,426$5.34M0.0%N/A0.119%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers41,655$0.77M0.0%-7.0%0.017%Search for SEC Filing on Google Icon
2/17/2026Jain Global LLC16,731$0.31M0.0%-94.3%0.007%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP48,764$0.90M0.0%-86.0%0.020%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC141,601$2.60M0.0%+110.3%0.058%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD19,855$0.37M0.0%+15.7%0.008%Search for SEC Filing on Google Icon
2/17/2026T. Rowe Price Investment Management Inc.3,839,359$70.57M0.1%-59.1%1.575%Search for SEC Filing on Google Icon
2/17/2026Scalar Gauge Management LLC75,000$1.38M0.9%N/A0.031%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System70,571$1.30M0.0%+19.2%0.029%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board151,604$2.79M0.0%-5.8%0.062%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS12,302$0.23M0.0%-51.1%0.005%Search for SEC Filing on Google Icon
2/17/2026ExodusPoint Capital Management LP442,851$8.14M0.1%N/A0.182%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada214,443$3.94M0.0%-82.1%0.088%Search for SEC Filing on Google Icon
2/17/2026Graham Capital Management L.P.11,785$0.22M0.0%-68.9%0.005%Search for SEC Filing on Google Icon
2/17/2026Alkeon Capital Management LLC475,000$8.73M0.0%-40.6%0.195%Search for SEC Filing on Google Icon
2/17/2026Alberta Investment Management Corp74,500$1.37M0.0%N/A0.031%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC13,700$0.25M0.0%-96.8%0.006%Search for SEC Filing on Google Icon
2/16/2026Fieldview Capital Management LLC15,271$0.28M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/16/2026Healthcare of Ontario Pension Plan Trust Fund600,000$11.03M0.0%-36.8%0.246%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC169,314$3.11M0.0%+13.7%0.069%Search for SEC Filing on Google Icon
2/16/2026Brown Advisory Inc.3,376,401$62.06M0.1%-7.4%1.385%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC3,570$66K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP2,786,155$51.21M0.0%+12.3%1.143%Search for SEC Filing on Google Icon
2/13/2026Soros Fund Management LLC330,000$6.07M0.1%+2.3%0.135%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp41,168$0.76M0.0%-34.9%0.017%Search for SEC Filing on Google Icon
2/13/2026Hudson Bay Capital Management LP70,922$1.30M0.0%N/A0.029%Search for SEC Filing on Google Icon
2/13/2026Alyeska Investment Group L.P.530,341$9.75M0.0%+62.9%0.218%Search for SEC Filing on Google Icon
2/13/2026Champlain Investment Partners LLC2,116,556$38.90M0.4%-26.7%0.868%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.471,564$8.67M0.0%+2.4%0.193%Search for SEC Filing on Google Icon
2/13/2026State Street Corp752,576$13.83M0.0%+4.5%0.309%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC106,128$1.95M0.0%+41.9%0.044%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN422,819$7.77M0.0%-33.0%0.173%Search for SEC Filing on Google Icon
2/12/2026Advisors Asset Management Inc.3,699$68K0.0%+53.9%0.002%Search for SEC Filing on Google Icon
2/12/2026Wasatch Advisors LP1,334,873$24.54M0.1%+3.2%0.548%Search for SEC Filing on Google Icon
2/12/2026EntryPoint Capital LLC11,768$0.22M0.1%N/A0.005%Search for SEC Filing on Google Icon
2/12/2026Fuller & Thaler Asset Management Inc.2,592,382$47.65M0.2%N/A1.063%Search for SEC Filing on Google Icon
2/12/2026CIBC Private Wealth Group LLC76,798$1.41M0.0%-59.2%0.031%Search for SEC Filing on Google Icon
2/12/2026Elo Mutual Pension Insurance Co51,055$0.94M0.0%+349.9%0.021%Search for SEC Filing on Google Icon
2/12/2026Swiss National Bank156,500$2.88M0.0%+19.0%0.064%Search for SEC Filing on Google Icon
2/12/2026XY Capital Ltd30,000$0.55M0.3%N/A0.012%Search for SEC Filing on Google Icon
2/11/2026Primecap Management Co. CA19,600$0.36M0.0%-81.0%0.008%Search for SEC Filing on Google Icon
2/11/2026Janney Montgomery Scott LLC13,007$0.24M0.0%+12.5%0.005%Search for SEC Filing on Google Icon
2/11/2026Deutsche Bank AG84,026$1.54M0.0%-38.1%0.034%Search for SEC Filing on Google Icon
2/11/2026Fox Run Management L.L.C.52,813$0.97M0.1%N/A0.022%Search for SEC Filing on Google Icon
2/11/2026Cerity Partners LLC21,181$0.39M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/11/2026Montis Financial LLC13,436$0.25M0.0%-60.7%0.006%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC18,389$0.34M0.0%+23.6%0.008%Search for SEC Filing on Google Icon
2/11/2026CenterBook Partners LP49,621$0.91M0.0%+90.1%0.020%Search for SEC Filing on Google Icon
2/11/2026JPMorgan Chase & Co.284,661$5.23M0.0%+159.2%0.117%Search for SEC Filing on Google Icon
2/11/2026Clearbridge Investments LLC613,505$11.28M0.0%+0.3%0.252%Search for SEC Filing on Google Icon
2/11/2026Los Angeles Capital Management LLC22,137$0.40M0.0%-26.1%0.009%Search for SEC Filing on Google Icon
2/11/2026Daiwa Securities Group Inc.91,247$1.68M0.0%-13.2%0.037%Search for SEC Filing on Google Icon
2/10/2026TD Asset Management Inc438,496$8.06M0.0%-7.9%0.180%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.704,151$12.94M0.0%+6.2%0.289%Search for SEC Filing on Google Icon
2/10/2026Peapack Gladstone Financial Corp29,500$0.54M0.0%+7.5%0.012%Search for SEC Filing on Google Icon
2/10/2026Norges Bank5,974,029$109.80M0.0%N/A2.450%Search for SEC Filing on Google Icon
2/10/2026Seven Grand Managers LLC250,000$4.60M0.3%-50.0%0.103%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC1,066,278$19.60M0.0%+3.9%0.437%Search for SEC Filing on Google Icon
2/9/2026King Luther Capital Management Corp268,054$4.93M0.0%+91.1%0.110%Search for SEC Filing on Google Icon
2/9/2026Annis Gardner Whiting Capital Advisors LLC206,284$3.79M0.7%+0.4%0.085%Search for SEC Filing on Google Icon
2/6/2026EverSource Wealth Advisors LLC2,673$49K0.0%+1,795.7%0.001%Search for SEC Filing on Google Icon
2/6/2026Handelsbanken Fonder AB21,300$0.39M0.0%+29.9%0.009%Search for SEC Filing on Google Icon
2/6/2026TimesSquare Capital Management LLC2,668,307$49.04M0.7%+4.8%1.094%Search for SEC Filing on Google Icon
2/5/2026Northwestern Mutual Wealth Management Co.121,223$2.23M0.0%+93,148.5%0.050%Search for SEC Filing on Google Icon
1/30/2026M&T Bank Corp22,118$0.41M0.0%-50.2%0.009%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank57,609$1.06M0.0%+2,443.4%0.024%Search for SEC Filing on Google Icon
1/29/2026Pictet Asset Management Holding SA13,284$0.24M0.0%+23.1%0.005%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG477,796$8.78M0.0%+32.1%0.196%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.8,580,460$157.71M0.0%-0.3%3.519%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System22,342$0.41M0.0%+11.4%0.009%Search for SEC Filing on Google Icon
1/28/2026M&T Bank Corp34,160$0.63M0.0%-23.1%0.014%Search for SEC Filing on Google Icon
1/27/2026Evergreen Capital Management LLC325,113$5.98M0.1%-6.3%0.133%Search for SEC Filing on Google Icon
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank 18,210$0.34M0.0%+45.6%0.007%Search for SEC Filing on Google Icon
1/27/2026Institute for Wealth Management LLC.20,484$0.38M0.0%-10.5%0.008%Search for SEC Filing on Google Icon
1/26/2026CWM LLC9,853$0.18M0.0%N/A0.004%Search for SEC Filing on Google Icon
1/23/2026Gibbs Wealth Management18,677$0.34M0.1%-44.2%0.008%Search for SEC Filing on Google Icon
1/22/2026Massachusetts Financial Services Co. MA1,050,802$19.31M0.0%-26.2%0.431%Search for SEC Filing on Google Icon
1/21/2026Portside Wealth Group LLC15,160$0.28M0.0%-41.4%0.006%Search for SEC Filing on Google Icon
1/21/2026Capricorn Fund Managers Ltd380,000$6.98M1.7%N/A0.156%Search for SEC Filing on Google Icon
1/16/2026Blue Trust Inc.11,215$0.21M0.0%+5,507.5%0.005%Search for SEC Filing on Google Icon
1/13/2026Norden Group LLC10,532$0.19M0.0%-65.5%0.004%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC274,788$5.05M0.0%N/A0.113%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
OneStream logo
OneStream, Inc. is a holding company, which engages in the development of an 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. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.
Read More on OneStream

Today's Range

Now: $23.77
Low: $23.67
High: $23.80

50 Day Range

MA: $23.60
Low: $23.33
High: $23.78

52 Week Range

Now: $23.77
Low: $16.51
High: $29.66

Volume

1,258,025 shs

Average Volume

2,293,146 shs

Market Capitalization

$5.80 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.99

Who are the company insiders with the largest holdings of OneStream?

OneStream's top insider shareholders include:
  1. Ken Hohenstein (CRO)
  2. Thomas Anthony Shea (CEO)
  3. Scott Leshinski (President)
  4. William A Koefoed (CFO)
  5. Craig Colby (Major Shareholder)
  6. Pamela Mcintyre (CAO)
  7. John Kinzer (Director)
  8. Craig Colby (President)
  9. Kkr Group Partnership LP (Major Shareholder)
  10. Michael Burkland (Director)
  11. 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:
  1. Vanguard Group Inc. — 3.52%
  2. T. Rowe Price Investment Management Inc. — 3.19%
  3. Norges Bank — 2.45%
  4. T. Rowe Price Investment Management Inc. — 1.57%
  5. Brown Advisory Inc. — 1.38%
  6. Marshall Wace LLP — 1.14%
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:
  1. T. Rowe Price Investment Management Inc.
  2. T. Rowe Price Investment Management Inc.
  3. Royal Bank of Canada
  4. Champlain Investment Partners LLC
  5. Millennium Management LLC
  6. Verition Fund Management LLC
  7. Massachusetts Financial Services Co. MA
  8. Healthcare of Ontario Pension Plan Trust Fund
In the last year, company insiders that have sold OneStream company stock include:
  1. Ken Hohenstein (CRO)
  2. Thomas Anthony Shea (CEO)
  3. Scott Leshinski (President)
  4. William A Koefoed (CFO)
  5. Craig Colby (Major Shareholder)
  6. Pamela Mcintyre (CAO)
  7. John Kinzer (Director)
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:
  1. Norges Bank
  2. Fuller & Thaler Asset Management Inc.
  3. Fuller & Thaler Asset Management Inc.
  4. Moore Capital Management LP
  5. ExodusPoint Capital Management LP
  6. Balyasny Asset Management L.P.
  7. Capricorn Fund Managers Ltd
  8. Marshall Wace LLP