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OS Insider Trading

Insider Ownership Percentage: 12.77%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $17,982,393.08

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: $18.73
Price Change: ▲ Price Increase of +0.18 (0.97%)
As of 12/4/2025 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
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
11/24/2025CIBC Private Wealth Group LLC188,137$3.47M0.0%-3.0%0.077%Search for SEC Filing on Google Icon
11/21/2025CIBC Bancorp USA Inc.188,137$3.47M0.0%N/A0.077%Search for SEC Filing on Google Icon
11/18/2025Advisory Services Network LLC1,491$27K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC15,880$0.29M0.0%N/A0.007%Search for SEC Filing on Google Icon
11/17/2025Armistice Capital LLC250,000$4.61M0.1%N/A0.103%Search for SEC Filing on Google Icon
11/17/2025Dark Forest Capital Management LP147,752$2.72M0.1%N/A0.061%Search for SEC Filing on Google Icon
11/17/2025Alyeska Investment Group L.P.325,539$6M0.0%-59.3%0.134%Search for SEC Filing on Google Icon
11/17/2025Voleon Capital Management LP43,396$0.80M0.0%-46.9%0.018%Search for SEC Filing on Google Icon
11/17/2025Voloridge Investment Management LLC436,078$8.04M0.0%-36.1%0.179%Search for SEC Filing on Google Icon
11/17/2025Wasatch Advisors LP1,293,252$23.84M0.1%+2.0%0.530%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd627,376$11.56M0.0%+10.4%0.257%Search for SEC Filing on Google Icon
11/17/2025Jain Global LLC291,968$5.38M0.0%+41.9%0.120%Search for SEC Filing on Google Icon
11/17/2025Brevan Howard Capital Management LP13,352$0.25M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/17/2025Clearline Capital LP50,479$0.93M0.0%N/A0.021%Search for SEC Filing on Google Icon
11/17/2025Boothbay Fund Management LLC98,680$1.82M0.0%-18.4%0.040%Search for SEC Filing on Google Icon
11/17/2025Algert Global LLC186,340$3.43M0.1%+212.5%0.076%Search for SEC Filing on Google Icon
11/17/2025Alkeon Capital Management LLC800,000$14.74M0.0%-15.8%0.328%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.2,659,712$49.02M0.0%+13.4%1.091%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.57,423$1.06M0.0%+15.0%0.024%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.102,902$1.90M0.0%+16.3%0.042%Search for SEC Filing on Google Icon
11/14/2025Burkehill Global Management LP400,000$7.37M0.4%-33.3%0.165%Search for SEC Filing on Google Icon
11/14/2025California State Teachers Retirement System59,219$1.09M0.0%-9.0%0.024%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC74,815$1.38M0.0%-53.3%0.031%Search for SEC Filing on Google Icon
11/14/2025Vident Advisory LLC18,361$0.34M0.0%+134.3%0.008%Search for SEC Filing on Google Icon
11/14/2025Ossiam129,200$2.38M0.0%N/A0.053%Search for SEC Filing on Google Icon
11/14/2025Squarepoint Ops LLC27,953$0.52M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/14/20252Xideas AG136,006$2.51M0.5%-22.1%0.056%Search for SEC Filing on Google Icon
11/14/2025Wellington Management Group LLP1,261,552$23.25M0.0%N/A0.519%Search for SEC Filing on Google Icon
11/14/2025Temasek Holdings Private Ltd4,266,714$78.64M0.3%+44.3%1.757%Search for SEC Filing on Google Icon
11/14/2025Perbak Capital Partners LLP17,851$0.33M0.1%N/A0.007%Search for SEC Filing on Google Icon
11/13/2025Marshall Wace LLP2,481,917$45.74M0.0%+24.8%1.022%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.356,051$6.56M0.0%+6.5%0.147%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG361,558$6.66M0.0%+9.4%0.149%Search for SEC Filing on Google Icon
11/13/2025Capital Fund Management S.A.204,075$3.76M0.0%+556.6%0.084%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets131,124$2.42M0.0%-73.2%0.054%Search for SEC Filing on Google Icon
11/13/2025Magnetar Financial LLC10,920$0.20M0.0%+12.6%0.004%Search for SEC Filing on Google Icon
11/13/2025Swiss National Bank131,500$2.42M0.0%-3.6%0.054%Search for SEC Filing on Google Icon
11/13/2025WINTON GROUP Ltd131,500$2.42M0.1%N/A0.054%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.16,048$0.30M0.0%-62.2%0.007%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP18,986$0.35M0.0%-68.6%0.008%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC148,886$2.74M0.0%+772.4%0.061%Search for SEC Filing on Google Icon
11/12/2025Champlain Investment Partners LLC2,886,232$53.19M0.4%-23.5%1.188%Search for SEC Filing on Google Icon
11/12/2025Elo Mutual Pension Insurance Co11,347$0.21M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/12/2025American Century Companies Inc.1,146,236$21.13M0.0%-30.7%0.472%Search for SEC Filing on Google Icon
11/12/2025Quantbot Technologies LP34,779$0.64M0.0%-38.7%0.014%Search for SEC Filing on Google Icon
11/12/2025Primecap Management Co. CA102,900$1.90M0.0%-2.8%0.042%Search for SEC Filing on Google Icon
11/12/2025US Bancorp DE20,242$0.37M0.0%-16.1%0.008%Search for SEC Filing on Google Icon
11/10/2025TD Asset Management Inc476,266$8.78M0.0%-4.8%0.196%Search for SEC Filing on Google Icon
11/10/2025Counterpoint Mutual Funds LLC26,062$0.48M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/10/2025Alliance Wealth Advisors LLC UT13,852$0.26M0.1%-20.1%0.006%Search for SEC Filing on Google Icon
11/10/2025Citigroup Inc.401,436$7.40M0.0%+21.1%0.165%Search for SEC Filing on Google Icon
11/7/2025King Luther Capital Management Corp140,276$2.59M0.0%-58.9%0.058%Search for SEC Filing on Google Icon
11/7/2025CenterBook Partners LP26,108$0.48M0.0%-31.9%0.011%Search for SEC Filing on Google Icon
11/7/2025GSA Capital Partners LLP22,298$0.41M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.8,605,839$158.61M0.0%+10.1%3.544%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.109,843$2.02M0.0%+299.2%0.045%Search for SEC Filing on Google Icon
11/7/2025TimesSquare Capital Management LLC2,545,548$46.91M0.7%-4.5%1.048%Search for SEC Filing on Google Icon
11/6/2025Versor Investments LP12,800$0.24M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/5/2025Portside Wealth Group LLC25,876$0.48M0.1%-17.2%0.011%Search for SEC Filing on Google Icon
11/5/2025Bessemer Group Inc.50,319$0.93M0.0%-22.5%0.021%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.203,556$3.75M0.0%-20.4%0.084%Search for SEC Filing on Google Icon
11/4/2025State of Wyoming15,161$0.28M0.0%N/A0.006%Search for SEC Filing on Google Icon
11/4/2025Fourth Dimension Wealth LLC11,623$0.21M0.1%+88.9%0.005%Search for SEC Filing on Google Icon
11/3/2025Arizona State Retirement System20,061$0.37M0.0%-3.7%0.008%Search for SEC Filing on Google Icon
11/3/2025Annis Gardner Whiting Capital Advisors LLC205,525$3.79M0.8%+723.1%0.085%Search for SEC Filing on Google Icon
11/3/2025EFG Asset Management North America Corp.105,470$1.94M0.3%+111.8%0.043%Search for SEC Filing on Google Icon
10/31/2025Kornitzer Capital Management Inc. KS245,605$4.53M0.1%N/A0.101%Search for SEC Filing on Google Icon
10/31/2025Y Intercept Hong Kong Ltd247,715$4.57M0.1%N/A0.102%Search for SEC Filing on Google Icon
10/30/2025Gibbs Wealth Management33,467$0.62M0.1%N/A0.014%Search for SEC Filing on Google Icon
10/28/2025Evergreen Capital Management LLC346,813$6.39M0.2%N/A0.143%Search for SEC Filing on Google Icon
10/28/2025Montis Financial LLC34,188$0.63M0.1%-9.5%0.014%Search for SEC Filing on Google Icon
10/27/2025Concurrent Investment Advisors LLC11,010$0.20M0.0%N/A0.005%Search for SEC Filing on Google Icon
10/21/2025Financiere des Professionnels Fonds d investissement inc.7,833$0.14M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/20/2025Diversified Trust Co32,487$0.60M0.0%-23.1%0.013%Search for SEC Filing on Google Icon
10/17/2025Institute for Wealth Management LLC.22,886$0.42M0.0%N/A0.009%Search for SEC Filing on Google Icon
10/16/2025Wallace Advisory Group LLC7,919$0.15M0.1%N/A0.003%Search for SEC Filing on Google Icon
10/15/2025Norden Group LLC30,534$0.56M0.1%-20.5%0.013%Search for SEC Filing on Google Icon
10/10/2025Advance Capital Management Inc.15,403$0.28M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/15/2025Tower Research Capital LLC TRC 1,729$49K0.0%-58.6%0.001%Search for SEC Filing on Google Icon
8/15/2025State of Tennessee Department of Treasury7,478$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/15/2025Vident Advisory LLC7,836$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/15/2025Voleon Capital Management LP81,765$2.31M0.1%+22.5%0.034%Search for SEC Filing on Google Icon
8/15/2025Wasatch Advisors LP1,267,914$35.88M0.2%N/A0.531%Search for SEC Filing on Google Icon
8/15/2025Sculptor Capital LP350,000$9.91M0.1%N/A0.147%Search for SEC Filing on Google Icon
8/15/2025Shay Capital LLC10,000$0.28M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/15/2025Oxford Asset Management LLP16,228$0.46M0.2%N/A0.007%Search for SEC Filing on Google Icon
8/15/2025Man Group plc125,000$3.54M0.0%+987.5%0.052%Search for SEC Filing on Google Icon
8/15/2025Lazard Asset Management LLC52,832$1.50M0.0%N/A0.022%Search for SEC Filing on Google Icon
8/15/2025Holocene Advisors LP105,848$3M0.0%-1.1%0.044%Search for SEC Filing on Google Icon
8/15/2025Hound Partners LLC30,000$0.85M0.1%N/A0.013%Search for SEC Filing on Google Icon
8/15/2025Fortress Investment Group LLC198,846$5.63M0.8%+1,888.5%0.083%Search for SEC Filing on Google Icon
8/15/2025Engineers Gate Manager LP29,266$0.83M0.0%N/A0.012%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets489,943$13.87M0.0%+264.7%0.205%Search for SEC Filing on Google Icon
8/15/2025Boothbay Fund Management LLC120,905$3.42M0.1%+72.7%0.051%Search for SEC Filing on Google Icon
8/15/2025Balyasny Asset Management L.P.182,480$5.16M0.0%N/A0.076%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE722,341$20.44M0.0%+39.2%0.303%Search for SEC Filing on Google Icon
8/15/2025Alkeon Capital Management LLC950,000$26.89M0.0%-62.4%0.398%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.49,950$1.41M0.0%N/A0.021%Search for SEC Filing on Google Icon
8/14/2025California State Teachers Retirement System65,075$1.84M0.0%+94.0%0.027%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.88,506$2.51M0.0%-66.8%0.037%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: $18.73
Low: $18.55
High: $19.08

50 Day Range

MA: $19.34
Low: $16.65
High: $23.74

52 Week Range

Now: $18.73
Low: $16.51
High: $31.89

Volume

2,024,261 shs

Average Volume

1,953,191 shs

Market Capitalization

$4.57 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.97

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. William A Koefoed (CFO)
  4. Craig Colby (Major Shareholder)
  5. John Kinzer (Director)
  6. Craig Colby (President)
  7. Kkr Group Partnership LP (Major Shareholder)
  8. Michael Burkland (Director)
  9. 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. — 3.54%
  2. Temasek Holdings Private Ltd — 1.76%
  3. Champlain Investment Partners LLC — 1.19%
  4. Alliancebernstein L.P. — 1.09%
  5. TimesSquare Capital Management LLC — 1.05%
  6. Marshall Wace LLP — 1.02%
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. Champlain Investment Partners LLC
  2. American Century Companies Inc.
  3. Alyeska Investment Group L.P.
  4. BNP Paribas Financial Markets
  5. Voloridge Investment Management LLC
  6. King Luther Capital Management Corp
  7. Burkehill Global Management LP
  8. Alkeon Capital Management LLC
In the last year, company insiders that have sold OneStream company stock include:
  1. Ken Hohenstein (CRO)
  2. Thomas Anthony Shea (CEO)
  3. William A Koefoed (CFO)
  4. Craig Colby (Major Shareholder)
  5. John Kinzer (Director)
  6. Craig Colby (President)
  7. Kkr Group Partnership LP (Major Shareholder)
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. Temasek Holdings Private Ltd
  2. Wellington Management Group LLP
  3. Vanguard Group Inc.
  4. Marshall Wace LLP
  5. Evergreen Capital Management LLC
  6. Alliancebernstein L.P.
  7. Armistice Capital LLC
  8. Y Intercept Hong Kong Ltd