OneStream, Inc. logo

OneStream, Inc.

OSXNYS

OneStream, Inc. is a publicly traded company on XNYS, led by Thomas Shea, with a market cap of $3.3B. As of Q3 2025, 42% of shares are held by 182 institutional investors, with T. Rowe Price Investment Management, Inc. as the largest holder at 5.04%.

CEOThomas Shea
Market Cap$3.3B

Overview

Overview of institutional ownership in OS as of Q3 2025 with a market cap of $3.4B

All Institutions

Institutions
182
Value Held
$1.5B
Shares Held
78.7M
Avg Position
$8.0M
Median Position
$704.5K

Hedge Funds

Hedge Funds
30
Value Held
$182.0M
Shares Held
9.9M
Avg Position
$6.1M
Median Position
$2.8M

Ownership Breakdown

Institutional (non-HF): 36.94%Institutional (non-HF)Hedge Funds: 5.30%Retail & Other: 57.76%Retail & Other
Institutional (non-HF)
36.94%
$1.3B
Hedge Funds
5.3%
$182.0M
Retail & Other
57.76%
$2.0B

Based on market cap of $3.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OS as of Q3 2025

InstitutionPosition Value
$172.9M
0.11% of portfolio
$158.6M
0.00% of portfolio
$114.5M
0.28% of portfolio
$78.6M
0.28% of portfolio
$70.8M
2.39% of portfolio
$67.2M
0.09% of portfolio
$53.2M
0.40% of portfolio
ALLIANCEBERNSTEIN L.P. logo
ALLIANCEBERNSTEIN L.P.
Long Only Manager
$49.0M
0.02% of portfolio
$46.9M
0.67% of portfolio
$45.7M
0.05% of portfolio

Net Capital Flow

Institutional buying and selling activity for OS in Q3 2025

Traded
$71.7M
Buyers
102
Sellers
108
Total Bought
+$207.6M
Total Sold
$279.3M
Avg Position
$6.3M

Biggest Buyers

InstitutionNet Bought
+$24.1M
+1.3M shares
+$23.3M
+1.3M shares
+$19.2M
+1.0M shares
+$14.5M
+786.4K shares
+$10.4M
+565.0K shares
+$9.1M
+492.8K shares
+$6.6M
+360.1K shares
+$6.6M
+357.2K shares
+$6.4M
+346.8K shares
Verition Fund Management LLC logo
Verition Fund Management LLC
Hedge FundMulti-Strategy
+$5.9M
+318.4K shares

Biggest Sellers

InstitutionNet Sold
$54.6M
3.0M shares
$16.4M
888.8K shares
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$14.9M
809.3K shares
$12.2M
663.1K shares
$10.5M
371.3K shares
$10.4M
366.7K shares
OZ MANAGEMENT LP logo
OZ MANAGEMENT LP
Hedge FundMulti-Strategy
$9.9M
350.0K shares
$9.3M
506.9K shares
A
Alyeska Investment Group, L.P.
Hedge FundMulti-Strategy
$8.7M
474.5K shares
Ghisallo Capital Management LLC logo
Ghisallo Capital Management LLC
Hedge FundMulti-Strategy
$8.5M
300.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OS in Q3 2025

New Positions
42
New Value
$53.9M
Exited Positions
50
Exited Value
$103.0M

New Positions

InstitutionPosition Value
$23.3M
1.3M shares
$6.4M
346.8K shares
ARMISTICE CAPITAL, LLC logo
ARMISTICE CAPITAL, LLC
Hedge FundLong/Short
$4.6M
250.0K shares
$4.5M
245.6K shares
O
OSSIAM
Institution
$2.4M
129.2K shares
Whetstone Capital Advisors, LLC logo
Whetstone Capital Advisors, LLC
Hedge FundLong/Short
$2.1M
112.3K shares
Advantage Alpha Capital Partners LP logo
Advantage Alpha Capital Partners LP
Hedge FundMarket Neutral
$1.6M
88.2K shares
C
Clearline Capital LP
Hedge FundEvent Driven
$930.3K
50.5K shares
Graham Capital Management, L.P. logo
Graham Capital Management, L.P.
Hedge FundMulti-Strategy
$697.8K
37.9K shares
$616.8K
33.5K shares

Exited Positions

InstitutionPrevious Position
$10.5M
371.3K shares
$10.4M
366.7K shares
OZ MANAGEMENT LP logo
OZ MANAGEMENT LP
Hedge FundMulti-Strategy
$9.9M
350.0K shares
Ghisallo Capital Management LLC logo
Ghisallo Capital Management LLC
Hedge FundMulti-Strategy
$8.5M
300.0K shares
$7.3M
258.8K shares
Centiva Capital, LP logo
Centiva Capital, LP
Hedge FundMulti-Strategy
$5.8M
205.0K shares
$5.6M
198.8K shares
BALYASNY ASSET MANAGEMENT LLC logo
BALYASNY ASSET MANAGEMENT LLC
Hedge FundMulti-Strategy
$5.2M
182.5K shares
CAPSTONE INVESTMENT ADVISORS, LLC logo
CAPSTONE INVESTMENT ADVISORS, LLC
Hedge FundMulti-Strategy
$5.0M
175.0K shares
Woodline Partners LP logo
Woodline Partners LP
Hedge FundLong/Short
$4.8M
169.6K shares

Options Activity

Institutions with the largest Call and Put options positions in OS as of Q3 2025

Call Positions
10
Call Value
$10.3M
Put Positions
5
Put Value
$3.7M

Call Positions

InstitutionPosition Value
MILLENNIUM MANAGEMENT LLC logo
MILLENNIUM MANAGEMENT LLC
Hedge FundMulti-Strategy
$3.8M
2.0K contracts
$2.1M
1.1K contracts
Verition Fund Management LLC logo
Verition Fund Management LLC
Hedge FundMulti-Strategy
$1.8M
987.0 contracts
$584.2K
317.0 contracts
$528.9K
287.0 contracts
$505.4K
267.0 contracts
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$364.9K
198.0 contracts
$325.2K
179.0 contracts
TUDOR INVESTMENT CORP ET AL logo
TUDOR INVESTMENT CORP ET AL
Hedge FundMulti-Strategy
$208.3K
113.0 contracts
$112.4K
61.0 contracts

Put Positions

InstitutionPosition Value
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$2.0M
1.1K contracts
$742.7K
403.0 contracts
$517.9K
281.0 contracts
$372.9K
197.0 contracts
$134.5K
73.0 contracts

Most Committed Institutions

Institutions with OS as the highest % of their portfolio as of Q3 2025

InstitutionPortfolio Weight
2.39%
$70.8M
0.78%
$3.8M
S
SEVEN GRAND MANAGERS, LLC
Hedge FundMulti-Strategy
0.73%
$9.2M
0.67%
$46.9M
Whetstone Capital Advisors, LLC logo
Whetstone Capital Advisors, LLC
Hedge FundLong/Short
0.57%
$2.1M
2
2Xideas AG
Institution
0.53%
$2.5M
Advantage Alpha Capital Partners LP logo
Advantage Alpha Capital Partners LP
Hedge FundMarket Neutral
0.49%
$1.6M
Burkehill Global Management, LP logo
Burkehill Global Management, LP
Hedge FundEvent Driven
0.43%
$7.4M
0.40%
$53.2M
0.31%
$1.6M

Hedge Fund Spotlight

Discover hedge funds investing in OS

T
TWINBEECH CAPITAL LP
Hedge FundQuant
Portfolio ManagerJinghua (Nmn) Yan
Portfolio Value
$2.5B
Positions
536
Last Reported
Q3 2025
AddressPurchase, NY
Sector Allocation
Technology: 24.00%TechnologyIndustrials: 14.70%IndustrialsHealthcare: 13.90%HealthcareFinancial Services: 12.40%Financial ServicesConsumer Cyclical: 9.70%Consumer CyclicalConsumer Defensive: 5.70%Utilities: 5.50%Energy: 3.90%Basic Materials: 3.70%Communication Services: 3.30%Real Estate: 0.80%
OneStream, Inc. logo

Position in OneStream, Inc.

Market Value
$336.3K
Shares Held
18.2K
Portfolio Weight
0.01%
Owned Since
2025-Q2
Top HoldingSectorMarket ValueWeight
1
Kenvue logo
Kenvue
KVUE
Household & Personal Products
Consumer Defensive
$31.9M1.26%
Industrial - Machinery
Industrials
$30.0M1.18%
Medical - Devices
Healthcare
$29.8M1.18%

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