OS

OneStream, Inc.

Services-Prepackaged SoftwareNasdaq<br>Emerging growth company

Total Trades

54

Buys

0

Sells

42

Largest Trade

$1M+

Insiders

13

Institutional Funds

141

Inst. Value

$1M+

Activist Filings

34

Insider Trades

InsiderTitleTypeValueSharesPriceDate
Hohenstein KenChief Revenue Offi…EXERCISE$1M+120K$11.94Jan 20, 2026
Hohenstein KenChief Revenue Offi…SELL$1M+120K$23.63Jan 20, 2026
McIntyre PamelaChief Accounting O…SELL$100K–$500K7K$23.58Jan 9, 2026
MARINER JONATHAN DDirectorSELL$100K–$500K8K$23.31Jan 8, 2026
Hohenstein KenChief Revenue Offi…SELL$500K+40K$17.21Dec 18, 2025
Hohenstein KenChief Revenue Offi…EXERCISE$100K–$500K40K$10.65Dec 18, 2025
Koefoed William ACFOSELL$100K–$500K10K$17.73Dec 16, 2025
MARINER JONATHAN DDirectorSELL$100K–$500K18K$20.90Dec 4, 2025
Hohenstein KenChief Revenue Offi…SELL$500K+40K$20.94Nov 19, 2025
Hohenstein KenChief Revenue Offi…EXERCISE$100K–$500K40K$10.65Nov 19, 2025
Kinzer JohnDirectorSELL$500K+30K$20.00Sep 22, 2025
Hohenstein KenChief Revenue Offi…SELL$500K+40K$18.69Sep 18, 2025
Hohenstein KenChief Revenue Offi…EXERCISE$100K–$500K40K$10.65Sep 18, 2025
Koefoed William ACFOSELL$100K–$500K9K$19.03Sep 16, 2025
MARINER JONATHAN DDirectorSELL$1K–$15K141$20.07Sep 4, 2025
Koefoed William ACFOSELL$500K+25K$25.00Jul 28, 2025
Koefoed William ACFOEXERCISE$100K–$500K25K$10.65Jul 28, 2025
Hohenstein KenChief Revenue Offi…SELL$500K+20K$25.12Jul 21, 2025
Hohenstein KenChief Revenue Offi…EXERCISE$100K–$500K20K$10.65Jul 21, 2025
MARINER JONATHAN DDirectorSELL$100K–$500K7K$26.59Jul 9, 2025
Koefoed William ACFOSELL$500K+25K$26.77Jun 27, 2025
Koefoed William ACFOEXERCISE$100K–$500K25K$10.65Jun 27, 2025
Kinzer JohnDirectorSELL$500K+30K$28.26Jun 24, 2025
Hohenstein KenChief Revenue Offi…SELL$500K+20K$28.28Jun 23, 2025
Hohenstein KenChief Revenue Offi…EXERCISE$100K–$500K20K$10.65Jun 23, 2025
Koefoed William ACFOSELL$100K–$500K9K$27.90Jun 18, 2025
Koefoed William ACFOSELL$100K–$500K7K$28.23Jun 12, 2025
Hohenstein KenChief Revenue Offi…SELL$100K–$500K6K$28.23Jun 12, 2025
Colby CraigInsiderSELL$100K–$500K6K$28.23Jun 12, 2025
Shea Thomas AnthonyCEO and PresidentSELL$100K–$500K10K$28.23Jun 12, 2025
MARINER JONATHAN DDirectorSELL$100K–$500K7K$27.90Jun 4, 2025
Koefoed William ACFOSELL$500K+25K$28.76May 29, 2025
Koefoed William ACFOEXERCISE$100K–$500K25K$10.65May 29, 2025
Hohenstein KenChief Revenue Offi…EXERCISE$100K–$500K20K$10.65May 21, 2025
Hohenstein KenChief Revenue Offi…SELL$500K+20K$27.67May 21, 2025
Colby Craig10% OwnerSELL$1M+280K$25.50May 13, 2025
Colby Craig10% OwnerEXERCISE$1M+280K$11.42May 13, 2025
Kinzer JohnDirectorSELL$500K+40K$20.28Apr 10, 2025
Koefoed William ACFOSELL$100K–$500K10K$26.57Jan 17, 2025
Koefoed William ACFOEXERCISE$100K–$500K10K$10.65Jan 17, 2025
KKR Group Partnership L.P.10% OwnerSELL$1M+956K$29.99Nov 29, 2024
KKR NGT (Dream) Blocker Parent L.P.10% OwnerSELL$1M+956K$29.99Nov 29, 2024
KKR TFO Partners L.P.10% OwnerSELL$1M+956K$29.99Nov 29, 2024
KKR Dream Holdings LLC10% OwnerSELL$1M+956K$29.99Nov 29, 2024
Burkland MichaelDirectorSELL$100K–$500K10K$31.00Nov 27, 2024
WILSON KARADirectorSELL$100K–$500K6K$31.00Nov 27, 2024
MARINER JONATHAN DDirectorSELL$100K–$500K6K$31.00Nov 27, 2024
KKR Group Partnership L.P.10% OwnerSELL$1M+6.4M$29.99Nov 19, 2024
KKR TFO Partners L.P.10% OwnerSELL$1M+6.4M$29.99Nov 19, 2024
KKR NGT (Dream) Blocker Parent L.P.10% OwnerSELL$1M+6.4M$29.99Nov 19, 2024
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Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Thomas Anthony Shea

SC 13G/A · Feb 13, 2026

16.3%

18.2M shares

5.4%

4.9M shares

3.3%

2.9M shares

Glazer Capital, LLC

SC 13G · Feb 9, 2026

6.8%

6.2M shares

Norges Bank

SC 13G/A · Jan 26, 2026

6.6%

6.0M shares

7.0%

6.2M shares

Norges Bank

SC 13G/A · Nov 3, 2025

9.7%

8.5M shares

Norges Bank

SC 13G/A · Jul 28, 2025

8.4%

6.3M shares

The Vanguard Group

SC 13G/A · Jul 7, 2025

10.4%

7.8M shares

Craig Colby

SC 13G/A · May 14, 2025

10.9%

9.1M shares

AllianceBernstein L.P.

SC 13G/A · May 14, 2025

3.9%

2.8M shares

Alkeon Capital Management LLC

SC 13G/A · May 14, 2025

3.5%

2.5M shares

8.5%

6.2M shares

5.5%

4.0M shares

The Vanguard Group

SC 13G/A · Apr 30, 2025

4.9%

3.6M shares

5.3%

3.8M shares

8.3%

3.8M shares

William A. Koefoed

SC 13G/A · Feb 13, 2025

3.8%

2.1M shares

7.6%

3.4M shares

KKR Dream Holdings LLC

SC 13G/A · Feb 12, 2025

50.2%

45.8M shares

11.4%

5.2M shares

AllianceBernstein L.P.

SC 13G · Feb 5, 2025

5.4%

2.5M shares

Matthew E. Baranowski

SC 13G · Dec 9, 2024

5.8%

2.8M shares

13.0%

3.7M shares

KKR Dream Holdings LLC

SC 13G · Nov 14, 2024

65.1%

52.7M shares

Alkeon Capital Management LLC

SC 13G · Nov 13, 2024

10.0%

4.9M shares

Thomas Anthony Shea

SC 13G · Nov 12, 2024

37.8%

17.2M shares

William A. Koefoed

SC 13G · Nov 12, 2024

6.1%

1.8M shares

Craig Colby

SC 13G · Nov 12, 2024

30.7%

12.5M shares

The Vanguard Group

SC 13G/A · Nov 12, 2024

8.8%

2.5M shares

The Vanguard Group

SC 13G/A · Nov 4, 2024

8.8%

2.5M shares

15.0%

3.7M shares

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