Sectors

OS
OneStream, Inc. Class A Common Stock
24.00
3 x 23.99
2 x 30.72
bid
ask
+
0.00
0.00%
09:30 AM
timesize
Ytd30.58%
1y5.82%
24.00
day range
24.00
16.51
52 week range
29.66
Open24.00Prev Close24.00Low24.00High24.00Mkt Cap2.40B
Vol2.66MAvg Vol4.52MEPS-0.28P/E-85.71Forward P/E52.46
Beta1.54Short Ratio4.59Inst. Own89.17%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning05-0750-d Avg23.65200-d Avg21.781yr Est24.00
Earning
DateForEstimateReportedSurprisesurprise %
2026-05-142026-030.04N/AN/AN/A
2026-02-262025-120.050.120.07140.00%
2025-11-062025-090.020.080.06300.00%
2025-08-072025-060.010.050.04400.00%
2025-05-082025-03-0.030.040.07233.33%
2025-02-112024-120.020.070.05250.00%
Upgrade / Downgrade
DateFirmActionFromTo
2026-02-27BTIGDowngradeBuyNeutral
2026-01-16JP MorganDowngradeNeutralUnderweight
2026-01-08Raymond JamesDowngradeOutperformMarket Perform
2026-01-07TD CowenDowngradeBuyHold
2026-01-07Wolfe ResearchDowngradeOutperformPeer Perform
2026-01-07RosenblattDowngradeBuyNeutral
Profile
OneStream, Inc. delivers an integrated, adaptable software platform, enhanced with artificial intelligence capabilities, to clients across the United States and internationally. Their flagship offering, the Digital Finance Cloud platform, provides essential solutions for modern financial management. These include simplifying financial close and consolidation by automating various tasks and expertly navigating the intricate requirements and standards of financial reporting. The platform also supports comprehensive financial and operational planning, budgeting, forecasting, and detailed results analysis, not only for individual business units but also for harmonizing plans across the entire enterprise. Furthermore, it offers robust financial and operational reporting, ensuring clear, end-to-end visibility of analytics and crucial performance indicators for a diverse audience, including senior executives, finance experts, departmental leaders, and other collaborators. OneStream, Inc. caters to a broad clientele, comprising major corporations, mid-sized organizations, and governmental entities. The company was founded in 2012 and is based in Birmingham, Michigan.
Insider Holder
DateNameRelationQuantityDescription
2025-06-10COLBY CRAIGFormer388.01KSale
2026-03-18HOHENSTEIN KENOfficer1.82MStock Award(Grant)
2025-12-18KINZER JOHN EDWARDDirector0.00Conversion of Exercise of derivative security
2025-12-14KOEFOED WILLIAM A JR.Chief Financial Officer206.13KSale
2026-03-18LESHINSKI SCOTTPresident378.46KStock Award(Grant)
2026-01-05MARINER JONATHAN DDirector7.13KSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2025-12-30Vanguard Group Inc8.58M205.93M8.45%
2025-12-30T. Rowe Price Investment Management, Inc.7.78M186.71M7.66%
2025-12-30NORGES BANK5.97M143.38M5.88%
2025-12-30Kayne Anderson Rudnick Investment Management LLC4.87M116.82M4.79%
2025-12-30Temasek Holdings (Private) Ltd4.27M102.40M4.20%
2025-12-30DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP3.84M92.15M3.78%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2025-12-30Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund2.79M66.88M2.74%
2025-12-30T. Rowe Price Mid-Cap Growth Fund, Inc.2.73M65.59M2.69%
2025-12-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.50M60.00M2.46%
2025-12-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.85M44.31M1.82%
2025-12-30Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund1.73M41.45M1.70%
2025-11-29VANGUARD WORLD FUND-Vanguard Information Technology Index Fund1.66M39.81M1.63%