OS (OS)
OneStream, Inc. Class A Common Stock
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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.
Leadership
Bradley Brown
Director
David Welsh
Director
General (Ret.) David H. Petraeus
Director
John Kinzer
Interim CFO, Director & Principal Financial Officer
Employees
2K+
Country
US
Sector
Technology
Website
onestream.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
| 10% Owner | Other | 1.14M | -- | Apr 1, 2026 | |
| 10% Owner | Other | 45.80M | -- | Apr 1, 2026 | |
| 10% Owner | Other | 1.07M | -- | Apr 1, 2026 | |
| 10% Owner | Other | 7.13M | -- | Apr 1, 2026 | |
| 10% Owner | Other | 3.26M | -- | Apr 1, 2026 | |
| 10% Owner | Other | 2.20M | -- | Apr 1, 2026 |
| Name | Shares | % | Source |
|---|---|---|---|
VANGUARD GROUP INC | 8.6M | -- | 13F |
CIBRA Capital Ltd | 519.7K | -- | 13F |
Colby Craig President, 10% Owner | 212.9K | -- | FORM 4 |
Koefoed William A Insider | 206.1K | -- | FORM 4 |
Norges Bank · filed May 2026 | 181.6K | 0.2% | 13G |
CIBC Private Wealth Group LLC | 76.8K | -- | 13F |
COMERICA BANK | 57.6K | -- | 13F |
CWM, LLC | 24.3K | -- | 13F |
Janney Capital Management LLC | 15.5K | -- | 13F |
T. Rowe Price Investment Management, Inc. · filed May 2026 | 111 | 0.0% | 13G |
Insiders
- KKR NGT (Dream) Blocker Parent L.P.10% Owner
- KKR Dream Holdings LLC10% Owner
- KKR TFO Partners L.P.10% Owner
- K-PRIME AG Financing LP10% Owner
- Hohenstein KenChief Revenue Officer
- Kinzer JohnSee Remarks
- Leshinski ScottPresident
- MARINER JONATHAN DDirector
- McIntyre PamelaChief Accounting Officer
- WILSON KARADirector
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