NASDAQ · Technology

ONESTREAM INC OS

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.

Software - Infrastructure

Company profile

Business mix

  • The company’s Digital Finance Cloud platform provides solutions that include financial close and consolidation that streamlines financial processes with capabilities to automate tasks and manage the complexity and standards of financial reporting.
  • Its customers include enterprises, mid-market organizations, and government entities. The company was founded in 2012 and is headquartered in Birmingham, Michigan.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 1.62% Buyback 22.18%
2000-01-01

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 0.5% $43.9M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $59.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +494.3% +2,312,372 / 467,850
Soros Fund Management George Soros 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 33.8% 13F value change +$7.7M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -48.4% 13F value change -$11.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 454.6% 13F value change +$37.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 467,850 Last 3 periods +1,362,372 (+291.2%) Total shares 1,830,222 Value $43.9M
Alkeon Capital Management 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$53.9M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -62.4% 13F value change -$27.0M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +950,000 (New) Total shares 950,000 Value $26.9M

Recent mentions

No public mentions.