Here are the 10-K annual reports from OneStream, Inc. (OS) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-K covers the audited annual report, with the full financial statements, so if you follow OS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OS filings page.
OneStream, Inc. files an amended annual report to update governance and compensation disclosures ahead of its pending mergers with affiliates of Hg. The amendment replaces Part III of the prior filing, detailing board composition, committee structures, executive roles, and KKR’s control rights under a stockholders’ agreement. It also outlines 2025 executive pay, including salary, cash bonuses tied to net new annual recurring revenue and non-GAAP operating margin, and substantial RSU grants. As of March 24, 2026, the company reports over 247 million shares outstanding across three classes of common stock and confirms its status as a Nasdaq-listed controlled company influenced by KKR.
OneStream, Inc. files its annual report, highlighting a pending agreement to be acquired by affiliates of Hg. At closing, each share of Class A and Class D common stock and each LLC Unit will be converted into $24.00 in cash, while Class B and Class C shares will receive $0.0001 in cash, subject to the Merger Agreement terms.
The mergers are expected to close in the first half of 2026, contingent on regulatory clearances, including under the HSR Act, and other customary conditions. OneStream describes its unified, AI‑enabled Digital Finance Cloud platform for the Office of the CFO, its Solution Exchange ecosystem and a partner network that includes major global consultancies.
The company reports rapid customer growth to 1,805 customers and expanding international revenue, but also details risks: potential failure or delay of the mergers, related litigation, strong competition from large software vendors, continued operating losses, a complex tax receivable agreement structure and concentrated voting control through high‑vote Class C and D shares, including holdings by KKR.