Welcome to our dedicated page for ONESTREAM SEC filings (Ticker: OS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The OneStream, Inc. (OS) SEC filings page on Stock Titan aggregates the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, giving investors structured access to its official communications. As a Nasdaq-listed software company focused on enterprise Finance management and AI-enabled solutions, OneStream uses SEC filings to report financial results, corporate governance changes and other material events.
Among the key documents available are Form 8-K current reports, which OneStream files to announce items such as quarterly financial results and board or leadership changes. For example, the company has filed 8-Ks in connection with its second and third quarter 2025 results and to report the appointment of a new director to its Board. These filings often reference accompanying earnings press releases that detail revenue composition, non-GAAP metrics like non-GAAP operating income and non-GAAP net income per share, and definitions of measures such as free cash flow.
Investors can also use the filings page to track how OneStream defines and reconciles non-GAAP metrics used in its communications. The company explains in its materials that non-GAAP measures are intended to supplement GAAP results by excluding certain non-cash, non-operational or non-recurring items, and provides reconciliations in tables attached to its earnings releases.
As OneStream has announced a definitive agreement to be acquired by an entity controlled by Hg, future SEC filings are expected to include documents related to that transaction, subject to regulatory requirements. On Stock Titan, these filings are accompanied by AI-powered summaries that highlight key points, helping readers quickly understand the nature of each report—whether it concerns results of operations, board changes, or transaction-related disclosures—while still allowing access to the full original documents and exhibits.
T. Rowe Price Investment Management, Inc. filed an amended Schedule 13G reporting beneficial ownership of 7,779,413 shares of INC common stock, representing 8.6% of the class as of December 31, 2025. It reports sole power to vote 7,764,467 shares and sole power to dispose of 7,779,413 shares, with no shared voting or dispositive power. The firm states the shares were acquired and are held in the ordinary course of business and not to change or influence control of the company, and it expressly denies being the beneficial owner of the securities referenced.
OneStream, Inc. has agreed to be acquired and taken private by Onward AcquireCo Inc., an affiliate of private‑equity firm Hg, through a two‑step merger structure. Merger subsidiaries will combine with OneStream and its operating LLC, leaving both as wholly owned subsidiaries of Parent.
The OneStream board unanimously approved the Merger Agreement, determined it is fair and in the best interests of stockholders, and obtained fairness opinions from J.P. Morgan and Centerview Partners on the cash consideration for Class A common stock. Hg’s funds have committed equity financing, with an aggregate equity commitment cap of approximately $5.6 billion to cover merger consideration and related costs.
KKR‑affiliated holders controlling about 58 percent of the voting power have already delivered a written consent adopting the Merger Agreement, so no further stockholder vote or proxies are being solicited. Non‑consenting stockholders are instead given an information statement and notice of appraisal rights under Delaware law.
If the mergers close, OneStream’s Class A shares will be delisted from Nasdaq, deregistered under the Exchange Act and converted into cash, and the company will cease to be publicly traded. An example in the document notes that 100 shares of Class A common stock would receive $2,400 in cash, before any taxes or withholding. A tax receivable agreement will be amended so that it terminates at closing without change‑of‑control payments, and a no‑shop and no board‑recommendation‑change covenant applies after the majority written consent. The deal is subject to customary conditions, including antitrust and foreign investment clearances, and includes a termination fee framework and specific‑performance remedies.
Thomas Anthony Shea filed an amended Schedule 13G reporting significant ownership in OneStream, Inc. Class A common stock. He beneficially owns 18,173,259 shares on an as-converted basis, representing 16.3% of the class.
Shea has sole voting and dispositive power over 5,897,454 shares and shared voting and dispositive power over 12,275,805 shares held through family trusts and related entities. The stake includes Class D common stock that is convertible into Class A common stock, as well as options exercisable within 60 days of December 31, 2025.
Kayne Anderson Rudnick Investment Management, LLC filed an amended Schedule 13G reporting passive ownership of OneStream Inc Class A shares. It reports beneficial ownership of 4,867,687 Onestream Ord Shs Class A, representing 5.4% of the class as of 12/31/2025.
The firm has sole voting power over 1,850,809 shares and shared voting power over 2,924,070 shares. It also has sole dispositive power over 1,943,617 shares and shared dispositive power over 2,924,070 shares, and certifies the stake is held in the ordinary course without intent to influence control.
Champlain Investment Partners, LLC filed a Schedule 13G reporting a passive ownership stake in OneStream, Inc. common stock. Champlain reports beneficial ownership of 2,886,232 shares, representing 3.3% of the outstanding common stock as of 09/30/2025.
The firm has sole voting power over 1,835,017 shares and sole dispositive power over the full 2,886,232 shares, with no shared voting or dispositive power. Champlain certifies the position is held in the ordinary course of business and not for the purpose of influencing control of OneStream.
Glazer Capital, LLC and Paul J. Glazer report a significant stake in OneStream, Inc. They beneficially own 6,166,406 shares of OneStream’s Class A common stock, representing 6.83% of the outstanding class.
The shares are held by certain funds and managed accounts for which Glazer Capital acts as investment manager, including Glazer Capital Enhanced Master Fund, Ltd. The reporting persons have shared power to vote and dispose of all 6,166,406 shares and no sole voting or dispositive power.
They certify that the securities were not acquired and are not held for the purpose of changing or influencing control of OneStream, and the filing is made on Schedule 13G as a passive ownership report.
Norges Bank, the central bank of Norway, has filed an amended Schedule 13G reporting its beneficial ownership in Onestream Inc (OS) common stock. As of 12/31/2025, Norges Bank reports beneficial ownership of 5,974,029 shares of common stock, representing 6.6% of the class. It has sole power to vote and dispose of all these shares, with no shared voting or dispositive power.
The filing notes that certain shares are invested on behalf of the Government of Norway. Norges Bank certifies that the securities were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Onestream Inc, nor in connection with any control-related transaction.
OneStream, Inc. Chief Revenue Officer Ken Hohenstein reported option exercises and share sales. On January 16, 2026, he exercised stock options for 30,000 Class A shares at $10.65, another 50,000 shares at $10.65, and 40,000 shares at $14.51. On the same day he sold 120,000 Class A shares at a weighted average price of $23.63, under a Rule 10b5-1 trading plan adopted on August 22, 2025. After these transactions he held 990,961 Class A shares directly, which include unvested restricted stock units, and 790,279 Class A shares indirectly through the Hohenstein Purple Elephant 2019 Irrevocable Grantor Trust, over which he may be deemed to have voting and dispositive power.
Kenneth D. Hohenstein filed a notice of proposed sale under Rule 144 to sell 120,000 shares of Class A common stock of OS through Fidelity Brokerage Services LLC on 01/16/2026, listed on NASDAQ. The shares have an aggregate market value of
OneStream, Inc. insider trading report: Chief Accounting Officer Pamela McIntyre reported selling 6,505 shares of Class A common stock on 01/08/2026 at a price of $23.58 per share. This was a pre-arranged sale made under a Rule 10b5-1 trading plan that she adopted on December 8, 2025, which is designed to allow insider trades under preset conditions. After this transaction, she beneficially owned 58,847 shares, which the disclosure notes include unvested restricted stock units.