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.
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 2838000.00 based on the figures shown, compared with 90,268,494 Class A shares outstanding. The securities to be sold were acquired on 01/16/2026 by cash exercises of stock options originally granted in 2022, 2023, and 2024 in amounts of 50,000, 30,000, and 40,000 shares. Over the prior three months, the same seller completed three separate sales of 40,000 Class A shares each, with reported gross proceeds of 673,849.00, 837,773.00, and 688,345.00.
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.
OneStream, Inc. director Jonathan D. Mariner reported open-market sales of the company’s Class A Common Stock under a pre-arranged Rule 10b5-1 trading plan adopted on February 28, 2025. On January 6, 2026, he sold 2,415 shares at a weighted average price of $22.66, followed by a sale of 5,541 shares at a weighted average price of $23.59.
After these transactions, Mariner reported owning 7,130 shares of Class A Common Stock directly, and the reported holdings include unvested restricted stock units. Both transactions were coded as routine sales, and there were no derivative security transactions reported.
OneStream, Inc. entered into a definitive Agreement and Plan of Merger to be acquired by entities affiliated with Hg through two related mergers involving OneStream Software LLC and the public company. The mergers cannot close before April 6, 2026 and include an outside date of October 6, 2026, automatically extendable to April 6, 2027 if required regulatory approvals are still pending.
Certain stockholders affiliated with KKR holding approximately 58% of the voting power have already delivered written consent adopting the Merger Agreement, providing the required stockholder approval. Investment funds managed by Hg have committed, via an equity commitment letter, to provide Parent with financing capped at approximately $5.6 billion to fund the merger consideration and related costs, with the OneStream parties as third-party beneficiaries.
The agreement includes a $207,000,000 termination fee payable by OneStream to Parent in specified circumstances, such as certain competing transactions or recommendation changes. An amendment to OneStream’s tax receivable agreement provides that it will terminate upon completion of the mergers or a qualifying alternative acquisition, with no payments due under that agreement in connection with these transactions.
Jonathan Mariner has filed a notice to sell OS common stock under Rule 144. The filing covers a planned sale of 7,956 shares of common stock through Goldman Sachs & Co. LLC, with an aggregate market value of $187,841.16, on or around 01/06/2026. The shares are listed for sale on NASD, and the issuer had 90,268,494 shares outstanding at the time indicated.
The shares to be sold were acquired on 07/27/2020 as compensation in the form of restricted stock units from the issuer, with the consideration described as compensation. The notice also reports that during the past three months, Mariner sold 18,423 shares of common stock on 12/02/2025, generating gross proceeds of $385,029.65. By signing, the seller represents that they do not know of any undisclosed material adverse information about the issuer’s operations.