OneStream, Inc. Class A Common Stock (OS)

• Market cap: $3.46B
• 1 day: 1.29%
• 5 days: 0.67%
• 1 month: -9.28%
• 3 months: -31.35%
• 6 months: -32.74%
• Year to date: -30.43%
• 1 year: -26.78%
• 5 years: -26.78%
• 10 years: -26.78%
• Sector: Technology
• Industry: Software - Infrastructure

About: OneStream Inc is an AI-enabled and extensible software platform that unifies core financial functions and broader operational data and processes within a single platform. The Digital Finance Cloud of the company provides a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders the control, visibility, and agility required to proactively adjust business and day-to-day execution. Company platform unifies core financial and operational data and processes within a single platform, with solutions that maintain the integrity of corporate reporting standards for Finance while providing operationally insights for business users.

Employees: 1,500

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

4,730% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $342K

300% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

186% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 21

44% more funds holding

Funds holding: 111 [Q3] → 160 (+49) [Q4]

68% less capital invested

Capital invested by funds: $4.71B [Q3] → $1.52B (-$3.18B) [Q4]

303.41% less ownership

Funds ownership: 491.94% [Q3] → 188.52% (-303.41%) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $26 32% upside
• Avg. target: $31 56% upside
• High target: $38 93% upside

8 analyst ratings

• positive: 7 88%
• neutral: 1 13%
• negative: 0 0%

Morgan Stanley Chris Quintero 33% 1-year accuracy 2 / 6 met price target	37% upside $27	Overweight Maintained	16 Apr 2025
Truist Securities Terry Tillman 41% 1-year accuracy 21 / 51 met price target	37% upside $27	Buy Maintained	7 Apr 2025
Goldman Sachs Adam Hotchkiss 38% 1-year accuracy 9 / 24 met price target	58% upside $31	Buy Maintained	28 Mar 2025
Stephens & Co. Brett Huff 0% 1-year accuracy 0 / 8 met price target	37% upside $27	Overweight Initiated	21 Mar 2025
BMO Capital Daniel Jester 31% 1-year accuracy 8 / 26 met price target	73% upside $34	Outperform Maintained	12 Feb 2025