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Onestream shares owned by Montis Financial

Quarter-by-quarter ownership of Onestream (OS) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Onestream

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All positions including Onestream held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Onestream by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 13k 18.38
2025-09-30 $630k 34k 18.43
2025-06-30 $1.1M 38k 28.30
2025-03-31 $806k 38k 21.34

More positions owned by Montis Financial

Profesionally Managed Portfo Akre Focus Etf (AKRE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Montis Financial

Top funds holding Onestream

Vanguard Group
T. Rowe Price Investment Management
Kayne Anderson Rudnick Investment Management
Norges Bank Investment Management
Temasek Holdings
Darlington Partners Capital Management
Brown Advisory Holdings Incorporated
Marshall Wace
TimesSquare Capital Management
Alliancebernstein
Hanna Zanoni
Champlain Investment Partners
BlackRock
Daniel D. Thurber
Neuberger Berman Group

View all funds holding Onestream