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Onestream shares owned by Optimize Financial

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

Historical chart of Optimize Financial investment in Onestream

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

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Quarterly reported holdings in Onestream by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $452k 16k 28.30
2025-03-31 $343k 16k 21.34

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Top funds holding Onestream

T. Rowe Price Investment Management
Vanguard Group
Kayne Anderson Rudnick Investment Management
Temasek Holdings
Darlington Partners Capital Management
Brown Advisory Holdings Incorporated
Champlain Investment Partners
Alliancebernstein
TimesSquare Capital Management
Marshall Wace
BlackRock
Massachusetts Financial Services
Neuberger Berman Group
Daniel D. Thurber
Wellington Management Company

View all funds holding Onestream