How many institutions own OS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OS shares is 243, representing 99.15% of the company's common stock.

Who are the major shareholders selling OneStream, Inc. Class A Common Stock stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in OS by -20.42% restricting it's holding to 203.56 thousand shares of worth nearly $3.75M. TD ASSET MANAGEMENT INC also lessened -4.8% of the OS shares from its portfolio, reducing its holding to 476.27 thousand shares of worth $8.78M. AMERICAN CENTURY COMPANIES INC also shunned OS shares holding by -30.66% last quarter which brought its holding to 1.15 million shares worth $21.13M.

Investors who are buying OS stock?

As per its latest 13F filing, ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC increased its stake in OS by 723.12% in the last quarter. The institutional holder raised its holding to 205.53 thousand shares having worth more than $3.79M. CAPITAL FUND MANAGEMENT S.A. also added 556.63% more shares of OS to its portfolio, raising its holding to 204.08 thousand shares of worth $3.76M. also increased its OS shares holding by 100% which brought its holding to 188.14 thousand shares worth $3.47M.

OS's major insiders: who are they?

The insider with the most stakes in OS is Hohenstein Ken , Chief Revenue Officer at the company. Additionally, OS stock is highly held by CEO and President Shea Thomas Anthony and Former 10% Owner Colby Craig among others.

Did an insider recently sell OS stock?

Company executives, directors, and other insiders own 1.83% percent of OneStream, Inc. Class A Common Stock's stock. Within the last six months, there have been 14 transaction(s) in which OS insiders have sold stock, totaling 251.24K shares. Insiders that have sold shares include MCINTYRE PAMELA, MARINER JONATHAN D, and HOHENSTEIN KEN.

Which insider recently purchased OS stock?

There have been 0 transaction(s) during the past 6-months in which OneStream, Inc. Class A Common Stock insiders have bought stock, totalling 0 shares

How much of OS does insiders own?

Around 5.8M OneStream, Inc. Class A Common Stock shares are held by insiders, which represents about 1.83% of OS stock.

Who is the insider with the largest stake?

OS Chief Revenue Officer, Hohenstein Ken holds the largest portfolio of the company's shares. OS shares owned by Hohenstein total nearly 990.96 thousand.

Which institution holds the most shares in OS?

ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC is the largest institutional owner in OS which holds 205.53 thousand shares worth $3.79M or 0.12% of the total OS shares outstanding followed by CAPITAL FUND MANAGEMENT S.A. with ownership of 204.08 thousand shares representing 0.11% of the OS ownership. ENVESTNET ASSET MANAGEMENT INC is the third largest stakeholder with 203.56 thousand shares or 0.11% of the ownership worth more than $3.75M.

Is OneStream, Inc. Class A Common Stock stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OS is concerned, it is a stock which is optionable.

Is there a short position on OS's shares?

Number of OS shares short is 4.84M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OS shares are there?

As of today, 88.14M shares of OS are outstanding.

Is there many float in OS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OS has 82.55M shares in float.

OS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OS is 3.64.

OneStream Class A Common Stock (OS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.6

Short Percent Of Float5.67

Shares Outstanding88.14M

Shares Float82.55M

Shares Short4.84M

Short Ratio3.64

5.67%

Short % of Float

2.6%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.83% Percentage of Shares held by All Insiders

99.15% Percentage of Shares held by All Institutions

101% Percentage of Float held by Institutions

243

Number of Institutions Holding Shares

Institutional Ownership

About 99.15% of OS shares are held by financial institutions. ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC is the top corporate investor, holding 205.53K shares valued at $3.79M. A 0.12% stake in OneStream, Inc. Class A Common Stock is owned by the company. CAPITAL FUND MANAGEMENT S.A. owns 204.08K shares valued at $3.76M, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC	0.12%	205.53K	3.79M	180.56K	+723.12%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.11%	204.08K	3.76M	173K	+556.63%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	203.56K	3.75M	-52.22K	-20.42%
Sep 30, 2025		0.11%	188.14K	3.47M	188.14K	+100.00%
Sep 30, 2025	ALGERT GLOBAL LLC	0.1%	186.34K	3.43M	126.72K	+212.55%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.27%	476.27K	8.78M	-24K	-4.80%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	577.47K	10.64M	564.97K	+4,519.37%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.64%	1.15M	21.13M	-506.94K	-30.66%
Sep 30, 2025	ROYAL BANK OF CANADA	0.67%	1.2M	22.05M	183K	+18.06%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.71%	1.26M	23.25M	1.26M	+100.00%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.74%	1.33M	24.48M	-221.59K	-14.30%
Sep 30, 2025	BLACKROCK, INC.	1.18%	2.1M	38.75M	52.9K	+2.58%
Sep 30, 2025	MARSHALL WACE, LLP	1.39%	2.48M	45.74M	492.82K	+24.78%
Sep 30, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	1.43%	2.55M	46.91M	-121.2K	-4.55%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	1.49%	2.66M	49.02M	314.28K	+13.40%
Sep 30, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	1.62%	2.89M	53.19M	-888.76K	-23.54%
Sep 30, 2025	BROWN ADVISORY INC	2.04%	3.65M	67.2M	1.04M	+40.11%
Sep 30, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	2.15%	3.84M	70.76M	0	0
Sep 30, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	2.39%	4.27M	78.64M	1.31M	+44.32%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.48%	6.21M	114.49M	-663.14K	-9.65%
Sep 30, 2025	VANGUARD GROUP INC	4.83%	8.61M	158.61M	786.41K	+10.06%
Sep 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	5.26%	9.38M	172.92M	357.23K	+3.96%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.35%	627.38K	11.56M	58.86K	+10.35%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.35%	633.05K	11.67M	-89.29K	-12.36%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.39%	703.78K	12.97M	-83.82K	-10.64%
Sep 30, 2025	STATE STREET CORP	0.4%	720.05K	13.27M	51.11K	+7.64%
Sep 30, 2025	FEDERATED HERMES, INC.	0.48%	850K	15.67M	0	0
Sep 30, 2025	NORDEN GROUP LLC	0.02%	30.53K	562.74K	-7.86K	-20.46%
Sep 30, 2025	DIVERSIFIED TRUST CO	0.02%	32.49K	598.74K	-9.74K	-23.07%
Sep 30, 2025	GIBBS WEALTH MANAGEMENT	0.02%	33.47K	616.8K	33.47K	+100.00%
Sep 30, 2025	MONTIS FINANCIAL, LLC	0.02%	34.19K	630.09K	-3.57K	-9.46%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.02%	34.78K	640.98K	-21.91K	-38.65%
Sep 30, 2025	JAIN GLOBAL LLC	0.16%	291.97K	5.38M	86.2K	+41.89%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.18%	325.54K	6M	-474.46K	-59.31%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.19%	346.81K	6.39M	346.81K	+100.00%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.19%	347.48K	6.4M	17.68K	+5.36%
Sep 30, 2025	UBS GROUP AG	0.2%	361.56K	6.66M	30.98K	+9.37%
Sep 30, 2025	SEVEN GRAND MANAGERS, LLC	0.28%	500K	9.22M	-350K	-41.18%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.34%	611.51K	11.27M	62.5K	+11.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.35%	630.85K	11.63M	-122.83K	-16.30%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	662.89K	12.22M	-2.96M	-81.70%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.53%	950K	17.51M	0	0
Sep 30, 2025	MORGAN STANLEY	0.64%	1.15M	21.13M	208.41K	+22.21%
Sep 30, 2025	WASATCH ADVISORS LP	0.73%	1.29M	23.83M	25.34K	+2.00%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.02%	38.59K	711K	38.59K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.58%	1.03M	18.92M	79.82K	+8.43%
Sep 30, 2025	ALKEON CAPITAL MANAGEMENT LLC	0.45%	800K	14.74M	-150K	-15.79%
Sep 30, 2025	SEI INVESTMENTS CO	0.2%	356.05K	6.56M	21.73K	+6.50%
Sep 30, 2025	ARMISTICE CAPITAL, LLC	0.14%	250K	4.61M	250K	+100.00%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.14%	247.72K	4.57M	247.72K	+100.00%
Sep 30, 2025	KORNITZER CAPITAL MANAGEMENT INC /KS	0.14%	245.61K	4.53M	245.61K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.13%	235.51K	4.34M	210.48K	+841.20%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.8%	1.42M	26.24M	360.08K	+33.85%
Sep 30, 2025	BARCLAYS PLC	0.08%	148.89K	2.74M	131.82K	+772.36%
Sep 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.08%	140.28K	2.59M	-200.9K	-58.88%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	135.72K	2.5M	845	+0.63%
Sep 30, 2025	SWISS NATIONAL BANK	0.07%	131.5K	2.42M	-4.9K	-3.59%
Sep 30, 2025	WINTON GROUP LTD	0.07%	131.5K	2.42M	131.5K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	131.12K	2.42M	-358.82K	-73.24%
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	109.84K	2.02M	82.33K	+299.23%
Sep 30, 2025	EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.	0.06%	105.47K	1.94M	55.68K	+111.84%
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.06%	102.9K	1.9M	-3K	-2.83%
Sep 30, 2025	ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.05%	88.2K	1.63M	88.2K	+100.00%
Sep 30, 2025	WEST PACES ADVISORS INC.	0.05%	85.22K	1.57M	110	+0.13%
Sep 30, 2025	JUMP FINANCIAL, LLC	0.04%	67.32K	1.24M	67.32K	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.04%	64.2K	1.18M	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.04%	63.26K	1.17M	-10.75K	-14.52%
Sep 30, 2025	BESSEMER GROUP INC	0.03%	50.32K	928K	-14.59K	-22.48%
Sep 30, 2025	FMR LLC	0.03%	46.14K	850.33K	495	+1.08%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.12%	219.44K	4.04M	-140.57K	-39.05%
Sep 30, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.22%	400K	7.37M	-200K	-33.33%
Sep 30, 2025	SOROS FUND MANAGEMENT LLC	0.18%	322.6K	5.95M	-303.2K	-48.45%
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.19%	335.81K	6.19M	318.4K	+1,829.27%
Sep 30, 2025	CITADEL ADVISORS LLC	0.22%	400.86K	7.39M	-809.25K	-66.87%
Sep 30, 2025	CITIGROUP INC	0.23%	401.44K	7.4M	69.9K	+21.08%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.24%	436.08K	8.04M	-245.83K	-36.05%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	460.63K	8.49M	25.34K	+5.82%
Sep 30, 2025	NORTHERN TRUST CORP	0.12%	211.4K	3.9M	12.35K	+6.20%
Jun 30, 2025	NORGES BANK	3.56%	6.34M	179.52M	6.34M	+100.00%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.19%	329.8K	9.33M	102.97K	+45.39%
Jun 30, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	5.06%	9.03M	255.42M	87.82K	+0.98%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.86%	6.88M	194.57M	496.99K	+7.79%
Jun 30, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	2.15%	3.84M	108.66M	0	0
Jun 30, 2025	AZZAD ASSET MANAGEMENT INC /ADV	0.05%	81.12K	2.3M	28.25K	+53.44%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.03%	3.62M	102.54M	2.52M	+228.59%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.87%	1.55M	43.86M	-568.36K	-26.83%
Jun 30, 2025	WASATCH ADVISORS LP	0.71%	1.27M	35.88M	1.27M	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.68%	1.21M	34.25M	457.84K	+60.86%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.6%	1.06M	30.11M	-419.2K	-28.27%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.53%	950K	26.89M	-203.9K	-17.67%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.53%	946.35K	26.79M	264.02K	+38.69%
Jun 30, 2025	MORGAN STANLEY	0.53%	938.3K	26.55M	540.16K	+135.67%
Jun 30, 2025	FEDERATED HERMES, INC.	0.48%	850K	24.06M	0	0
Jun 30, 2025	SEVEN GRAND MANAGERS, LLC	0.48%	850K	24.06M	350K	+70.00%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.45%	800K	22.64M	72.58K	+9.98%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.42%	753.68K	21.33M	175.56K	+30.37%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.41%	722.34K	20.44M	203.51K	+39.23%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.38%	681.91K	19.3M	681.91K	+100.00%
Jun 30, 2025	STATE STREET CORP	0.38%	668.94K	18.93M	61.43K	+10.11%
Jun 30, 2025	SOROS FUND MANAGEMENT LLC	0.35%	625.8K	17.71M	157.95K	+33.76%
Jun 30, 2025		0.34%	600K	16.98M	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.32%	568.52K	16.09M	115.69K	+25.55%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.31%	549K	15.54M	8.79K	+1.63%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.28%	500.27K	14.16M	318	+0.06%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.27%	489.94K	13.87M	355.59K	+264.66%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.24%	435.29K	12.32M	142.07K	+48.45%
Jun 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.17%	300K	8.23M	300K	+100.00%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.15%	258.83K	7.33M	258.83K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	255.77K	7.24M	52.88K	+26.06%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.44%	787.59K	22.29M	442.66K	+128.33%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.19%	341.18K	9.66M	6K	+1.79%
Jun 30, 2025	SEI INVESTMENTS CO	0.19%	334.32K	9.46M	69.19K	+26.09%
Jun 30, 2025	CITIGROUP INC	0.19%	331.54K	9.38M	328.84K	+12,152.07%
Jun 30, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	2.12%	3.77M	106.83M	-262.6K	-6.50%
Jun 30, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	1.66%	2.96M	83.66M	0	0
Jun 30, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	1.5%	2.67M	75.47M	-32.89K	-1.22%
Jun 30, 2025	CENTIVA CAPITAL, LP	0.11%	204.95K	5.8M	204.95K	+100.00%
Jun 30, 2025	FORTRESS INVESTMENT GROUP LLC	0.11%	198.85K	5.63M	188.85K	+1,888.46%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.11%	194.05K	5.49M	23.88K	+14.04%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.1%	182.48K	5.16M	182.48K	+100.00%
Jun 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.1%	175K	4.95M	175K	+100.00%
Jun 30, 2025	2XIDEAS AG	0.1%	174.62K	4.94M	174.62K	+100.00%
Jun 30, 2025	WOODLINE PARTNERS LP	0.1%	169.64K	4.8M	35.74K	+26.69%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.09%	162.01K	4.58M	2.81K	+1.76%
Jun 30, 2025	MAN GROUP PLC	0.07%	125K	3.54M	113.51K	+987.52%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.07%	120.91K	3.42M	50.91K	+72.72%
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	0.06%	111.95K	3.17M	11.08K	+10.99%
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.06%	105.9K	3M	-39.2K	-27.02%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.06%	105.85K	3M	-1.23K	-1.14%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	88.51K	2.5M	-178.07K	-66.80%
Jun 30, 2025	WEST PACES ADVISORS INC.	0.05%	85.11K	2.41M	0	0
Jun 30, 2025	NEBULA RESEARCH & DEVELOPMENT LLC	0.05%	83.32K	2.36M	55.31K	+197.46%
Jun 30, 2025	VOLEON CAPITAL MANAGEMENT LP	0.05%	81.77K	2.31M	15.01K	+22.49%
Jun 30, 2025	BROWN ADVISORY INC	1.46%	2.6M	73.64M	157.26K	+6.43%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	1.32%	2.35M	66.38M	-501.85K	-17.63%
Jun 30, 2025	BLACKROCK, INC.	1.15%	2.05M	58.01M	1.02M	+99.08%
Jun 30, 2025	MARSHALL WACE, LLP	1.12%	1.99M	56.29M	1.97M	+9,577.44%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.93%	1.65M	46.78M	345.57K	+26.43%
Jun 30, 2025	ROYAL BANK OF CANADA	0.57%	1.01M	28.68M	949.81K	+1,489.48%
Jun 30, 2025	ALKEON CAPITAL MANAGEMENT LLC	0.53%	950K	26.89M	-1.58M	-62.40%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.21%	371.25K	10.51M	342.88K	+1,208.33%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.2%	360.01K	10.19M	360.01K	+100.00%
Jun 30, 2025	SCULPTOR CAPITAL LP	0.2%	350K	9.91M	350K	+100.00%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.21%	366.73K	10.38M	-120.58K	-24.74%
Jun 30, 2025	UBS GROUP AG	0.19%	330.58K	9.36M	241.04K	+269.20%
Jun 30, 2025	VANGUARD GROUP INC	4.39%	7.82M	221.29M	4.23M	+117.72%
Jun 30, 2025	BURKEHILL GLOBAL MANAGEMENT, LP	0.34%	600K	16.98M	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.07%	130.27K	2.78M	30.16K	+30.13%
Mar 31, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.19%	335.18K	7.15M	111.11K	+49.59%
Mar 31, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	1.69%	2.96M	63.09M	2.83M	+2,206.93%
Mar 31, 2025	VANGUARD GROUP INC	2.06%	3.59M	76.64M	-155.13K	-4.14%
Mar 31, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	2.2%	3.84M	81.93M	3.84M	+100.00%
Mar 31, 2025	CHAMPLAIN INVESTMENT PARTNERS, LLC	2.31%	4.04M	86.16M	598.76K	+17.41%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.65%	6.38M	136.11M	2.23M	+53.94%
Mar 31, 2025	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	5.12%	8.94M	190.73M	5.15M	+136.14%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.28%	487.31K	10.4M	487.31K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.43%	752.27K	16.05M	23.82K	+3.27%
Mar 31, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.14%	239.82K	5.12M	239.82K	+100.00%
Mar 31, 2025	SEI INVESTMENTS CO	0.15%	265.14K	5.66M	113.91K	+75.32%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.08%	134.36K	2.87M	32.25K	+31.58%
Mar 31, 2025	PRIMECAP MANAGEMENT CO/CA/	0.08%	145.1K	3.1M	400	+0.28%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.09%	159.2K	3.4M	3.39K	+2.18%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	202.9K	4.33M	88.71K	+77.68%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.13%	226.83K	4.84M	226.83K	+100.00%
Mar 31, 2025	APERTURE INVESTORS, LLC	0.14%	236.12K	5.04M	-602.06K	-71.83%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	266.58K	5.69M	266.58K	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	293.22K	6.26M	38.08K	+14.92%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	336.5K	7.18M	326.5K	+3,265.00%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.26%	452.83K	9.66M	-46.64K	-9.34%
Mar 31, 2025	SOROS FUND MANAGEMENT LLC	0.27%	467.85K	9.98M	-782.15K	-62.57%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.75%	1.31M	27.9M	214.1K	+19.58%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.85%	1.48M	31.65M	635.17K	+74.92%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	1.21%	2.12M	45.2M	1.71M	+422.33%
Mar 31, 2025	BROWN ADVISORY INC	1.4%	2.44M	52.17M	2.43M	+16,651.61%
Mar 31, 2025		0.24%	413.4K	8.82M	10.88K	+2.70%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.29%	499.95K	10.67M	290.11K	+138.26%
Mar 31, 2025	SEVEN GRAND MANAGERS, LLC	0.29%	500K	10.67M	200K	+66.67%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.3%	518.83K	11.07M	482.36K	+1,322.66%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.31%	540.22K	11.53M	214.23K	+65.71%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.33%	578.12K	12.34M	233.98K	+67.99%
Mar 31, 2025	STATE STREET CORP	0.35%	607.51K	12.96M	77.06K	+14.53%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.63%	1.1M	23.53M	371.52K	+50.82%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.1%	170.17K	3.05M	170.17K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.59%	1.03M	21.97M	41.54K	+4.20%
Mar 31, 2025	DEUTSCHE BANK AG\	0.07%	130.36K	2.78M	130.36K	+100.00%
Mar 31, 2025	WOODLINE PARTNERS LP	0.08%	133.9K	2.86M	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.2%	344.94K	7.36M	-419.58K	-54.88%
Mar 31, 2025	MORGAN STANLEY	0.23%	398.14K	8.5M	-80.34K	-16.79%
Mar 31, 2025	ALKEON CAPITAL MANAGEMENT LLC	1.45%	2.53M	53.91M	2.53M	+100.00%
Mar 31, 2025	TIMESSQUARE CAPITAL MANAGEMENT, LLC	1.54%	2.7M	57.61M	595.84K	+28.32%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.63%	2.85M	60.76M	381.6K	+15.48%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.39%	682.34K	14.57M	219.37K	+47.38%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.42%	727.43K	15.52M	68.1K	+10.33%
Mar 31, 2025	FEDERATED HERMES, INC.	0.49%	850K	18.14M	350K	+70.00%
Mar 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.66%	1.15M	24.62M	-111.2K	-8.79%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.07%	129.64K	2.77M	29.25K	+29.14%

Insiders

Among the OS insiders holding of 1.83% of the stake in company, HOHENSTEIN KEN, Chief Revenue Officer, holds the largest shares of 990.96K. SHEA THOMAS ANTHONY, CEO and President, is the second largest OS insider with ownership of 496.85K shares. COLBY CRAIG, Former 10% Owner, stands third with possession of 212.89K shares of that stake.

Insiders	Designation	Shares Held
HOHENSTEIN KEN	Chief Revenue Officer	990.96K
SHEA THOMAS ANTHONY	CEO and President	496.85K
COLBY CRAIG	Former 10% Owner	212.89K
KOEFOED WILLIAM A	Chief Financial Officer	206.13K
MCINTYRE PAMELA	Chief Accounting Officer	58.85K
DEMOREST HARRY L	director	26.5K
MARINER JONATHAN D	director	7.13K
GANTT ROBIN A	Corporate Controller	2.67K
WILSON KARA	director	0
KKR TFO PARTNERS L.P.	10 percent owner	0
KINZER JOHN	director	0
KKR NGT (DREAM) BLOCKER PARENT L.P.	10 percent owner	0
KKR GROUP PARTNERSHIP L.P.	10 percent owner	0
KKR DREAM HOLDINGS LLC	10 percent owner	0
BURKLAND MICHAEL	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 08, 2026	MCINTYRE PAMELA	SALE	23.58	6.51K	153.39K	58.85K
Jan 06, 2026	MARINER JONATHAN D	SALE	23.59	5.54K	130.71K	7.13K
Dec 16, 2025	HOHENSTEIN KEN	SALE	17.21	40K	688.4K	990.96K
Dec 15, 2025	KOEFOED WILLIAM A	SALE	17.73	9.57K	169.69K	206.13K
Dec 02, 2025	MARINER JONATHAN D	SALE	20.90	18.42K	385.04K	15.09K
Nov 17, 2025	HOHENSTEIN KEN	SALE	20.94	40K	837.6K	997.06K
Oct 16, 2025	HOHENSTEIN KEN	SALE	17.59	490	8.62K	997.06K
Sep 19, 2025	KINZER JOHN	SALE	20.00	30K	600K	0
Sep 16, 2025	HOHENSTEIN KEN	SALE	18.69	40K	747.6K	997.06K
Sep 15, 2025	KOEFOED WILLIAM A	SALE	19.03	8.94K	170.19K	221.98K
Sep 03, 2025	MARINER JONATHAN D	SALE	20.07	141	2.83K	33.51K
Aug 18, 2025	HOHENSTEIN KEN	SALE	21.56	20K	431.2K	1M
Aug 04, 2025	MARINER JONATHAN D	SALE	23.53	6.63K	156K	33.65K
Jul 25, 2025	KOEFOED WILLIAM A	SALE	25.00	25K	625K	237.84K
Jul 18, 2025	HOHENSTEIN KEN	SALE	25.12	20K	502.4K	1M
Jul 07, 2025	MARINER JONATHAN D	SALE	26.59	6.63K	176.29K	40.28K
Jun 25, 2025	KOEFOED WILLIAM A	SALE	26.77	25K	669.25K	237.84K
Jun 20, 2025	KINZER JOHN	SALE	28.81	1.1K	31.69K	0
Jun 18, 2025	HOHENSTEIN KEN	SALE	28.28	20K	565.6K	1M
Jun 16, 2025	KOEFOED WILLIAM A	SALE	27.90	9.35K	260.98K	237.84K
Jun 11, 2025	HOHENSTEIN KEN	SALE	28.23	6.28K	177.28K	1M
Jun 11, 2025	KOEFOED WILLIAM A	SALE	28.23	6.5K	183.52K	247.19K
Jun 11, 2025	COLBY CRAIG	SALE	28.23	6.28K	177.26K	212.89K
Jun 11, 2025	SHEA THOMAS ANTHONY	SALE	28.23	9.91K	279.84K	496.85K
Jun 02, 2025	MARINER JONATHAN D	SALE	27.90	6.63K	185K	46.91K
May 27, 2025	KOEFOED WILLIAM A	SALE	28.76	25K	719K	253.69K
May 19, 2025	HOHENSTEIN KEN	SALE	27.67	20K	553.4K	1.01M
May 09, 2025	COLBY CRAIG	SALE	26.11	40.96K	1.07M	219.16K
Apr 09, 2025	KINZER JOHN	SALE	20.28	40K	811.2K	0
Feb 18, 2025	KOEFOED WILLIAM A	SALE	25.04	10K	250.4K	0
Jan 15, 2025	KOEFOED WILLIAM A	SALE	26.57	10K	265.7K	0
Dec 13, 2024	COLBY CRAIG	SALE	30.40	71.81K	2.18M	0
Dec 13, 2024	KOEFOED WILLIAM A	SALE	30.52	6.2K	189.1K	0
Nov 27, 2024	MARINER JONATHAN D	SALE	31.00	787	24.4K	0
Nov 27, 2024	KKR GROUP PARTNERSHIP L.P.	SALE	29.99	22.31K	669.07K	0
Nov 27, 2024	KKR TFO PARTNERS L.P.	SALE	29.99	22.31K	669.07K	0
Nov 27, 2024	KKR NGT (DREAM) BLOCKER PARENT L.P.	SALE	29.99	22.31K	669.07K	0
Nov 27, 2024	KKR DREAM HOLDINGS LLC	SALE	29.99	22.31K	669.07K	0
Nov 27, 2024	BURKLAND MICHAEL	SALE	31.00	9.54K	295.77K	0
Nov 27, 2024	WILSON KARA	SALE	31.00	5.76K	178.56K	0
Nov 18, 2024	KKR NGT (DREAM) BLOCKER PARENT L.P.	SALE	29.99	148.72K	4.46M	0
Nov 18, 2024	WILSON KARA	SALE	31.00	38.4K	1.19M	0
Nov 18, 2024	KKR TFO PARTNERS L.P.	SALE	29.99	148.72K	4.46M	0
Nov 18, 2024	KKR GROUP PARTNERSHIP L.P.	SALE	29.99	148.72K	4.46M	0
Nov 18, 2024	BURKLAND MICHAEL	SALE	31.00	63.61K	1.97M	0
Nov 18, 2024	MARINER JONATHAN D	SALE	31.00	5.24K	162.47K	0
Nov 18, 2024	KKR DREAM HOLDINGS LLC	SALE	29.99	148.72K	4.46M	0
Jul 25, 2024	KKR GROUP PARTNERSHIP L.P.	SALE	18.85	59.58K	1.12M	0
May 01, 2006	GANTT ROBIN A	SALE	50.46	2.67K	134.58K	2.67K
Nov 30, 2004	DEMOREST HARRY L	SALE	17.87	1K	17.87K	26.5K
Nov 29, 2004	DEMOREST HARRY L	SALE	18.15	2K	36.3K	28.5K
Nov 22, 2004	DEMOREST HARRY L	SALE	17.22	1K	17.22K	30.5K
Nov 19, 2004	DEMOREST HARRY L	SALE	16.79	800	13.43K	36.5K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES251.24K14

NET SHARES-251.24K14

SHARES HELD5.8M14

% NET SHARES-104.33%0%

Frequently Asked Questions