Onestream, Inc. Class A (OS)

OneStream, Inc. went public on July 24, 2024, with an issue price of $20.00. As of November 28, 2025, the stock price is around $20.80. Key events impacting OneStream's stock price include surpassing Q3 2025 profitability estimates, deepening its strategic alliance with Microsoft, announcing platform enhancements at its Splash 2025 user conference, insider selling, analyst ratings suggesting the stock is undervalued, and macroeconomic uncertainty causing some Q4 2024 deals to be scrutinized.

While there isn't explicit information detailing the precise seasonality of OneStream's product and service demand, the nature of its business and some statements suggest certain trends. The demand for such financial software can be influenced by fiscal year-end planning cycles, macroeconomic uncertainty, and the continuous need for financial management. OneStream's emphasis on AI-powered planning and forecasting solutions aims to help companies predict and adapt to unpredictable events, suggesting a consistent need for their tools to navigate dynamic business environments.

OneStream, Inc. is a leading provider of corporate performance management (CPM) solutions, specializing in unified software platforms that streamline financial processes for enterprises. Founded in 2010, the company's mission is to simplify and unify financial consolidation, planning, reporting, and analysis for organizations. OneStream operates within the software industry, focusing on financial planning and analysis (FP&A) and financial close. Its core offering is a unified, AI-enabled, and extensible CPM platform that integrates multiple financial processes into a single solution. The company also offers a "MarketPlace" with pre-built solutions that extend the platform's functionality.

OneStream, Inc. serves a global client base across various industries, with customers in over 45 countries across North America, South America, EMEA, and APAC. The company has over 1,600 employees globally and maintains 11 office locations worldwide. OneStream has actively pursued global expansion, increasing its footprint in emerging markets and strengthening its presence in established regions like North America and Europe.

OneStream, Inc. has maintained a strong brand reputation, driven by its continued growth, product innovation, and strategic partnerships. The company was recognized as a Leader in the Gartner® Magic Quadrant™ for Financial Planning Software for the third consecutive year and named a leader in IDC's Record to Report MarketScape. The company has been actively enhancing its platform with AI and Machine Learning capabilities. The deepened strategic alliance with Microsoft and being named Microsoft's Partner of the Year in November 2025 further bolstered its reputation and market position. OneStream emphasizes a customer-centric approach and a mission of delivering 100% customer success.

Approximately 41.07% of OneStream, Inc. Class A (OS) stock is held by institutional investors, 10.13% is held by retail investors, and 3.28% by insiders. Major institutional owners include KKR & Co. Inc., T. Rowe Price Group, Inc., The Vanguard Group, Inc., Norges Bank Investment Management, and Kayne Anderson Rudnick Investment Management, LLC.