Onestream, Inc. Class A (OS)

OneStream announced in January 2026 that it had entered into a definitive agreement to be acquired by Hg for approximately $6.4 billion, with shareholders expected to receive $24.00 per share. OneStream reported strong financial results for fiscal year 2025, with total revenue reaching $601.9 million, a 23% year-over-year increase. OneStream was named a 4x Leader and placed furthest in Vision in the 2026 Gartner Magic Quadrant for Financial Close and Consolidation Solutions in March 2026. There have been reports of insider selling, with the company's CRO and CAO selling shares in March 2026 and January 2026, respectively.

OneStream's products and services experience some demand seasonality, which is most apparent in the third and fourth quarters. The company's Sensible ML solution is designed to help detect patterns like seasonality, aiding in forecasting. Macroeconomic uncertainty can also influence demand.

OneStream, Inc. is a provider of corporate performance management (CPM) solutions, specializing in unified software platforms that streamline financial processes for enterprises. The company's flagship offering is its unified CPM platform, which integrates financial consolidation and reporting, budgeting, planning, forecasting, analytics, reporting, and account reconciliation. OneStream offers MarketPlace Solutions, a collection of pre-built applications that extend the platform's functionality, addressing specific business needs. The company's platform is AI-enabled, incorporating "SensibleAI" capabilities for enhanced planning, forecasting, and operational insights. OneStream aims to modernize the Office of the CFO by unifying core finance and operational functions within a cloud-based platform.

Headquartered in Rochester/Birmingham, Michigan, OneStream serves a global client base across diverse industries. The company generates the majority of its revenue from the United States. OneStream has a strong presence in North America and Europe and is actively expanding its footprint in emerging markets, including the EMEA and APAC regions. The company's customers are located in over 45 countries worldwide, spanning North America, South America, EMEA, and APAC.

OneStream has maintained a strong brand reputation, marked by consistent industry recognition and positive customer feedback. The company has been recognized as a market leader in financial performance management (FPM) software solutions for the sixth consecutive year in the Business Application Research Center's (BARC) global report for 2026. OneStream was named a 4x Leader and positioned furthest in Vision in the 2026 Gartner Magic Quadrant for Financial Close and Consolidation Solutions. The company also earned the "Customers' Choice" distinction in the Gartner Peer Insights Voice of the Customer report for Financial Close and Consolidation.

OneStream, Inc. has a substantial institutional ownership base, with 222 institutional owners and shareholders holding a total of 80,936,625 shares as of March 20, 2026. Major institutional owners include Vanguard Group Inc, T. Rowe Price Investment Management, Inc., Norges Bank, and others. Prior to the announcement of the acquisition by Hg, KKR & Co. Inc. was also a significant shareholder and the majority owner. Ken Hohenstein is identified as the largest individual shareholder.