OneStream, Inc.

Overview

• IndustryServices-Prepackaged Software¹
• HeadquartersBirmingham, Michigan¹
• Business address191 N. Chester Street, Birmingham, Mi 48009³
• Filer categoryLarge accelerated filer³

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Corporate structure

OneStream, Inc. sits at the top of its group. 5 entities, 4 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What OneStream, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Investments

Intangibles and goodwill

Properties, in its own words

Our corporate headquarters occupies approximately 23,500 square feet in Birmingham, Michigan under a lease that expires in 2032. In addition, we lease offices in cities across the United States and around the world, including in Australia, Europe and Singapore.

We believe that our current facilities are suitable and adequate to meet our immediate needs with the potential to accommodate expansion. We intend to add new facilities or expand our existing facilities as needed and we believe that suitable additional or substitute space will be available as needed.

Item 2 of the 10-K filed Feb 26, 2026.⁹

Leadership

Who has led OneStream, Inc., and when. Pick a name to see everywhere that person has worked.

• PresidentScott Leshinski Jan 5, 2026 to now¹⁰
• PresidentCraig Colby Jul 24, 2024 to Jan 5, 2026¹¹
• Chief financial officerWilliam A. Koefoed Jul 24, 2024 to now¹²

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

• OS Software de Mexico, S de RL de CV Mexico⁴
• OneStream Software (SA) Pty Ltd South Africa⁴
• OneStream Software B.V. Netherlands⁴
• OneStream Software LLC Delaware⁴
• OneStream Software Limited United Kingdom⁴
• OneStream Software Proprietary Limited Australia⁴
• OneStream Software Pvt Ltd Singapore⁴

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

1. Apr 1, 20268-K Entered a material agreement; Ended a material agreement; Completed an acquisition or sale²²
2. Feb 26, 20268-K Results of operations²³
3. Jan 6, 20268-K Entered a material agreement; Shareholder vote; Other events²⁴
4. Jan 2, 20268-K Executive or director change²⁵
5. Dec 2, 20258-K Executive or director change; Regulation FD disclosure²⁶
6. Nov 6, 20258-K Results of operations²⁷
7. Oct 7, 20258-K Executive or director change²⁸
8. Aug 7, 20258-K Results of operations²⁹
9. May 22, 20258-K Shareholder vote³⁰
10. May 8, 20258-K Results of operations³¹
11. Apr 8, 20258-K Executive or director change³²
12. Feb 11, 20258-K Results of operations³³

Filings

267 filings to the SEC since October 2021: 3 annual reports, 5 quarterly reports, 15 major events, 138 insider forms, 38 large holders, 68 other. The latest 20:

1. May 15, 2026SCHEDULE 13G/A EDGAR
2. May 15, 2026SCHEDULE 13G/A EDGAR
3. May 14, 2026SCHEDULE 13G/A EDGAR
4. May 11, 2026SCHEDULE 13G/A EDGAR
5. Apr 13, 202615-12G EDGAR
6. Apr 7, 20264 EDGAR
7. Apr 7, 20264 EDGAR
8. Apr 7, 20264 EDGAR
9. Apr 7, 20264 EDGAR
10. Apr 7, 20264 EDGAR
11. Apr 3, 20264/A EDGAR
12. Apr 2, 20264 EDGAR
13. Apr 2, 20264 EDGAR
14. Apr 2, 20264 EDGAR
15. Apr 2, 20264 EDGAR
16. Apr 2, 20264 EDGAR
17. Apr 2, 20264 EDGAR
18. Apr 2, 20264 EDGAR
19. Apr 2, 20264 EDGAR
20. Apr 2, 20264 EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

65 open-market trades by officers, directors and large owners since October 2021: 0 buys and 65 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• DARLINGTON PARTNERS CAPITAL MANAGEMENT, LPSCHEDULE 13G/A, 2 filings Mar 25, 2025 to May 15, 2026³⁴
• T. Rowe Price Investment Management, Inc.SCHEDULE 13G/A, 6 filings Aug 12, 2024 to May 15, 2026³⁵
• KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCSCHEDULE 13G/A, 5 filings Oct 7, 2024 to May 14, 2026³⁶
• NORGES BANKSCHEDULE 13G/A, 5 filings Oct 15, 2024 to May 11, 2026³⁷
• VANGUARD GROUP INCSCHEDULE 13G/A, 5 filings Nov 4, 2024 to Mar 27, 2026³⁸
• Thomas Anthony SheaSCHEDULE 13G/A, 2 filings Nov 12, 2024 to Feb 13, 2026³⁹
• Champlain Investment Partners, LLCSCHEDULE 13G, 3 filings Feb 13, 2025 to Feb 12, 2026⁴⁰
• GLAZER CAPITAL, LLCSCHEDULE 13G, 1 filing Feb 9, 2026⁴¹
• ALKEON CAPITAL MANAGEMENT LLCSCHEDULE 13G/A, 2 filings Nov 13, 2024 to May 14, 2025⁴²
• Craig ColbySCHEDULE 13G/A, 2 filings Nov 12, 2024 to May 14, 2025⁴³
• William A. KoefoedSCHEDULE 13G/A, 2 filings Nov 12, 2024 to Feb 13, 2025⁴⁴
• KKR Dream Holdings LLCSCHEDULE 13G/A, 2 filings Nov 13, 2024 to Feb 12, 2025⁴⁵
• Matthew BaranowskiSC 13G, 1 filing Dec 9, 2024⁴⁶

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

SEC filer profile

How OneStream, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGAROneStream, Inc.¹
• CIK0001889956
• Employer ID (EIN)87-3199478⁹
• Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company⁹
• Incorporated inDelaware⁹
• Fiscal year endsDecember 31¹
• Industry code (SIC)7372 Services-Prepackaged Software¹
• SEC reviewing officeOffice of Technology, Division of Corporation Finance¹
• Business address191 N. Chester Street, Birmingham, MI 48009¹
• Phone(248) 650-1490¹
• Shares outstanding99,803,647 Common Class A shares; 55,694,730 Common Class C shares; 90,341,058 Common Class D shares as of Feb 23, 2026⁹
• Public float$2.5B as of Jun 30, 2025⁹
• AuditorErnst & Young LLP, Detroit, MI PCAOB ID 42; it also attests to the company’s internal control over financial reporting⁹
• On EDGAR sinceFeb 7, 2024¹
• Filings270 in all: 4 (109), 144 (35), 3 (24), SCHEDULE 13G/A (22), 8-K (14), SC 13G (9), CORRESP (6), SCHEDULE 13G (6)¹
  All 34 form types

  10-Q (5), 3/A (4), SC 13G/A (3), UPLOAD (3), 10-K (2), 424B4 (2), DRS (2), DRS/A (2), EFFECT (2), S-1 (2), S-8 (2), S-8 POS (2), 10-K/A (1), 15-12G (1), 25-NSE (1), 4/A (1), 8-A12B (1), 8-K/A (1), ARS (1), CERT (1), DEF 14A (1), DEFA14A (1), DEFM14C (1), DRSLTR (1), PREM14C (1), S-1/A (1)

• Latest filingsAnnual report (10-K) Feb 26, 2026
  Quarterly report (10-Q) Nov 6, 2025
  Proxy statement (DEF 14A) Apr 8, 2025
  Latest 8-K (8-K) Apr 1, 2026

Securities registered for trading

From the cover page of the 10-K filed Feb 26, 2026 (Section 12(b) of the Exchange Act).⁹

Risk factors and legal proceedings

The risks OneStream, Inc. names in Item 1A of its 10-K filed Feb 26, 2026: 69 risks under these headings, as written.⁹

• Risks Related to the Mergers
• The pendency of the Mergers could have an adverse effect on our business, operating results and financial condition, and the failure to complete the Mergers in a timely manner or at all could adversely affect our business, operating results, financial condition and the price of our Class A common stock.
• While the Mergers are pending, we are subject to contractual restrictions that could impair our ability to make decisions, including by impairing our ability to respond to business and competitive pressures.
• Litigation in connection with the Mergers could be costly, prevent consummation of the Mergers, divert management’s attention and otherwise harm our business
• Risks Related to Our Business and Industry
• Our rapid growth may not be sustainable or indicative of our future growth.
• Our business could be harmed if we fail to manage our operations to support our rapid growth and potential future growth.
• We have a history of operating losses and may not achieve or sustain profitability in the future.
• We face intense competition and could lose market share to our competitors, which could adversely affect our business, operating results and financial condition.
• If our industry does not continue to develop as we anticipate or if potential customers do not continue to adopt our platform and applications, our sales will not grow as quickly as expected, or at all, and our business, operating results and financial condition would be harmed.
• If our platform or applications contain serious errors or defects, we might lose revenue and market acceptance and suffer harm to our reputation, and might incur costs to defend or settle product liability claims.
• Our business depends substantially on our customers renewing their subscriptions and expanding their use of our platform. If our customers do not renew their subscriptions, if they renew on less favorable terms or if they do not add more products, solutions or users, our business, operating results and financial condition will be adversely affected.

Legal proceedings

From time to time we are involved in various legal proceedings arising from the normal course of business, including the 2025 Derivative Action (as defined below). We are also involved in legal proceedings related to the Mergers. The results of any current or future litigation cannot be predicted with certainty, and regardless of the outcome, litigation can have an adverse impact on us because of defense and settlement costs, diversion of management resources and other factors. We are not presently a party to any litigation, including but not limited to the 2025 Derivative Action and the Merger Lawsuit (as defined below), the outcome of which, we believe, if determined adversely to us, would individually or taken together have a material adverse effect on our business, operating results, cash flows or financial condition.

The opening of Item 3, Legal Proceedings.⁹