Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Onestream Inc (OS)

176 + Investors. Track Smart Money conviction in OS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — OS

Based on 179 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
179 hedge funds hold OS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

132 buying127 selling
Last quarter: 132 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+43 vs last Q)

new funds entering per quarter
Funds opening a new OS position: 65 → 52 → 40 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 56% entered in last year

■ 3% conviction (2yr+) ■ 40% medium ■ 56% new
Only 6 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +33% but shares only +17% — price-driven

Value
+33%
Shares
+17%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +17%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~83 new funds/quarter

31 → 65 → 52 → 40 → 83 new funds/Q
New funds entering each quarter: 65 → 52 → 40 → 83. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 62% of holders entered in last year

■ 2% veterans ■ 36% 1-2yr ■ 62% new
Of 187 current holders: 116 (62%) entered in the past year, only 4 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
32 of 177 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OS

In 2026 Q1, 132 hedge funds were net buyers of OS (83 opened a new position, 49 added to an existing one), while 127 reduced or exited (38 trimmed, 89 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 28% of total institutional value in OS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 179.

Hedge Fund Ownership: OS

How many hedge funds hold OS — quarterly history vs. share price
Quarterly hedge fund ownership of OS vs. share price

Market Analysis: OS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 4 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: OS
176 + Investors

Track Smart Money conviction in OS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 176 185 -4.86%
13F Shares 91M 79M 15.9%
Total Value $1.97B $1.49B 31.81%
New Positions 80 40 +40
Increased Positions 46 59 -13
Closed Positions 89 39 +50
Reduced Positions 37 64 -27
Total Calls 5 5 -
Total Puts 5 5 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: OS

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Financial Highlights

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Institutional Holders (2026 Q1)

176 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fifth Lane Capital, LP 9.40% 322,630 $7.7M
2 O'Connor Alternative Investments LLC 6.55% 3,186,804 $76.5M
3 CIBRA Capital Ltd 6.02% 519,691 $12.5M
4 Nexpoint Asset Management, L.P. 5.41% 3,358,217 $80.6M
5 Trium Capital LLP 4.61% 272,803 $6.5M
6 Taconic Capital Advisors LP 3.58% 341,528 $8.2M
7 First Trust Capital Management L.P. 2.32% 1,842,189 $44.2M
8 Versor Investments LP 1.99% 33,832 $812K
9 TIG Advisors, LLC 1.93% 1,738,231 $41.7M
10 Meteora Capital, LLC 1.53% 861,800 $20.7M
11 GABELLI & Co INVESTMENT ADVISERS, INC. 1.45% 408,372 $9.8M
12 Polar Asset Management Partners Inc. 1.41% 2,944,378 $70.7M
13 Oddo Bhf Asset Management Sas 1.37% 1,450,000 $34.8M
14 AQR Arbitrage LLC 1.34% 3,393,367 $81.4M
15 Alpine Associates Management INC. 1.30% 920,692 $22.1M
16 Fort Baker Capital Management LP 1.30% 689,587 $16.6M
17 Annis Gardner Whiting Capital Advisors, LLC 0.87% 227,217 $5.5M
18 Westchester Capital Management, LLC 0.74% 677,498 $16.3M
19 Twin Securities, Inc. 0.70% 60,372 $1.4M
20 Credit Industriel Et Commercial 0.68% 365,500 $8.8M
21 Absolute Gestao de Investimentos Ltda. 0.67% 245,160 $5.9M
22 Kintayl Capital LP 0.53% 42,508 $1.0M
23 Soros Fund Management LLC 0.48% 1,830,222 $43.9M
24 Varenne Capital Partners 0.45% 76,906 $1.9M
25 Yakira Capital Management, Inc. 0.43% 60,978 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Onestream Inc (OS)

What does the Smart Money Trend signal show for OS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OS?

Slight buying edge — 51% buying: Last quarter: 132 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OS holders?

Strong quality — 28% AUM from major funds: 32 of 177 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OS?

Mostly new holders — 56% entered in last year: Only 6 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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