Market Movers (8-K)
See all →OneStream, a leading enterprise finance management platform, has completed its acquisition by Hg, General Atlantic, and Tidemark for approximately $6.4 billion in an all-cash transaction.
Capital raise
OneStream announces robust fourth quarter and fiscal year 2025 financial results, showcasing significant revenue growth and improved profitability, alongside an update on its pending acquisition by Hg.
Better than expected
OneStream, a leading enterprise Finance management platform, will be acquired by Hg for $6.4 billion in an all-cash transaction, offering shareholders a 31% premium.
Better than expected
Capital raise
Delay expected
OneStream, Inc. has filed an amendment to disclose the compensation package for its new President, Scott Leshinski, effective January 1, 2026.
OneStream, Inc. announced a CFO transition plan, the appointment of a new President to accelerate AI leadership, and a new Chief Accounting Officer role, effective January 2026.
OneStream, Inc. announced strong third-quarter 2025 financial results, with significant revenue growth and a substantial reduction in GAAP operating loss, driven by increased subscription revenue and strategic AI advancements.
Better than expected
Quarterly Earnings (10-Q)
OneStream, Inc. reported robust subscription revenue growth and a substantial reduction in net losses for the third quarter and first nine months of 2025, driven by new customer acquisition and a strategic shift to a SaaS-based model.
Delay expected
Better than expected
OneStream, Inc. reported a 25% increase in total revenue for the first half of 2025, driven by subscription growth, but saw a significant rise in net losses due to increased operating expenses, particularly equity-based compensation.
Capital raise
Worse than expected
OneStream's Q1 2025 results show revenue growth driven by increased subscription adoption, despite a net loss.
Worse than expected
OneStream Inc. reports a net loss for Q3 2024, following its IPO, despite continued revenue growth driven by subscription services.
Worse than expected
OneStream Inc. released its second quarter 2024 financial results, highlighting revenue growth and the impact of its recent IPO and reorganization.
Better than expected
Capital raise
Annual Reports (10-K)
OneStream, Inc. filed an amendment to its 2025 Annual Report on Form 10-K, primarily updating corporate governance and executive compensation details in anticipation of its acquisition by affiliates of Hg.
OneStream, Inc. reports robust 23% revenue growth in 2025, driven by SaaS expansion, while navigating a pending $6.4 billion all-cash acquisition by Hg affiliates.
Better than expected
Capital raise
OneStream's 2024 10-K filing highlights significant revenue growth, strategic investments, and the complexities of transitioning to a publicly traded company.
Worse than expected
Insider Trading (Form 4)
See all →Form 4 filing details the conversion of Class D Common Stock and Common Units into cash following the merger of OneStream, Inc.
Several KKR-affiliated entities have reported changes in their beneficial ownership of OneStream, Inc. securities following a merger transaction.
Several KKR-affiliated entities have reported changes in beneficial ownership of OneStream, Inc. securities following a merger transaction.
KKR entities report significant changes in beneficial ownership of OneStream, Inc. securities following the completion of a merger transaction.
KKR Group Partnership L.P. and its affiliates have filed a Form 4 detailing changes in beneficial ownership of OneStream, Inc. securities following a merger.
OneStream, Inc. has completed its merger, with CEO Thomas Anthony Shea's beneficial ownership of various stock classes and options converted into cash payouts.
Proxy Statements (Def-14A)
OneStream, Inc. has entered into a definitive agreement to be acquired by an affiliate of Hg for $24.00 per share in cash, representing a 31% premium to its unaffected closing price.
Better than expected
Capital raise
OneStream, Inc. has scheduled its 2025 Annual Meeting for May 20, 2025, and has made proxy materials available to stockholders.
OneStream, Inc. will hold its 2025 annual meeting of stockholders virtually on May 20, 2025, to elect directors and ratify the appointment of Ernst & Young LLP as its independent accounting firm.
New Public Companies (S-1)
OneStream, Inc. files an S-1 for a secondary offering involving both the company and selling stockholders, aiming to repurchase LLC Units and Class C common stock.
Capital raise
OneStream, Inc. details a registration rights agreement in its amended S-1 filing, outlining terms for holders to register and sell their shares following the IPO.
OneStream, a provider of corporate performance management software, has filed for an initial public offering to further its mission of modernizing the Office of the CFO.
Capital raise
Schedule 13G - Passive Investments
See all →Darlington Partners Capital Management and associated entities have filed a Schedule 13G indicating zero beneficial ownership in OneStream, Inc. as of March 31, 2026.
Kayne Anderson Rudnick Investment Management, LLC has filed a Schedule 13G, reporting no beneficial ownership of OneStream Inc. common stock as of March 31, 2026.
Norges Bank has reported beneficial ownership of 181,642 shares, representing 0.1820% of OneStream, Inc.'s common stock as of March 31, 2026.
The Vanguard Group has reported a 0% beneficial ownership in Onestream Inc. following an internal realignment, disaggregating its reporting from certain subsidiaries.
T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G, reporting an 8.6% beneficial ownership stake in ONESTREAM INC.
Thomas Anthony Shea, a key insider, has reported beneficial ownership of 16.3% of OneStream, Inc.'s Class A Common Stock.