Large owner Kkr Group Partnership L.P. converted options into 2,554,644 shares and sold $48,155,039 worth of shares (2,554,644 units at $18.85) (SEC Form 4)

7/29/24 6:33:00 PM ET

$OS

Computer Software: Prepackaged Software

Technology

Get the next $OS alert in real time by email

SEC FORM 4 SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

KKR Group Partnership L.P.

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
OneStream, Inc. [ OS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

Director	X	10% Owner
Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
07/25/2024

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

	Form filed by One Reporting Person
X	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	07/25/2024		C		1,375,132	A	⁽²⁾	1,375,132	I	See Footnotes⁽⁴⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		1,375,132	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽⁴⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		170,996	A	⁽²⁾	170,996	I	See Footnotes⁽⁵⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		170,996	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽⁵⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		4,551	A	⁽²⁾	4,551	I	See Footnotes⁽⁶⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		4,551	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽⁶⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		115,193	A	⁽²⁾	115,193	I	See Footnotes⁽⁸⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		115,193	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽⁸⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		81,838	A	⁽²⁾	81,838	I	See Footnotes⁽⁹⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		81,838	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽⁹⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		39,720	A	⁽²⁾	39,720	I	See Footnotes⁽¹⁰⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		39,720	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽¹⁰⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		278,043	A	⁽²⁾	278,043	I	See Footnotes⁽¹¹⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		278,043	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽¹¹⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		373,599	A	⁽²⁾	373,599	I	See Footnotes⁽¹²⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		373,599	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽¹²⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		55,990	A	⁽²⁾	55,990	I	See Footnotes⁽¹³⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		55,990	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽¹³⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		C		59,582	A	⁽²⁾	59,582	I	See Footnotes⁽¹⁵⁾⁽¹⁶⁾⁽¹⁷⁾
Class A Common Stock	07/25/2024		S		59,582	D	$18.85⁽¹⁸⁾	0	I	See Footnotes⁽¹⁵⁾⁽¹⁶⁾⁽¹⁷⁾

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Units	⁽¹⁾	07/25/2024		S			2,401,060	⁽¹⁾	⁽¹⁾	Class D Common Stock⁽²⁾	2,401,060	$18.85⁽¹⁹⁾	52,687,425	I	See Footnotes⁽³⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			1,375,132	⁽²⁾	⁽²⁾	Class A Common Stock	1,375,132	$0	30,175,083	I	See Footnotes⁽⁴⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			170,996	⁽²⁾	⁽²⁾	Class A Common Stock	170,996	$0	3,752,240	I	See Footnotes⁽⁵⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			4,551	⁽²⁾	⁽²⁾	Class A Common Stock	4,551	$0	99,864	I	See Footnotes⁽⁶⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			115,193	⁽²⁾	⁽²⁾	Class A Common Stock	115,193	$0	2,527,740	I	See Footnotes⁽⁸⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			81,838	⁽²⁾	⁽²⁾	Class A Common Stock	81,838	$0	1,795,818	I	See Footnotes⁽⁹⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			39,720	⁽²⁾	⁽²⁾	Class A Common Stock	39,720	$0	871,604	I	See Footnotes⁽¹⁰⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			278,043	⁽²⁾	⁽²⁾	Class A Common Stock	278,043	$0	6,101,222	I	See Footnotes⁽¹¹⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			373,599	⁽²⁾	⁽²⁾	Class A Common Stock	373,599	$0	8,198,040	I	See Footnotes⁽¹²⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			55,990	⁽²⁾	⁽²⁾	Class A Common Stock	55,990	$0	1,228,626	I	See Footnotes⁽¹³⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾
Class D Common Stock	⁽²⁾	07/25/2024		C			59,582	⁽²⁾	⁽²⁾	Class A Common Stock	59,582	$0	1,307,452	I	See Footnotes⁽¹⁵⁾⁽¹⁶⁾⁽¹⁷⁾

1. Name and Address of Reporting Person^*

KKR Group Partnership L.P.

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Kohlberg Kravis Roberts & Co. L.P.

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

KKR & Co. GP LLC

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

KKR Holdco LLC

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

KKR Group Holdings Corp.

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

KKR Group Co. Inc.

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

KKR & Co. Inc.

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

KKR Management LLP

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

KRAVIS HENRY R

(Last)

(First)

(Middle)

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

ROBERTS GEORGE R

(Last)

(First)

(Middle)

C/O KKR FINANCIAL MANAGEMENT LLC

30 HUDSON YARDS

(Street)

NEW YORK

10001

(City)

(State)

(Zip)

Relationship of Reporting Person(s) to Issuer

Director	X	10% Owner
Officer (give title below)		Other (specify below)

Explanation of Responses:

1. Common Units represent limited liability company units of OneStream Software LLC ("Common Units") and an equal number of shares of Class C common stock ("Class C Common Stock") of OneStream, Inc. (the "Issuer"). Common Units may be redeemed by the holder at any time on or following the closing of the Issuer's initial public offering for shares of Class D common stock ("Class D Common Stock") on a one-for-one basis, and a corresponding number of shares of Class C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date. The Class D Common Stock is in turn convertible at any time, at the holder's election, into the Issuer's Class A common stock ("Class A Common Stock") on a one-for-one basis. Each outstanding share of Class D Common Stock will automatically convert into one share of the Issuer's Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering.

2. The Class D Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a one-for-one basis. Each outstanding share of Class D Common Stock will automatically convert into one share of the Issuer's Class A Common Stock on the first trading day following the seventh anniversary of the Issuer's initial public offering.

3. Represents securities held by KKR Dream Holdings LLC. KKR Dream Aggregator L.P. is the sole member of KKR Dream Holdings LLC. KKR Dream Aggregator GP LLC is the general partner of KKR Dream Aggregator L.P. KKR Americas Fund XII (Dream) L.P. is the sole member of KKR Dream Aggregator GP LLC.

4. Represents securities held by KKR Americas XII (Dream) Blocker Parent L.P.

5. Represents securities held by KKR Americas XII EEA (Dream) Blocker Parent L.P.

6. Represents securities held by KKR Americas XII (Dream II) Blocker Parent L.P.

7. KKR Associates Americas XII AIV L.P. is the general partner of each of KKR Americas Fund XII (Dream) L.P., KKR Americas XII (Dream) Blocker Parent L.P., KKR Americas XII EEA (Dream) Blocker Parent L.P., and KKR Americas XII (Dream II) Blocker Parent L.P. KKR Americas XII AIV GP LLC is the general partner of KKR Associates Americas XII AIV L.P.

8. Represents securities held by KKR Wolverine I Ltd. KKR Financial Management LLC is the portfolio manager of KKR Wolverine I Ltd. Kohlberg Kravis Roberts & Co. L.P. is the sole member of KKR Financial Management LLC. KKR & Co. GP LLC is the general partner of Kohlberg Kravis Roberts & Co. L.P. KKR Holdco LLC is the sole member of KKR & Co. GP LLC.

9. Represents securities held by KKR TFO Partners L.P. KKR Associates TFO L.P. is the general partner of KKR TFO Partners L.P. KKR TFO GP Limited is the general partner of KKR Associates TFO L.P.

10. Represents securities held by KKR Custom Equity Opportunities Fund L.P. KKR Associates Custom Equity Opportunities L.P. is the general partner of KKR Custom Equity Opportunities Fund L.P. KKR Custom Equity Opportunities Limited is the general partner of KKR Associates Custom Equity Opportunities L.P.

11. Represents securities held by KKR-Milton Strategic Partners L.P. KKR Associates Milton Strategic L.P. is the general partner of KKR-Milton Strategic Partners L.P. KKR Milton Strategic Limited is the general partner of KKR Associates Milton Strategic L.P.

12. Represents securities held by KKR NGT (Dream) Blocker Parent L.P.

13. Represents securities held by KKR NGT (Dream) Blocker Parent (EEA) L.P.

14. KKR Associates NGT L.P. is the general partner of KKR NGT (Dream) Blocker Parent L.P. and KKR NGT (Dream) Blocker Parent (EEA) L.P. KKR Next Gen Tech Growth Limited is the general partner of KKR Associates NGT L.P.

15. Represents securities held by K-PRIME AG Financing LP. K-PRIME Hedge-Finance GP Limited is the general partner of K-PRIME AG Financing LP. K-PRIME Aggregator L.P. is the sole shareholder of K-PRIME Hedge-Finance GP Limited. K-PRIME GP LLC is the general partner of K-PRIME Aggregator L.P. KKR Associates Group L.P. is the sole member of K-PRIME GP LLC. KKR Associates Group GP LLC is the general partner of KKR Associates Group L.P.

16. KKR Group Partnership L.P. is the sole member of each of KKR Americas XII AIV GP LLC, KKR Associates Group GP LLC, and KKR Holdco LLC and sole shareholder of each of KKR TFO GP Limited, KKR Custom Equity Opportunities Limited, KKR Milton Strategic Limited and KKR Next Gen Tech Growth Limited. KKR Group Holdings Corp. is the general partner of KKR Group Partnership L.P. KKR Group Co. Inc. is the sole shareholder of KKR Group Holdings Corp. KKR & Co. Inc. is the sole shareholder of KKR Group Co. Inc. KKR Management LLP is the Series I preferred stockholder of KKR & Co. Inc. Messrs. Henry R. Kravis and George R. Roberts are the founding partners of KKR Management LLP.

17. Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein. The filing of this statement shall not be deemed to be an admission that, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the Reporting Persons are the beneficial owners of any securities reported herein.

18. This amount represents the $20.00 secondary public offering price per share of Class A Common Stock less the underwriting discount of $1.15 per share.

19. The Issuer used a portion of the net proceeds from the closing of its initial public offering of Class A Common Stock to purchase Common Units from certain of the Issuer's pre-initial public offering equityholders, including KKR Dream Holdings LLC, at a price of $18.85 per Common Unit.

Remarks:

Because no more than 10 reporting persons can file any one Form 4 through the Securities and Exchange Commission's EDGAR system, certain affiliates of the Reporting Persons have filed a separate Form 4.

	See Exhibit 99.1	07/29/2024
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Get the next $OS alert in real time by email

Recent Analyst Ratings for

$OS

Date	Price Target	Rating	Analyst
12/17/2025	$25.00	Buy	BTIG Research
12/2/2025	$26.00	Buy	Rosenblatt
11/7/2025	$24.00 → $25.00	Outperform	BMO Capital Markets
8/8/2025	$33.00 → $28.00	Outperform	BMO Capital Markets
5/20/2025		Outperform	William Blair
4/30/2025	$30.00	Outperform	Mizuho
4/22/2025	$30.00	Outperform	Exane BNP Paribas
3/19/2025	$27.00	Overweight	Stephens

More analyst ratings

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned

1. Title of Security (Instr. 3)

2. Transaction Date (Month/Day/Year)

2A. Deemed Execution Date, if any (Month/Day/Year)

3. Transaction Code (Instr. 8)

4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)

5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)

6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)

7. Nature of Indirect Beneficial Ownership (Instr. 4)

Code

Amount

(A) or (D)

Price

Class A Common Stock

07/25/2024

1,375,132

⁽²⁾

1,375,132

See Footnotes⁽⁴⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

1,375,132

$18.85⁽¹⁸⁾

See Footnotes⁽⁴⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

170,996

⁽²⁾

170,996

See Footnotes⁽⁵⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

170,996

$18.85⁽¹⁸⁾

See Footnotes⁽⁵⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

4,551

⁽²⁾

4,551

See Footnotes⁽⁶⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

4,551

$18.85⁽¹⁸⁾

See Footnotes⁽⁶⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

115,193

⁽²⁾

115,193

See Footnotes⁽⁸⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

115,193

$18.85⁽¹⁸⁾

See Footnotes⁽⁸⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

81,838

⁽²⁾

81,838

See Footnotes⁽⁹⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

81,838

$18.85⁽¹⁸⁾

See Footnotes⁽⁹⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

39,720

⁽²⁾

39,720

See Footnotes⁽¹⁰⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

39,720

$18.85⁽¹⁸⁾

See Footnotes⁽¹⁰⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

278,043

⁽²⁾

278,043

See Footnotes⁽¹¹⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

278,043

$18.85⁽¹⁸⁾

See Footnotes⁽¹¹⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

373,599

⁽²⁾

373,599

See Footnotes⁽¹²⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

373,599

$18.85⁽¹⁸⁾

See Footnotes⁽¹²⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

55,990

⁽²⁾

55,990

See Footnotes⁽¹³⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

55,990

$18.85⁽¹⁸⁾

See Footnotes⁽¹³⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

59,582

⁽²⁾

59,582

See Footnotes⁽¹⁵⁾⁽¹⁶⁾⁽¹⁷⁾

Class A Common Stock

07/25/2024

59,582

$18.85⁽¹⁸⁾

See Footnotes⁽¹⁵⁾⁽¹⁶⁾⁽¹⁷⁾

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)

1. Title of Derivative Security (Instr. 3)

2. Conversion or Exercise Price of Derivative Security

3. Transaction Date (Month/Day/Year)

3A. Deemed Execution Date, if any (Month/Day/Year)

4. Transaction Code (Instr. 8)

5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)

6. Date Exercisable and Expiration Date (Month/Day/Year)

7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)

8. Price of Derivative Security (Instr. 5)

9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)

10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)

11. Nature of Indirect Beneficial Ownership (Instr. 4)

Code

(A)

(D)

Date Exercisable

Expiration Date

Title

Amount or Number of Shares

Common Units

⁽¹⁾

07/25/2024

2,401,060

⁽¹⁾

Class D Common Stock⁽²⁾

2,401,060

$18.85⁽¹⁹⁾

52,687,425

See Footnotes⁽³⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

1,375,132

⁽²⁾

Class A Common Stock

1,375,132

30,175,083

See Footnotes⁽⁴⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

170,996

⁽²⁾

Class A Common Stock

170,996

3,752,240

See Footnotes⁽⁵⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

4,551

⁽²⁾

Class A Common Stock

4,551

99,864

See Footnotes⁽⁶⁾⁽⁷⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

115,193

⁽²⁾

Class A Common Stock

115,193

2,527,740

See Footnotes⁽⁸⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

81,838

⁽²⁾

Class A Common Stock

81,838

1,795,818

See Footnotes⁽⁹⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

39,720

⁽²⁾

Class A Common Stock

39,720

871,604

See Footnotes⁽¹⁰⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

278,043

⁽²⁾

Class A Common Stock

278,043

6,101,222

See Footnotes⁽¹¹⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

373,599

⁽²⁾

Class A Common Stock

373,599

8,198,040

See Footnotes⁽¹²⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

55,990

⁽²⁾

Class A Common Stock

55,990

1,228,626

See Footnotes⁽¹³⁾⁽¹⁴⁾⁽¹⁶⁾⁽¹⁷⁾

Class D Common Stock

⁽²⁾

07/25/2024

59,582

⁽²⁾

Class A Common Stock

59,582

1,307,452

See Footnotes⁽¹⁵⁾⁽¹⁶⁾⁽¹⁷⁾

Recent Analyst Ratings for

$OS

Date	Price Target	Rating	Analyst
12/17/2025	$25.00	Buy	BTIG Research
12/2/2025	$26.00	Buy	Rosenblatt
11/7/2025	$24.00 → $25.00	Outperform	BMO Capital Markets
8/8/2025	$33.00 → $28.00	Outperform	BMO Capital Markets
5/20/2025		Outperform	William Blair
4/30/2025	$30.00	Outperform	Mizuho
4/22/2025	$30.00	Outperform	Exane BNP Paribas
3/19/2025	$27.00	Overweight	Stephens

More analyst ratings

Large owner Kkr Group Partnership L.P. converted options into 2,554,644 shares and sold $48,155,039 worth of shares (2,554,644 units at $18.85) (SEC Form 4)

Crush Q1 2026 with the Best AI Superconnector

Recent Analyst Ratings for
$OS

Large owner Kkr Group Partnership L.P. converted options into 2,554,644 shares and sold $48,155,039 worth of shares (2,554,644 units at $18.85) (SEC Form 4)

Crush Q1 2026 with the Best AI Superconnector

Recent Analyst Ratings for
$OS

$OS
Insider Trading

Amendment: SEC Form 4 filed by Shea Thomas Anthony

SEC Form 4 filed by Wilson Kara

SEC Form 4 filed by Sridharan Baskar

$OS
Analyst Ratings

BTIG Research initiated coverage on OneStream with a new price target

Rosenblatt initiated coverage on OneStream with a new price target

BMO Capital Markets reiterated coverage on OneStream with a new price target

$OS
Press Releases

OneStream Announces Completion of Acquisition by Hg for $6.4 Billion

OneStream Named a 4x Leader and Placed Furthest in Vision in the 2026 Gartner Magic Quadrant for Financial Close and Consolidation Solutions

OneStream Announces Splash 2026 and the OneStream World Tour to Help Finance Lead in a Time of Rapid Change

$OS
SEC Filings

SEC Form S-8 POS filed by OneStream Inc.

SEC Form S-8 POS filed by OneStream Inc.

OneStream Inc. filed SEC Form 8-K: Completion of Acquisition or Disposition of Assets, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Material Modification to Rights of Security Holders, Changes in Control of Registrant, Entry into a Material Definitive Agreement

$OS
Leadership Updates

OneStream Announces Splash 2026 and the OneStream World Tour to Help Finance Lead in a Time of Rapid Change

OneStream Announces Leadership Updates

$OS
Financials

OneStream Announces Timing of its Fourth Quarter and Full-Year 2025 Financial Results

OneStream Enters into Definitive Agreement to be Acquired by Hg for $6.4 Billion

OneStream Announces Timing of its Third Quarter 2025 Financial Results

$OS
Large Ownership Changes

SEC Form SC 13G filed by OneStream Inc.

Amendment: SEC Form SC 13G/A filed by OneStream Inc.

SEC Form SC 13G filed by OneStream Inc.

Large owner Kkr Group Partnership L.P. converted options into 2,554,644 shares and sold $48,155,039 worth of shares (2,554,644 units at $18.85) (SEC Form 4)

Crush Q1 2026 with the Best AI Superconnector

Recent Analyst Ratings for $OS

Large owner Kkr Group Partnership L.P. converted options into 2,554,644 shares and sold $48,155,039 worth of shares (2,554,644 units at $18.85) (SEC Form 4)

Crush Q1 2026 with the Best AI Superconnector

Recent Analyst Ratings for $OS

$OS Insider Trading

Amendment: SEC Form 4 filed by Shea Thomas Anthony

SEC Form 4 filed by Wilson Kara

SEC Form 4 filed by Sridharan Baskar

$OS Analyst Ratings

BTIG Research initiated coverage on OneStream with a new price target

Rosenblatt initiated coverage on OneStream with a new price target

BMO Capital Markets reiterated coverage on OneStream with a new price target

$OS Press Releases

OneStream Announces Completion of Acquisition by Hg for $6.4 Billion

OneStream Named a 4x Leader and Placed Furthest in Vision in the 2026 Gartner Magic Quadrant for Financial Close and Consolidation Solutions

OneStream Announces Splash 2026 and the OneStream World Tour to Help Finance Lead in a Time of Rapid Change

$OS SEC Filings

SEC Form S-8 POS filed by OneStream Inc.

SEC Form S-8 POS filed by OneStream Inc.

OneStream Inc. filed SEC Form 8-K: Completion of Acquisition or Disposition of Assets, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Material Modification to Rights of Security Holders, Changes in Control of Registrant, Entry into a Material Definitive Agreement

$OS Leadership Updates

OneStream Announces Splash 2026 and the OneStream World Tour to Help Finance Lead in a Time of Rapid Change

OneStream Announces Leadership Updates

$OS Financials

OneStream Announces Timing of its Fourth Quarter and Full-Year 2025 Financial Results

OneStream Enters into Definitive Agreement to be Acquired by Hg for $6.4 Billion

OneStream Announces Timing of its Third Quarter 2025 Financial Results

$OS Large Ownership Changes

SEC Form SC 13G filed by OneStream Inc.

Amendment: SEC Form SC 13G/A filed by OneStream Inc.

SEC Form SC 13G filed by OneStream Inc.

Recent Analyst Ratings for
$OS

Recent Analyst Ratings for
$OS

$OS
Insider Trading

$OS
Analyst Ratings

$OS
Press Releases

$OS
SEC Filings

$OS
Leadership Updates

$OS
Financials

$OS
Large Ownership Changes