As of March 23, 2026, OneStream's top three insider holders are Ken Hohenstein (Chief Revenue Officer, 990.96K shares), Thomas Anthony Shea (Ceo And President, 469.24K shares), Scott Leshinski (President, 291.98K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Craig Colby | President | 212,885 | 0 | 12 Jun, 2025 |
| William A Koefoed | Chief Financial Officer | 206,127 | 0 | 16 Dec, 2025 |
| Craig Colby | President | 0 | 175,125 | 26 Mar, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Thomas Anthony Shea | Class A Common Stock | D | 80,023 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Class A Common Stock | D | 379,963 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Common Units | D | 325,232 | - | 0 | I | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Class D Common Stock | D | 4,313,836 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Class D Common Stock | D | 2,814,351 | - | 0 | I | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Class D Common Stock | D | 9,041,667 | - | 0 | I | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Stock Option (right to buy) | D | 619,835 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Stock Option (right to buy) | D | 504,472 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Stock Option (right to buy) | D | 149,979 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Stock Option (right to buy) | D | 473,008 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Stock Option (right to buy) | D | 435,161 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Stock Option (right to buy) | D | 55,795 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Stock Option (right to buy) | D | 92,992 | - | 0 | D | D |
| 01 Apr, 2026 | Kara Wilson | Class A Common Stock | D | 7,130 | - | 0 | D | D |
| 01 Apr, 2026 | Jonathan D Mariner | Class A Common Stock | D | 7,130 | - | 0 | D | D |
| 01 Apr, 2026 | Pamela Mcintyre | Class A Common Stock | D | 250 | - | 0 | D | D |
| 01 Apr, 2026 | Michael Burkland | Class A Common Stock | D | 7,130 | - | 0 | D | D |
| 01 Apr, 2026 | John Kinzer | Class A Common Stock | D | 94,607 | - | 0 | D | D |
| 01 Apr, 2026 | Thomas Anthony Shea | Class A Common Stock | D | 80,023 | - | 0 | D | D |
| 01 Apr, 2026 | Baskar Sridharan | Class A Common Stock | D | 21,609 | - | 0 | D | D |