OneStream, Inc.: management transactions · United States · SEC (Form 4)

About OneStream, Inc.

OneStream, Inc. (ticker: OS) is a U.S.-based technology company listed on the NASDAQ in the United States. Founded in 2010, the company has built its identity around enterprise finance software and positions itself as a platform for the modern Office of the CFO. OneStream is headquartered in Birmingham, Michigan, and has highlighted the opening of a new headquarters in that city, underscoring both its American operating base and its growth trajectory. The company completed its IPO in July 2024, making it a relatively recent public-market story. At the core of OneStream’s business is a unified finance management platform designed to replace fragmented legacy systems. Its software brings together financial close, consolidation, reporting, planning, forecasting and related operational finance workflows in a single environment. The company also emphasizes an AI-enabled architecture and “Finance AI” capabilities intended to improve data quality, accelerate planning cycles, and support decision-making at the finance leadership level. For investors, this places OneStream in the attractive but competitive CPM / FP&A software segment, where demand is supported by ongoing digitization of finance functions and the need for integrated enterprise planning tools. From a competitive standpoint, OneStream is positioned against established enterprise software vendors, but its key differentiator is its single-platform approach rather than a patchwork of separate point solutions. Management presents the platform as a way to unify financial and operational data and to extend finance processes as business needs evolve. That positioning is particularly relevant for large, multinational organizations seeking standardization across regions and business units. Geographically, OneStream has a broad international footprint. The company states that its customers are present in more than 45 countries across North America, South America, EMEA and APAC. This global reach suggests exposure to a diversified customer base, with the platform appealing primarily to larger enterprise accounts that need consistent finance processes across multiple jurisdictions. Its main products and services therefore center on financial consolidation, close, reporting, planning, forecasting and AI-driven finance applications. Recent developments are material. In January 2026, OneStream announced a definitive agreement to be acquired by Hg for $6.4 billion, and the company said it would keep its headquarters in Birmingham, Michigan. The company also reported strong 2025 momentum, including rapid growth in AI customer adoption. For market participants following OS on the NASDAQ, this means the equity story is no longer only about standalone growth execution; it is also shaped by the pending transaction and by how the business continues to perform while the deal process advances.