Onestream, Inc. (OS) — SEC Filings
Onestream, Inc. (OS) — 31 SEC filings. Latest: 4 (Apr 2, 2026). Includes 8 8-K, 6 SC 13G, 4 10-Q.
View Onestream, Inc. on SEC EDGAR
Overview
Onestream, Inc. (OS) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a S filed on Apr 1, 2026: OneStream, Inc. filed an S-8 POS form on April 1, 2026, registering securities to be offered under employee benefit plans. The filing, with SEC Accession No. 0001193125-26-136062, indicates the effectiveness date of the registration is also April 1, 2026. The company's mailing and business address i
Sentiment Summary
Across 31 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 28 neutral, 1 mixed. The dominant filing sentiment for Onestream, Inc. is neutral.
Filing Type Overview
Onestream, Inc. (OS) has filed 3 4, 2 S, 8 8-K, 1 25-NSE, 4 10-Q, 1 10-K, 6 SC 13G, 3 SC 13G/A, 2 S-1, 1 S-1/A with the SEC between Jun 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (31)
Risk Profile
Risk Assessment: Of OS's 19 recent filings, 0 were flagged as high-risk, 13 as medium-risk, and 6 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $154.303M |
| Net Income | ($11.491M) |
| EPS | N/A |
| Debt-to-Equity | 0.82 |
| Cash Position | $653.851M |
| Operating Margin | N/A |
| Total Assets | $949.447M |
| Total Debt | $386.579M |
Key Executives
- Robert J. LaGatta
- William F. Powers
- Thomas J. Conway
- Matthew J. Schinella
- Craig Colby
- Thomas Shea
- Allison B. Spinner
- Michael Nordtvedt
- Victor Nilsson
Industry Context
OneStream operates in the competitive financial performance management (FPM) and corporate performance management (CPM) software market. The industry is increasingly dominated by cloud-based, SaaS solutions, pushing traditional on-premise providers to adapt. Key trends include AI integration, real-time analytics, and a focus on user experience to drive adoption and efficiency for businesses.
Top Tags
software (7) · sec-filing (3) · financials (3) · ipo (3) · registration-statement (2) · material-agreement (2) · compensation (2) · corporate-governance (2) · 10-Q (2) · financial-reporting (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| File Number | 333-285344 | Identifies this specific registration statement |
| Fiscal Year End | 1231 | Indicates the end of the company's financial reporting year. |
| Total Revenue (Q3 2025) | $154.303M | Increased from $129.140M in Q3 2024, showing 19.5% growth. |
| Subscription Revenue (Q3 2025) | $140.930M | Increased from $110.722M in Q3 2024, a 27.3% increase, highlighting SaaS model success. |
| Net Loss (Q3 2025) | ($11.491M) | Significantly narrowed from ($249.345M) in Q3 2024, a 95.4% improvement. |
| Sales and Marketing Expenses (Q3 2025) | $63.506M | Decreased from $162.700M in Q3 2024, a 60.9% reduction, contributing to loss narrowing. |
| Cash and Cash Equivalents (Sept 30, 2025) | $653.851M | Increased from $544.174M at Dec 31, 2024, indicating strong liquidity. |
| Class A Common Stock Shares Outstanding (Oct 31, 2025) | 90,268,494 | Reflects the current share count for public investors. |
| Class C Common Stock Shares Outstanding (Oct 31, 2025) | 55,780,105 | Represents shares with ten votes per share, concentrating voting control. |
| Class D Common Stock Shares Outstanding (Oct 31, 2025) | 97,763,174 | Represents shares with ten votes per share, concentrating voting control. |
| Net Loss | $10.5M | Increased from $7.2M in Q2 2024, indicating widening losses. |
| Reporting Period | Q2 2025 | The period covered by the 10-Q filing. |
| Datasense Acquisition Year | 2024 | Year Datasense LLC was acquired, impacting current operations. |
| Filing Date | 2025-02-27 | The date the 10-K was submitted to the SEC. |
| SIC Code | 7372 | Standard Industrial Classification for Services-Prepackaged Software |
Frequently Asked Questions
What are the latest SEC filings for Onestream, Inc. (OS)?
Onestream, Inc. has 31 recent SEC filings from Jun 2024 to Apr 2026, including 8 8-K, 6 SC 13G, 4 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of OS filings?
Across 31 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 28 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Onestream, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Onestream, Inc. (OS) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Onestream, Inc.?
Key financial highlights from Onestream, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for OS?
The investment thesis for OS includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Onestream, Inc.?
Key executives identified across Onestream, Inc.'s filings include Robert J. LaGatta, William F. Powers, Thomas J. Conway, Matthew J. Schinella, Craig Colby and 4 others.
What are the main risk factors for Onestream, Inc. stock?
Of OS's 19 assessed filings, 0 were flagged high-risk, 13 medium-risk, and 6 low-risk.
What are recent predictions and forward guidance from Onestream, Inc.?
Forward guidance and predictions for Onestream, Inc. are extracted from SEC filings as they are enriched.