OneStream, Inc. Files 8-K with Material Agreements and Acquisitions
Ticker: OS · Form: 8-K · Filed: Apr 1, 2026 · CIK: 0001889956
| Field | Detail |
|---|---|
| Company | Onestream, Inc. (OS) |
| Form Type | 8-K |
| Filed Date | Apr 1, 2026 |
| Risk Level | medium |
| Pages | 8 |
| Reading Time | 9 min |
| Key Dollar Amounts | $0.0001, $1,400,000,000, $250,000,000, $600,000,000, $24 |
| Sentiment | mixed |
Sentiment: mixed
Topics: material-agreement, acquisition, delisting-notice, corporate-action
TL;DR
OneStream 8-K: Material agreements in, out, acquisition done, delisting notice, bylaws changed. Big moves happening.
AI Summary
On April 1, 2026, OneStream, Inc. filed an 8-K report detailing several significant events. These include the entry into and termination of material definitive agreements, completion of an asset acquisition, notice of potential delisting, and other material events. The filing also includes amendments to articles of incorporation or bylaws and changes to the fiscal year.
Why It Matters
This 8-K filing indicates significant corporate actions by OneStream, Inc., including potential changes in its listing status and the completion of acquisitions, which could impact its business operations and investor relations.
Risk Assessment
Risk Level: medium — The filing mentions a notice of delisting or failure to satisfy listing rules, which introduces significant risk.
Key Players & Entities
- OneStream, Inc. (company) — Filer of the 8-K report
- 0001889956 (company) — CIK number for OneStream, Inc.
- 2026-04-01 (date) — Filing date and period of report
FAQ
What specific material definitive agreements were entered into and subsequently terminated by OneStream, Inc.?
The 8-K filing indicates the entry into and termination of material definitive agreements under Items 1.01 and 1.02, but does not provide specific details on the agreements themselves within the provided text.
What assets were acquired by OneStream, Inc. as part of the completion of an acquisition?
Item 2.01 of the filing states the completion of an acquisition or disposition of assets, but the specific details of the assets acquired are not included in the provided summary text.
What is the reason for the notice of delisting or failure to satisfy a continued listing rule for OneStream, Inc.?
Item 3.01 of the filing addresses a notice of delisting or failure to satisfy a continued listing rule or standard, but the specific reasons are not detailed in the provided text.
Were there any material modifications to the rights of OneStream, Inc. security holders?
Item 3.03 of the filing indicates potential material modifications to the rights of security holders, but the specifics are not elaborated upon in the provided text.
What other events are being reported by OneStream, Inc. under Item 8.01?
Item 8.01 of the filing covers 'Other Events,' but the specific nature of these events is not detailed in the provided text.
Filing Stats: 2,354 words · 9 min read · ~8 pages · Grade level 12.2 · Accepted 2026-04-01 10:33:26
Key Financial Figures
- $0.0001 — stered Class A common stock, par value $0.0001 per share OS The Nasdaq Stock Marke
- $1,400,000,000 — ity in an aggregate principal amount of $1,400,000,000, (ii) a new seven-year senior secured r
- $250,000,000 — ity in an aggregate principal amount of $250,000,000 and (iii) a new delayed draw term loan
- $600,000,000 — ity in an aggregate principal amount of $600,000,000. The obligations under the New Credit A
- $24 — t to receive cash in an amount equal to $24.00, without interest (the "Per Share Pr
- $0 — t to receive cash in an amount equal to $0.0001, without interest (the "Class B/C
- $6.4 billion — ration in the Mergers was approximately $6.4 billion. The source of the funds for the consid
Filing Documents
- d137705d8k.htm (8-K) — 51KB
- d137705dex31.htm (EX-3.1) — 12KB
- d137705dex32.htm (EX-3.2) — 143KB
- d137705dex101.htm (EX-10.1) — 34KB
- d137705dex991.htm (EX-99.1) — 12KB
- g137705g0401084636658.jpg (GRAPHIC) — 3KB
- 0001193125-26-136043.txt ( ) — 422KB
- os-20260401.xsd (EX-101.SCH) — 3KB
- os-20260401_lab.xml (EX-101.LAB) — 18KB
- os-20260401_pre.xml (EX-101.PRE) — 11KB
- d137705d8k_htm.xml (XML) — 4KB
Financial Statements and Exhibits
Financial Statements and Exhibits. (d)Exhibits. Exhibit No. Description 2.1 Agreement and Plan of Merger, dated January 6, 2026, among Onward AcquireCo, Inc., Onward Merger Sub 2, LLC, Onward Merger Sub, Inc., OneStream, Inc. and OneStream Software LLC (incorporated by reference to Exhibit 2.1 to OneStream's Current Report on Form 8-K filed on January 6, 2026).* 3.1 Amended and Restated Certificate of Incorporation of OneStream, Inc. 3.2 Amended and Restated Bylaws of OneStream, Inc. 10.1 Amended and Restated Operating Agreement of OneStream Software LLC 99.1 Press Release, dated April 1, 2026. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). * Schedules and exhibits have been omitted pursuant to Item 601(a)(5) of Regulation S-K. OneStream will furnish supplementally a copy of any omitted schedule or exhibit to the SEC upon request. OneStream may request confidential treatment pursuant to Rule 24b-2 of the Securities Exchange Act of 1934, as amended, for any schedules or exhibits so furnished.
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ONESTREAM, INC. Date: April 1, 2026 By: /s/ Thomas Shea Thomas Shea Authorized Signatory