IPO registrations (S-1, F-1) · Registrants

OneStream, Inc.

SEC CIK
1889956 · filings on EDGAR ↗
Registration
Form S-1, first filed 2024-06-28, last 2024-11-12; 2 initial registrations, 1 amendment
Outcome
Final prospectus filed 2024-07-24; declared effective 2024-07-23
Industry (SIC)
Services-Prepackaged Software 7372
Business address
191 N. CHESTER STREET, Birmingham, MI 48009
EIN
87-3199478
EDGAR entity type
operating
Insiders and CEO pay
OneStream, Inc. on the corporate pages

Offering terms

Proposed price range
$17.00–$19.00 per share (S-1/A filed 2024-07-15)
Final price
$20.00 per share, above the range (424B4 filed 2024-07-24, an initial public offering)
Shares sold
24,500,000 (18,054,333 by the company, 6,445,667 by selling holders)
Gross proceeds
$490,000,000 before underwriting discounts and any over-allotment option
Listing
Nasdaq under the symbol OS
Lead underwriters
Morgan Stanley; J.P. Morgan
Syndicate
BofA Securities; Citigroup; Guggenheim Securities; Raymond James; Scotiabank; Truist Securities; BTIG; Needham & Company; Piper Sandler; Cowen; Wolfe Research; Nomura; AmeriVet Securities; Blaylock Van; Drexel Hamilton; Loop Capital Markets; Cabrera Capital Markets

Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.

Filings 7

FiledFormWhat it isName as filedEDGAR
2024-06-28S-1S-1 (registration)OneStream, Inc.0000950170-24-079050 ↗
2024-07-15S-1/AS-1/A (amendment)OneStream, Inc.0000950170-24-083395 ↗
2024-07-23EFFECTEFFECT (declared effective)OneStream, Inc.9999999995-24-002246 ↗
2024-07-24424B4424B4 (final prospectus)OneStream, Inc.0000950170-24-086133 ↗
2024-11-12S-1S-1 (registration)OneStream, Inc.0000950170-24-125373 ↗
2024-11-14EFFECTEFFECT (declared effective)OneStream, Inc.9999999995-24-003491 ↗
2024-11-15424B4424B4 (final prospectus)OneStream, Inc.0000950170-24-127702 ↗

Prospectus pages read 2

FiledFormRead asRangePriceSharesProceedsListingUnderwritersWhat was foundDocument
2024-07-15S-1/Aregistration statement$17.00–$19.0024,500,000-Nasdaq OS19primary document; range, shares headline, cover names 19document ↗
2024-07-24424B4final prospectus$20.0024,500,000$490,000,000Nasdaq OS19primary document; price sentence, shares headline, proceeds table, cover names 19document ↗

Officers, directors and large holders Forms 3, 4 and 5

InsiderRoleTitleFilingsYearsOn this site
Brown Bradley ScottDirector12024
Burkland MichaelDirector52024–2026
Colby CraigOfficer; Officer,TenPercentOwner; Other; TenPercentOwnerPresident82024–2025
Davidson EricTenPercentOwner22024
Fugere PeterTenPercentOwner22024
Hohenstein KenOfficer; TenPercentOwnerChief Revenue Officer202024–2026
Kinzer JohnDirector; Director,Officer; Director,OtherSee Remarks102024–2026
KKR Americas Fund XII (Dream) L.P.TenPercentOwner52024–2026
KKR Americas XII AIV GP LLCTenPercentOwner52024–2026
KKR Americas XII (Dream) Blocker Parent L.P.TenPercentOwner52024–2026
KKR Americas XII (Dream II) Blocker Parent L.P.TenPercentOwner52024–2026
KKR Americas XII EEA (Dream) Blocker Parent L.P.TenPercentOwner52024–2026
KKR Associates Americas XII AIV L.P.TenPercentOwner52024–2026
KKR Associates Custom Equity Opportunities L.P.TenPercentOwner52024–2026
KKR Associates Group GP LLCTenPercentOwner52024–2026
KKR Associates Group L.P.TenPercentOwner52024–2026
KKR Associates Milton Strategic L.P.TenPercentOwner52024–2026
KKR Associates NGT L.P.TenPercentOwner52024–2026
KKR Associates TFO L.P.TenPercentOwner52024–2026
KKR & Co. GP LLCTenPercentOwner52024–2026
KKR & Co. Inc.TenPercentOwner52024–2026
KKR Custom Equity Opportunities Fund L.P.TenPercentOwner52024–2026
KKR Custom Equity Opportunities LtdTenPercentOwner52024–2026
KKR Dream Aggregator GP LLCTenPercentOwner52024–2026
KKR Dream Aggregator L.P.TenPercentOwner52024–2026
KKR Dream Holdings LLCTenPercentOwner52024–2026
KKR Financial Management LLCTenPercentOwner52024–2026
KKR Group Co. Inc.TenPercentOwner52024–2026
KKR Group Holdings Corp.TenPercentOwner52024–2026
KKR Group Partnership L.P.TenPercentOwner52024–2026
KKR Holdco LLCTenPercentOwner52024–2026
KKR Management LLPTenPercentOwner52024–2026
KKR Milton Strategic LtdTenPercentOwner52024–2026
KKR-Milton Strategic Partners L.P.TenPercentOwner52024–2026
KKR Next Gen Tech Growth LtdTenPercentOwner52024–2026
KKR NGT (Dream) Blocker Parent (EEA) L.P.TenPercentOwner52024–2026
KKR NGT (Dream) Blocker Parent L.P.TenPercentOwner52024–2026
KKR TFO GP LtdTenPercentOwner52024–2026
KKR TFO Partners L.P.TenPercentOwner52024–2026
KKR Wolverine I Ltd.TenPercentOwner52024–2026
Koefoed William AOfficer; OtherChief Financial Officer172024–2026
Kohlberg Kravis Roberts & Co. L.P.TenPercentOwner52024–2026
K-PRIME AG Financing LPTenPercentOwner52024–2026
K-PRIME Aggregator L.P.TenPercentOwner52024–2026
K-PRIME GP LLCTenPercentOwner42024
K-PRIME Hedge-Finance GP LtdTenPercentOwner52024–2026
KRAVIS HENRY RTenPercentOwner52024–2026
MARINER JONATHAN DDirector142024–2026
Petraeus DavidDirector12024
Powers Robert Allan Jr.TenPercentOwner22024
ROBERTS GEORGE RTenPercentOwner52024–2026
Shea TerranceTenPercentOwner22024
Shea Thomas AnthonyDirector,Officer; Director,Officer,TenPercentOwnerCEO; CEO and President; Chief Executive Officer92024–2026
Von Allmen JohnTenPercentOwner22024
Welsh David S.Director12024
WILSON KARADirector72024–2026
Sridharan BaskarDirector32025–2026
Leshinski ScottOfficerPresident52026
McIntyre PamelaOfficerChief Accounting Officer62026
K-Series PE GP LLCTenPercentOwner12026
K-Series PE Holdings L.P.TenPercentOwner12026

Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.

Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
SEC filerOneStream, Inc.SEC filers (EDGAR)CIK (EXACT)

Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.

Others with the same interests

SIC industry Services-Prepackaged Software, MI first:

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In other datasets, the same topic (Technology) in MI:

Interests: Services-Prepackaged Software · Technology