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.
On this site
- SEC filer: OneStream, Inc. EXACT (CIK (EXACT))
Filings 7
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2024-06-28 | S-1 | S-1 (registration) | OneStream, Inc. | 0000950170-24-079050 ↗ |
| 2024-07-15 | S-1/A | S-1/A (amendment) | OneStream, Inc. | 0000950170-24-083395 ↗ |
| 2024-07-23 | EFFECT | EFFECT (declared effective) | OneStream, Inc. | 9999999995-24-002246 ↗ |
| 2024-07-24 | 424B4 | 424B4 (final prospectus) | OneStream, Inc. | 0000950170-24-086133 ↗ |
| 2024-11-12 | S-1 | S-1 (registration) | OneStream, Inc. | 0000950170-24-125373 ↗ |
| 2024-11-14 | EFFECT | EFFECT (declared effective) | OneStream, Inc. | 9999999995-24-003491 ↗ |
| 2024-11-15 | 424B4 | 424B4 (final prospectus) | OneStream, Inc. | 0000950170-24-127702 ↗ |
Prospectus pages read 2
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-07-15 | S-1/A | registration statement | $17.00–$19.00 | 24,500,000 | - | Nasdaq OS | 19 | primary document; range, shares headline, cover names 19 | document ↗ | |
| 2024-07-24 | 424B4 | final prospectus | $20.00 | 24,500,000 | $490,000,000 | Nasdaq OS | 19 | primary document; price sentence, shares headline, proceeds table, cover names 19 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| Brown Bradley Scott | Director | 1 | 2024 | ||
| Burkland Michael | Director | 5 | 2024–2026 | ||
| Colby Craig | Officer; Officer,TenPercentOwner; Other; TenPercentOwner | President | 8 | 2024–2025 | |
| Davidson Eric | TenPercentOwner | 2 | 2024 | ||
| Fugere Peter | TenPercentOwner | 2 | 2024 | ||
| Hohenstein Ken | Officer; TenPercentOwner | Chief Revenue Officer | 20 | 2024–2026 | |
| Kinzer John | Director; Director,Officer; Director,Other | See Remarks | 10 | 2024–2026 | |
| KKR Americas Fund XII (Dream) L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Americas XII AIV GP LLC | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Americas XII (Dream) Blocker Parent L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Americas XII (Dream II) Blocker Parent L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Americas XII EEA (Dream) Blocker Parent L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Associates Americas XII AIV L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Associates Custom Equity Opportunities L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Associates Group GP LLC | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Associates Group L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Associates Milton Strategic L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Associates NGT L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Associates TFO L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR & Co. GP LLC | TenPercentOwner | 5 | 2024–2026 | ||
| KKR & Co. Inc. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Custom Equity Opportunities Fund L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Custom Equity Opportunities Ltd | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Dream Aggregator GP LLC | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Dream Aggregator L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Dream Holdings LLC | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Financial Management LLC | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Group Co. Inc. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Group Holdings Corp. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Group Partnership L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Holdco LLC | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Management LLP | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Milton Strategic Ltd | TenPercentOwner | 5 | 2024–2026 | ||
| KKR-Milton Strategic Partners L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Next Gen Tech Growth Ltd | TenPercentOwner | 5 | 2024–2026 | ||
| KKR NGT (Dream) Blocker Parent (EEA) L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR NGT (Dream) Blocker Parent L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR TFO GP Ltd | TenPercentOwner | 5 | 2024–2026 | ||
| KKR TFO Partners L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| KKR Wolverine I Ltd. | TenPercentOwner | 5 | 2024–2026 | ||
| Koefoed William A | Officer; Other | Chief Financial Officer | 17 | 2024–2026 | |
| Kohlberg Kravis Roberts & Co. L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| K-PRIME AG Financing LP | TenPercentOwner | 5 | 2024–2026 | ||
| K-PRIME Aggregator L.P. | TenPercentOwner | 5 | 2024–2026 | ||
| K-PRIME GP LLC | TenPercentOwner | 4 | 2024 | ||
| K-PRIME Hedge-Finance GP Ltd | TenPercentOwner | 5 | 2024–2026 | ||
| KRAVIS HENRY R | TenPercentOwner | 5 | 2024–2026 | ||
| MARINER JONATHAN D | Director | 14 | 2024–2026 | ||
| Petraeus David | Director | 1 | 2024 | ||
| Powers Robert Allan Jr. | TenPercentOwner | 2 | 2024 | ||
| ROBERTS GEORGE R | TenPercentOwner | 5 | 2024–2026 | ||
| Shea Terrance | TenPercentOwner | 2 | 2024 | ||
| Shea Thomas Anthony | Director,Officer; Director,Officer,TenPercentOwner | CEO; CEO and President; Chief Executive Officer | 9 | 2024–2026 | |
| Von Allmen John | TenPercentOwner | 2 | 2024 | ||
| Welsh David S. | Director | 1 | 2024 | ||
| WILSON KARA | Director | 7 | 2024–2026 | ||
| Sridharan Baskar | Director | 3 | 2025–2026 | ||
| Leshinski Scott | Officer | President | 5 | 2026 | |
| McIntyre Pamela | Officer | Chief Accounting Officer | 6 | 2026 | |
| K-Series PE GP LLC | TenPercentOwner | 1 | 2026 | ||
| K-Series PE Holdings L.P. | TenPercentOwner | 1 | 2026 |
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
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| SEC filer | OneStream, 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:
- MECHANICAL DYNAMICS INC \MI\ MI
- Artificial Intelligence Technology Solutions Inc. MI
- Altair Engineering Inc. MI
- Amesite Inc. MI
- Amesite Inc. MI
- COMPUWARE CORP MI
- ME Renewable Power Corp 1R
- ILoadApp 1S
- SAP SE 2M
- SavDen Group Corp. 2M
In other datasets, the same topic (Technology) in MI:
- Form D issuer: 1005 L.C.C. (Form D private offerings)
- Lobbying client: ALLY FINANCIAL INC (Federal lobbying (LDA))
Interests: Services-Prepackaged Software · Technology