Annis Gardner Whiting Capital Advisors LLC Buys 20,933 Shares of OneStream, Inc. $OS

Annis Gardner Whiting Capital Advisors LLC raised its stake in shares of OneStream, Inc. (NASDAQ:OS) by 10.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 227,217 shares of the company’s stock after purchasing an additional 20,933 shares during the period. OneStream accounts for about 0.9% of Annis Gardner Whiting Capital Advisors LLC’s portfolio, making the stock its 16th biggest position. Annis Gardner Whiting Capital Advisors LLC’s holdings in OneStream were worth $5,455,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Advisory Services Network LLC bought a new position in shares of OneStream during the 3rd quarter valued at approximately $27,000. Rhumbline Advisers purchased a new position in OneStream during the first quarter worth $35,000. EverSource Wealth Advisors LLC increased its position in OneStream by 1,795.7% during the fourth quarter. EverSource Wealth Advisors LLC now owns 2,673 shares of the company’s stock valued at $49,000 after acquiring an additional 2,532 shares during the last quarter. Kestra Advisory Services LLC bought a new position in OneStream during the fourth quarter valued at $66,000. Finally, Advisors Asset Management Inc. raised its stake in shares of OneStream by 53.9% in the fourth quarter. Advisors Asset Management Inc. now owns 3,699 shares of the company’s stock valued at $68,000 after acquiring an additional 1,295 shares during the period.

OneStream Stock Performance

OneStream stock opened at $24.00 on Friday. The firm has a 50-day moving average price of $24.00 and a 200-day moving average price of $23.61. The firm has a market capitalization of $5.90 billion, a PE ratio of -85.71 and a beta of 1.99. OneStream, Inc. has a 12-month low of $16.51 and a 12-month high of $29.66.

OneStream Company Profile

OneStream Software, Inc (NASDAQ: OS) is a software company specializing in unified Corporate Performance Management (CPM) solutions. The company’s flagship OneStream XF platform consolidates financial data, budgeting and forecasting, reporting and analytics into a single, extensible cloud solution. By replacing legacy CPM applications and manual, spreadsheet-driven processes, OneStream enables organizations to streamline financial close, improve data accuracy and accelerate decision-making across the finance function.

Built on a single codebase, the OneStream XF platform offers a marketplace of prebuilt financial applications and reporting templates that can be deployed on demand.