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Montis Financial, LLC

Position in OS — OneStream, Inc.

CIK 1844314 WALTHAM, MA

Position in OS

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$0
+$0 QoQ
Shares Held
13,436
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OS Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Montis Financial, LLC holds $5,032,268 across 5 Software - Infrastructure names.

# Ticker Company Shares Value (USD) Open

All Filings in OS

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 13,436
2025-12-31 13,436
2025-09-30 34,188
2025-06-30 37,759
2025-03-31 37,759