OneStream is a unified Corporate Performance Management (CPM) platform providing financial consolidation, planning, budgeting, forecasting, and reporting solutions. The platform unifies consolidation, planning and reporting on a single, extensible cloud-based solution, serving over 1,600 customers including 17% of the Fortune 500 across multiple industries.
Onestream Software is publicly traded
IPO'd on Jul 24, 2024
This company is no longer available on our private secondary market. Shares can be traded publicly under OS.
Company data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Founded
2010
Employees
1,001–5,000
Total Funding
$1.19B
3 rounds
Last Private Valuation
$6B
Apr 2021
Hg completed its all-cash acquisition of OneStream at about $6.4B equity value; Class A shares ceased trading on NASDAQ.
Privately held again: Hg majority voting shareholder, General Atlantic and Tidemark minority; Tom Shea stays CEO.
Agreed to be taken private by Hg in all-cash $6.4B deal ($24.00/share), closed April 1, 2026, delisting from Nasdaq.
Public equity converted to cash exit; no further public-market liquidity for OneStream shares going forward.
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Total raised $1.19B across 3 rounds
Last updated 10-07-2026
| Date | Round | Amount Raised | Valuation | Lead Investors |
|---|---|---|---|---|
| Jul 24, 2024 | IPO | $490M | $4.2B | N/A |
| Apr 2021 | Series B | $200M | $6B | D1 Capital Partners |
| Mar 2019 | PE Recapitalization | $500M | $1B | KKR |
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Entry · PE Recapitalization
$1B
Mar 2019
Onestream Software today
$4.2B
Jul 2024 · latest mark
Onestream Software multiple
4.2x
valuation uplift since first round
Y-axis is logarithmic. Hollow dots = estimated valuations. Does not represent realized investor returns.
Competitor list is illustrative and may be incomplete, stale, or erroneous.
Oracle
Oracle Fusion Cloud Enterprise Performance Management provides EPM solutions for financial consolidation, planning, and reporting across enterprise functions.
Anaplan
Dynamic scenario planning and connected planning platform for business functions, owned by Salesforce.
Vena Solutions
Financial planning and analysis software integrated with Microsoft Excel and Microsoft 365 applications.
Prophix
Enterprise performance management and financial planning software for budgeting, forecasting, and consolidation.
Planful
Financial planning and reporting software platform for corporate performance management.
Jedox
Enterprise finance management software with FP&A, financial close and consolidation, and AI-integrated capabilities.
Yes, Onestream Software is publicly traded under the ticker symbol OS on the NASDAQ. The company went public in Jul 24, 2024.
Onestream Software trades under the ticker symbol OS on the NASDAQ. It began trading in Jul 24, 2024.
Onestream Software (OS on the NASDAQ) shares can be purchased through any standard brokerage account — including Fidelity, Charles Schwab, TD Ameritrade, and online platforms like Robinhood or E*TRADE. Search for the ticker OS to place an order.
Onestream Software went public in Jul 24, 2024 via ipo, with an offering valuation of approximately $6B. OneStream listed on NASDAQ under the ticker OS on July 24, 2024, pricing 24.5 million shares at $20.00 for gross proceeds of about $490 million across company and selling-stockholder shares, at an implied valuation of roughly $4.6 billion. The stock opened at $25.83, about 29% above the offer price. On January 6, 2026 the company agreed to be taken private by Hg in an all-cash transaction valuing it at approximately $6.4 billion in equity value, or $24.00 per share, a 31% premium to the January 5, 2026 close. The acquisition completed on April 1, 2026 and the Class A common stock ceased trading on NASDAQ. OneStream is now privately held, with Hg as majority voting shareholder and General Atlantic and Tidemark as minority investors; founder Tom Shea continues as chief executive.
Onestream Software raised $1.19B across 3 disclosed funding rounds prior to its public listing.
Onestream Software was co-founded by Tom Shea, Bob Powers, and Craig Colby in 2010.
Onestream Software is headquartered in Birmingham, Michigan, USA.
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