Onestream Software

Birmingham, Michigan, USA Software Public

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.

Public Company

Onestream Software is publicly traded

IPO'd on July 24, 2024

OS NASDAQ

This company is no longer available on our private secondary market. Shares can be traded publicly under OS.

Overview

Company data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.

Founded

2010

Employees

1,500+

Total Funding

$1.19B

3 rounds

Last Private Valuation

$6B

April 2021

Funding

Total raised $1.19B across 3 rounds

Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.

Last updated 06-25-2026

Latest Round

Type

IPO

Date

July 24, 2024

Amount

$490M

Valuation

$4.2B

Lead Investors

N/A
DateRoundAmount RaisedValuationLead Investors
July 24, 2024 IPO $490M $4.2B N/A
April 2021 Series B $200M $6B D1 Capital Partners
March 2019 PE Recapitalization $500M $1B KKR

Valuation Trajectory

Valuation indexed to 1.0× at the selected entry round. Valuation marks are estimates and may contain errors. Hover each dot to compare.

If you invested at:
1x 2x 5x IPO 2020 2021 2022 2023 2024 Onestream Software

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.

Prominent Investors

Investment Group of Santa Barbara (IGSB) Tiger Global D1 Capital Partners

Leadership

  • Tom Shea

    Chief Executive Officer, Co-Founder

    LinkedIn
  • Bob Powers

    Chief Technology Officer, Co-Founder

  • Craig Colby

    President, Co-Founder

    LinkedIn

Competitors

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.

Onestream Software Investment FAQ

Onestream Software FAQ

Yes, Onestream Software is publicly traded under the ticker symbol OS on the NASDAQ. The company went public in July 24, 2024.

Onestream Software trades under the ticker symbol OS on the NASDAQ. It began trading in July 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 July 24, 2024 via ipo, with an offering valuation of approximately $6B. OneStream completed its IPO on July 24, 2024, trading on NASDAQ under ticker symbol OS at an opening price of $25.83 (29% above the $20 IPO price). The company went public with a market capitalization of approximately $490 million in primary and secondary share sales. On January 6, 2026, OneStream announced a definitive agreement to be acquired by Hg Capital for $6.4 billion in an all-cash transaction at $24.00 per share. The acquisition was completed on April 1, 2026, with the company now privately held and no longer trading on NASDAQ.

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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