OS OneStream, Inc. Class A Common Stock

XNAS 24.00 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

OS $24.00 —
Key stats
$24.00
52-Week Range
$16.91 – $24.04
YTD
+35.44%
IV Rank (30D)
46.28
Straddle Price
$3.60
P/C Vol Ratio
47.43
Market Cap
$4.6B
Open
$24.00
Day Range
$23.99 – $24.01
Volume
2,715,484
Prev Close
$24.00
Fair Value
+3.8% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.00%
Beta vs SPY1.00
Cost of Equity (CAPM)9.50% (VRP-adj)
WACC9.50%
Volatility Risk Premium+702.6pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+20.1%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)-10.0%
Book / Price13.8%
Gross Margin (TTM)68.7%
FCF Margin (TTM)15.9%
Debt / Equity0.00
Quality Score5/6 — high quality (12y DCF)
Market-Implied Growth+17.6% (reverse-DCF on current price)
SMA 50$23.64 (Market Anchor value)
SMA 20 / Bollinger Mid$23.76
Bollinger Width / SMA208.6% (drives anchor stability)
Net Debt$-0.7B
Market Cap$4B
Blended Fair Value
$24.92
Deviation
+3.8%
MethodImplied PriceWeightDetail
DCF $27.49 33%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA n/a 0%
Peer P/B n/a 0%
Peer P/S n/a 0%
Market Anchor (SMA50) $23.64 67% stability 100% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-06-01 · updated
About
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
Exchange
XNAS
Market Cap
$4.6B
Employees
1,623
List Date
2024-07-24
CIK
0001889956
Headquarters
Birmingham, MI
Homepage
https://www.onestream.com

OneStream Inc is an AI-enabled and extensible software platform. The company's platform unifies core financial functions and broader operational data and processes within a single platform, with solutions that maintain the integrity of corporate reporting standards for Finance while providing operational insights for business users. The Digital Finance Cloud of the company provides a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders the control, visibility, and agility required to proactively adjust business and day-to-day execution. Geographical…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
Insufficient price history — listed 820 days ago. Seasonality patterns need at least one full year of data.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $23.76
SMA 50: $23.64
SMA 200: $21.80
Current: $24.00
EMA 12: $23.84
EMA 26: $23.70
MACD: 0.1431 | Signal: 0.0055
BULLISH
ADX (14): 17.74
RANGE
+DI: 29.64
−DI: 13.15

Momentum Oscillators

RSI (14): 72.03
OVERBOUGHT
Stoch %K: 91.23
Stoch %D: 91.30
Williams %R: -7.37

Volume & Volatility

BB Upper: $24.00
BB Lower: $23.51
OVERBOUGHT
OBV: 10,757,627
Vol SMA 20: 2,190,099
Vol ROC: 61.69%
ATR: $0.12
True Range: $0.02
HV 20: 3.3%
HV 30: 4.0%
HV 60: 51.7%

Data Summary

Data Points: 423
Last Updated:
Date Range: 2024-07-24T00:00:00 – 2026-03-31T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: OS

Executive Summary: Overall assessment: BEARISH with a confidence level of 6/10 Key drivers and primary risks: * Overbought technical indicators (RSI, Bollinger Bands) * Negative news sentiment from recent headlines * High volatility and beta relative to market Investment thesis: OS is likely to experience a correction due to its overbought technical condition, negative news sentiment, and high volatility. Investors should exercise caution and consider hedging strategies to mitigate potential losses.

Recent news sentiment impact: The recent news headlines have had a bearish impact on the stock price, with three out of four articles having a neutral or negative sentiment. The article about the potential buyout offer has also contributed to the bearish tone, as investors are skeptical about the fairness of the offer.

Technical Analysis: Trend direction: * Short-term: Bearish * Medium-term: Range-bound * Long-term: Bullish

Support/resistance levels: * SMA 20: $23.76 (support) * SMA 50: $23.64 (support) * EMA 12: $23.84 (resistance)

Momentum signals: * RSI interpretation: Overbought (>70), potential sell signal * MACD signal: Bullish, but with a bearish histogram * Bollinger Bands position: Overbought

Volume analysis: * Volume SMA 20: 2190099.40 (normal) * On-Balance Volume (OBV): 10757627.37 (bullish)

News & Sentiment Analysis: Recent headlines summary: The recent news articles have been primarily neutral or negative, with some bearish undertones.

Sentiment assessment: Negative sentiment prevails, with only one article having a positive sentiment.

Catalyst identification: No specific catalysts identified, but the potential buyout offer could be a driving force behind the stock's price movement.

Market narrative: The market is likely to remain cautious due to the negative news sentiment and overbought technical condition of OS.

Risk & Volatility Assessment: Beta interpretation: * Beta: 1.01 (above average), indicating high risk relative to market

Volatility regime: * Current volatility: High * Historical volatility: Average

Options market signals: * IV Rank: 57.9% (Medium) * Put/Call volume ratio: 47.43 (Bearish sentiment)

Downside protection: * Support levels: SMA 20 and SMA 50 * Risk management considerations: Stop-loss levels at $23.00 and position sizing adjustments

Market Context & Positioning: Sector performance: * OS is underperforming its sector peers

Institutional activity: * Volume patterns suggesting institutional interest, but bearish undertones

Correlation analysis: * Correlation with SPY: 0.22 (low)

Relative valuation: * Relative to its historical range: Overvalued

Key Levels & Action Items: Critical price levels: * SMA 20: $23.76 * SMA 50: $23.64

Breakout/breakdown levels: * EMA 12: $23.84 (resistance) * Upper Bollinger Band: $24.00

Time-sensitive catalysts: No specific catalysts identified, but the potential buyout offer could be a driving force behind the stock's price movement.

Risk management: Stop-loss levels at $23.00 and position sizing adjustments to mitigate potential losses.

This analysis provides a comprehensive overview of OS, highlighting its overbought technical condition, negative news sentiment, and high volatility. Investors should exercise caution and consider hedging strategies to mitigate potential losses.

Generated
Earnings History
6 of 7 under expected move
Avg Expected Move
18.79%
Avg Actual Move
8.97%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-09-03 After-Close 12.35% 3.87% 0.31x Within
2024-11-07 After-Close 4.73% 3.26% 0.69x Within
2025-02-11 After-Close 9.44% 19.91% 2.11x Exceeded
2025-05-08 After-Close 18.88% 7.06% 0.37x Within
2025-08-07 After-Close 13.16% 9.45% 0.72x Within
2025-11-06 After-Close 25.55% 19.18% 0.75x Within
2026-02-26 Pre-Market 47.39% 0.08% 0.00x Within

Earnings calendar: this week’s reports with expected vs actual moves →

OS Options Activity & IV Rank

OS IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 58.5%
7-DTE IV: 92.1%
Expected Move: $3.60
7-DTE Move: $3.60
Days to Exp: 17 (2026-04-17)

Options Flow

Call Volume: 7
Put Volume: 332
P/C Volume: 47.429
BEARISH
Call OI: 50
Put OI: 401
P/C OI: 8.02
Total OI: 451

ATM Options Pricing

ATM Call: $1.70
ATM Put: $1.90
Call %: 7.1%
Put %: 7.9%

Chain Summary

Chain Volume: 2,206
Chain OI: 9,540
Last Updated: 3/31/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
HIGH γ vs HISTORY

Estimated net dealer gamma is at the 81st percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
81%
vs own history
GEX tilt
+0.41
OI-weighted, today
Vanna tilt
+0.99
δ-sensitivity to IV
Charm tilt
-0.98
δ-decay vs time
Vanna tilt +0.99: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.98: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 9 ATM contracts, 4k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Mar 31 · ATM 64.3% / Wing —
30 DTE / 10d —
— pts EXTREME
as of Mar 31 · No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)46.5MediumMar 31
IV Rank (30 DTE)46.3MediumMar 31
Straddle Price (30 DTE)$3.60Mar 31
Beta Analysis
Insufficient price history — listed 820 days ago. Beta and correlation vs SPY require ~1 year of daily returns to be statistically meaningful.

OS Institutional Ownership (13F)

Latest filings — 2026-03-31
Diluted shares outstanding: 180,446,500 (as of 2025-12-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

9 filers9,398,593 shares$175.82M value5.21% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 8,580,460 $157.71M 89.70% 4.76% 2025-12-31
2 CIBRA Capital Ltd 519,691 $12.47M 7.09% 0.29% 2026-03-31
3 EFG Asset Management (North America) Corp. 105,470 $1.94M 1.11% 0.06% 2025-09-30
4 CIBC Private Wealth Group LLC 76,798 $1.41M 0.80% 0.04% 2025-12-31
5 COMERICA BANK Custodian 57,609 $1.06M 0.60% 0.03% 2025-12-31
6 CWM, LLC Custodian 24,307 $583.37K 0.33% 0.01% 2026-03-31
7 Wolverine Trading, LLC Custodian 18,676 $353.54K 0.20% 0.01% 2025-09-30
8 Janney Capital Management LLC 15,547 $286.00K 0.16% <0.01% 2025-12-31
9 Sunbelt Securities, Inc. 35 $840 <0.01% 0.00% 2026-03-31
1 filers$505.43K notional
# Filer Notional Value % of Total Period
1 Wolverine Trading, LLC Custodian $505.43K 100.00% 2025-09-30
1 filers$372.92K notional
# Filer Notional Value % of Total Period
1 Wolverine Trading, LLC Custodian $372.92K 100.00% 2025-09-30

OS Insider Trading (Form 4)

Latest: 2026-04-02
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-04-02 Kara Wilson Director Disp (D) −7,130 — EDGAR
2026-04-02 Michael Burkland Director Disp (D) −7,130 — EDGAR
2026-04-02 Jonathan D Mariner Director Disp (D) −7,130 — EDGAR
2026-04-02 Pamela McIntyre Chief Accounting Officer Disp (D) −100,800 — EDGAR
2026-04-02 Ken Hohenstein Chief Revenue Officer Disp (D) −1,820,850 — EDGAR
2026-04-02 John Kinzer See Remarks Disp (D) −131,737 — EDGAR
2026-04-02 Scott Leshinski President Disp (D) −378,458 — EDGAR
2026-04-02 Baskar Sridharan Director Disp (D) −21,609 — EDGAR
2026-04-02 Thomas Anthony Shea CEO Disp (D) −459,986 — EDGAR
2026-03-26 Thomas Anthony Shea CEO Gift (G) — — EDGAR
2026-03-20 Pamela McIntyre Chief Accounting Officer Award (A) +45,000 — EDGAR
2026-03-20 Scott Leshinski President Award (A) +100,000 — EDGAR
2026-03-20 Ken Hohenstein Chief Revenue Officer Award (A) +45,000 — EDGAR
2026-03-18 Ken Hohenstein Chief Revenue Officer Mixed — $18.42 -$611.5K EDGAR
2026-03-12 Thomas Anthony Shea CEO Tax (F) −9,258 $23.70 -$219.4K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

OS Insider Holdings

6 insiders · @ $24.00
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Craig Colby President 388,010 $9.31M -$19.41M 6 2025-06-12
2 William A Koefoed Chief Financial Officer 206,127 $4.95M -$4.10M 14 2025-12-16
3 Kohlberg Kravis Roberts & Co. L.P. 10%+ Owner 104,100 $2.50M -$286.87M 1 2024-11-29
4 Michael Burkland Director 9,541 $229.0K -$2.27M 4 2026-04-02
5 KKR Associates NGT L.P. 10%+ Owner 1,704 $40.9K -$286.87M 1 2024-11-29
6 Jonathan D Mariner Director 787 $18.9K -$2.46M 12 2026-04-02
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

OS Board & Officers

As of SEC filings through Apr 7, 2026

Directors 1

Changes in the last 10 years (124)
Apr 7, 2026Kohlberg Kravis Roberts & Co. L.P. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR-Milton Strategic Partners L.P. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Wolverine I Ltd. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR TFO Partners L.P. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR TFO GP Ltd reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Next Gen Tech Growth Ltd reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR NGT (Dream) Blocker Parent L.P. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR NGT (Dream) Blocker Parent (EEA) L.P. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Milton Strategic Ltd reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Management LLP reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Holdco LLC reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Group Partnership L.P. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Group Holdings Corp. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Group Co. Inc. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Financial Management LLC reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Dream Holdings LLC reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Dream Aggregator L.P. reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Dream Aggregator GP LLC reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Custom Equity Opportunities Ltd reported in an SEC filing no longer being a 10% owner
Apr 7, 2026KKR Custom Equity Opportunities Fund L.P. reported in an SEC filing no longer being a 10% owner
Not reported recently (3)
  • K-Prime Gp LLC · Last reported as a 10% owner in an SEC filing dated Nov 29, 2024
  • David Petraeus · Last reported as a director in an SEC filing dated Jul 24, 2024
  • David S. Welsh · Last reported as a director in an SEC filing dated Jul 24, 2024
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

OS Proposed Insider Sales (Form 144)

Latest: 2026-03-17
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-03-17 Hohenstein Ken Officer 10,000 $236.2K 2026-03-17 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-03-16 Hohenstein Ken Officer 49,204 $1.16M 2026-03-16 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-03-11 Leshinski Scott Officer 7,412 $175.5K 2026-03-11 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-17 Hohenstein Ken Officer 60,000 $1.41M 2026-02-17 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-01-16 Hohenstein Ken Officer 120,000 $2.84M 2026-01-16 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-01-06 Jonathan Mariner Director 7,956 $187.8K 2026-01-06 Goldman Sachs & Co. LLC 10b5-1 EDGAR
2025-12-16 Hohenstein Ken Officer 40,000 $688.3K 2025-12-16 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-12-15 Koefoed William A Officer 9,571 $169.7K 2025-12-15 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-11-17 Hohenstein Ken Officer 40,000 $860.0K 2025-11-17 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2025-10-16 Hohenstein Ken Officer 40,000 $673.9K 2025-10-16 Fidelity Brokerage Services LLC 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
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Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-0.28
TTM Revenue
$601.93M
TTM Net Income
$-50.30M
TTM Op. Cash Flow
$96.67M
Quarterly figures (6 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q4 '252025-12-31$163.73M$999.00K$0.01$25.77M
Q3 '252025-09-30$154.30M$-8.85M$-0.05$4.97M
Q2 '252025-06-30$147.59M$-18.43M$-0.10$29.74M
Q1 '252025-03-31$136.31M$-24.02M$-0.14$36.20M
Q4 '242024-12-31$132.47M$-16.80M$-0.19$25.14M
Q3 '242024-09-30$129.14M$-171.94M$-1.06$2.36M
Q4 2025 • period ending 2025-12-31 • filed 2026-02-26
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
7.22
P/S
7.19
EV/EBITDA
—
EV/Sales
6.04
ROE
-8.4%
ROA
-4.9%
Div Yield
0.00%
FCF Yield
2.23%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$4.33B
as of 2026-03-31
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
10.53M
SI % of Float
11.92%
Days to Cover
4.45
Short Vol Ratio
50.1%
Free Float
88.36M
Float %
90.4%
Short interest 2026-03-31 • Short volume 2026-03-31 • Float 2026-01-29