What OneStream's FY2025 10-K says: 11 signals
OneStream filed its latest 10-K with the SEC on Mar 31, 2026. It discusses AI investment, governance change and acquisition announced.
Public (OS)Software Development1,001 to 5,000 employeesonestream.comLinkedIn
- Filed
- Mar 31, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 2
10-K · latest 10
What OneStream's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 11 signals
Announced definitive merger agreement to be acquired by private equity firm Hg on January 6, 2026.
The pending acquisition by private equity firm Hg will fundamentally change the company's ownership, strategy, and operational priorities.
John Kinzer appointed Interim CFO effective January 2026, replacing departing CFO
The appointment of an interim CFO, a former HubSpot CFO, signals a period of intense financial scrutiny and transition, likely driven by the pending acquisition by Hg.
$2.6M
Total fees paid to Ernst & Young LLP in 2025
Ernst & Young LLPHubSpot Inc.
OneStream to be acquired by software investor Hg in a deal announced January 2026.
OneStream entered a definitive merger agreement to be acquired by affiliates of Hg, a prominent software and services investor.
softwareservicesdataHg
Company invests $2.38M in new EVP of AI & Operational Analytics role
OneStream is making a significant strategic and financial commitment to artificial intelligence, evidenced by the creation of an 'EVP, AI and Operational Analytics' role and total 2025 compensation of $2.38M for the executive in that position.
$2.4M
2025 total compensation for EVP, AI and Operational Analytics
AIOperational Analytics
Former Amazon & Google Cloud AI leader Dr. Baskar Sridharan joined board in October 2025
The addition of Dr. Sridharan, who led AI/ML services like Amazon Bedrock and SageMaker, strongly indicates a strategic imperative to deepen the company's AI and cloud capabilities.
AIAI/MLCloudAmazon Bedrock
Appointed former Amazon/Google AI & Cloud VP to Board of Directors in Oct 2025.
The appointment of Dr. Baskar Sridharan, who previously led AI/ML services at Amazon (including Bedrock and SageMaker) and Google Cloud, signals a strong strategic push into advanced AI and cloud technologies.
AICloudAI/MLAmazon Bedrock
Appointed AI and Cloud expert Dr. Baskar Sridharan to Board of Directors in October 2025.
The addition of a former Amazon and Google AI/Cloud VP to the board indicates a strong strategic imperative to enhance AI and cloud capabilities.
AIcloudAI/MLdata management
Company has a dedicated Executive VP for AI and Operational Analytics Engineering.
OneStream has established a senior executive role, 'Executive Vice President, AI and Operational Analytics, Engineering,' indicating a deep, structural commitment to AI.
AI
The company's Tax Receivable Agreement (TRA) could create substantial cash payment obligations, potentially requiring new debt financing to meet them.
Finalized DataSense acquisition with $500k payment in Aug 2025, boosting data capabilities.
OneStream completed its acquisition of DataSense LLC in August 2025, signaling a strategic investment to enhance its data and analytics capabilities.
$0.5M
Final cash consideration for DataSense LLC acquisition
DataSense LLCPNC Bank, National Association
Earlier 10-K filings
- 10-K · FY2025Filed · 12 signalsSEC EDGAR
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Questions about OneStream 10-K
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .