# EDGAR Filing Document

**Accession Number:** 0001743754
**File Stem:** 0001140361-26-013715
**Filing Date:** 2026-4
**Character Count:** 28700
**Document Hash:** 6da7f2e0b1b264fde71cea160a39f1a3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001140361-26-013715.hdr.sgml**: 20260407

**ACCESSION NUMBER**: 0001140361-26-013715

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260401

**FILED AS OF DATE**: 20260407

**DATE AS OF CHANGE**: 20260407

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KRAVIS HENRY R
- **CENTRAL INDEX KEY:** 0001081714

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846295

**MAIL ADDRESS:**
- **STREET 1:** C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.
- **STREET 2:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** ROBERTS GEORGE R
- **CENTRAL INDEX KEY:** 0001081715

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846294

**MAIL ADDRESS:**
- **STREET 1:** C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.
- **STREET 2:** 2800 SAND HILL ROAD
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Kohlberg Kravis Roberts & Co. L.P.
- **CENTRAL INDEX KEY:** 0001399770

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846302

**BUSINESS ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-230-9742

**MAIL ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001

**FORMER NAME:**
- **FORMER CONFORMED NAME:** Kohlberg Kravis Roberts & Co.
- **DATE OF NAME CHANGE:** 20070517
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR & Co. Inc.
- **CENTRAL INDEX KEY:** 0001404912
- **STANDARD INDUSTRIAL CLASSIFICATION:** INVESTMENT ADVICE [6282]
- **ORGANIZATION NAME:** 02 Finance
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846297

**BUSINESS ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-750-8300

**MAIL ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001

**FORMER NAME:**
- **FORMER CONFORMED NAME:** KKR & Co. L.P.
- **DATE OF NAME CHANGE:** 20070627
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR Management LLP
- **CENTRAL INDEX KEY:** 0001472694

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846296

**BUSINESS ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-750-8300

**MAIL ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001

**FORMER NAME:**
- **FORMER CONFORMED NAME:** KKR Management LLC
- **DATE OF NAME CHANGE:** 20090921
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR Group Co. Inc.
- **CENTRAL INDEX KEY:** 0001932162

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846298

**BUSINESS ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-750-8300

**MAIL ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR Group Holdings Corp.
- **CENTRAL INDEX KEY:** 0001743754

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846299

**BUSINESS ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-750-8300

**MAIL ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR & Co. GP LLC
- **CENTRAL INDEX KEY:** 0001801249

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846301

**BUSINESS ADDRESS:**
- **STREET 1:** C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.
- **STREET 2:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-750-8300

**MAIL ADDRESS:**
- **STREET 1:** C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.
- **STREET 2:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR Holdco LLC
- **CENTRAL INDEX KEY:** 0001801600

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846300

**BUSINESS ADDRESS:**
- **STREET 1:** C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.
- **STREET 2:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-750-8300

**MAIL ADDRESS:**
- **STREET 1:** C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.
- **STREET 2:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR Group Partnership L.P.
- **CENTRAL INDEX KEY:** 0001472698
- **STANDARD INDUSTRIAL CLASSIFICATION:** INVESTMENT ADVICE [6282]
- **ORGANIZATION NAME:** 02 Finance
- **STATE OF INCORPORATION:** E9
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846303

**BUSINESS ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-750-8300

**MAIL ADDRESS:**
- **STREET 1:** 30 HUDSON YARDS
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10001

**FORMER NAME:**
- **FORMER CONFORMED NAME:** KKR Fund Holdings L.P.
- **DATE OF NAME CHANGE:** 20090921
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** OneStream, Inc.
- **CENTRAL INDEX KEY:** 0001889956
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 873199478
- **FISCAL YEAR END:** 1231

**BUSINESS ADDRESS:**
- **STREET 1:** 191 N. CHESTER STREET
- **CITY:** BIRMINGHAM
- **STATE:** MI
- **ZIP:** 48009
- **BUSINESS PHONE:** (248) 650-1490

**MAIL ADDRESS:**
- **STREET 1:** 191 N. CHESTER STREET
- **CITY:** BIRMINGHAM
- **STATE:** MI
- **ZIP:** 48009

## Exhibit 99.1

------

**Exhibit 99.1**<br>

#### Signature Page

---

| | |
|:---|:---|
| **KOHLBERG KRAVIS ROBERTS & CO. L.P.** | 04/07/2026 |
| By: KKR & Co. GP LLC, its general partner |  |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Secretary |  |
| **KKR & CO. GP LLC** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Secretary |  |
| **KKR HOLDCO LLC** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Secretary |  |
| **KKR GROUP PARTNERSHIP L.P.** | 04/07/2026 |
| By: KKR Group Holdings Corp., its general partner |  |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Secretary |  |
| **KKR GROUP HOLDINGS CORP.** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Secretary |  |
| **KKR GROUP CO. INC.** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Secretary |  |

---

------

---

| | |
|:---|:---|
| **KKR & CO. INC.** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Secretary |  |
| **KKR MANAGEMENT LLP** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Assistant Secretary |  |
| **HENRY R. KRAVIS** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Attorney-in-fact |  |
| **GEORGE R. ROBERTS** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Attorney-in-fact |  |

---

------

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[x] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[ ] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>KKR Group Partnership L.P.<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Kohlberg Kravis Roberts & Co. L.P.<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>KKR & Co. GP LLC<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>KKR Holdco LLC<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>KKR Group Holdings Corp.<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>KKR Group Co. Inc.<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>KKR & Co. Inc.<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>KKR Management LLP<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>KRAVIS HENRY R<br><sub>(Last) (First) (Middle)</sub><br>30 HUDSON YARDS<br><sub>(Street)</sub><br>NEW YORK, NY 10001<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>ROBERTS GEORGE R<br><sub>(Last) (First) (Middle)</sub><br>C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.<br>2800 SAND HILL ROAD, SUITE 200<br><sub>(Street)</sub><br>MENLO PARK, CA 94025<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-04-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>OneStream, Inc. [ OS ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
|  |  |  |  |  |  |  |  |  |  |  |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 26227899 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 26227899 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(5)(8)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 3261412 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 3261412 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(6)(8)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 86801 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 86801 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(7)(8)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 2197087 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 2197087 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(9)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 1560909 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 1560909 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(10)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 757590 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 757590 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(11)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 5303124 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 5303124 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(12)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 7125659 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 7125659 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(13)(15)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 1067910 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 1067910 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(14)(15)(17)(18)</sup> |
| Class D Common Stock | <sup>(2)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 1136425 | <sup>(2)</sup> | <sup>(2)</sup> | Class A Common Stock | 1136425 | <sup>(2)</sup> | 0 | I | See Footnotes<sup>(16)(17)(18)</sup> |
| Common Units | <sup>(3)</sup> | 2026-04-01 |  | J<sup>(1)</sup> |  |  | 45795416 | <sup>(3)</sup> | <sup>(3)</sup> | Class D Common Stock<sup>(3)</sup> | 45795416 | <sup>(3)</sup> | 0 | I | See Footnotes<sup>(4)(8)(17)(18)</sup> |

---

### Footnotes:

(1) Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent.

(2) Pursuant to the Merger Agreement, immediately before the effective time of the Mergers (the "Effective Time"), each share of Class D Common Stock of the Issuer was cancelled and converted into the right to receive $24.00 per share in cash (the "Per Share Price") without interest, less applicable withholding taxes.

(3) Common Units represented limited liability company units of Company LLC and an equal number of shares of Class C Common Stock of the Issuer. Common Units were redeemable by the holder at any time on or following the closing of the Issuer's initial public offering for shares of Class D Common Stock of the Issuer on a one-for-one basis, and a corresponding number of shares of Class C Common Stock would be forfeited in connection with the redemption. At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest.

(4) Represents securities held by KKR Dream Holdings LLC. KKR Dream Aggregator L.P. is the sole member of KKR Dream Holdings LLC. KKR Dream Aggregator GP LLC is the general partner of KKR Dream Aggregator L.P. KKR Americas Fund XII (Dream) L.P. is the sole member of KKR Dream Aggregator GP LLC.

(5) Represents securities held by KKR Americas XII (Dream) Blocker Parent L.P.

(6) Represents securities held by KKR Americas XII EEA (Dream) Blocker Parent L.P.

(7) Represents securities held by KKR Americas XII (Dream II) Blocker Parent L.P.

(8) KKR Associates Americas XII AIV L.P. is the general partner of each of KKR Americas Fund XII (Dream) L.P., KKR Americas XII (Dream) Blocker Parent L.P., KKR Americas XII EEA (Dream) Blocker Parent L.P., and KKR Americas XII (Dream II) Blocker Parent L.P. KKR Americas XII AIV GP LLC is the general partner of KKR Associates Americas XII AIV L.P.

(9) Represents securities held by KKR Wolverine I Ltd. KKR Financial Management LLC is the portfolio manager of KKR Wolverine I Ltd. Kohlberg Kravis Roberts & Co. L.P. is the sole member of KKR Financial Management LLC. KKR & Co. GP LLC is the general partner of Kohlberg Kravis Roberts & Co. L.P. KKR Holdco LLC is the sole member of KKR & Co. GP LLC.

(10) Represents securities held by KKR TFO Partners L.P. KKR Associates TFO L.P. is the general partner of KKR TFO Partners L.P. KKR TFO GP Limited is the general partner of KKR Associates TFO L.P.

(11) Represents securities held by KKR Custom Equity Opportunities Fund L.P. KKR Associates Custom Equity Opportunities L.P. is the general partner of KKR Custom Equity Opportunities Fund L.P. KKR Custom Equity Opportunities Limited is the general partner of KKR Associates Custom Equity Opportunities L.P.

(12) Represents securities held by KKR-Milton Strategic Partners L.P. KKR Associates Milton Strategic L.P. is the general partner of KKR-Milton Strategic Partners L.P. KKR Milton Strategic Limited is the general partner of KKR Associates Milton Strategic L.P.

(13) Represents securities held by KKR NGT (Dream) Blocker Parent L.P.

(14) Represents securities held by KKR NGT (Dream) Blocker Parent (EEA) L.P.

(15) KKR Associates NGT L.P. is the general partner of KKR NGT (Dream) Blocker Parent L.P. and KKR NGT (Dream) Blocker Parent (EEA) L.P. KKR Next Gen Tech Growth Limited is the general partner of KKR Associates NGT L.P.

(16) Represents securities held by K-PRIME AG Financing LP. K-PRIME Hedge-Finance GP Limited is the general partner of K-PRIME AG Financing LP. K-PRIME Aggregator L.P. is the sole shareholder of K-PRIME Hedge-Finance GP Limited. K-Series PE Holdings L.P. is the general partner of K-PRIME Aggregator L.P. K-Series PE GP LLC is the general partner of K-Series PE Holdings L.P. KKR Associates Group L.P. is the sole member of K-Series PE GP LLC. KKR Associates Group GP LLC is the general partner of KKR Associates Group L.P.

(17) KKR Group Partnership L.P. is the sole member of each of KKR Americas XII AIV GP LLC, KKR Holdco LLC, and KKR Associates Group GP LLC and sole shareholder of each of KKR TFO GP Limited, KKR Custom Equity Opportunities Limited, KKR Milton Strategic Limited and KKR Next Gen Tech Growth Limited. KKR Group Holdings Corp. is the general partner of KKR Group Partnership L.P. KKR Group Co. Inc. is the sole shareholder of KKR Group Holdings Corp. KKR & Co. Inc. is the sole shareholder of KKR Group Co. Inc. KKR Management LLP is the Series I preferred stockholder of KKR & Co. Inc. Messrs. Henry R. Kravis and George R. Roberts are the founding partners of KKR Management LLP.

(18) Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein. The filing of this statement shall not be deemed to be an admission that, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the Reporting Persons were the beneficial owners of any securities reported herein.

**Remarks:**
Because no more than 10 reporting persons can file any one Form 4 through the Securities and Exchange Commission's EDGAR system, certain affiliates of the Reporting Persons have filed a separate Form 4.

**Signature:** See Exhibit 99.1  
**Date:** 2026-04-07

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**