# EDGAR Filing Document

**Accession Number:** 0001684414
**File Stem:** 0001140361-26-013720
**Filing Date:** 2026-4
**Character Count:** 32653
**Document Hash:** d4eed499b5c3fdf903f31102db6d694d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001140361-26-013720.hdr.sgml**: 20260407

**ACCESSION NUMBER**: 0001140361-26-013720

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20260401

**FILED AS OF DATE**: 20260407

**DATE AS OF CHANGE**: 20260407

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR Custom Equity Opportunities Fund L.P.
- **CENTRAL INDEX KEY:** 0001684414

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** E9
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846318

**BUSINESS ADDRESS:**
- **STREET 1:** C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.
- **STREET 2:** 9 WEST 57TH STREET, SUITE 4200
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212-750-8300

**MAIL ADDRESS:**
- **STREET 1:** C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.
- **STREET 2:** 9 WEST 57TH STREET, SUITE 4200
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR TFO Partners L.P.
- **CENTRAL INDEX KEY:** 0001833863

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** E9
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846321

**BUSINESS ADDRESS:**
- **STREET 1:** 555 CALIFORNIA STREET, 50TH FLOOR
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94104
- **BUSINESS PHONE:** 415-315-3620

**MAIL ADDRESS:**
- **STREET 1:** 555 CALIFORNIA STREET, 50TH FLOOR
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94104
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** KKR Milton Strategic Ltd
- **CENTRAL INDEX KEY:** 0002031190

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846313

**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 TFO GP Ltd
- **CENTRAL INDEX KEY:** 0002031096

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846319

**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 Associates TFO L.P.
- **CENTRAL INDEX KEY:** 0002031120

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846320

**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 Financial Management LLC
- **CENTRAL INDEX KEY:** 0002031223

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846312

**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 Associates Milton Strategic L.P.
- **CENTRAL INDEX KEY:** 0002031191

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846314

**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-Milton Strategic Partners L.P.
- **CENTRAL INDEX KEY:** 0002031192

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846315

**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 Custom Equity Opportunities Ltd
- **CENTRAL INDEX KEY:** 0002031193

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846316

**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 Associates Custom Equity Opportunities L.P.
- **CENTRAL INDEX KEY:** 0002031194

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42187
- **FILM NUMBER:** 26846317

**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
**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

## Ex-24

------

**Exhibit 24

#### POWER OF ATTORNEY
Know all by these presents that the undersigned does hereby make, constitute and appoint each of Dave Welsh, Bradley S. Brown, Christopher B. Lee, Ellen L. Frye, Vincent J. Napolitano, and Jason Carss (each, an "<u>Attorney-in-Fact</u>"), or any one of them, as a true and lawful attorney-in-fact of the undersigned with full powers of substitution and revocation, for and in the name, place and stead of the undersigned (both in the undersigned's individual capacity and as a manager or member of any limited liability company, as a partner of any partnership, as a director or officer of any company or corporate entity, as a trustee of a trust, or in the undersigned's capacity in a position similar to the foregoing at any other entity, in each case, for which the undersigned is otherwise authorized to sign (collectively, the "<u>Filings Persons</u>")), to execute and deliver such forms, schedules, statements and other documents as may be required to be filed from time to time in connection with Investment Activities (as defined below) with the U.S. Securities and Exchange Commission with respect to:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) Form 144 under the Securities Act of 1933, as amended, and Rule 144 thereunder,

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) Sections 13(d), 13(g), 13(f), 13(h) and 16(a) of the Securities Exchange Act of 1934, as amended, including without limitation filings on Schedule 13D, Schedule 13G, Form 13F, Form 13H, Form 3, Form 4 and Form 5, and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(c) in connection with any applications for EDGAR access codes, including without limitation the Form ID.

"<u>Investment Activities</u>" means the investment activities of Kohlberg Kravis Roberts & Co. L.P. or any successor thereto or affiliates thereof (collectively, "<u>KKR</u>") with respect to ONESTREAM, INC. or any successor thereto (the "<u>Issuer</u>") and any activities ancillary thereto, which includes without limitation all activities with respect to any investments in the Issuer owned, directly or indirectly, by (x) any funds, vehicles and accounts sponsored or managed by KKR or (y) KKR & Co. Inc. (or any successor thereto) and its subsidiaries.

This Power of Attorney supersedes any power of attorney executed by the undersigned prior to the date hereof regarding the Investment Activities as provided above (the "<u>Prior Power of Attorney</u>"), and the authority of the attorneys-in-fact named in any Prior Power of Attorney is hereby revoked.

This Power of Attorney shall continue in full force and effect until the earlier of (a) KKR ceasing to be subject to the requirements enumerated in clauses (i) and (ii) above in connection with the Investment Activities, (b) its revocation in writing by the undersigned, (c) the resignation, separation or termination of the undersigned as an employee of KKR, and (d) with respect to any of the foregoing Attorneys-in-Fact and agents, (x) its revocation in writing by such Attorney-in-Fact and agent, and (y) the resignation, separation or termination of such Attorney-in-Fact and agent as an employee of KKR. The undersigned acknowledges that the Attorneys-in-Fact are not assuming any of the Filing Persons' responsibilities to comply with Rule 144 under the Securities Act of 1933, as amended, or Section 13 or 16 of the Securities Exchange Act of 1934, as amended.

IN WITNESS WHEREOF, the undersigned has caused this Power of Attorney to be executed as of the date set forth below.

---

| | |
|:---|:---|
| 11/11/24 | /s/ Jeffrey M. Smith |
| Date | Jeffrey M. Smith |

---

------**

## Exhibit 99.1

------

**Exhibit 99.1**<br>

#### Signature Page

---

| | |
|:---|:---|
| **KKR TFO Partners L.P.** | 04/07/2026 |
| By: KKR Associates TFO L.P., its general partner |  |
| By: KKR TFO GP Limited, its general partner |  |
| By: <u>/s/</u> <u>Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Attorney-in-fact for Jeffrey M. Smith, Assistant Secretary |  |
| **KKR ASSOCIATES TFO L.P.** | 04/07/2026 |
| By: KKR TFO GP Limited, its general partner |  |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Attorney-in-fact for Jeffrey M. Smith, Assistant Secretary |  |
| **KKR TFO GP LIMITED** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u><br><u> </u> |  |
| Name: Christopher Lee |  |
| Title: Attorney-in-fact for Jeffrey M. Smith, Assistant Secretary |  |
| **KKR CUSTOM EQUITY OPPORTUNITIES FUND L.P.** | 04/07/2026 |
| By: KKR Associates Custom Equity Opportunities L.P., its general partner |  |
| By: KKR Custom Equity Opportunities Limited, its general partner |  |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Assistant Secretary |  |
| **KKR ASSOCIATES CUSTOM EQUITY OPPORTUNITIES L.P.** | 04/07/2026 |
| By: KKR Custom Equity Opportunities Limited, its general partner |  |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Assistant Secretary |  |

---

------

---

| | |
|:---|:---|
| **KKR CUSTOM EQUITY OPPORTUNITIES LIMITED** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Assistant Secretary |  |
| **KKR-MILTON STRATEGIC PARTNERS L.P.** | 04/07/2026 |
| By: KKR Associates Milton Strategic L.P., its general partner |  |
| By: KKR Milton Strategic Limited, its general partner |  |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Assistant Secretary |  |
| **KKR ASSOCIATES MILTON STRATEGIC L.P.** | 04/07/2026 |
| By: KKR Milton Strategic Limited, its general partner |  |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Assistant Secretary |  |
| **KKR MILTON STRATEGIC LIMITED** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Assistant Secretary |  |
| **KKR Financial Management LLC** | 04/07/2026 |
| By: <u>/s/ Christopher Lee</u> |  |
| Name: Christopher Lee |  |
| Title: Secretary |  |

---

------

### 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 TFO Partners 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 Associates TFO 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 TFO GP Ltd<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 Custom Equity Opportunities Fund L.P.<br><sub>(Last) (First) (Middle)</sub><br>C/O KOHLBERG KRAVIS ROBERTS & CO. L.P.<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 Associates Custom Equity Opportunities 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 Custom Equity Opportunities Ltd<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-Milton Strategic Partners 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 Associates Milton Strategic 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 Milton Strategic Ltd<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 Financial Management 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 |

---

## 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.

Exhibit List: Exhibit 24 Power of Attorney

**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.**