OTFNYSEFiscal year ends December 31
Blue Owl Technology Finance Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$9.01−0.12 (-1.31%)
Close on Oct 19, 2026
- Market cap
- $4.15B
- P/E (TTM)
- 11.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
43.8%
201M of 458M shares
Institutional holders
191
49 new, 22 sold out
Net institutional buying
23M
In Q2 2026
Insider trades, 12 months
8 buys · 0 sales
Net bought $440.85K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Regents Of The University Of California | 43,624,472 | 9.38% | 13G (passive) amendment | Mar 24, 2025 |
| MIC Capital Management 93 RSC Ltd | 29,130,491 | 6.30% | 13G (passive) | Mar 24, 2025 |
| Mubadala Investment Company PJSC | 29,130,491 | 6.20% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OTF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Regents Of The University Of California | 43,624,472 | 9.52% | $451.51M | – | 10.35% |
| Mubadala Investment Co PJSC | 29,787,804 | 6.50% | $308.30M | +657,313 | 0.89% |
| Orange County Employees Retirement System | 20,300,151 | 4.43% | $210.11M | +6,144,016 | 75.13% |
| Cresset Asset Management, LLC | 11,961,124 | 2.61% | $128.59M | +3,785,593 | 0.47% |
| Caz Investments LP | 9,025,556 | 1.97% | $93.41M | +5,940,918 | 17.02% |
| State of New Jersey Common Pension Fund E | 6,270,099 | 1.37% | $64.90M | – | 100.00% |
| Cliffwater LLC | 5,908,955 | 1.29% | $61.16M | – | 15.23% |
| Capricorn Investment Group LLC | 5,648,797 | 1.23% | $58.35M | −1 | 0.26% |
| Van Eck Associates Corp | 4,423,851 | 0.97% | $45.79M | +1,152,607 | 0.03% |
| Rivernorth Capital Management, LLC | 3,788,852 | 0.83% | $39.21M | +1,612,583 | 1.86% |
| Texas Treasury Safekeeping Trust Co | 3,413,796 | 0.75% | $35.92K | New | 5.19% |
| Auto-Owners Insurance Co | 3,083,763 | 0.67% | $31.92M | New | 0.72% |
| UBS Group AG | 3,025,881 | 0.66% | $31.32M | −1,245,756 | 0.00% |
| Franklin Resources Inc | 2,783,731 | 0.61% | $28.81M | +371,691 | 0.01% |
| JPMorgan Chase & Co | 2,626,856 | 0.57% | $28.13M | +1,016,486 | 0.00% |
| Citadel Advisors LLC | 2,521,978 | 0.55% | $26.10M | New | 0.00% |
| SRS Capital Advisors, Inc. | 2,436,370 | 0.53% | $25.26M | +1,244,465 | 0.17% |
| Ares Management LLC | 1,966,345 | 0.43% | $20.35M | +620,590 | 0.89% |
| Requisite Capital Management, LLC | 1,885,709 | 0.41% | $20.27M | +635,531 | 3.35% |
| GCM Grosvenor Holdings, LLC | 1,796,297 | 0.39% | $18.59M | +385,230 | 0.80% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 191 | 201M | 43.8% | 49 / 100 | 28 / 22 | 47M | 24M |
| Q1 2026 | 169 | 178M | 38.9% | 55 / 93 | 15 / 21 | 58M | 3M |
| Q4 2025 | 137 | 123M | 26.8% | 69 / 52 | 11 / 10 | 31M | 6M |
| Q3 2025 | 79 | 98M | 21.4% | 39 / 32 | 3 / 5 | 10M | 2M |
| Q2 2025 | 45 | 90M | 19.7% | 45 / 0 | 0 / 0 | 90M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OTF | Value | % of fund | As of |
|---|---|---|---|---|---|
| VanEck BDC Income ETF | 4,430,496 | 0.97% | $45.86M | 2.81% | Jun 30, 2026 |
| Putnam BDC Income ETF | 2,873,222 | 0.63% | $28.56M | 10.09% | Jul 31, 2026 |
| RiverNorth/DoubleLine Strategic Income Fund | 650,000 | 0.14% | $6.73M | 0.76% | Jun 30, 2026 |
| First Trust Mid Cap Core AlphaDEX Fund | 398,076 | 0.09% | $3.96M | 0.29% | Jul 31, 2026 |
| Invesco Global Listed Private Equity ETF | 197,380 | 0.04% | $1.96M | 0.84% | Jul 31, 2026 |
| WisdomTree Private Credit and Alternative Income Fund | 132,888 | 0.03% | $1.48M | 2.87% | May 31, 2026 |
| First Trust Mid Cap Value AlphaDEX Fund | 125,222 | 0.03% | $1.24M | 0.55% | Jul 31, 2026 |
| RiverNorth Active Income ETF | 110,593 | 0.02% | $1.10M | 2.79% | Jul 31, 2026 |
| Mercer Opportunistic Fixed Income Fund | 52,534 | 0.01% | $543.73K | 0.03% | Jun 30, 2026 |
| First Trust Multi Cap Value AlphaDEX Fund | 27,688 | 0.01% | $275.22K | 0.16% | Jul 31, 2026 |
| RiverNorth/Oaktree High Income Fund | 25,000 | 0.01% | $258.75K | 0.45% | Jun 30, 2026 |
| WisdomTree Private Credit and Alternative Income Digital Fund | 9,250 | 0.00% | $95.74K | 2.70% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Erik Bissonnette | President | 166,525 | 0.04% | Jan 30, 2026 |
| Jennifer McMillon | Co-Treasurer and Co-Controller | – | – | Mar 14, 2025 |
| Bryan Thomas Cole | Chief Accounting Officer | – | – | Nov 12, 2024 |
| Eric A. Kaye | Director | 3,000 | 0.00% | Aug 31, 2026 |
| Chris Temple | Director | 12,000 | 0.00% | May 27, 2026 |
| Melissa Weiler | Director | 10,000 | 0.00% | May 14, 2026 |
| Victor Woolridge | Director | 10,049 | 0.00% | Mar 24, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Eric A. Kaye Director | Aug 28, 2026 | Buy | +1,000 | $11.37 | $11.37K | 3,000 |
| Chris Temple Director | May 22, 2026 | Buy | +7,000 | $10.71 | $74.97K | 12,000 |
| Melissa Weiler Director | May 13, 2026 | Buy | +10,000 | $10.90 | $109.00K | 10,000 |
| Eric A. Kaye Director | May 11, 2026 | Buy | +1,000 | $10.74 | $10.74K | 2,000 |
| Eric A. Kaye Director | Feb 25, 2026 | Buy | +699 | $11.45 | $8.00K | 1,000 |
| Eric A. Kaye Director | Feb 25, 2026 | Buy | +301 | $11.42 | $3.44K | 301 |
| Chris Temple Director | Feb 25, 2026 | Buy | +5,000 | $11.49 | $57.45K | 5,000 |
| Erik Bissonnette President | Nov 20, 2025 | Buy | +12,500 | $13.27 | $165.88K | 156,525 |
| Erik Bissonnette President | Sep 5, 2025 | Buy | +5,000 | $14.70 | $73.50K | 166,525 |
| Erik Bissonnette President | Sep 5, 2025 | Buy | +5,000 | $14.70 | $73.50K | 161,525 |
| Erik Bissonnette President | Mar 24, 2025 | Award | −87,503 | – | – | 144,025 |
| Victor Woolridge Director | Mar 24, 2025 | Award | +10,049 | – | – | 10,049 |
| Craig Packer CEO and President, Director | Nov 5, 2021 | Buy | +599,156 | $18.33 | $10.98M | 4,081,653 |
| Edward H. DAlelio Director | Nov 5, 2021 | Buy | +4,609 | $18.33 | $84.48K | 33,145 |
| Alan Kirshenbaum Executive Vice President | Nov 5, 2021 | Buy | +599,156 | $18.33 | $10.98M | 4,081,653 |
| Lamm, Jonathan CFO and COO | Nov 5, 2021 | Buy | +922 | $18.33 | $16.90K | 5,443 |
| Craig Packer CEO and President, Director | Sep 28, 2021 | Buy | +594,502 | $18.38 | $10.93M | 3,482,497 |
| Lamm, Jonathan CFO and COO | Sep 28, 2021 | Buy | +4,521 | $18.38 | $83.10K | 4,521 |
| Edward H. DAlelio Director | Sep 28, 2021 | Buy | +4,573 | $18.38 | $84.05K | 28,536 |
| Alan Kirshenbaum Executive Vice President | Sep 28, 2021 | Buy | +594,502 | $18.38 | $10.93M | 3,482,497 |
| Craig Packer CEO and President, Director | Jun 25, 2021 | Buy | +566,261 | $16.62 | $9.41M | 2,887,995 |
| Alan Kirshenbaum COO and CFO | Jun 25, 2021 | Buy | +566,261 | $16.62 | $9.41M | 2,887,995 |
| Edward H. DAlelio Director | Jun 25, 2021 | Buy | +4,356 | $16.62 | $72.40K | 23,620 |
| Craig Packer CEO and President, Director | Mar 16, 2021 | Buy | +118,624 | $15.57 | $1.85M | 2,321,734 |
| Edward H. DAlelio Director | Mar 16, 2021 | Buy | +912 | $15.57 | $14.20K | 18,966 |
| Douglas I. Ostrover Director | Mar 16, 2021 | Buy | +118,624 | $15.57 | $1.85M | 2,321,734 |
| Alan Kirshenbaum COO and CFO, Director | Mar 16, 2021 | Buy | +118,624 | $15.57 | $1.85M | 2,321,734 |
| Craig Packer CEO and President, Director | May 19, 2020 | Buy | +482,714 | $14.16 | $6.84M | 2,203,111 |
| Edward H. DAlelio Director | May 19, 2020 | Buy | +3,713 | $14.16 | $52.58K | 17,303 |
| Alan Kirshenbaum COO and CFO, Director | May 19, 2020 | Buy | +482,714 | $14.16 | $6.84M | 2,203,111 |
| Douglas I. Ostrover Director | May 19, 2020 | Buy | +482,714 | $14.16 | $6.84M | 2,203,111 |
| Craig Packer CEO and President, Director | Apr 28, 2020 | Buy | +233,205 | $14.05 | $3.28M | 1,720,397 |
| Douglas I. Ostrover Director | Apr 28, 2020 | Buy | +233,205 | $14.05 | $3.28M | 1,720,397 |
| Edward H. DAlelio Director | Apr 28, 2020 | Buy | +1,794 | $14.05 | $25.21K | 13,411 |
| Alan Kirshenbaum COO and CFO, Director | Apr 28, 2020 | Buy | +233,205 | $14.05 | $3.28M | 1,720,397 |
| Edward H. DAlelio Director | Mar 24, 2020 | Buy | +1,372 | $13.78 | $18.91K | 11,617 |
| Craig Packer CEO and President, Director | Mar 24, 2020 | Buy | +178,384 | $13.78 | $2.46M | 1,487,192 |
| Alan Kirshenbaum COO and CFO, Director | Mar 24, 2020 | Buy | +178,384 | $13.78 | $2.46M | 1,487,192 |
| Alan Kirshenbaum COO and CFO, Director | Nov 22, 2019 | Buy | +189,410 | $14.80 | $2.80M | 1,341,675 |
| Edward H. DAlelio Director | Nov 22, 2019 | Buy | +1,795 | $14.80 | $26.57K | 10,098 |
| Douglas I. Ostrover Director | Nov 22, 2019 | Buy | +189,410 | $14.80 | $2.80M | 1,341,675 |
| Craig Packer CEO and President, Director | Nov 22, 2019 | Buy | +189,410 | $14.80 | $2.80M | 1,341,675 |
| Edward H. DAlelio Director | Sep 27, 2019 | Buy | +8,162 | $14.90 | $121.61K | 8,162 |
| Craig Packer CEO and President, Director | Mar 28, 2019 | Buy | +342,788 | $14.78 | $5.07M | 793,084 |
| Douglas I. Ostrover Director | Mar 28, 2019 | Buy | +342,788 | $14.78 | $5.07M | 793,084 |
| Alan Kirshenbaum COO and CFO, Director | Mar 28, 2019 | Buy | +342,788 | $14.78 | $5.07M | 793,084 |
| Alan Kirshenbaum COO and CFO, Director | Dec 7, 2018 | Buy | +450,296 | $14.59 | $6.57M | 450,296 |
| Craig Packer CEO and President, Director | Dec 7, 2018 | Buy | +450,296 | $14.59 | $6.57M | 450,296 |
| Douglas I. Ostrover Director | Dec 7, 2018 | Buy | +450,296 | $14.59 | $6.57M | 450,296 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.