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Blue Owl Tech SEC Filings

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Welcome to our dedicated page for Blue Owl Tech SEC filings (Ticker: OTF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Blue Owl Technology Finance Corp. (NYSE: OTF) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures as a technology-focused business development company. OTF files current reports on Form 8-K and other documents that describe its financial results, financing arrangements, capital structure changes and material corporate actions, all within the framework of the Investment Company Act of 1940 and the Securities Exchange Act of 1934.

In its Form 8-K filings, OTF reports results of operations and financial condition, often by furnishing press releases that detail quarterly and annual earnings. These filings typically include information on net investment income, adjusted net investment income, net asset value per share, portfolio composition and credit quality metrics. Investors use these documents alongside 10-Q and 10-K reports to understand how OTF’s portfolio of technology-related loans and equity investments is performing over time.

OTF’s filings also describe material definitive agreements and direct financial obligations. Examples include amendments to secured credit facilities that change total commitments, interest spreads, reinvestment periods and maturity dates, as well as term debt securitization transactions (CLOs) completed through subsidiaries such as Athena CLO and Athena Funding entities. These reports explain how secured notes and preferred shares are issued, how middle market loans are sold or contributed to CLO vehicles, and how proceeds are expected to be used for general corporate purposes.

Other Form 8-K items cover share repurchase activity and lock-up waivers, including waivers of transfer restrictions in OTF’s charter and schedules for releasing restricted shares following the company’s NYSE listing. Filings also note open-market purchases of OTF common stock by executives and employees of Blue Owl Capital Inc. and activity under the authorized share repurchase program.

On Stock Titan, these SEC filings are paired with AI-powered summaries that highlight key terms, dates and financial implications, helping readers quickly interpret complex credit agreements, CLO indentures, loan sale agreements and other transaction documents. Real-time updates from EDGAR ensure that new 8-Ks and other filings for OTF appear promptly, while dedicated sections make it easier to locate earnings-related reports, financing agreements and disclosures about capital markets activity.

Rhea-AI Summary

Blue Owl Technology Finance Corp. director Chris Temple reported an open-market purchase of the company’s common stock. On February 25, 2026, he bought 5,000 shares of common stock at a price of $11.49 per share, held as direct ownership after the transaction.

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Blue Owl Technology Finance Corp. reported solid fourth-quarter and full-year 2025 results, highlighting income growth, portfolio expansion and shareholder distributions. Fourth-quarter GAAP net investment income was $0.26 per share and adjusted net investment income was $0.30 per share. Net asset value per share edged up to $17.33, supported by realized and unrealized gains and buybacks.

The company declared first-quarter 2026 regular dividends of $0.35 per share plus ongoing $0.05 special quarterly dividends, implying a 9.2% annualized yield based on December 31, 2025 NAV. New investment commitments reached $2.3 billion in the quarter and $5.6 billion for 2025, lifting total investments to $14.3 billion across 199 portfolio companies. Credit quality remained strong with non-accruals at 0.2% of the portfolio at fair value. The Board expanded capital return capacity by replacing a $200 million repurchase authorization with a new $300 million program after buying back about $64.6 million of stock at 82% of price-to-book value. Net debt-to-equity rose to 0.75x, while liquidity included $283 million in cash and $2.0 billion of undrawn credit capacity.

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Blue Owl Technology Finance Corp. is a Maryland-based business development company that focuses on lending to technology-related, especially software, companies primarily in the United States. It seeks to maximize total return by earning current income from debt investments and capital appreciation from equity and equity-linked holdings.

The company plans to invest at least 80% of total assets in technology-related businesses, emphasizing enterprise application, systems and infrastructure, and fintech and payments software. It is externally managed by Blue Owl Technology Credit Advisors LLC, an SEC-registered adviser affiliated with Blue Owl Capital Inc.’s credit platform.

Non‑affiliate shareholders held common stock with an aggregate market value of about $6.96 billion as of June 30, 2025, based on a $15.25 NYSE price. As of February 11, 2026, there were 465,329,991 common shares outstanding. Key risks highlighted include economic downturns, interest-rate and inflation volatility, capital markets access, portfolio valuation uncertainty, and the ability to realize anticipated benefits from the planned merger with Blue Owl Technology Finance Corp. II.

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Mubadala Investment Company PJSC and related Abu Dhabi entities filed an amended Schedule 13G reporting passive ownership in Blue Owl Technology Finance Corp. common stock.

As of December 31, 2025, Mubadala Investment Company PJSC and Mamoura Diversified Global Holding PJSC may have been deemed to beneficially own 29,130,491 shares, or about 6.2% of the company’s common stock, based on 468,625,740 shares outstanding as of November 5, 2025.

Within this structure, MIC Capital Management 93 RSC Ltd and MIC Capital Management 85 RSC Ltd are associated with 18,449,359 shares (approximately 3.9%), while Fifteenth Investment Company LLC is associated with 10,681,132 shares (approximately 2.3%). The reporting parties certify the holdings are not for the purpose of changing or influencing control of the issuer.

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Blue Owl Technology Finance Corp. president Erik Bissonnette reported open-market purchases of company stock. On 09/05/2025, he bought 5,000 shares of common stock twice, at a price of $14.70 per share for each transaction. Following these trades, he beneficially owned 166,525 common shares, which are held jointly with his spouse and reported as directly owned.

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Blue Owl Technology Finance Corp. entered into a Sixth Supplemental Indenture covering a new issuance of $400,000,000 of 6.125% notes due 2031. The notes are unsecured obligations, pay interest semiannually on January 23 and July 23 starting July 23, 2026, and mature on January 23, 2031.

Before December 23, 2030, the notes are redeemable at the greater of a make-whole amount or 100% of principal; on or after that date they are callable at 100% of principal, in each case plus accrued interest. The company plans to use the net proceeds to pay down existing indebtedness, including its senior secured revolving credit facility maturing December 20, 2029. If a change of control occurs and the notes are rated below investment grade, holders must be offered repurchase at 100% of principal plus accrued interest.

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Blue Owl Technology Finance Corp. is offering $400,000,000 of 6.125% Notes due January 23, 2031. The notes are priced at 98.835% of principal, giving a yield to maturity of 6.401%, with interest paid semi-annually on January 23 and July 23, starting July 23, 2026. Before expenses, the company expects proceeds of $392,140,000, after paying $3,200,000 in underwriting discounts; it estimates offering expenses of about $1,200,000.

The notes are unsecured, unsubordinated obligations that rank pari passu with Blue Owl Technology Finance’s other unsecured debt and are effectively junior to its secured borrowings and all liabilities of its subsidiaries. As of September 30, 2025, total indebtedness was approximately $5.0 billion, including $2.3 billion of secured debt and $2.8 billion of unsecured notes. The issuer is a BDC focused on lending to technology-related, mainly software, companies in the U.S., targeting income from senior secured and unsecured loans plus equity upside.

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Blue Owl Technology Finance Corp., a business development company focused on lending to technology-related companies, is issuing new unsecured, unsubordinated notes in a primary offering.

The notes are general obligations that rank equally with approximately $2.8 billion of existing unsecured notes and behind about $2.3 billion of secured debt and $2.2 billion of subsidiary-level borrowings as of September 30, 2025. The company had total debt of roughly $5.0 billion and a diversified investment portfolio of 185 companies with fair value of $12.9 billion, and reported net leverage of 0.57x debt-to-equity as of the same date.

Recent actions include a new $501.3 million CLO issuance, redemption of $650.0 million of 4.75% notes due 2025, expansion of a credit facility to $500.0 million with extended maturities, a quarterly dividend of $0.35 per share, and staged waivers of lock-up transfer restrictions on significant blocks of common stock.

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Blue Owl Technology Finance Corp. reported that it will release its financial results for the fourth quarter and fiscal year ended December 31, 2025 after market close on Wednesday, February 18, 2026. The company also plans to host an earnings webcast and conference call on Thursday, February 19, 2026 at 11:30 a.m. Eastern Time to discuss these results. This update is provided through a press release that is furnished as an exhibit and is not treated as formally filed under securities laws.

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Blue Owl Technology Finance Corp. reported that its subsidiary ORTF Funding I LLC entered into Amendment No. 3 to its Secured Credit Facility with lenders led by Goldman Sachs Bank USA and with State Street Bank and Trust Company in various collateral roles. This amendment extends the facility’s Reinvestment Period through November 16, 2028 and pushes the Scheduled Maturity Date to November 16, 2030, giving the company a longer horizon to use and repay this financing. The amendment also reduces the interest Spread from 2.400% to 2.00%, which lowers the borrowing cost on this secured credit line.

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FAQ

What is the current stock price of Blue Owl Tech (OTF)?

The current stock price of Blue Owl Tech (OTF) is $11.73 as of March 13, 2026.

What is the market cap of Blue Owl Tech (OTF)?

The market cap of Blue Owl Tech (OTF) is approximately 5.3B.

OTF Rankings

OTF Stock Data

5.30B
463.96M
Asset Management
Financial Services
Link
United States
NEW YORK

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