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Blue Owl Technology Finance (OTF) SEC Filings, May-Aug 2026

OTF NYSE

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. reported second quarter 2026 results with GAAP and adjusted net investment income of $0.30 per share. Total investment income was $338 million, up from $326 million in the prior quarter. Dividends totaled $0.40 per share, including a $0.35 base dividend and a $0.05 special dividend related to its listing, representing a 9.7% annualized dividend yield based on a net asset value per share of $16.48, compared to $16.49 as of March 31, 2026.

Total investments at fair value reached $14.7 billion across 205 portfolio companies, with 77.8% in first-lien senior secured debt and 96.7% of debt investments at floating rates. Credit quality remained strong, with non-accruals at 0.6% of the portfolio at cost and 0.1% at fair value. Net debt-to-equity rose to 0.93x, reflecting $852 million in new investment commitments, the issuance of $500 million of unsecured debt, $150 million of new secured financing and an amended and extended revolving credit facility. The company repurchased $55 million of common stock and ended the quarter with $214 million of cash, $1.8 billion of undrawn credit capacity and, according to management, more than $2 billion of available liquidity.

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Blue Owl Technology Finance Corp. announced it will release its financial results for the second quarter ended June 30, 2026 after market close on Wednesday, August 5, 2026. The company will host a webcast and conference call on Thursday, August 6, 2026 at 11:30 a.m. Eastern Time to discuss the results.

Blue Owl Technology Finance is a specialty finance company focused on debt and equity investments in U.S. technology-related businesses, with a strategic focus on software. As of March 31, 2026, it held investments in 203 portfolio companies with an aggregate fair value of $14.1 billion.

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Blue Owl Technology Finance Corp. reported the results of its Annual Meeting of Shareholders held on June 25, 2026. Shareholders voted on the election of two directors and one additional matter.

For the board elections, Eric Kaye received 185,172,307 votes "For," 46,317,514 "Against," and 5,762,433 "Abstain," with 96,969,852 broker non-votes. Victor Woolridge received 185,747,274 votes "For," 45,625,936 "Against," and 5,879,044 "Abstain," with the same 96,969,852 broker non-votes.

On the second matter, shareholders cast 324,315,736 votes "For," 2,984,774 "Against," and 6,921,596 "Abstain," with no broker non-votes reported.

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Blue Owl Technology Finance Corp. reported that it entered into a Fourth Amendment to its Amended and Restated Senior Secured Credit Agreement with lenders and Truist Bank. The changes extend the revolver availability period from December 2028 to June 2030 and push the scheduled maturity date from December 2029 to June 2031, giving the company a longer borrowing horizon.

The amendment also increases the accordion provision, allowing the total facility to be expanded to up to $4,012,500,000, while resetting the minimum shareholders’ equity test. At the same time, the swingline sublimit is reduced from $300,000,000 to $200,000,000 and the letter of credit sublimit is reduced from $200,000,000 to $125,000,000, refining how the overall capacity can be used.

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Blue Owl Technology Finance Corp. completed an offering of $500,000,000 aggregate principal amount of 6.500% notes due October 15, 2029 under a Seventh Supplemental Indenture. The notes pay interest semiannually each April 15 and October 15, beginning October 15, 2026, and are unsecured obligations.

Before September 15, 2029, the company may redeem the notes at a make-whole premium; on or after that date, they are callable at 100% of principal plus accrued interest. The company expects to use net proceeds to pay down existing indebtedness, including borrowings under its senior secured revolving credit facility and its 3.75% notes maturing June 17, 2026. If a change of control repurchase event occurs, holders can require the company to repurchase the notes at 100% of principal plus accrued interest.

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Blue Owl Technology Finance Corp. is offering $500,000,000 aggregate principal amount of 6.500% Notes due 2029. The Notes mature on October 15, 2029, pay interest semiannually on April 15 and October 15 beginning October 15, 2026, and are unsecured, pari passu with existing unsecured indebtedness. The public offering price is 99.291% and delivery is expected on June 5, 2026. Holders may require repurchase at 100% upon a Change of Control Repurchase Event; the issuer may redeem prior to the Par Call Date under the stated calculation.

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Rhea-AI Summary

Blue Owl Technology Finance Corp. files a preliminary prospectus supplement dated June 2, 2026 to offer unsecured notes (the “Notes”) under a prospectus dated August 22, 2025. The supplement describes the Notes as direct unsecured obligations that rank pari passu with other unsecured indebtedness and contain an optional redemption feature and a Change of Control Repurchase Event at 100% of principal.

The supplement discloses portfolio and balance sheet context as of March 31, 2026, including approximately $7.0 billion of total debt outstanding (about $2.5 billion unsecured and $4.5 billion secured), a portfolio fair value of $14.1 billion across 203 companies, and a reported net leverage of 0.85x.

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Blue Owl Technology Finance Corp. entered into a new Loan Financing and Servicing Agreement through its subsidiary Athena Funding III LLC, creating a secured revolving credit facility to finance technology lending assets. The initial maximum principal is $150 million, with potential expansion up to $250 million, subject to a borrowing base tied to Athena Funding III’s asset values and various eligibility, concentration, and collateral quality tests.

The facility allows draws and redraws for up to three years from May 21, 2026, and matures on May 21, 2031. Borrowings bear interest at a reference rate initially based on SOFR plus 2.10% per annum during the revolving period, with an additional 0.15% per annum afterward, and a 0.25% per annum undrawn fee on certain unused commitments. The credit line is secured by a first-priority interest in Athena Funding III’s assets, which are not available to pay the company’s other debts, though the SPV’s borrowings count toward the company’s 1940 Act asset coverage requirements.

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Blue Owl Technology Finance Corp. director Chris Temple bought shares in the company. On this Form 4, he reported an open-market purchase of 7,000 shares of Common Stock at $10.71 per share. After this transaction, he directly owns 12,000 shares in total.

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Blue Owl Technology Finance Corp. director Melissa Weiler reported an open-market purchase of 10,000 shares of Common Stock at $10.90 per share. After this transaction, she directly holds 10,000 shares. This filing reflects a new direct equity position established through a single market trade.

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FAQ

How many Blue Owl Technology Finance (OTF) SEC filings are available on StockTitan?

StockTitan tracks 55 SEC filings for Blue Owl Technology Finance (OTF), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Blue Owl Technology Finance (OTF)?

The most recent SEC filing for Blue Owl Technology Finance (OTF) was filed on August 5, 2026.