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Blue Owl Technology Finance Corp. amended and restated its secured credit facility for subsidiary Athena Funding II LLC, switching to a Term SOFR base and lowering borrowing margins. The applicable margin is now 2.00% during the Reinvestment Period and 2.35% after it, replacing a prior structure tied to a cost of funds (or Term SOFR) plus 2.625% and 3.025%, respectively.
The agreement also extends key dates and expands capacity. The Reinvestment Period moves from October 27, 2026 to October 30, 2028, the maturity date shifts from October 27, 2029 to October 30, 2030, and total commitments increase from $300,000,000 to $500,000,000. MUFG Bank, Ltd. remains Administrative Agent, and State Street Bank and Trust Company serves as Collateral Agent, Collateral Administrator, Custodian, and Document Custodian. An amended Purchase and Sale Agreement supports asset transfers between the company and Athena Funding.
Blue Owl Technology Finance Corp. (OTF) entered into a material definitive agreement, completing a $501.32 million term debt securitization (CLO) through its consolidated subsidiary, Athena CLO V, LLC. The Issuer sold secured notes consisting of $260 million Class A at three-month term SOFR + 1.73%, $25 million Class B at SOFR + 2.25%, and $15 million Class C at SOFR + 2.70%, all scheduled to mature on October 15, 2038. The notes were privately placed and are secured by middle market loans and related assets.
Concurrently, the Issuer issued approximately $201.32 million of subordinated securities via 201,320 preferred shares at $1,000 per share, all purchased by the Company, which serves as the retention holder. OTF contributed approximately $447.686 million funded par amount of middle market loans at closing under a loan sale agreement, recognizing no gain or loss. Through October 15, 2030, loan proceeds may be used to buy additional eligible middle market loans under the direction of Blue Owl Technology Credit Advisors LLC as collateral manager. OTF expects to use note proceeds, net of fees and expenses, for general corporate purposes. The collateral manager has waived its fee but may rescind the waiver, with an offset mechanism to the advisory fee if rescinded.
Blue Owl Technology Finance Corp. filed a post-effective amendment that incorporates audited consolidated financial statements for Blue Owl Technology Finance Corp. and Blue Owl Technology Finance Corp. II as of December 31, 2024 and December 31, 2023, with audit reports dated March 6, 2025 and March 4, 2025, respectively. The amendment also incorporates interim unaudited consolidated financial statements as of June 30, 2025 for the six months then ended. The filing clarifies locations for accounts and records, confirms indemnification arrangements for the Adviser and Administrator, and restates procedural undertakings about post-effective amendments and prospectus delivery.
Blue Owl Technology Finance Corp. disclosed a waiver that allows certain restricted shares subject to its Lock-Up Period to become freely tradable on
Mubadala Investment Company PJSC and affiliated entities reported beneficial ownership of 29,130,491 shares of Blue Owl Technology Finance Corp. common stock, representing approximately 6.3% of the outstanding shares based on 465,126,583 shares outstanding. The position is held through a group structure: MIC Capital Management 93 RSC Ltd directly holds 27,673,966 shares and Fifteenth Investment Company LLC directly holds 1,456,525 shares, with 93 RSC and related subsidiaries linking up to Mubadala.
The reporting persons indicate they have no sole voting or dispositive power over the shares and instead report shared voting and dispositive power for the stated share amounts. The filing includes a certification that the holdings were not acquired to change or influence control of the issuer.
Blue Owl Technology Finance Corp. entered into a Tripartite Agreement that replaces the retiring trustee with Deutsche Bank Trust Company Americas as successor trustee under the Indenture framework. The agreement transfers the retiring trustee's rights, powers, trusts and duties under the Base Indenture dated June 12, 2020 and the Second, Third, Fourth and Fifth Supplemental Indentures (dated September 23, 2020; December 17, 2020; June 14, 2021; and January 21, 2025, respectively), and the Successor Trustee accepts those roles including trustee, security registrar, paying agent, authenticating agent and depositary custodian.
Notably, the Successor Trustee's appointment as paying agent and security registrar is delayed until ten business days after the Tripartite Agreement's effective date. The full Tripartite Agreement is filed as Exhibit 4.1 to the report.
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