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Blue Owl Tech SEC Filings

OTF NYSE

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. 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.

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Rhea-AI Summary

Blue Owl Technology Finance Corp. plans to release its financial results for the third quarter ended September 30, 2025 on November 5, 2025 after the market closes. The company will host an earnings webcast and conference call on November 6, 2025 at 11:30 a.m. Eastern Time.

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Blue Owl Technology Finance Corp. disclosed a waiver that allows certain restricted shares subject to its Lock-Up Period to become freely tradable on September 9, 2025. The waiver does not affect shares subject to the company’s Second Lock-Up Period or Third Lock-Up Period. Management states the waiver is intended to enhance liquidity for the company’s common stock and provide investors with additional liquidity in a streamlined manner. The announcement appears in a press release dated September 3, 2025, signed by Jonathan Lamm, Chief Financial Officer and Chief Operating Officer.

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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.

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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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Rhea-AI Summary

Blue Owl Technology Finance (NYSE:OTF) filed a Form 8-K reporting the results of its 26 June 2025 Annual Meeting.

Key results:

  • Director elections: Edward D'Alelio and Craig W. Packer were re-elected with roughly 168.3 M votes For and only 0.25 M Against each (≈99.8% support).
  • Auditor ratification: KPMG LLP was approved for fiscal 2025 with 234.3 M For (99.1%) versus 1.17 M Against.

No other proposals were presented and the filing discloses no strategic, financial or operational changes.

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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 $12.65 as of March 19, 2026.

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

The market cap of Blue Owl Tech (OTF) is approximately 5.8B.

OTF Rankings

OTF Stock Data

5.77B
463.96M
Asset Management
Financial Services
Link
United States
NEW YORK

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