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.
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.
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.
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.
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.
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.
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.
Blue Owl Technology Finance Corp. director Eric A. Kaye executed an open-market purchase of 1,000 shares of Common Stock on May 11, 2026 at $10.74 per share. Following this transaction, he directly owns 2,000 shares, meaning his personal stake in the company’s stock has doubled based on this filing.
Blue Owl Technology Finance Corp. reported first-quarter 2026 GAAP net investment income of $171.3 million, or $0.37 per share, and adjusted net investment income of $0.29 per share. Total investment income was $325.9 million.
Unrealized losses of $494.3 million drove a net decrease in net assets from operations of $(219.9) million, or $(0.47) per share, and reduced net asset value per share to $16.49 from $17.33. Investments on non-accrual remained low at 0.1% of the portfolio at fair value.
The company increased portfolio activity with $1.7 billion in new investment commitments and $1.1 billion of sales and repayments. Net debt-to-equity rose to 0.85x. OTF repurchased $50.2 million of common stock under a $300 million authorization and declared a second-quarter 2026 dividend totaling $0.40 per share, including a $0.05 special dividend. Liquidity included $488 million in cash and $1.8 billion of undrawn credit capacity.
OTF’s quarterly report details a broad portfolio of private credit and equity commitments across numerous non‑controlled companies. The schedule lists first lien senior secured term loans, revolving credit facilities, second lien loans, unsecured notes, convertible notes and specialty finance debt investments with both non‑affiliated and affiliated issuers.
The portfolio also includes preferred stock, common equity, warrants, LP interests, partnership and LLC units, and other equity structures. Commitments are categorized between non‑controlled/non‑affiliated and non‑controlled/affiliated issuers, with snapshots presented as of December 31, 2025 and March 31, 2026, highlighting the firm’s diversified exposure across software, healthcare, financial services and specialty finance borrowers.
Blue Owl Technology Finance Corp. director Eric A. Kaye reported buying a total of 1,000 shares of the company’s Common Stock in open-market transactions. The purchases occurred on February 25, 2026 at prices of $11.45 and $11.42 per share, and are held directly.