Blue Owl Technology Finance (OTF) reported second-quarter 2026 financial results, including total investment income of $338.0 million and net increase in net assets resulting from operations of $154.2 million. Earnings per share, basic and diluted, were $0.33.
The company said net asset value per share was $16.48 at June 30, 2026, compared with $16.49 at March 31, 2026. OTF also declared a third-quarter 2026 base dividend of $0.35 per share.
- GAAP net investment income per share was $0.30 for the second quarter.
- New investment commitments totaled $852 million, while sales and repayments totaled $222 million.
- Total investments at fair value were $14.7 billion across 205 portfolio companies.
- Net debt-to-equity ended the quarter at 0.93x, compared with 0.85x at March 31, 2026.
- Investments on non-accrual represented 0.6% of the portfolio at cost and 0.1% at fair value.
- The company repurchased $55 million of common stock during the quarter.
$OTF Insider Trading Activity
$OTF insiders have traded $OTF stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $OTF stock by insiders over the last 6 months:
- MELISSA WEILER purchased 10,000 shares for an estimated $109,000
- ERIC A. KAYE has made 2 purchases buying 1,000 shares for an estimated $11,440 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OTF Hedge Fund Activity
We have seen 132 institutional investors add shares of $OTF stock to their portfolio, and 44 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added 20,222,455 shares (+inf%) to their portfolio in Q1 2026, for an estimated $250,556,217
- UBS GROUP AG added 4,124,251 shares (+2798.3%) to their portfolio in Q1 2026, for an estimated $51,099,469
- CRESSET ASSET MANAGEMENT, LLC added 3,857,899 shares (+89.4%) to their portfolio in Q1 2026, for an estimated $47,799,368
- VAN ECK ASSOCIATES CORP added 3,271,244 shares (+inf%) to their portfolio in Q1 2026, for an estimated $40,530,713
- AUTO-OWNERS INSURANCE CO added 3,083,763 shares (+inf%) to their portfolio in Q2 2026, for an estimated $31,916,947
- CAZ INVESTMENTS LP added 1,925,299 shares (+166.1%) to their portfolio in Q1 2026, for an estimated $23,854,454
- BLACKROCK, INC. added 1,727,079 shares (+92357.2%) to their portfolio in Q1 2026, for an estimated $21,398,508
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
