Vault-13

BLUE OWL TECHNOLOGY FIN CORP OTF

COMMON STOCK · Common Stock · CUSIP 095924106

169 institutional holders +32 vs Q4 2025
178,240,283178.2m shares reported held*
38.5% of all shares outstanding*
$2.2bnreported value*
55 new 93 added 15 reduced 21 sold out net bought ≈ $687.9m (+55.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($993.6k this quarter). Holder counts are more reliable. Shares outstanding: 462.6m as of 2026-04-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $12.41.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q2 25: 46Q3 25: 79Q4 25: 137Q1 26: 169169Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q2 202546
Q3 202579
Q4 2025137
Q1 2026169

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 25: 71 bought or addedQ3 25: 8 cut or sold outQ3 25Q4 25: 114 bought or addedQ4 25: 21 cut or sold outQ4 25Q1 26: 148 bought or addedQ1 26: 36 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025718
Q4 202511421
Q1 202614836

Biggest buyers

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM New +20,222,455+20.2m
Orange County Employees Retirement System Added +6,143,970+6.1m
UBS Group AG Added +4,124,251+4.1m
Cresset Asset Management, LLC Added +3,857,899+3.9m
VAN ECK ASSOCIATES CORP New +3,271,244+3.3m
CAZ INVESTMENTS LP Added +1,925,299+1.9m
BlackRock, Inc. Added +1,727,079+1.7m
JPMORGAN CHASE & CO Added +1,314,165+1.3m
Arax Advisory Partners New +1,191,905+1.2m
SOROS FUND MANAGEMENT LLC New +1,005,000+1.0m

Biggest sellers

MILLENNIUM MANAGEMENT LLC Sold out -511,249-511.2k
Blue Pool Management Ltd. Reduced -428,456-428.5k
Jump Financial, LLC Sold out -329,200-329.2k
BESSEMER GROUP INC Sold out -216,120-216.1k
JANE STREET GROUP, LLC Sold out -209,497-209.5k
Balyasny Asset Management L.P. Reduced -150,285-150.3k
RENAISSANCE TECHNOLOGIES LLC Sold out -110,361-110.4k
North Ground Capital Reduced -82,971-83.0k
XTX Topco Ltd Reduced -66,064-66.1k
Pallas Capital Advisors LLC Reduced -59,669-59.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
REGENTS OF THE UNIVERSITY OF CALIFORNIA 13G · institution -2.6 pts · filed 2025-05-12 9.4% -2.6 pts 43.6m 2025-05-12
Mubadala Investment Co PJSC 13G · passive investor -0.1 pts · filed 2026-02-04 6.2% -0.1 pts 29.1m≈ $301.5m 2026-02-04

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 2 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20251$147.0k0——
Q4 20251$165.9k0——
Q1 20262$68.9k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-02-25 Temple Chris Director Bought 5,000 $11.49 $57.5k5.0k shares new
2026-02-25 Kaye Eric A. Director Bought 1,000 $11.44 $11.4k1.0k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 REGENTS OF THE UNIVERSITY OF CALIFORNIA 17.98% of their portfolio OAKLAND, CA 43,624,47243.6m $540.5m $540.5m 17.98% Unchanged
2 Mubadala Investment Co PJSC 1.76% of their portfolio Abu Dhabi, C0 29,130,49129.1m $360.9m $360.9m 1.76% Unchanged
3 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.27% of their portfolio WEST SACRAMENTO, CA 20,222,45520.2m $250.6m $250.6m 0.27% New
4 Orange County Employees Retirement System 73.46% of their portfolio Santa Ana, CA 14,156,13514.2m $175.4m $175.4m 73.46% Added +6.1m +6,143,970
5 Cresset Asset Management, LLC 0.45% of their portfolio Chicago, IL 8,175,5318.2m $104.6m $104.6m 0.45% Added +3.9m +3,857,899
6 State of New Jersey Common Pension Fund E 100.00% of their portfolio Trenton, NJ 6,270,0996.3m $77.7m $77.7m 100.00% Unchanged
7 Cliffwater LLC 19.40% of their portfolio MARINA DEL REY, CA 5,908,9555.9m $73.2m $73.2m 19.40% Unchanged
8 Capricorn Investment Group LLC 11.61% of their portfolio NEW YORK, NY 5,648,7985.6m $69.8m $69.8m 11.61% Added +208.0k +208,007
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 4,271,6374.3m $52.9m $52.9m 0.01% Added +4.1m +4,124,251
10 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 3,271,2443.3m $40.5m $40.5m 0.03% New
11 CAZ INVESTMENTS LP 46.03% of their portfolio HOUSTON, TX 3,084,6383.1m $38.2m $38.2m 46.03% Added +1.9m +1,925,299
12 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 2,412,0402.4m $29.9m $29.9m 0.01% Added +657.8k +657,782
13 RIVERNORTH CAPITAL MANAGEMENT, LLC 1.35% of their portfolio WEST PALM BEACH, FL 2,176,2692.2m $27.0m $27.0m 1.35% Added +241.5k +241,543
14 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,728,9491.7m $21.4m $21.4m 0.00% Added +1.7m +1,727,079
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,610,3701.6m $20.2m $20.2m 0.00% Added +1.3m +1,314,165
16 GCM Grosvenor Holdings, LLC 1.94% of their portfolio Chicago, IL 1,411,0671.4m $17.5m $17.5m 1.94% Added +981.1k +981,067
17 ARES MANAGEMENT LLC 1.10% of their portfolio LOS ANGELES, CA 1,345,7551.3m $16.7m $16.7m 1.10% Added +205.6k +205,587
18 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 1,274,1471.3m $15.8m $15.8m 0.01% Added +855.7k +855,733
19 Requisite Capital Management, LLC 2.98% of their portfolio DALLAS, TX 1,250,1781.3m $16.0m $16.0m 2.98% Added +575.6k +575,554
20 Arax Advisory Partners 0.42% of their portfolio NEW YORK, NY 1,191,9051.2m $14.8m $14.8m 0.42% New
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,098,3491.1m $13.6m $13.6m 0.00% Added +387.4k +387,404
22 Pine Ridge Advisers LLC 0.90% of their portfolio NEW YORK, NY 1,022,7321.0m $12.7m $12.7m 0.90% Added +511.4k +511,368
23 SOROS FUND MANAGEMENT LLC 0.17% of their portfolio NEW YORK, NY 1,005,0001.0m $12.5m $12.5m 0.17% New
24 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 922,665922.7k $11.4m $11.4m 0.02% Added +298.6k +298,621
25 STEPHENS INC /AR/ 0.14% of their portfolio LITTLE ROCK, AR 890,862890.9k $11.0m $11.0m 0.14% Added +325.5k +325,508
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 826,317826.3k $10.2m $10.2m 0.00% Added +530.2k +530,185
27 OMERS ADMINISTRATION Corp 0.06% of their portfolio TORONTO, A6 739,927739.9k $9.2m $9.2m 0.06% Added +363.7k +363,735
28 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 738,847738.8k $9.2m $9.2m 0.00% Added +342.4k +342,393
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 718,511718.5k $8.9m $8.9m 0.00% Added +645.7k +645,714
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 697,028697.0k $8.6m $8.6m 0.00% Added +302.5k +302,483
31 Bulldog Investors, LLP 1.88% of their portfolio SADDLE BROOK, NJ 675,861675.9k $8.4m $8.4m 1.88% Added +60.0k +60,013
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 453,804453.8k $5.6m $5.6m 0.00% Added +207.1k +207,086
33 World Investment Advisors 0.09% of their portfolio LINCROFT, NJ 429,025429.0k $5.3m $5.3m 0.09% Added +291.7k +291,682
34 Bayshore Capital Advisors, LLC 2.11% of their portfolio TAMPA, FL 403,783403.8k $5.0m $5.0m 2.11% Added +251.1k +251,133
35 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 368,287368.3k $4.6m $4.6m 0.02% Added +129.4k +129,424
36 Pettinga Financial Advisors LLC 0.80% of their portfolio EVANSVILLE, IN 343,573343.6k $4.3m $4.3m 0.80% Added +82.2k +82,173
37 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 319,886319.9k $4.1m $4.1m 0.05% New
38 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 318,190318.2k $3.9m $3.9m 0.01% Added +95.2k +95,213
39 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 283,099283.1k $3.5m $3.5m 0.02% Added +133.7k +133,722
40 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 258,474258.5k $3.2m $3.2m 0.00% New
41 Fiduciary Trust Co 0.04% of their portfolio Boston, MA 242,271242.3k $3.0m $3.0m 0.04% Added +112.3k +112,272
42 Blue Trust, Inc. 0.03% of their portfolio BRENTWOOD, TN 234,783234.8k $2.9m $2.9m 0.03% Added +107.9k +107,886
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 225,026225.0k $2.8m $2.8m 0.00% Added +88.2k +88,214
44 Blue Pool Management Ltd. 100.00% of their portfolio CAUSEWAY BAY, K3 198,554198.6k $2.5m $2.5m 100.00% Reduced -428.5k -428,456
45 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 197,541197.5k $2.4m $2.4m 0.00% Reduced -12.7k -12,724
46 North Ground Capital 2.82% of their portfolio Cohasset, MA 188,674188.7k $2.3m $2.3m 2.82% Reduced -83.0k -82,971
47 DENALI ADVISORS LLC 0.26% of their portfolio SAN DIEGO, CA 188,540188.5k $2.3m $2.3m 0.26% Added +80.2k +80,162
48 CWM, LLC 0.01% of their portfolio OMAHA, NE 185,229185.2k $2.3m $2.3m 0.01% Added +93.0k +93,021
49 Alpine Global Management, LLC 0.34% of their portfolio NEW YORK, NY 178,692178.7k $2.2m $2.2m 0.34% New
50 Callodine Capital Management, LP 0.15% of their portfolio BOSTON, MA 175,000175.0k $2.2m $2.2m 0.15% New
51 SCS Capital Management LLC 0.02% of their portfolio BOSTON, MA 174,082174.1k $2.2m $2.2m 0.02% Added +75.3k +75,307
52 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 171,381171.4k $2.1m $2.1m 0.00% Added +122.5k +122,478
53 Closed-End Fund Advisors, Inc. 2.14% of their portfolio RICHMOND, VA 169,456169.5k $2.1m $2.1m 2.14% Added +122.8k +122,824
54 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% of their portfolio SANDY, UT 155,697155.7k $1.7m $1.7m 0.03% Added +139.7k +139,677
55 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 150,200150.2k $1.9m $1.9m 0.00% Added +60.3k +60,258
56 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 145,153145.2k $1.8m $1.8m 0.00% Added +20.7k +20,728
57 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 129,120129.1k $1.6m $1.6m 0.00% New
58 Truvestments Capital LLC 0.29% of their portfolio SARASOTA, FL 128,610128.6k $1.6m $1.6m 0.29% New
59 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 125,265125.3k $1.6m $1.6m 0.01% Added +70.4k +70,449
60 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 112,398112.4k $1.4m $1.4m 0.00% Added +18.8k +18,845
61 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 111,249111.2k $1.4m $1.4m 0.01% Added +48.0k +48,029
62 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 109,811109.8k $1.4m $1.4m 0.00% Added +96.9k +96,949
63 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 106,976107.0k $1.3m $1.3m 0.02% Added +34.2k +34,225
64 Perennial Investment Advisors, LLC 0.10% of their portfolio Los Angeles, CA 104,980105.0k $1.3m $1.3m 0.10% Added +48.7k +48,692
65 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 101,428101.4k $1.3m $1.3m 0.02% Added +47.7k +47,729
66 ADAPT WEALTH ADVISORS, LLC 0.45% of their portfolio ATLANTA, GA 99,90299.9k $1.2m $1.2m 0.45% Added +81.0k +81,014
67 Diversify Advisory Services, LLC 0.16% of their portfolio SANDY, UT 99,43299.4k $1.1m $1.1m 0.16% Added +24.2k +24,244
68 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 92,55592.6k $1.1m $1.1m 0.00% Reduced -56.5k -56,451
69 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 91,88991.9k $1.1m $1.1m 0.00% Added +76.7k +76,695
70 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 90,30090.3k $1.1m $1.1m 0.03% New
71 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 89,58289.6k $1.1m $1.1m 0.00% Added +16.1k +16,062
72 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 86,86286.9k $1.1m $1.1m 0.00% New
73 Generali Investments CEE, investicni spolecnost, a.s. 0.05% of their portfolio PRAGUE, 2N 84,43184.4k $1.0m $1.0m 0.05% Added +36.0k +36,005
74 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.07% of their portfolio SALT LAKE CITY, UT 83,21383.2k $1.0m $1.0m 0.07% New
75 NorthRock Partners, LLC 0.02% of their portfolio MINNEAPOLIS, MN 81,82481.8k $1.0m $1.0m 0.02% Reduced -27.0k -27,001
76 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 81,49581.5k $1.0m $1.0m 0.01% New
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 81,08681.1k $931.7k $931.7k 0.00% Added +7.1k +7,094
78 U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio AUSTIN, TX 80,75080.8k $1.0m $1.0m 0.03% New
79 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 80,19680.2k $993.6k $993.6k 0.01% Added +51.9k +51,857
80 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% of their portfolio DENVER, CO 80,14080.1k $1.0m $1.0m 0.02% Added +51.8k +51,801
81 Cerberus Capital Management, L.P. 0.04% of their portfolio NEW YORK, NY 80,00080.0k $991.2k $991.2k 0.04% New
82 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 74,55574.6k $923.7k $923.7k 0.01% Added +4.6k +4,630
83 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 63,96764.0k $724.7k $724.7k 0.01% Added +62.7k +62,652
84 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 63,37863.4k $785.3k $785.3k 0.00% Added +46.3k +46,300
85 PVG ASSET MANAGEMENT CORP 0.40% of their portfolio GOLDEN, CO 62,15662.2k $670.0k $670.0k 0.40% New
86 Prota Financial, LLC 0.54% of their portfolio HOUSTON, TX 59,84559.8k $741.5k $741.5k 0.54% Added +28.0k +27,969
87 Man Group plc 0.00% of their portfolio LONDON, X0 55,49055.5k $687.5k $687.5k 0.00% New
88 Palogic Value Management, L.P. 0.29% of their portfolio DALLAS, TX 52,80252.8k $654.2k $654.2k 0.29% New
89 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 52,52752.5k $650.8k $650.8k 0.00% Added +37.1k +37,109
90 Fort Point Capital Partners LLC 0.09% of their portfolio San Francisco, CA 52,35652.4k $669.7k $669.7k 0.09% Added +29.6k +29,616
91 LAUREL OAK WEALTH MANAGEMENT, LLC 0.11% of their portfolio MARLTON, NJ 51,19751.2k $634.3k $634.3k 0.11% Added +9.0k +9,013
92 Destiny Wealth Partners, LLC 0.07% of their portfolio TAVARES, FL 50,74450.7k $628.7k $628.7k 0.07% Added +22.2k +22,163
93 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 50,00050.0k $619.5k $619.5k 0.00% New
94 TT Capital Management LLC 0.51% of their portfolio Gilbert, AZ 49,60049.6k $614.5k $614.5k 0.51% New
95 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 49,56649.6k $614.1k $614.1k 0.00% Added +21.3k +21,299
96 Elm Partners Management LLC 0.02% of their portfolio Philadelphia, PA 43,97244.0k $551.4k $551.4k 0.02% Added +22.0k +21,987
97 PINNACLE ASSOCIATES LTD 0.01% of their portfolio NEW YORK, NY 43,22943.2k $535.6k $535.6k 0.01% New
98 Pinnacle Wealth Management Advisory Group, LLC 0.04% of their portfolio RED BANK, NJ 43,22943.2k $535.6k $535.6k 0.04% New
99 Activest Wealth Management 0.09% of their portfolio AVENTURA, FL 40,09940.1k $496.8k $496.8k 0.09% Added +12.8k +12,772
100 TrueMark Investments, LLC 0.10% of their portfolio CHICAGO, IL 39,71339.7k $492.0k $492.0k 0.10% Reduced -5.3k -5,287