Cerity Partners
OTF

Cerity Partners’s Blue Owl Technology Finance Corp OTF Stock Holding History

Cerity Partners’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.45M Buy
430,408
+112,218
+35% +$1.25M 0.01% 1162
2026
Q1 		$3.94M Buy
318,190
+95,213
+43% +$1.21M 0.01% 1138
2025
Q4 		$3.24M Sell
222,977
-2,505
-1% -$35.2K ﹤0.01% 1130
2025
Q3 		$3.12M Buy
+225,482
New +$3.38M 0.01% 1088

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $479M AUM 140.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Cerity Partners's OTF Position: Q2 2026 in Review

Cerity Partners increased its Blue Owl Technology Finance Corp (OTF) stake by 35% in Q2 2026, buying an estimated $1.25M and bringing the position to 430,408 shares worth $4.45M. The position accounts for 0.01% of the portfolio, ranked #1162.

Cerity Partners first reported a position in OTF in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Cerity Partners held 430,408 shares of Blue Owl Technology Finance Corp worth $4.45M as of Q2 2026.
  • Cerity Partners bought 112,218 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $1.25M.
  • Blue Owl Technology Finance Corp made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1162 holding.
  • Cerity Partners first reported a position in Blue Owl Technology Finance Corp in Q3 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.