EPM
OTF

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

Elm Partners Management’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 		$683K Buy
65,958
+21,986
+50% +$245K 0.02% 95
2026
Q1 		$551K Buy
43,972
+21,987
+100% +$280K 0.02% 90
2025
Q4 		$320K Buy
21,985
+11,570
+111% +$162K 0.01% 119
2025
Q3 		$144K Buy
+10,415
New +$156K 0.01% 149

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 $453M AUM 134.84% 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

Elm Partners Management's OTF Position: Q2 2026 in Review

Elm Partners Management increased its Blue Owl Technology Finance Corp (OTF) stake by 50% in Q2 2026, buying an estimated $245K and bringing the position to 65,958 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #95.

Elm Partners Management 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.

  • Elm Partners Management held 65,958 shares of Blue Owl Technology Finance Corp worth $683K as of Q2 2026.
  • Elm Partners Management bought 21,986 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $245K.
  • Blue Owl Technology Finance Corp made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #95 holding.
  • Elm Partners Management 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 Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.