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Next Capital Management’s Blue Owl Capital OBDC Stock Holding History

Next Capital Management’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Buy
1,688,690
+269,871
+19% +$3.02M 4.99% 3
2026
Q1 		$15.8M Buy
1,418,819
+1,219,235
+611% +$14.3M 4.78% 3
2025
Q4 		$2.49M Buy
199,584
+160,221
+407% +$2.04M 0.8% 29
2025
Q3 		$503K Hold
39,363
– – 0.17% 82
2025
Q2 		$564K Hold
39,363
– – 0.21% 78
2025
Q1 		$577K Hold
39,363
– – 0.28% 67
2024
Q4 		$595K Sell
39,363
-758
-2% -$11.4K 0.24% 75
2024
Q3 		$585K Hold
40,121
– – 0.24% 76
2024
Q2 		$616K Sell
40,121
-1,214,118
-97% -$19.4M 0.26% 71
2024
Q1 		$19.3M Sell
1,254,239
-438,891
-26% -$6.6M 7.79% 2
2023
Q4 		$25M Sell
1,693,130
-118,565
-7% -$1.68M 10.65% 1
2023
Q3 		$25.2M Sell
1,811,695
-12,364
-0.7% -$171K 11.27% 1
2023
Q2 		$24.5M Sell
1,824,059
-25,668
-1% -$336K 11.36% 1
2023
Q1 		$23.4M Buy
1,849,727
+99,116
+6% +$1.28M 11.28% 1
2022
Q4 		$20.3M Buy
1,750,611
+1,429,734
+446% +$17.1M 10.92% 1
2022
Q3 		$3.34M Buy
320,877
+144,000
+81% +$1.83M 2.53% 9
2022
Q2 		$2.19M Buy
176,877
+135,622
+329% +$1.86M 1.6% 20
2022
Q1 		$615K Buy
+41,255
New +$605K 0.42% 54

Other funds holding OBDC

SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Next Capital Management's OBDC Position: Q2 2026 in Review

Next Capital Management increased its Blue Owl Capital (OBDC) stake by 19% in Q2 2026, buying an estimated $3.02M and bringing the position to 1,688,690 shares worth $18.5M. The position accounts for 4.99% of the portfolio, ranked #3.

Next Capital Management first reported a position in OBDC in Q1 2022 and has held it in 18 quarters since. The position peaked at $25.2M in Q3 2023. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Next Capital Management held 1,688,690 shares of Blue Owl Capital worth $18.5M as of Q2 2026.
  • Next Capital Management bought 269,871 Blue Owl Capital shares in Q2 2026, an estimated $3.02M.
  • Blue Owl Capital made up 4.99% of Next Capital Management's portfolio in Q2 2026, its #3 holding.
  • Next Capital Management first reported a position in Blue Owl Capital in Q1 2022 and has held it in 18 quarters since.
  • Next Capital Management's Blue Owl Capital position peaked at $25.2M in Q3 2023.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.