BDC·info
OTF

Blue Owl Technology Finance Corp

Period
SEC EDGAR ↗
Portfolio Fair Value
$6.48B
300 holdings
Avg Spread
+6.00%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
68.7%
of debt FV
Unrealized P/L
+$63.80M
+0.99% of cost
Non-Accrual
3
text-detected

Balance sheet

Assets$6.69B
Liabilities + Equity$6.69B
First Lien
$4.39B · 65.7%
Equity
$990.53M · 14.8%
Debt (Borrowings)
$2.96B · 44.3%
Net Assets (Equity)
$3.58B · 53.5%

Industry Composition

Systems Software
22.4%
Health Care Technology
15.7%
Application Software
13.8%
Diversified Financial Services
7.0%
Professional Services
5.5%
IT Services
5.0%
Internet & Direct Marketing Retail
4.3%
Diversified Consumer Services
3.6%
Insurance
2.2%
Entertainment
1.9%
Hotels, Restaurants & Leisure
1.9%
Energy Equipment & Services
1.9%
Other industries
15.0%

Fair Value History

Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25

Spread Distribution

3.5%
4.0%
4.5%
5.0%
5.5%
6.0%
6.5%
7.0%
7.5%
8.0%
9.5%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
300 of 307
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured loan
$193.31M
$191.22M
$2.09M
2028-10
Acquia Inc.
Systems Software
First lien senior secured loan
$176.51M
$175.99M
$517.0K
+7.00%
2025-10
Arctic Wolf Networks, Inc.
Systems Software
Senior convertible notes
$155.82M
$155.82M
$0.00
2027-09
Intelerad Medical Systems Incorporated (fka 11849573 Canada Inc.)
Health Care Technology
First lien senior secured loan
$150.42M
$153.54M
-$3.11M
+6.50%
2026-08
H&F Opportunities LUX III S.À R.L (dba Checkmarx)
Systems Software
First lien senior secured loan
$148.52M
$147.49M
$1.03M
+7.50%
2026-04
Inovalon Holdings, Inc.
Health Care Technology
First lien senior secured loan
$148.23M
$147.80M
$429.0K
+6.25%
2028-11
Thunder Purchaser, Inc. (dba Vector Solutions)
Professional Services
First lien senior secured loan
$139.76M
$138.91M
$848.0K
+5.50%
2028-06
Aerosmith Bidco Limited (dba Audiotonix)
Entertainment
First lien senior secured loan
$123.15M
$123.18M
-$30.0K
+5.25%
2031-07
Signifyd Inc.
Internet & Direct Marketing Retail
Preferred equity
$121.22M
$133.18M
-$11.96M
2030-04
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured loan
$118.88M
$119.15M
-$269.0K
+5.75%
2028-08
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured loan
$115.15M
$115.19M
-$46.0K
+5.00%
2028-05
Revolut Ribbit Holdings, LLC
Diversified Financial Services
LLC Interest
$106.44M
$75.26M
$31.18M
Relativity ODA LLC
Diversified Consumer Services
First lien senior secured loan
$91.75M
$91.77M
-$13.0K
+4.50%
2029-05
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured loan
$90.34M
$89.33M
$1.01M
+6.75%
2030-11
Inovalon Holdings, Inc.
Health Care Technology
Second lien senior secured loan
$89.84M
$89.65M
$188.0K
2033-11
QAD, Inc.
Industrial Conglomerates
First lien senior secured loan
$88.39M
$88.39M
-$1.0K
+4.75%
2027-11
Pluralsight, LLC
IT Services
Equity Investments
$87.56M
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured loan
$85.93M
$86.96M
-$1.03M
+6.25%
2028-03
Hyland Software, Inc.
Health Care Technology
First lien senior secured loan
$84.82M
$84.10M
$718.0K
+6.00%
2030-09
BCTO BSI Buyer, Inc. (dba Buildertrend)
Household Durables
First lien senior secured loan
$82.77M
$82.41M
$358.0K
2026-12
Fifth Season Investments LLC
Insurance
Class A Units
$79.22M
$74.32M
$4.89M
Peraton Corp.
Aerospace & defense
Second lien senior secured loan
$79.17M
$83.72M
-$4.56M
+7.75%
2029-02
Delinea Buyer, Inc. (f/k/a Centrify)
Systems Software
First lien senior secured loan #1
$77.89M
$76.78M
$1.11M
+5.75%
2028-03
WMC Bidco, Inc. (dba West Monroe)
IT Services
Senior Preferred Stock
$75.47M
$78.21M
-$2.74M
Diamondback Acquisition, Inc. (dba Sphera)
Application Software
First lien senior secured loan
$75.30M
$75.09M
$210.0K
+5.50%
2028-09
Catalis Intermediate, Inc. (fka GovBrands Intermediate, Inc.)
Application Software
First lien senior secured loan
$74.52M
$75.61M
-$1.09M
+5.50%
2027-08
Excalibur CombineCo, L.P.
Systems Software
Class A Units
$73.59M
$99.45M
-$25.86M
MINDBODY, Inc.
Hotels, Restaurants & Leisure
First lien senior secured loan
$72.96M
$72.89M
$69.0K
+7.00%
2025-09
Finastra USA, Inc.
Banks
First lien senior secured loan
$71.72M
$71.02M
$703.0K
+7.25%
2029-09
3ES Innovation Inc. (dba Aucerna)
Energy Equipment & Services
First lien senior secured loan
$70.05M
$69.92M
$128.0K
+6.50%
2025-05
CivicPlus, LLC
Application Software
First lien senior secured loan
$68.15M
$67.78M
$366.0K
+5.75%
2027-08
Gainsight, Inc.
Application Software
First lien senior secured loan
$67.75M
$67.26M
$495.0K
2027-07
Forescout Technologies, Inc.
Systems Software
First lien senior secured loan
$66.46M
$66.47M
-$11.0K
+5.00%
2031-05
Cornerstone OnDemand, Inc.
Professional Services
Second lien senior secured loan
$65.04M
$70.90M
-$5.86M
+6.50%
2029-10
Minerva Holdco, Inc. (dba Athenahealth, Inc.)
Health Care Technology
Series A Preferred Stock
$64.01M
$65.57M
-$1.56M
Help HP SCF Investor, LP
Systems Software
LP Interest
$63.43M
$59.38M
$4.05M
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured loan
$61.17M
$61.20M
-$26.0K
+5.00%
2030-06
Sitecore Holding III A/S
Systems Software
First lien senior secured EUR term loan
EUR 61.13M
EUR 57.41M
EUR 3.72M
+7.75%
2029-03
Blackhawk Network Holdings, Inc.
Diversified Financial Services
First lien senior secured loan
$60.07M
$58.71M
$1.36M
+5.00%
2029-03
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured loan
$59.77M
$59.42M
$346.0K
+6.50%
2030-12
Monotype Imaging Holdings Inc.
Media
First lien senior secured loan
$58.51M
$58.39M
$121.0K
+5.50%
2031-02
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured loan
$57.69M
$57.70M
-$3.0K
+5.00%
2031-08
Sitecore USA, Inc.
Systems Software
First lien senior secured loan
$56.42M
$56.06M
$360.0K
+7.75%
2029-03
EET Buyer, Inc. (dba e-Emphasys)
Building products
First lien senior secured loan
$56.20M
$55.79M
$407.0K
+5.00%
2027-11
Hg Saturn Luchaco Limited
Diversified Financial Services
Unsecured facility
GBP 54.74M
GBP 52.07M
GBP 2.67M
2026-03
Zendesk, Inc.
Application Software
First lien senior secured loan
$53.03M
$52.26M
$773.0K
+5.00%
2028-11
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured loan
$52.13M
$52.34M
-$210.0K
+5.25%
2028-05
Project Power Buyer, LLC (dba PEC-Veriforce)
Energy Equipment & Services
First lien senior secured loan
$51.57M
$51.37M
$207.0K
+6.75%
2026-05
Saturn Ultimate, Inc.
Application Software
Common stock
$51.05M
$25.01M
$26.04M
Anaplan, Inc.
Application Software
First lien senior secured loan
$50.70M
$50.59M
$103.0K
+5.25%
2029-06
RealPage, Inc.
Real Estate Management & Development
Second lien senior secured loan
$50.28M
$51.98M
-$1.70M
+6.50%
2029-04
Associations, Inc.
Buildings & Real Estate
First lien senior secured loan
$49.64M
$49.59M
$46.0K
+6.50%
2028-07
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured loan
$48.21M
$48.24M
-$23.0K
+5.50%
2031-04
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured loan
$47.05M
$47.06M
-$5.0K
+5.00%
2028-08
Space Exploration Technologies Corp.
Aerospace & Defense
Class A Common Stock
$46.96M
$23.01M
$23.95M
SailPoint Technologies Holdings, Inc.
Systems Software
First lien senior secured loan
$45.53M
$44.90M
$628.0K
+6.00%
2029-08
Smarsh Inc.
Diversified Financial Services
First lien senior secured loan
$44.19M
$43.88M
$310.0K
+5.75%
2029-02
CP PIK DEBT ISSUER, LLC (dba CivicPlus, LLC)
Application Software
Unsecured notes
$42.81M
$42.05M
$762.0K
2034-06
Klaviyo, Inc.
Internet & Direct Marketing Retail
Series B Common Stock
$42.40M
$40.02M
$2.38M
Velocity HoldCo III Inc. (dba VelocityEHS)
Application Software
First lien senior secured loan
$40.31M
$39.87M
$446.0K
+5.75%
2027-04
Kajabi Holdings, LLC
Internet & Direct Marketing Retail
Senior Preferred Class D Units
$39.46M
$50.02M
-$10.56M
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured loan
$38.18M
$38.60M
-$424.0K
+6.00%
2030-11
Linked Store Cayman Ltd. (dba Nuvemshop)
Internet & Direct Marketing Retail
Series E Preferred Stock
$36.86M
$42.50M
-$5.63M
When I Work, Inc.
Professional Services
First lien senior secured loan
$34.60M
$35.49M
-$896.0K
2027-11
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured loan
$33.92M
$33.88M
$44.0K
+5.25%
2029-11
Klarna Holding AB
Consumer Finance
Subordinated Floating Rate Notes
$32.67M
$32.67M
$0.00
+7.00%
2034-04
Sunshine Software Holdings, Inc. (dba Cornerstone OnDemand, Inc.)
Professional Services
Series A Preferred Stock
$31.89M
$36.46M
-$4.58M
6Sense Insights, Inc.
Application Software
Series E-1 Preferred Stock
$31.14M
$40.07M
-$8.93M
Pluralsight, LLC
IT Services
First lien senior secured loan #1
$30.36M
$30.36M
$0.00
+4.50%
2029-08
Pluralsight, LLC
IT Services
First lien senior secured loan #2
$30.36M
$30.36M
$0.00
2029-08
VEPF Torreys Aggregator, LLC (dba MINDBODY, Inc.)
Hotels, Restaurants & Leisure
Series A Preferred Stock
$30.11M
$29.45M
$663.0K
MessageBird BidCo B.V.
Application Software
First lien senior secured loan
$30.00M
$29.67M
$333.0K
+6.75%
2027-05
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured GBP term loan
EUR 29.95M
EUR 27.90M
EUR 2.05M
+5.50%
2031-04
BridgeBio Pharma, Inc.
Pharmaceuticals
First lien senior secured loan
$29.93M
$29.96M
-$35.0K
+6.50%
2029-01
JumpCloud, Inc.
IT Services
Series F Preferred Stock
$29.23M
$40.02M
-$10.78M
Delinea Buyer, Inc. (f/k/a Centrify)
Systems Software
First lien senior secured loan #2
$28.11M
$27.60M
$507.0K
+6.00%
2028-03
Aurelia Netherlands Midco 2 B.V.
Internet & Direct Marketing Retail
First lien senior secured EUR term loan
EUR 28.00M
EUR 26.50M
EUR 1.51M
+5.75%
2031-05
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured loan
$27.83M
$27.80M
$33.0K
+5.25%
2028-07
AlphaSense, Inc.
Application Software
First lien senior secured loan
$27.11M
$27.12M
-$11.0K
+6.25%
2029-06
Arctic Wolf Networks, Inc.
Systems Software
Preferred Stock
$26.90M
$25.04M
$1.86M
Paradigmatic Holdco LLC (dba Pluralsight)
IT Services
Common stock
$26.85M
$26.85M
$0.00
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured loan
$26.55M
$26.65M
-$99.0K
+6.00%
2028-10
NMI Acquisitionco, Inc. (dba Network Merchants)
Diversified Financial Services
First lien senior secured loan
$24.42M
$24.33M
$91.0K
+5.00%
2028-09
IRI Group Holdings, Inc. (f/k/a Circana Group, L.P. (f/k/a The NPD Group, L.P.))
Food & Staples Retailing
First lien senior secured loan
$24.35M
$24.35M
$0.00
+5.00%
2028-12
Hg Genesis 8 Sumoco Limited
Diversified Financial Services
Unsecured facility
GBP 24.33M
GBP 23.38M
GBP 954.0K
2027-09
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured loan
$22.41M
$22.42M
-$2.0K
+4.75%
2031-08
Certinia, Inc.
Professional Services
First lien senior secured loan
$21.95M
$21.68M
$269.0K
+7.25%
2029-08
KWOL Acquisition Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured loan
$21.42M
$21.14M
$276.0K
+6.25%
2029-12
Diligent Preferred Issuer, Inc. (dba Diligent Corporation)
Application Software
Preferred Stock
$20.52M
$21.14M
-$624.0K
Securiti, Inc.
Systems Software
Series C Preferred Shares
$20.00M
$20.02M
-$16.0K
TK Operations Ltd (dba Travelperk, Inc.)
Professional Services
First lien senior secured loan
$19.80M
$19.83M
-$29.0K
2029-05
Associations Finance, Inc.
Buildings & Real Estate
Unsecured notes
$19.28M
$19.14M
$137.0K
2030-05
Par Technology Corporation
Hotels, Restaurants & Leisure
First lien senior secured loan
$18.98M
$19.00M
-$11.0K
+5.00%
2029-07
Gerson Lehrman Group, Inc.
Professional Services
First lien senior secured loan
$18.85M
$18.75M
$95.0K
+5.25%
2027-12
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured delayed draw term loan
$18.71M
$18.66M
$50.0K
+6.50%
2026-03
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured loan
$17.86M
$17.88M
-$15.0K
+7.00%
2029-06
Algolia, Inc.
Systems Software
Series C Preferred Stock
$17.52M
$10.00M
$7.52M
Circle Internet Services, Inc.
Systems Software
Series D Preferred Stock
$17.40M
$15.00M
$2.40M
Securonix, Inc.
Systems Software
First lien senior secured loan
$17.40M
$19.64M
-$2.24M
+7.00%
2028-04
SLA Eclipse Co-Invest, L.P.
Diversified Consumer Services
LP Interest
$17.01M
$15.26M
$1.75M
Brooklyn Lender Co-Invest 2, L.P. (dba Boomi)
Systems Software
Common Units
$16.38M
$12.69M
$3.69M
LSI Financing 1 DAC
Pharmaceuticals
Series 1 Notes
$16.37M
$15.30M
$1.07M
Kaseya Inc.
IT Services
First lien senior secured loan
$15.96M
$15.73M
$232.0K
+5.50%
2029-06
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured loan
GBP 15.90M
GBP 15.90M
-GBP 3.0K
+4.50%
2031-07
Illumio, Inc.
Systems Software
Series F Preferred Stock
$15.50M
$16.68M
-$1.18M
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured delayed draw term loan #1
$15.07M
$15.08M
-$10.0K
+5.00%
2026-11
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured loan
$14.07M
$14.07M
-$3.0K
+4.50%
2031-05
JS Parent, Inc. (dba Jama Software)
Application Software
First lien senior secured loan
$13.61M
$13.61M
-$3.0K
+5.00%
2031-04
Delta TopCo, Inc. (dba Infoblox, Inc.)
Systems Software
Second lien senior secured loan
$13.56M
$13.43M
$124.0K
+5.25%
2030-11
Ivanti Software, Inc.
Systems Software
Second lien senior secured loan
$13.13M
$20.61M
-$7.49M
+7.25%
2028-12
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured loan
$12.90M
$12.88M
$22.0K
+6.50%
2031-03
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan
$12.82M
$12.67M
$151.0K
+7.50%
2029-02
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured loan
$12.72M
$12.55M
$170.0K
+6.50%
2030-01
TG THERAPEUTICS, INC.
Pharmaceuticals
First lien senior secured loan
$12.41M
$12.41M
-$3.0K
+5.50%
2029-08
XRL 1 LLC (dba XOMA)
Pharmaceuticals
First lien senior secured loan
$12.13M
$12.09M
$33.0K
+9.88%
2038-12
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Application Software
First lien senior secured loan
$12.06M
$11.98M
$73.0K
+5.75%
2028-03
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured loan
$12.01M
$12.01M
-$3.0K
+5.75%
2031-08
Armstrong Bidco Limited
Application Software
First lien senior secured GBP term loan
GBP 10.79M
GBP 9.77M
GBP 1.02M
+5.25%
2029-06
Bolt Technology OÜ
Road & Rail
Preferred Stock
$10.78M
$11.32M
-$541.0K
Fullsteam Operations, LLC
Application Software
First lien senior secured loan
$10.59M
$10.30M
$290.0K
+8.25%
2029-11
Intelerad Medical Systems Incorporated (fka 11849573 Canada Inc.)
Health Care Technology
First lien senior secured revolving loan
$10.58M
$10.78M
-$208.0K
+6.50%
2026-08
Replicated, Inc.
IT Services
Series C Preferred Stock
$10.50M
$20.01M
-$9.51M
Rubrik, Inc.
Systems Software
First lien senior secured loan
$10.39M
$10.28M
$110.0K
+7.00%
2028-08
Asurion, LLC
Insurance
Second lien senior secured loan
$10.13M
$10.69M
-$566.0K
+5.25%
2028-01
Hg Genesis 9 SumoCo Limited
Diversified Financial Services
Unsecured facility
EUR 9.99M
EUR 9.81M
EUR 184.0K
2027-03
Boxer Parent Company Inc. (f/k/a BMC)
Application Software
First lien senior secured loan
$9.97M
$9.98M
-$3.0K
+3.75%
2031-07
Knockout Intermediate Holdings I Inc. (dba Kaseya Inc.)
IT Services
Perpetual Preferred Stock
$9.63M
$9.49M
$144.0K
CloudPay, Inc.
Diversified Financial Services
First lien senior secured loan
$9.59M
$9.59M
-$8.0K
+7.50%
2029-07
Space Exploration Technologies Corp.
Aerospace & Defense
Class C Common Stock
$9.44M
$4.01M
$5.42M
Sitecore Holding III A/S
Systems Software
First lien senior secured loan
$9.36M
$9.30M
$60.0K
+7.75%
2029-03
Harness, Inc.
Systems Software
Junior Preferred Stock
$9.17M
$9.17M
$0.00
Thunder Purchaser, Inc. (dba Vector Solutions)
Professional Services
First lien senior secured revolving loan
$9.11M
$9.05M
$61.0K
+5.50%
2027-06
Avalara, Inc.
Application Software
First lien senior secured loan
$9.09M
$8.99M
$102.0K
+6.25%
2028-10
Zoro TopCo, Inc.
Application Software
Series A Preferred Equity
$8.94M
$8.72M
$223.0K
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured loan
$8.92M
$8.89M
$35.0K
+5.25%
2031-02
Thunder Topco L.P. (dba Vector Solutions)
Professional Services
Common Units
$8.82M
$7.86M
$962.0K
Greenway Health, LLC
Health Care Technology
First lien senior secured loan
$8.55M
$8.53M
$30.0K
+6.75%
2029-04
CloudPay, Inc.
Diversified Financial Services
Series E Preferred Stock
$8.25M
$8.25M
$0.00
2031-07
Ministry Brands Holdings, LLC
Application Software
First lien senior secured loan
$8.16M
$8.13M
$28.0K
+5.50%
2028-12
E2Open Parent Holdings, Inc.
IT Services
Class A Common Stock
$7.28M
$17.50M
-$10.22M
ManTech International Corporation
Aerospace & defense
First lien senior secured loan
$7.00M
$7.00M
$0.00
+5.00%
2029-09
Zoro TopCo, L.P.
Application Software
Class A Common Units
$6.46M
$5.93M
$526.0K
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured revolving loan
$6.37M
$6.44M
-$73.0K
+5.75%
2026-08
Circle Internet Services, Inc.
Systems Software
Series E Preferred Stock
$5.94M
$6.92M
-$980.0K
AlphaSense, LLC
Application Software
Series E Preferred Shares
$5.89M
$5.89M
$0.00
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured loan
$5.72M
$5.70M
$14.0K
+5.25%
2030-07
Smarsh Inc.
Diversified Financial Services
First lien senior secured delayed draw term loan
$5.52M
$5.45M
$74.0K
+5.75%
2025-02
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured loan #1
$5.32M
$5.32M
-$5.0K
+7.25%
2029-02
Halo Parent Newco, LLC
Systems Software
Class H PIK Preferred Equity
$5.30M
$6.64M
-$1.34M
XPLOR T1, LLC
Application Software
First lien senior secured loan
$5.03M
$4.98M
$49.0K
+4.25%
2031-06
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured loan
$5.01M
$4.88M
$131.0K
+6.75%
2030-09
Storable, Inc.
Equity Real Estate Investment Trusts (REITs)
First lien senior secured loan
$4.98M
$4.94M
$40.0K
+3.50%
2028-04
Romulus Intermediate Holdings 1 Inc. (dba PetVet Care Centers)
Health Care Providers & Services
Series A Preferred Stock
$4.80M
$4.86M
-$59.0K
Acquia Inc.
Systems Software
First lien senior secured revolving loan
$4.72M
$4.69M
$22.0K
+7.00%
2025-10
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured loan
$4.62M
$9.40M
-$4.78M
2027-03
LogRhythm, Inc.
Systems Software
First lien senior secured loan
$4.61M
$4.61M
-$5.0K
+7.50%
2029-07
Fullsteam Operations, LLC
Application Software
First lien senior secured delayed draw term loan
$4.52M
$4.36M
$157.0K
+8.25%
2025-05
BCPE Osprey Buyer, Inc. (dba PartsSource)
Health Care Technology
First lien senior secured delayed draw term loan
$4.45M
$4.31M
$141.0K
+5.75%
2025-10
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured loan
$4.36M
$4.28M
$76.0K
+5.75%
2030-08
Project Alpine Co-Invest Fund, LP
Application Software
LP Interest
$4.31M
$3.65M
$660.0K
Nylas, Inc.
Application Software
Series C Preferred Stock
$4.17M
$15.01M
-$10.84M
Ping Identity Holding Corp.
Systems Software
First lien senior secured loan
$4.16M
$4.15M
$10.0K
+4.75%
2029-10
BCTO WIW Holdings, Inc. (dba When I Work)
Professional Services
Class A Common Stock
$4.13M
$7.00M
-$2.87M
EShares, Inc. (dba Carta)
Application Software
Series E Preferred Stock
$3.95M
$2.01M
$1.94M
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured EUR term loan
EUR 3.48M
EUR 3.22M
EUR 263.0K
+6.75%
2030-09
Finastra USA, Inc.
Banks
First lien senior secured revolving loan
$3.46M
$3.39M
$74.0K
+7.25%
2029-09
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured revolving loan
$3.09M
$4.50M
-$1.41M
2027-03
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured loan
$3.07M
$3.06M
$13.0K
+5.25%
2031-01
Project Hotel California Co-Invest Fund, L.P.
Systems Software
LP Interest
$3.05M
$2.69M
$366.0K
Algolia, Inc.
Systems Software
Series D Preferred Stock
$3.03M
$4.00M
-$973.0K
Vestwell Holdings, Inc.
Professional Services
Series D Preferred Stock
$3.00M
$3.02M
-$20.0K
Gainsight, Inc.
Application Software
First lien senior secured revolving loan
$2.93M
$2.89M
$44.0K
2027-07
Brex, Inc.
Diversified Financial Services
Preferred Stock
$2.88M
$5.01M
-$2.13M
Insight CP (Blocker) Holdings, L.P. (dba CivicPlus, LLC)
Application Software
LP Interest
$2.73M
$2.29M
$443.0K
Talon MidCo 2 Limited (dba Tufin)
Systems Software
First lien senior secured loan
$2.70M
$2.66M
$38.0K
+6.95%
2028-08
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured GBP term loan
GBP 2.68M
GBP 2.53M
GBP 152.0K
+4.50%
2031-07
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Diversified Financial Services
First lien senior secured loan
$2.36M
$2.36M
$0.00
2030-07
AAM Series 2.1 Aviation Feeder, LLC
Diversified Financial Services
First lien senior secured loan
$2.22M
$2.22M
$0.00
2030-11
Elliott Alto Co-Investor Aggregator L.P.
Systems Software
LP Interest
$2.19M
$1.58M
$612.0K
Blue Owl Credit SLF LLC, Joint Venture
LLC Interest
$2.19M
$2.19M
-$2.0K
Catalis Intermediate, Inc. (fka GovBrands Intermediate, Inc.)
Application Software
First lien senior secured revolving loan
$2.15M
$2.26M
-$107.0K
+5.50%
2027-08
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured revolving loan
$2.07M
$2.04M
$29.0K
+6.00%
2030-06
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured revolving loan
$2.01M
$2.10M
-$94.0K
+6.25%
2028-03
Granicus, Inc.
Application Software
First lien senior secured loan
$1.95M
$1.94M
$18.0K
+5.75%
2031-01
AAM Series 1.1 Rail and Domestic Intermodal Feeder, LLC
Diversified Financial Services
LLC Interest
$1.73M
$1.49M
$244.0K
Amergin Asset Management, LLC
Diversified Financial Services
Class A Units
$1.61M
KWOL Acquisition Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
Class A Interest
$1.58M
$1.58M
$0.00
Illumio, Inc.
Systems Software
Common stock
$1.58M
$2.43M
-$850.0K
TravelPerk, Inc.
Professional Services
Warrants
$1.41M
$1.41M
$0.00
Dodge Construction Network Holdings, L.P.
Construction & Engineering
Class A-2 Common Units
$1.39M
$2.84M
-$1.45M
BEHP Co-Investor II, L.P.
Health Care Technology
LP Interest
$1.30M
$1.04M
$254.0K
Wp Irving Co-Invest, L.P.
Health Care Technology
Partnership Units
$1.28M
$976.0K
$300.0K
Rubrik, Inc.
Systems Software
First lien senior secured delayed draw term loan
$1.19M
$1.18M
$13.0K
+7.00%
2028-06
AAM Series 2.1 Aviation Feeder, LLC
Diversified Financial Services
LLC Interest
$989.0K
$965.0K
$24.0K
Circle Internet Services, Inc.
Systems Software
Series F Preferred Stock
$910.0K
$1.50M
-$590.0K
SimpliSafe Holding Corporation
Commercial Services & Supplies
First lien senior secured loan
$907.0K
$895.0K
$12.0K
+6.25%
2028-05
Disco Parent, Inc. (dba Duck Creek Technologies, Inc.)
Insurance
First lien senior secured loan
$905.0K
$891.0K
$14.0K
+7.50%
2029-03
Walker Edison Furniture Company LLC
Internet & Direct Marketing Retail
First lien senior secured delayed draw term loan
$893.0K
$2.58M
-$1.69M
2027-03
Entrata, Inc.
Real Estate Management & Development
First lien senior secured loan
$891.0K
$879.0K
$12.0K
+5.75%
2030-07
Circle Internet Services, Inc.
Systems Software
Warrants
$888.0K
IRI Group Holdings, Inc. (f/k/a Circana Group, L.P. (f/k/a The NPD Group, L.P.))
Food & Staples Retailing
First lien senior secured revolving loan
$846.0K
$846.0K
$0.00
+4.93%
2027-12
BTRS HOLDINGS INC. (dba Billtrust)
Diversified Financial Services
First lien senior secured loan
$835.0K
$820.0K
$15.0K
+8.00%
2028-12
Simpler Postage, Inc. (dba Easypost)
Application Software
Warrants
$827.0K
$827.0K
$0.00
JumpCloud, Inc.
IT Services
Series B Preferred Stock
$823.0K
$4.53M
-$3.71M
Blend Labs, Inc.
Thrifts & Mortgage Finance
Common stock
$814.0K
$3.00M
-$2.19M
Coupa Holdings, LLC
Application Software
First lien senior secured loan
$783.0K
$783.0K
$0.00
+5.50%
2030-02
Circle Internet Services, Inc.
Systems Software
Subordinated Convertible Security
$759.0K
$759.0K
$0.00
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured delayed draw term loan
$743.0K
$745.0K
-$2.0K
+4.50%
2026-05
Diamond Insure Bidco (dba Acturis)
Insurance
First lien senior secured EUR term loan
EUR 683.0K
EUR 657.0K
EUR 26.0K
+4.25%
2031-07
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured revolving loan
$586.0K
$608.0K
-$22.0K
+5.25%
2028-05
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured delayed draw term loan
$372.0K
$357.0K
$15.0K
+6.75%
2025-03
KWOL Acquisition Inc. (dba Worldwide Clinical Trials)
Health Care Providers & Services
First lien senior secured revolving loan
$352.0K
$317.0K
$35.0K
+6.25%
2029-12
Pye-Barker Fire & Safety, LLC
Commercial Services & Supplies
First lien senior secured revolving loan
$327.0K
$328.0K
-$1.0K
+4.50%
2030-05
Alpha Partners Technology Merger Corp
Application Software
Sponsor Shares
$326.0K
$1.00M
-$674.0K
Granicus, Inc.
Application Software
First lien senior secured delayed draw term loan
$287.0K
$287.0K
$0.00
+5.25%
2026-01
Kaseya Inc.
IT Services
First lien senior secured revolving loan
$239.0K
$226.0K
$13.0K
+5.50%
2029-06
MessageBird Holding B.V.
Application Software
Extended Series C Warrants
$207.0K
$1.17M
-$967.0K
Kaseya Inc.
IT Services
First lien senior secured delayed draw term loan
$184.0K
$176.0K
$8.0K
+5.50%
2025-06
XOMA Corporation
Pharmaceuticals
Warrants
$148.0K
$82.0K
$66.0K
BTRS HOLDINGS INC. (dba Billtrust)
Diversified Financial Services
First lien senior secured delayed draw term loan
$61.0K
$62.0K
-$1.0K
+8.00%
2024-12
Alpha Partners Technology Merger Corp
Application Software
Warrants
$53.0K
Dodge Construction Network Holdings, L.P.
Construction & Engineering
Series A Preferred Units
$42.0K
$69.0K
-$27.0K
+8.25%
BTRS HOLDINGS INC. (dba Billtrust)
Diversified Financial Services
First lien senior secured revolving loan
$33.0K
$32.0K
$1.0K
+7.25%
2028-12
Blend Labs, Inc.
Thrifts & Mortgage Finance
Warrants
$16.0K
$1.63M
-$1.61M
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured delayed draw term loan
$8.0K
$6.0K
$2.0K
+5.25%
2026-01
Walker Edison Holdco LLC
Internet & Direct Marketing Retail
Common Units
$0.00
$9.50M
-$9.50M
Activate Holdings (US) Corp. (dba Absolute Software)
Systems Software
First lien senior secured revolving loan
-$1.0K
-$1.0K
$0.00
+5.25%
2029-07
Aptean Acquiror, Inc. (dba Aptean)
Industrial Conglomerates
First lien senior secured revolving loan
-$1.0K
-$2.0K
$1.0K
+5.25%
2031-01
Gerson Lehrman Group, Inc.
Professional Services
First lien senior secured revolving loan
-$2.0K
-$7.0K
$5.0K
+5.25%
2027-12
Neptune Holdings, Inc. (dba NexTech)
Health Care Technology
First lien senior secured revolving loan
-$3.0K
-$12.0K
$9.0K
+5.75%
2029-08
Icefall Parent, Inc. (dba EngageSmart)
Diversified Consumer Services
First lien senior secured revolving loan
-$6.0K
-$22.0K
$16.0K
+6.50%
2030-01
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured revolving loan
-$7.0K
-$7.0K
$0.00
+5.00%
2028-08
JS Parent, Inc. (dba Jama Software)
Application Software
First lien senior secured revolving loan
-$7.0K
-$6.0K
-$1.0K
+5.00%
2031-04
Ministry Brands Holdings, LLC
Application Software
First lien senior secured revolving loan
-$7.0K
-$8.0K
$1.0K
+5.50%
2027-12
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured revolving loan
-$9.0K
-$12.0K
$3.0K
+5.50%
2031-02
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured delayed draw term loan
-$9.0K
-$9.0K
$0.00
+5.75%
2026-08
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured delayed draw term loan
-$10.0K
-$9.0K
-$1.0K
+4.50%
2027-07
GS Acquisitionco, Inc. (dba insightsoftware)
Application Software
First lien senior secured delayed draw term loan
-$10.0K
-$5.0K
-$5.0K
+5.25%
2026-03
PDI TA Holdings, Inc.
Multiline Retail
First lien senior secured delayed draw term loan
-$10.0K
-$19.0K
$9.0K
+5.25%
2026-02
SailPoint Technologies Holdings, Inc.
Systems Software
First lien senior secured revolving loan
-$11.0K
-$56.0K
$45.0K
+6.00%
2028-08
Tamarack Intermediate, L.L.C. (dba Verisk 3E)
Application Software
First lien senior secured revolving loan
-$13.0K
-$19.0K
$6.0K
+5.75%
2028-03
Artifact Bidco, Inc. (dba Avetta)
Application Software
First lien senior secured revolving loan
-$14.0K
-$13.0K
-$1.0K
+4.50%
2030-07
LogRhythm, Inc.
Systems Software
First lien senior secured revolving loan
-$14.0K
-$14.0K
$0.00
+7.50%
2029-07
Certinia, Inc.
Professional Services
First lien senior secured revolving loan
-$15.0K
-$47.0K
$32.0K
+7.25%
2029-08
XRL 1 LLC (dba XOMA)
Pharmaceuticals
First lien senior secured delayed draw term loan
-$15.0K
-$14.0K
-$1.0K
+9.88%
2025-12
Forescout Technologies, Inc.
Systems Software
First lien senior secured revolving loan
-$20.0K
-$19.0K
-$1.0K
+5.00%
2030-05
Hyland Software, Inc.
Health Care Technology
First lien senior secured revolving loan
-$20.0K
-$51.0K
$31.0K
+6.00%
2029-09
Integrity Marketing Acquisition, LLC
Insurance
First lien senior secured delayed draw term loan
-$21.0K
-$21.0K
$0.00
+5.00%
2026-08
Salinger Bidco Inc. (dba Surgical Information Systems)
Health Care Technology
First lien senior secured revolving loan
-$21.0K
-$21.0K
$0.00
+5.75%
2031-05
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured delayed draw term loan
-$23.0K
-$22.0K
-$1.0K
+4.75%
2026-09
Crewline Buyer, Inc. (dba New Relic)
Systems Software
First lien senior secured revolving loan
-$24.0K
-$123.0K
$99.0K
+6.75%
2030-11
Simpler Postage, Inc. (dba Easypost)
Application Software
First lien senior secured delayed draw term loan #1
-$25.0K
-$32.0K
$7.0K
+7.00%
2026-06
AI Titan Parent, Inc. (dba Prometheus Group)
Application Software
First lien senior secured revolving loan
-$28.0K
-$28.0K
$0.00
+4.75%
2031-08
CT Technologies Intermediate Holdings, Inc.
Health Care Technology
(& Smart Holdings Corp.) (dba Datavant), First lien senior secured revolving loan
-$29.0K
-$28.0K
-$1.0K
+5.00%
2031-08
Relativity ODA LLC
Diversified Consumer Services
First lien senior secured revolving loan
-$32.0K
-$31.0K
-$1.0K
+4.50%
2029-05
Monotype Imaging Holdings Inc.
Media
First lien senior secured revolving loan
-$37.0K
-$50.0K
$13.0K
+5.50%
2030-02
Litera Bidco LLC
Diversified Consumer Services
First lien senior secured revolving loan
-$38.0K
-$35.0K
-$3.0K
+5.00%
2028-05
GI Ranger Intermediate, LLC (dba Rectangle Health)
Health Care Technology
First lien senior secured revolving loan
-$39.0K
-$23.0K
-$16.0K
+6.00%
2027-10
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured delayed draw term loan #2
-$44.0K
-$41.0K
-$3.0K
+5.00%
2026-05
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured delayed draw term loan
-$51.0K
-$22.0K
-$29.0K
+6.00%
2025-11
Minotaur Acquisition, Inc. (dba Inspira Financial)
Diversified Financial Services
First lien senior secured revolving loan
-$54.0K
-$51.0K
-$3.0K
+5.00%
2030-06
AlphaSense, Inc.
Application Software
First lien senior secured delayed draw term loan #1
-$55.0K
-$52.0K
-$3.0K
+6.25%
2025-12
Azurite Intermediate Holdings, Inc. (dba Alteryx, Inc.)
Systems Software
First lien senior secured revolving loan
-$59.0K
-$66.0K
$7.0K
+6.50%
2031-03
H&F Opportunities LUX III S.À R.L (dba Checkmarx)
Systems Software
First lien senior secured revolving loan
-$63.0K
-$192.0K
$129.0K
+7.50%
2026-04
Aerosmith Bidco Limited (dba Audiotonix)
Entertainment
First lien senior secured multi-draw term loan #2
-$77.0K
-$73.0K
-$4.0K
+5.25%
2027-07
Interoperability Bidco, Inc. (dba Lyniate)
Health Care Technology
First lien senior secured delayed draw term loan
-$86.0K
+6.25%
2026-06
RL Datix Holdings (USA), Inc.
Health Care Technology
First lien senior secured revolving loan
-$96.0K
-$90.0K
-$6.0K
+5.50%
2030-10
PetVet Care Centers, LLC
Health Care Providers & Services
First lien senior secured revolving loan
-$107.0K
-$48.0K
-$59.0K
+6.00%
2029-11
When I Work, Inc.
Professional Services
First lien senior secured revolving loan
-$168.0K
-$29.0K
-$139.0K
+6.00%
2027-11
Aerosmith Bidco Limited (dba Audiotonix)
Entertainment
First lien senior secured multi-currency revolving loan
-$205.0K
-$199.0K
-$6.0K
+5.25%
2030-07
Securonix, Inc.
Systems Software
First lien senior secured revolving loan
-$347.0K
$59.0K
-$406.0K
+7.00%
2028-04
3ES Innovation Inc. (dba Aucerna)
Energy Equipment & Services
First lien senior secured revolving loan
-$6.0K
+6.50%
2025-05
Associations, Inc.
Buildings & Real Estate
First lien senior secured delayed draw term loan
-$3.0K
+6.50%
2028-07
Associations, Inc.
Buildings & Real Estate
First lien senior secured revolving loan
-$3.0K
+6.50%
2028-07
Avalara, Inc.
Application Software
First lien senior secured revolving loan
-$9.0K
+7.25%
2028-10
BCTO BSI Buyer, Inc. (dba Buildertrend)
Household Durables
First lien senior secured revolving loan
-$66.0K
+7.50%
2026-12
Bamboo US BidCo LLC
Life Sciences Tools & Services
First lien senior secured revolving loan
-$26.0K
+6.00%
2029-10
Bayshore Intermediate #2, L.P. (dba Boomi)
Systems Software
First lien senior secured revolving loan
-$132.0K
+6.75%
2027-10
CivicPlus, LLC
Application Software
First lien senior secured revolving loan
-$23.0K
+5.75%
2027-08
Computer Services, Inc. (dba CSI)
Diversified Financial Services
First lien senior secured delayed draw term loan
-$20.0K
+5.25%
2026-02
Delinea Buyer, Inc. (f/k/a Centrify)
Systems Software
First lien senior secured revolving loan
-$97.0K
+5.75%
2027-03
Disco Parent, Inc. (dba Duck Creek Technologies, Inc.)
Insurance
First lien senior secured revolving loan
-$2.0K
+7.50%
2029-03
EET Buyer, Inc. (dba e-Emphasys)
Building products
First lien senior secured delayed draw term loan
-$5.0K
+5.25%
2026-04-29
EET Buyer, Inc. (dba e-Emphasys)
Building products
First lien senior secured revolving loan
-$32.0K
+5.25%
2027-11
Entrata, Inc.
Real Estate Management & Development
First lien senior secured revolving loan
-$1.0K
+6.00%
2028-07
Fullsteam Operations, LLC
Application Software
First lien senior secured revolving loan
-$14.0K
+8.25%
2029-11
Granicus, Inc.
Application Software
First lien senior secured revolving loan
-$2.0K
+5.25%
2031-01
Indikami Bidco, LLC (dba IntegriChain)
Health Care Technology
First lien senior secured delayed draw term loan
-$60.0K
+6.00%
2025-12
MINDBODY, Inc.
Hotels, Restaurants & Leisure
First lien senior secured revolving loan
-$4.0K
+7.00%
2025-09
Magnet Forensics, LLC (f/k/a Grayshift, LLC)
Application Software
First lien senior secured revolving loan
-$6.0K
+5.25%
2028-07
Monotype Imaging Holdings Inc.
Media
First lien senior secured delayed draw term loan
-$17.0K
+5.50%
2026-02
NMI Acquisitionco, Inc. (dba Network Merchants)
Diversified Financial Services
First lien senior secured revolving loan
-$4.0K
+5.50%
2028-09
Oranje Holdco, Inc. (dba KnowBe4)
Systems Software
First lien senior secured revolving loan
-$17.0K
+7.50%
2029-02
Ping Identity Holding Corp.
Systems Software
First lien senior secured revolving loan
-$1.0K
+4.75%
2028-10
Project Power Buyer, LLC (dba PEC-Veriforce)
Energy Equipment & Services
First lien senior secured revolving loan
-$5.0K
+7.00%
2025-05
Smarsh Inc.
Diversified Financial Services
First lien senior secured revolving loan
-$3.0K
+5.75%
2029-02
Talon MidCo 2 Limited (dba Tufin)
Systems Software
First lien senior secured revolving loan
-$2.0K
+7.00%
2028-08
Velocity HoldCo III Inc. (dba VelocityEHS)
Application Software
First lien senior secured revolving loan
-$17.0K
+5.50%
2026-04
Zendesk, Inc.
Application Software
First lien senior secured delayed draw term loan
-$332.0K
+5.00%
2025-11
Zendesk, Inc.
Application Software
First lien senior secured revolving loan
-$73.0K
+5.00%
2028-11
Disclosed holdings FV
$6.40B
Parsed holdings FV
$6.48B
Residual gap
-$87.56M
Balance-sheet cash
$186.47M
CIK
0001747777
Accession
0001747777-24-000021
Form type
10-Q
Period
2024-09-30