STEPHENS INC /AR/ OTF β€” BLUE OWL TECHNOLOGY FIN CORP

Ownership history in STEPHENS INC /AR/  Β·  3 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported BLUE OWL TECHNOLOGY FIN CORP (OTF) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.16% in 2026 Q2. The latest visible filing shows OTF at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in BLUE OWL TECHNOLOGY FIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OTF was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPHENS INC /AR/ held OTF β€” position size vs. price
% of Fund (quarterly)    OTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 1,379,124 +488,262 +54.8% 0.16% $14.3M 2026-07-29 $9.95
2026 Q1 ADDED β€” β€” β€” 890,862 +325,508 +57.6% 0.14% $11.0M 2026-04-28 $10.52
2025 Q4 INITIATED β€” β€” β€” 565,354 β€” β€” 0.10% $8.2M 2026-02-05 $11.00

FAQ About STEPHENS INC /AR/ and OTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning OTF?

STEPHENS INC /AR/ reported OTF across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported OTF position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for OTF was 0.16% in 2026 Q2.

What is the latest reported OTF position on this page?

The most recent filing on this page is 2026 Q2, when STEPHENS INC /AR/ reported 1,379,124 shares, equal to 0.16% of portfolio, with an estimated market value of $14.3M.

What does the chart on this OTF ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly OTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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