Oaktree Specialty Lending

US · OCSL #3232 by market cap

11.65 -0.05 -0.43%

Live - 5344 symbols - heartbeat 449s ago · 2026-10-07 20:01

After-hours 11.65 0.00%

Market cap: 1.03B
P/E (TTM): 24.27
P/B: 0.74
EPS: 0.39
Div yield: 13.22%
52W pos: 54%

Reader sentiment Are you bullish or bearish on OCSL?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing

The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
Total institutional ownership fell 3.1 percentage points.

Institutional ownership

Held by institutions: 49.03% -3.08pp
Institutions: 178 -2
As of: 2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund26.41%

VC/PE Fund9.09%

Hedge Fund5.02%

Public Company4.13%

Private Company3.62%

Family Office/Trust0.73%

Individual/Insider0.30%

Other50.67%

Top holders as of 2026-06-30

Brookfield Corporation 8.94% · 7.87M sh

Private Management Group Inc 4.39% · 3.87M sh

RBC Dominion Securities Inc. 3.00% · 2.64M sh

Bruni J V & Co 2.81% · 2.47M sh

Morgan Stanley 2.73% · 2.40M sh

Ares Management LLC 2.50% · 2.20M sh

Van Eck Associates Corporation 2.49% · 2.20M sh

Generali Asset Management S.p.a. Societa Di Gestione Del Risparmio 2.36% · 2.08M sh

UBS Asset Management 2.36% · 2.08M sh

Claret Asset Management Corp 1.90% · 1.67M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

14 filings tracked · 14 buys · 0 sells

Name	Role	Stake
Craig Jacobson	Independent Director	0.08%
Mathew Pendo	President	0.06%
John Frank	Chairperson	0.04%
Deborah Gero	Independent Director	0.03%
Phyllis Caldwell	Independent Director	0.03%
Armen Panossian	CEO & Chief Investment Officer	0.03%
Bruce Zimmerman	Lead Independent Director	0.02%
Christopher McKown	MD,CFO & Treasurer	0.01%
Raghav Khanna	Managing Director & Co-Portfolio Manager	0.01%
Ashley Pak	Chief Compliance Officer	0.00%

Insider transactions most recent Form 4 filings

Date	Name	Role	Type	Shares	Price
2026-08-11	Armen Panossian	CEO & Chief Investment Officer	Open Market Acquisition	+1,700	$12.69
2026-03-15	Phyllis Caldwell	Independent Director	Open Market Acquisition	+2,500	$10.77
2026-03-15	Deborah Gero	Independent Director	Open Market Acquisition	+2,000	$10.78
2025-09-14	Phyllis Caldwell	Independent Director	Open Market Acquisition	+3,000	$13.19–13.20
2025-06-29	Deborah Gero	Independent Director	Open Market Acquisition	+2,500	$13.70
2025-05-14	Armen Panossian	CEO & Chief Investment Officer	Open Market Acquisition	+8,000	$14.13
2025-05-06	Phyllis Caldwell	Independent Director	Open Market Acquisition	+2,000	$13.33
2025-05-05	Craig Jacobson	Independent Director	Open Market Acquisition	+14,910	$13.41
2025-02-24	Phyllis Caldwell	Independent Director	Open Market Acquisition	+2,500	$15.83
2025-02-23	Raghav Khanna	Managing Director & Co-Portfolio Manager	Open Market Acquisition	+6,000	$15.95
2025-02-23	Mathew Pendo	President	Open Market Acquisition	+6,260	$15.93
2024-09-19	Phyllis Caldwell	Independent Director	Open Market Acquisition	+1,000	$16.01–16.01
2024-08-12	Phyllis Caldwell	Independent Director	Open Market Acquisition	+1,334	$16.28–16.29
2024-02-11	Phyllis Caldwell	Independent Director	Open Market Acquisition	+2,000	$20.07

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-07 20:01:37 · For reference only, not investment advice and not tailored to your situation.