$RWAY

Analysts covered Runway Growth Finance Corp (RWAY) and Pelagos Insurance Capital (PLGO). B. Riley Securities’ Sean-Paul Adams kept a Buy on RWAY and set a $11.00 target versus a $6.91 close. Consensus is Hold with a $7.67 target. For PLGO, Evercore ISI’s David Motemaden kept Hold with a $24.00 target versus a $22.56 close; Barclays also Hold at $23.00.

Runway Growth Capital appointed Michael Rovner as Co-CEO and Co-Chief Investment Officer, sharing the roles with founder David Spreng. Runway said Rovner previously led Ovation Partners at BC Partners after BC Partners acquired Ovation Partners in 2023. Runway is the investment adviser to Runway Growth Finance Corp. and private funds.

Runway Growth Capital LLC appointed Michael Rovner as co-CEO and co-CIO, sharing the roles with founder David Spreng, to guide investment strategy and expansion. Runway is the adviser to Runway Growth Finance Corp. (Nasdaq: RWAY). Rovner joins from BC Partners Credit, after co-founding Ovation Partners. Runway targets $10M to $150M senior term loans.

Runway Growth Finance Corp. (RWAY) released Q2 2026 investor slides on Aug. 7, citing the April 6 SWK Holdings acquisition as a driver of results. Net investment income rose 71.7% to $18.2M ($0.43/share). Total investment income rose to $37.0M. NAV per share fell to $11.91 after $8.1M transaction expenses. Shares rose 13.21% to $6.77.

Runway Growth Finance (NASDAQ:RWAY) reported Q2 results on an earnings call, attributing a per-share NAV decline mainly to $8.1 million ($0.22/share) of SWK acquisition transaction expenses. SWK contributed $0.05/share net investment income accretion. Net realized losses were $45.3 million, including Marley Spoon and Blueshift impacts. The company reported 14.2% dollar-weighted yield and a 1.36x leverage ratio.

Runway Growth Capital LLC appointed Michael Rovner as Co-CEO and Co-CIO alongside founder David Spreng, to guide investment strategy and expansion. Rovner previously led Ovation Partners after BC Partners acquired it in 2023. Runway serves as adviser to Runway Growth Finance Corp. (Nasdaq: RWAY).

Runway Growth Finance Corp. (RWAY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 rway-ex99_1.htm EX-99.1 EX-99.1 Runway Growth Finance Corp. Reports Second Quarter 2026 Financial Results Delivered Total and Net Investment Income of $37.0 million and $18.2 million, Respectively Investment Portfolio of $1.2 billion Conference Call on Friday, August 7,

Runway Growth Finance Corp. (RWAY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 rway-ex10_1.htm EX-10.1 EX-10.1 Execution Version Eighth Amendment to Amended and Restated Credit Agreement and Waiver This Eighth Amendment to Amended and Restated Credit Agreement and Waiver , dated as of July 13, 2026 (the “Amendment” ), is made pursuant to that cert

Runway Growth Capital said it completed an executive transition. Effective June 30, 2026, Carmela Thomson became CFO, succeeding Thomas B. Raterman, who moved to Vice Chairman. The firm said Thomson joined in 2021 from KPMG and helped build Runway Growth Finance Corp.’s public-company transition. Raterman will focus on strategic initiatives while supporting Nasdaq-listed RWAY.

Runway Growth Finance Corp. (Nasdaq: RWAY) reported a Q2 2026 business and portfolio update for the quarter ended June 30, 2026. The company said adviser and affiliates plan to buy up to 10% of outstanding shares if trading remains below 70% of NAV, and it has a $15.0 million repurchase authorization. Q2 funded $85.8 million in new and existing investments and reported $36.5 million in liquidity events.