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BTX · BlackRock Technology & Private Equity Term Trust

Track BTX — free
$8.99 +0.11 (+1.24%) At close · Aug 20
Market Cap
$1.05B
Shares
116.71M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$8.99 Open$8.81 Day$8.81–8.99 52W close$6.21–9.42 Avg vol 30d617K Short int211K · 0.2% float · 1.0d Short vol47% DataMar 2021–Aug 2026

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Limited Quant / Vol Moderate
Market backdrop VIX 14.9 · calm Equity put/call 0.52
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +20%
above
Price vs 50-day avg +4%
above
RSI (14) 59
neutral
MACD trend Positive
52-week position 87%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +8%
trailing
6-month return +37%
trailing
YTD return +36%
this year
Relative strength +26%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $9 › 200d $7 — 50d above 200d
Institutional flow Accumulating
+9% holders QoQ · +28 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.18% of float · ▼ -15.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
119 holders — near 3-yr high, broad support
Squeeze score 31
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Moderate
Volatility 29%
annualized · 1-yr
Max drawdown −19%
past year
ATR 2.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+20% Bullish
Price vs 50-day avg
+4% Bullish
RSI (14)
59 Neutral
MACD trend
Positive Bullish
52-week position
87% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $9 › 200d $7 — 50d above 200d
Institutional flow Accumulating
+9% holders QoQ · +28 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.18% of float · ▼ -15.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
119 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $6 Now $9 · 87% Range high $9
vs 200-day avg +20% vs 50-day avg +4%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BTX
BlackRock Technology & Private Equity Term Trust
this stock
$1.05B +36.4% 0.2%
BLK
BlackRock, Inc.
$370.39B +6.5% +16.2% 27.3 0.7%
BX
Blackstone Inc.
$106.10B -8.3% +9.2% 31.7 3.5%
KKR
KKR & Co. Inc.
$99.15B -16.0% -11.0% 1.6%
BN
BROOKFIELD Corp /ON/
$92.35B -9.8% 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
119
% held
29.3%
Net QoQ
+2.4M sh
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
12
View
Short & Settlement
Short Interest Falling
Shares short
211.3K
Days to cover
1.0d
Change
-38.3K sh
View
Short Volume
Short vol %
47%
As of
Aug 20, 2026
Short Total
View
Fails to Deliver
FTD shares
287
Value
$2.3K
As of
Jul 31, 2026
View
Off-Exchange
Off-exchange %
50.6%
Week of
Jul 13, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Jun 2, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
BTX -0.8% +7.8% +36.8% +11.7% +36.4%
SPY -2.0% +3.3% +11.2% +2.1% +11.8%
vs SPY +1.2% +4.5% +25.7% +9.6% +24.6%

Capital returns

Latest dividend
$0.053 / share · ex Aug 14, 2026
Declared · upcoming
$0.0525 / share · ex Sep 15, 2026
Cut 32.1%
Paid (TTM)
$0.661 / share · 12 payouts
Dividend yield (TTM, derived)
7.35%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1836057 CUSIP 09260Q108 13F (30d) 101 filings 101 filers