Runway Growth Q3 2026: $139.4M portfolio repayments, $8.5M new fundings

Runway Growth Finance Corp.

Liquidity events totaled $139.4M: Extensiv (3PL Central) $72.3M, Route 92 Medical $35.0M, Onward Medical $17.1M, Federal Hearings & Appeals Services $6.3M, plus $8.7M amortization.
Funded about $8.5M of follow-on investments in four existing portfolio companies, including $2.9M to three existing portfolio companies.
Restructured ~$28.9M of unfunded Marley Spoon SE commitments into a €8.1M bridge loan ($5.6M funded); Marley Spoon cutting 21% of its workforce.
Portfolio as of Sept 30, 2026: 52 debt investments across 42 companies and 102 equity investments in 66 companies; 31 hold both.
Co-CEOs David Spreng and Michael Rovner say the share price does not reflect portfolio fundamentals; cite share repurchases and selective originations.

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