Podcastone Inc (PODC) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Podcastone Inc (PODC) following the 2026 Q2 hedge fund 13F filings?

As of today, PODC has moved -14.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the XLC sector ETF — an outperformance of -13.4%. Since the quarter end (June 30, 2026), PODC gained -39.6% vs +4.0% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Podcastone Inc (PODC)

33 + Investors. Track Smart Money conviction in PODC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — PODC

Based on 33 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added PODC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

33 hedge funds hold PODC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

20 buying10 selling

Last quarter: 20 funds were net buyers (12 opened a brand new position + 8 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 3 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 55% entered in last year

■ 24% conviction (2yr+) ■ 21% medium ■ 55% new

Only 8 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +223% but shares only +47% — price-driven

Value

+222%

+47%

Last quarter: the total dollar value of institutional holdings rose +223%, but actual share count only changed +47%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

4 → 3 → 3 → 10 → 12 new funds/Q

New funds entering each quarter: 3 → 3 → 10 → 12. A growing number of institutions are discovering PODC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 36% veterans, 48% new entrants

■ 36% veterans ■ 15% 1-2yr ■ 48% new

Of 33 current holders: 12 (36%) held 2+ years, 5 held 1–2 years, 16 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

12 of 33 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	33	25	32.0%
13F Shares	1M	947K	47.47%
Total Value	$6M	$2M	222.88%
New Positions	12	10	+2
Increased Positions	8	4	+4
Closed Positions	4	9	-5
Reduced Positions	6	5	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

32.0%

13F Shares

947K

47.47%

Total Value

$6M

$2M

222.88%

New Positions

Increased Positions

Closed Positions

-5

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PODC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PODC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Informed Momentum Co LLC	0.07%	181,514	$811K
2	Frec Markets, Inc.	0.01%	15,876	$71K
3	Permanens Capital L.P.	0.00%	10,000	$45K
4	Hillsdale Investment Management Inc.	0.00%	25,025	$112K
5	International Assets Investment Management, LLC	0.00%	9,700	$41K
6	Bridgeway Capital Management, LLC	0.00%	23,000	$103K
7	XTX Topco Ltd	0.00%	22,738	$102K
8	Quadrature Capital Ltd	0.00%	23,530	$105K
9	Centiva Capital, LP	0.00%	16,890	$75K
10	Sei Investments Co	0.00%	107,524	$481K
11	Renaissance Technologies LLC	0.00%	29,903	$134K
12	Integrated Wealth Concepts LLC	0.00%	7,160	$32K
13	NewEdge Advisors, LLC	0.00%	6,383	$29K
14	Fmr LLC	0.00%	335,350	$1.5M
15	Marshall Wace, LLP	0.00%	12,460	$56K
16	Jane Street Group, LLC	0.00%	88,558	$396K
17	Vanguard Fiduciary Trust Co	0.00%	29,678	$133K
18	Silver Grove Financial Group, Inc.	0.00%	10	—
19	Vanguard Capital Management LLC	0.00%	234,966	$1.1M
20	Citadel Advisors LLC	0.00%	28,608	$128K
21	Osaic Holdings, INC.	0.00%	2,002	$9K
22	BlackRock, Inc.	0.00%	62,680	$280K
23	Assetmark, Inc	0.00%	170	—
24	Morgan Stanley	0.00%	3,106	$14K
25	Group One Trading LLC	0.00%	70	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Podcastone Inc (PODC)

What does the Smart Money Trend signal show for PODC?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added PODC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PODC?

More buyers than sellers — 67% buying: Last quarter: 20 funds were net buyers (12 opened a brand new position + 8 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PODC holders?

Strong quality — 39% AUM from major funds: 12 of 33 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PODC?

Mostly new holders — 55% entered in last year: Only 8 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Podcastone Inc (PODC) following the 2026 Q2 hedge fund 13F filings?

As of today, PODC has moved -14.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the XLC sector ETF — an outperformance of -13.4%. Since the quarter end (June 30, 2026), PODC has gained -39.6% vs +4.0% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Podcastone Inc (PODC)

Smart Money Signals — PODC

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +50% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 55% entered in last year

Value +223% but shares only +47% — price-driven

Growing discovery — still being found

Mixed cohorts — 36% veterans, 48% new entrants

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — PODC

Hedge Fund Ownership: PODC

Market Analysis: PODC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PODC

Is It Too Late to Buy Podcastone Inc (PODC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PODC

Statistics: PODC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Podcastone Inc (PODC)

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