SecBot SecBot
SC 13D/A ·Filed Sep 22, 2026

PODC

PodcastOne, Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed1mo ago SEC0001213900-26-102325
Activist stake amendment (position change)
Actionable Insight • Neutral

The stake increase via intercompany settlement rather than open-market purchase suggests a balance-sheet cleanup, not aggressive accumulation. Watch for any future 13D amendments or proxy materials that signal LiveOne's intent to push for a specific strategic transaction, given its controlling position.

DirectionNeutral
Confidencemedium
Horizonweeks
Latest settled — T+20d
PODC ▼ -24.43% at T+20d
NEUTRAL call -24.43% · α vs SPY -25.12% · entry $2.21 → $1.67
Next anchor: T+60d in 7w
Latest observation: T+22 +14.51% FF3 residual α
Entry = T+0 close
Sep 22, 2026
via day close
T+1d
+1.81%
call +1.81% · α +1.89%
$2.25
settled 5w ago
T+5d
+4.52%
call +4.52% · α +5.20%
$2.31
settled 27d ago
T+20d
-24.43%
call -24.43% · α -25.12%
$1.67
settled 6d ago
T+60d
Pending
in 7w

Price Chart

Loading chart...

Executive Summary

LiveOne, Inc. filed Amendment No. 3 to its Schedule 13D, reporting an increase in its beneficial ownership of PodcastOne (PODC) to 20,804,235 shares, or 68.8% of outstanding common stock. The increase of 374,109 shares was acquired via settlement of intercompany balances owed by PodcastOne to LiveOne. The filing maintains a general purpose of evaluating strategic alternatives, including potential capital raises, M&A, and other transactions, but does not specify new demands or an escalation timeline.

Key Financial Metrics

Stake
68.8%
Investor
LiveOne, Inc.

Key Facts

  • LiveOne now beneficially owns 20,804,235 shares of PodcastOne common stock, representing 68.8% of shares outstanding.
  • The 374,109-share increase was acquired on September 18, 2026, via settlement of intercompany balances owed by PodcastOne to LiveOne.
  • The filing states LiveOne may engage in discussions regarding operations, strategic direction, and potential transactions including debt/equity capital raises, acquisitions, mergers, and other strategic transactions.
  • PodcastOne's outstanding share count is 30,252,696 as of August 12, 2026, per its June 30, 2026 10-Q.

Financial Impact

LiveOne increased its stake by 374,109 shares via intercompany balance settlement; no cash consideration disclosed. LiveOne's total stake value is not calculable from filing data.

ownership percentage

Risk Factors

  • LiveOne's controlling 68.8% stake gives it unilateral ability to push through transactions that may not align with minority shareholders.
  • The filing's broad language on potential strategic transactions leaves uncertainty about near-term actions.

Investment Themes

Software & IT

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13D/A Filing (Primary)0001213900-26-102325
Document: 0001213900-26-102325-index.html0001213900-26-102325
Document: 0001213900-26-102325.txt0001213900-26-102325
15 reports for PODC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PODC — sortable, filterable
TypeNow
Sep 22, 2026
4w ago
SC 13D/A
NEUTRAL ★ 4/10
$2.21awaiting T+60—$1.70 (−23.08%)
Aug 27, 2026
8w ago
Press Release
NEUTRAL ★ 3/10
$2.71awaiting T+60—$1.70 (−37.27%)
Aug 12, 2026
10w ago
8-K
MIXED ★ 5/10
$3.08awaiting T+60—$1.70 (−44.81%)
Aug 12, 2026
10w ago
Press Release
MIXED ★ 5/10
$3.08awaiting T+60—$1.70 (−44.81%)
Aug 4, 2026
11w ago
Press Release
NEUTRAL ★ 1/10
$3.46awaiting T+60—$1.70 (−50.87%)
Jul 28, 2026
12w ago
DEFA14A
NEUTRAL ★ 2/10
$3.49 $1.64▼ −53.01%▼ −57.74%$1.70 (−51.29%)
May 27, 2026
21w ago
Press Release
BULLISH ★ 7/10
$4.84 $2.70▼ −44.21%▼ −45.95%$1.70 (−64.88%)
May 27, 2026
21w ago
Press Release
BULLISH ★ 7/10
$4.98 $2.52▼ −49.40%▼ −51.28%$1.70 (−65.86%)
May 19, 2026
22w ago
Press Release
NEUTRAL ★ 3/10
$3.91 $3.17▼ −18.93%▼ −25.22%$1.70 (−56.52%)
May 12, 2026
23w ago
3
NEUTRAL ★ 1/10
$3.56 $3.46▼ −2.81%▼ −7.25%$1.70 (−52.25%)
Showing 10 of 15

US Market Status

Market Open — Closes in 2m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Sep 22, 2026