SurgePays, Inc.
SURG- Exchange
- Nasdaq
- Industry
- Telephone Communications (No Radiotelephone)
- SEC CIK
- 0001392694
No open-market purchases or sales by SurgePays, Inc. insiders were filed in the last 90 days; 36 institutions reported holding it in 13F filings for Q2 2026, worth $833.1K in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in SurgePays, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 12
- +11 vs. Q3 2021
- Shares held
- 556.3K
- +456.3K (+456.3%) vs. Q3 2021
- Total value
- $1.12M
- +$1.11M (+9,241.7%) vs. Q3 2021
- New holders
- 12
- 0 more added
- Sold out
- 1
- 0 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SURG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 36 | $833.1K |
| Q1 2026 | 33 | $1.67M |
| Q4 2025 | 30 | $3.44M |
| Q3 2025 | 32 | $4.99M |
| Q2 2025 | 35 | $5.26M |
| Q1 2025 | 29 | $4.01M |
| Q4 2024 | 31 | $3.65M |
| Q3 2024 | 27 | $3.46M |
| Q2 2024 | 32 | $5.78M |
| Q1 2024 | 33 | $7.55M |
| Q4 2023 | 33 | $8.64M |
| Q3 2023 | 28 | $8.40M |
| Q2 2023 | 30 | $17.1M |
| Q1 2023 | 16 | $7.46M |
| Q4 2022 | 25 | $14.0M |
| Q3 2022 | 23 | $4.63M |
| Q2 2022 | 19 | $4.21M |
| Q1 2022 | 13 | $2.25M |
| Q4 2021 | 12 | $1.12M |
| Q3 2021 | 1 | $12.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 45 | $0 | 0.00% | +45 | New |
| Curi Capital | 1,170 | $2.00K | 0.00% | +1,170 | New |
| Tower Research Capital LLC (TRC) | 1,718 | $3.00K | 0.00% | +1,718 | New |
| Fifth Third Bancorp | 3,599 | $7.00K | 0.00% | +3,599 | New |
| Citadel Advisors LLC | 13,584 | $27.0K | 0.00% | +13,584 | New |
| Verition Fund Management LLC | 20,007 | $40.0K | 0.00% | +20,007 | New |
| Virtu Financial LLC | 20,839 | $42.0K | 0.00% | +20,839 | New |
| UBS Group AG | 24,892 | $50.0K | 0.00% | +24,892 | New |
| Geode Capital Management, LLC | 26,205 | $52.0K | 0.00% | +26,205 | New |
| Susquehanna International Group, LLP | 33,173 | $67.0K | 0.00% | +33,173 | New |
| Kestra Advisory Services, LLC | 49,300 | $100.0K | 0.00% | +49,300 | New |
| Vanguard Group Inc | 361,769 | $731.0K | 0.00% | +361,769 | New |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |