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, Q1 2022
Institutional positions in SurgePays, Inc. as of Mar 31, 2022. 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
- 13
- +1 vs. Q4 2021
- Shares held
- 550.6K
- −5.70K (−1.0%) vs. Q4 2021
- Total value
- $2.25M
- +$1.13M (+100.4%) vs. Q4 2021
- New holders
- 4
- 3 more added
- Sold out
- 3
- 4 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 303,969 | $1.24M | 0.00% | −57,800−16.0% | Reduced |
| Kestra Advisory Services, LLC | 77,150 | $315.0K | 0.00% | +27,850+56.5% | Added |
| Geode Capital Management, LLC | 51,617 | $210.0K | 0.00% | +25,412+97.0% | Added |
| Commonwealth Equity Services, LLC | 29,915 | $122.0K | 0.00% | +29,915 | New |
| Shay Capital LLC | 26,228 | $107.0K | 0.04% | +26,228 | New |
| Verition Fund Management LLC | 20,000 | $82.0K | 0.00% | −70.0% | Reduced |
| UBS Group AG | 18,815 | $77.0K | 0.00% | −6,077−24.4% | Reduced |
| Northern Trust Corp | 13,688 | $56.0K | 0.00% | +13,688 | New |
| Tower Research Capital LLC (TRC) | 3,980 | $16.0K | 0.00% | +2,262+131.7% | Added |
| Fifth Third Bancorp | 3,599 | $15.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1,170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 426 | $2.00K | 0.00% | +426 | New |
| Wells Fargo & Company | 44 | $0 | 0.00% | −1−2.2% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −33,173−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,839−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,584−100.0% | Sold out |