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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, Q3 2022

Institutional positions in SurgePays, Inc. as of Sep 30, 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
23
+4 vs. Q2 2022
Shares held
1.02M
+144.2K (+16.5%) vs. Q2 2022
Total value
$4.63M
+$411.0K (+9.8%) vs. Q2 2022
New holders
8
8 more added
Sold out
4
2 more reduced

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 23 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 1 institutionQ4 2021: 12 institutionsQ1 2022: 13 institutionsQ2 2022: 19 institutionsQ3 2022: 23 institutionsQ4 2022: 25 institutionsQ1 2023: 16 institutionsQ2 2023: 30 institutionsQ3 2023: 28 institutionsQ4 2023: 33 institutionsQ1 2024: 33 institutionsQ2 2024: 32 institutionsQ3 2024: 27 institutionsQ4 2024: 31 institutionsQ1 2025: 29 institutionsQ2 2025: 35 institutionsQ3 2025: 32 institutionsQ4 2025: 30 institutionsQ1 2026: 33 institutionsQ2 2026: 36 institutions
Value heldQ3 2022: $4.63M
Q1 2021: $0Q2 2021: $0Q3 2021: $12.0KQ4 2021: $1.12MQ1 2022: $2.25MQ2 2022: $4.21MQ3 2022: $4.63MQ4 2022: $14.0MQ1 2023: $7.46MQ2 2023: $17.1MQ3 2023: $8.40MQ4 2023: $8.64MQ1 2024: $7.55MQ2 2024: $5.78MQ3 2024: $3.46MQ4 2024: $3.65MQ1 2025: $4.01MQ2 2025: $5.26MQ3 2025: $4.99MQ4 2025: $3.44MQ1 2026: $1.67MQ2 2026: $833.1K
Institutions holding SURG and their total value by quarter
QuarterHoldersValue
Q2 202636$833.1K
Q1 202633$1.67M
Q4 202530$3.44M
Q3 202532$4.99M
Q2 202535$5.26M
Q1 202529$4.01M
Q4 202431$3.65M
Q3 202427$3.46M
Q2 202432$5.78M
Q1 202433$7.55M
Q4 202333$8.64M
Q3 202328$8.40M
Q2 202330$17.1M
Q1 202316$7.46M
Q4 202225$14.0M
Q3 202223$4.63M
Q2 202219$4.21M
Q1 202213$2.25M
Q4 202112$1.12M
Q3 20211$12.0K
Q2 20210$0
Q1 20210$0

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q2 2022.

Institutions holding SURG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc408,942$1.86M0.00%+100,866+32.7%Added
EAM Investors, LLC239,508$1.09M0.24%−39,982−14.3%Reduced
Geode Capital Management, LLC100,986$459.0K0.00%+15,782+18.5%Added
Ridgewood Investments LLC48,510$221.0K0.18%+48,510New
Jane Street Group, LLC32,329$147.0K0.00%+32,329New
Commonwealth Equity Services, LLC29,915$136.0K0.00%00.0%Unchanged
State Street Corp25,700$117.0K0.00%+14,600+131.5%Added
Susquehanna International Group, LLP21,823$99.0K0.00%+9,873+82.6%Added
Simplex Trading, LLC21,202$96.0K0.00%+16,918+394.9%Added
Blair William & Co17,749$81.0K0.00%+17,749New
BlackRock Inc.15,753$72.0K0.00%+830+5.6%Added
Marshall Wace, LLP15,829$72.0K0.00%+15,829New
Northern Trust Corp14,389$65.0K0.00%00.0%Unchanged
HRT Financial LP12,394$56.0K0.00%+12,394New
Tower Research Capital LLC (TRC)5,274$24.0K0.00%+4,645+738.5%Added
Fifth Third Bancorp3,599$16.0K0.00%00.0%Unchanged
UBS Group AG2,393$11.0K0.00%−1,358−36.2%Reduced
Morgan Stanley400$2.00K0.00%00.0%Unchanged
Barclays PLC147$1.00K0.00%+147New
Wells Fargo & Company55$00.00%+7+14.6%Added
Credit Suisse AG1$00.00%00.0%Unchanged
Royal Bank of Canada95$00.00%+95New
Cutler Group LP200$00.00%+200New
Kestra Advisory Services, LLC0$00.00%−77,150−100.0%Sold out
Verition Fund Management LLC0$00.00%−15,000−100.0%Sold out
Shay Capital LLC0$00.00%−11,941−100.0%Sold out
Curi Capital0$00.00%−1,170−100.0%Sold out