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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, Q4 2022

Institutional positions in SurgePays, Inc. as of Dec 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
25
+2 vs. Q3 2022
Shares held
2.14M
+1.12M (+110.4%) vs. Q3 2022
Total value
$14.0M
+$9.41M (+203.5%) vs. Q3 2022
New holders
11
8 more added
Sold out
9
3 more reduced

Compare with Q3 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 holdersQ4 2022: 25 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 heldQ4 2022: $14.0M
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, Q4 2022

Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q3 2022.

Institutions holding SURG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Praetorian Capital Management LLC590,000$3.87M3.15%+590,000New
MYDA Advisors LLC458,667$3.01M2.17%+458,667New
Vanguard Group Inc403,241$2.65M0.00%−5,701−1.4%Reduced
EAM Investors, LLC238,959$1.57M0.32%−549−0.2%Reduced
Clear Street LLC117,012$768.0K0.03%+117,012New
Geode Capital Management, LLC90,355$592.0K0.00%−10,631−10.5%Reduced
Susquehanna International Group, LLP34,746$227.9K0.00%+12,923+59.2%Added
Diametric Capital, LP34,694$227.6K0.11%+34,694New
State Street Corp30,400$199.4K0.00%+4,700+18.3%Added
Simplex Trading, LLC24,467$160.0K0.01%+3,265+15.4%Added
Blair William & Co23,827$156.3K0.00%+6,078+34.2%Added
Kennedy Capital Management, Inc.19,990$131.1K0.00%+19,990New
BlackRock Inc.16,415$107.7K0.00%+662+4.2%Added
Northern Trust Corp14,389$94.4K0.00%00.0%Unchanged
Goldman Sachs Group Inc12,900$84.6K0.00%+12,900New
Bridgeway Capital Management, LLC11,956$78.4K0.00%+11,956New
FNY Investment Advisers, LLC8,800$57.0K0.08%+8,800New
Fifth Third Bancorp3,599$23.6K0.00%00.0%Unchanged
UBS Group AG2,944$19.3K0.00%+551+23.0%Added
Equitec Proprietary Markets, LLC2,000$13.1K0.01%+2,000New
Morgan Stanley402$2.64K0.00%+2+0.5%Added
Money Concepts Capital Corp275$1.80K0.00%+275New
Wells Fargo & Company57$3740.00%+2+3.6%Added
Bank of America Corp20$1320.00%+20New
Credit Suisse AG1$70.00%00.0%Unchanged
Ridgewood Investments LLC0$00.00%−48,510−100.0%Sold out
Jane Street Group, LLC0$00.00%−32,329−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−29,915−100.0%Sold out
Marshall Wace, LLP0$00.00%−15,829−100.0%Sold out
HRT Financial LP0$00.00%−12,394−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−5,274−100.0%Sold out
Barclays PLC0$00.00%−147−100.0%Sold out
Royal Bank of Canada0$00.00%−95−100.0%Sold out
Cutler Group LP0$00.00%−200−100.0%Sold out