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.
| 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 2022
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Suisse AG | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 20 | $132 | 0.00% | +20 | New |
| Wells Fargo & Company | 57 | $374 | 0.00% | +2+3.6% | Added |
| Money Concepts Capital Corp | 275 | $1.80K | 0.00% | +275 | New |
| Morgan Stanley | 402 | $2.64K | 0.00% | +2+0.5% | Added |
| Equitec Proprietary Markets, LLC | 2,000 | $13.1K | 0.01% | +2,000 | New |
| UBS Group AG | 2,944 | $19.3K | 0.00% | +551+23.0% | Added |
| Fifth Third Bancorp | 3,599 | $23.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 8,800 | $57.0K | 0.08% | +8,800 | New |
| Bridgeway Capital Management, LLC | 11,956 | $78.4K | 0.00% | +11,956 | New |
| Goldman Sachs Group Inc | 12,900 | $84.6K | 0.00% | +12,900 | New |
| Northern Trust Corp | 14,389 | $94.4K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 16,415 | $107.7K | 0.00% | +662+4.2% | Added |
| Kennedy Capital Management, Inc. | 19,990 | $131.1K | 0.00% | +19,990 | New |
| Blair William & Co | 23,827 | $156.3K | 0.00% | +6,078+34.2% | Added |
| Simplex Trading, LLC | 24,467 | $160.0K | 0.01% | +3,265+15.4% | Added |
| State Street Corp | 30,400 | $199.4K | 0.00% | +4,700+18.3% | Added |
| Diametric Capital, LP | 34,694 | $227.6K | 0.11% | +34,694 | New |
| Susquehanna International Group, LLP | 34,746 | $227.9K | 0.00% | +12,923+59.2% | Added |
| Geode Capital Management, LLC | 90,355 | $592.0K | 0.00% | −10,631−10.5% | Reduced |
| Clear Street LLC | 117,012 | $768.0K | 0.03% | +117,012 | New |
| EAM Investors, LLC | 238,959 | $1.57M | 0.32% | −549−0.2% | Reduced |
| Vanguard Group Inc | 403,241 | $2.65M | 0.00% | −5,701−1.4% | Reduced |
| MYDA Advisors LLC | 458,667 | $3.01M | 2.17% | +458,667 | New |
| Praetorian Capital Management LLC | 590,000 | $3.87M | 3.15% | +590,000 | New |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −48,510−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −32,329−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −29,915−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,829−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,394−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |