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 2023
Institutional positions in SurgePays, Inc. as of Sep 30, 2023. 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
- 28
- −2 vs. Q2 2023
- Shares held
- 1.80M
- −537.6K (−23.0%) vs. Q2 2023
- Total value
- $8.40M
- −$8.65M (−50.7%) vs. Q2 2023
- New holders
- 8
- 3 more added
- Sold out
- 10
- 13 more reduced
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 472,792 | $2.21M | 0.00% | +29,910+6.8% | Added |
| Praetorian PR LLC | 450,000 | $2.11M | 1.07% | −31,969−6.6% | Reduced |
| MYDA Advisors LLC | 244,267 | $1.14M | 0.43% | −54,000−18.1% | Reduced |
| Geode Capital Management, LLC | 98,881 | $462.9K | 0.00% | −5,108−4.9% | Reduced |
| Bridgeway Capital Management, LLC | 91,058 | $426.2K | 0.01% | −22,100−19.5% | Reduced |
| Marshall Wace, LLP | 73,687 | $344.9K | 0.00% | −73,703−50.0% | Reduced |
| Bailard, Inc. | 59,075 | $276.5K | 0.01% | +45,675+340.9% | Added |
| Squarepoint Ops LLC | 49,966 | $233.8K | 0.00% | −4,325−8.0% | Reduced |
| Trexquant Investment LP | 34,372 | $160.9K | 0.00% | +34,372 | New |
| State Street Corp | 30,400 | $142.3K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 26,327 | $123.2K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 21,798 | $102.0K | 0.00% | −854−3.8% | Reduced |
| Walleye Capital LLC | 20,063 | $93.9K | 0.00% | −58,202−74.4% | Reduced |
| Corsair Capital Management, L.P. | 19,495 | $91.2K | 0.03% | −20,505−51.3% | Reduced |
| Occudo Quantitative Strategies LP | 14,462 | $67.7K | 0.01% | +14,462 | New |
| Northern Trust Corp | 14,389 | $67.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,133 | $56.8K | 0.00% | −15,186−55.6% | Reduced |
| Ausdal Financial Partners, Inc. | 11,672 | $54.6K | 0.01% | +710+6.5% | Added |
| Jump Financial, LLC | 11,400 | $53.4K | 0.00% | −2,900−20.3% | Reduced |
| Dimensional Fund Advisors LP | 10,432 | $48.8K | 0.00% | +10,432 | New |
| GWM Advisors LLC | 10,079 | $47.2K | 0.00% | +10,079 | New |
| James Investment Research Inc | 10,000 | $46.8K | 0.01% | +10,000 | New |
| Fifth Third Bancorp | 3,599 | $16.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,800 | $13.1K | 0.00% | +2,800 | New |
| Tower Research Capital LLC (TRC) | 1,167 | $5.46K | 0.00% | +1,167 | New |
| Citadel Advisors LLC | 1,129 | $5.28K | 0.00% | −12,045−91.4% | Reduced |
| FMR LLC | 200 | $936 | 0.00% | +200 | New |
| Wells Fargo & Company | 62 | $290 | 0.00% | −1,004−94.2% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −226,482−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −61,100−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −57,580−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,085−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −12,347−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,734−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,587−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |