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 2023
Institutional positions in SurgePays, Inc. as of Dec 31, 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
- 33
- +5 vs. Q3 2023
- Shares held
- 1.34M
- −456.4K (−25.4%) vs. Q3 2023
- Total value
- $8.64M
- +$234.7K (+2.8%) vs. Q3 2023
- New holders
- 12
- 10 more added
- Sold out
- 7
- 5 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 36 | $0 | 0.00% | +36 | New |
| Bank of America Corp | 12 | $78 | 0.00% | +12 | New |
| Wells Fargo & Company | 66 | $426 | 0.00% | +4+6.5% | Added |
| Morgan Stanley | 200 | $1.29K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 768 | $4.95K | 0.00% | −399−34.2% | Reduced |
| Creekmur Asset Management LLC | 835 | $5.39K | 0.00% | +835 | New |
| Truvestments Capital LLC | 1,596 | $10.3K | 0.00% | +1,596 | New |
| Fifth Third Bancorp | 3,599 | $23.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,126 | $26.6K | 0.00% | +1,326+47.4% | Added |
| James Investment Research Inc | 10,000 | $64.5K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 10,432 | $67.3K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 11,082 | $71.5K | 0.11% | +11,082 | New |
| GWM Advisors LLC | 11,600 | $75.1K | 0.00% | +1,521+15.1% | Added |
| Ausdal Financial Partners, Inc. | 12,692 | $81.9K | 0.01% | +1,020+8.7% | Added |
| Advisor Group Holdings, Inc. | 12,988 | $83.8K | 0.00% | +12,988 | New |
| FNY Investment Advisers, LLC | 14,800 | $95.0K | 0.11% | +14,800 | New |
| Cubist Systematic Strategies, LLC | 16,106 | $103.9K | 0.00% | +16,106 | New |
| Victory Capital Management Inc | 16,360 | $105.5K | 0.00% | +16,360 | New |
| Jump Financial, LLC | 16,500 | $106.4K | 0.00% | +5,100+44.7% | Added |
| Goldman Sachs Group Inc | 19,782 | $127.6K | 0.00% | +7,649+63.0% | Added |
| Gsa Capital Partners LLP | 21,019 | $136.0K | 0.01% | +21,019 | New |
| Blair William & Co | 26,327 | $169.8K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 30,400 | $196.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 42,383 | $273.4K | 0.00% | +27,994+194.6% | Added |
| Marshall Wace, LLP | 43,807 | $282.6K | 0.00% | −29,880−40.5% | Reduced |
| Squarepoint Ops LLC | 44,814 | $289.1K | 0.00% | −5,152−10.3% | Reduced |
| Renaissance Technologies LLC | 48,700 | $314.0K | 0.00% | +48,700 | New |
| BlackRock Inc. | 49,887 | $321.8K | 0.00% | +28,089+128.9% | Added |
| Bailard, Inc. | 65,480 | $422.3K | 0.01% | +6,405+10.8% | Added |
| Bridgeway Capital Management, LLC | 91,058 | $587.3K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 108,156 | $697.7K | 0.00% | +9,275+9.4% | Added |
| MYDA Advisors LLC | 136,540 | $880.7K | 0.39% | −107,727−44.1% | Reduced |
| Vanguard Group Inc | 467,185 | $3.01M | 0.00% | −5,607−1.2% | Reduced |
| Praetorian PR LLC | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −34,372−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,063−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −19,495−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,462−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |