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, Q1 2024
Institutional positions in SurgePays, Inc. as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 1.96M
- +620.6K (+46.3%) vs. Q4 2023
- Total value
- $7.55M
- −$1.09M (−12.7%) vs. Q4 2023
- New holders
- 15
- 14 more added
- Sold out
- 15
- 4 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 59 | $227 | 0.00% | −709−92.3% | Reduced |
| Wells Fargo & Company | 287 | $1.10K | 0.00% | +221+334.8% | Added |
| Royal Bank of Canada | 657 | $3.00K | 0.00% | +621+1,725.0% | Added |
| Qube Research & Technologies Ltd | 2,368 | $9.12K | 0.00% | +2,368 | New |
| Citadel Advisors LLC | 3,558 | $13.7K | 0.00% | +3,558 | New |
| UBS Group AG | 5,839 | $22.5K | 0.00% | +1,713+41.5% | Added |
| Morgan Stanley | 8,700 | $33.5K | 0.00% | +8,500+4,250.0% | Added |
| Tucker Asset Management LLC | 10,952 | $42.2K | 0.01% | +10,952 | New |
| Cetera Investment Advisers | 12,200 | $47.0K | 0.00% | +12,200 | New |
| James Investment Research Inc | 13,000 | $50.0K | 0.01% | +3,000+30.0% | Added |
| GWM Advisors LLC | 14,618 | $56.3K | 0.00% | +3,018+26.0% | Added |
| Advisor Group Holdings, Inc. | 15,750 | $60.6K | 0.00% | +2,762+21.3% | Added |
| Dimensional Fund Advisors LP | 16,333 | $62.9K | 0.00% | +5,901+56.6% | Added |
| Millennium Management LLC | 16,729 | $64.4K | 0.00% | +16,729 | New |
| JPMorgan Chase & Co | 22,500 | $86.6K | 0.00% | +22,500 | New |
| National Bank of Canada | 24,000 | $91.9K | 0.00% | +24,000 | New |
| Mariner, LLC | 27,500 | $105.9K | 0.00% | +27,500 | New |
| Privium Fund Management B.V. | 28,200 | $108.6K | 0.03% | +28,200 | New |
| State Street Corp | 35,800 | $137.8K | 0.00% | +5,400+17.8% | Added |
| Gsa Capital Partners LLP | 36,529 | $141.0K | 0.01% | +15,510+73.8% | Added |
| Northern Trust Corp | 39,263 | $151.2K | 0.00% | −3,120−7.4% | Reduced |
| Jane Street Group, LLC | 42,491 | $163.6K | 0.00% | +42,491 | New |
| Bailard, Inc. | 48,769 | $187.8K | 0.01% | −16,711−25.5% | Reduced |
| BlackRock Inc. | 50,436 | $194.2K | 0.00% | +549+1.1% | Added |
| IMC-Chicago, LLC | 57,440 | $221.1K | 0.01% | +57,440 | New |
| Truvestments Capital LLC | 58,123 | $223.8K | 0.09% | +56,527+3,541.8% | Added |
| Susquehanna International Group, LLP | 70,199 | $270.3K | 0.00% | +70,199 | New |
| MYDA Advisors LLC | 72,000 | $277.2K | 0.10% | −64,540−47.3% | Reduced |
| Simplex Trading, LLC | 77,097 | $296.0K | 0.01% | +77,097 | New |
| Geode Capital Management, LLC | 118,131 | $454.9K | 0.00% | +9,975+9.2% | Added |
| Bank of New York Mellon Corp | 125,003 | $481.3K | 0.00% | +125,003 | New |
| Cable Car Capital LLC | 400,000 | $1.54M | 2.16% | +400,000 | New |
| Vanguard Group Inc | 505,380 | $1.95M | 0.00% | +38,195+8.2% | Added |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −91,058−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −48,700−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,814−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −43,807−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −26,327−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −19,782−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −16,360−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,106−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −12,692−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −11,082−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −12−100.0% | Sold out |