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, Q2 2024
Institutional positions in SurgePays, Inc. as of Jun 30, 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
- 32
- −1 vs. Q1 2024
- Shares held
- 1.81M
- −146.7K (−7.5%) vs. Q1 2024
- Total value
- $5.78M
- −$1.77M (−23.4%) vs. Q1 2024
- New holders
- 7
- 12 more added
- Sold out
- 8
- 7 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 531,354 | $1.70M | 0.00% | +25,974+5.1% | Added |
| Cable Car Capital LLC | 400,000 | $1.28M | 1.35% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 132,979 | $424.3K | 0.00% | +14,848+12.6% | Added |
| Bank of New York Mellon Corp | 125,003 | $398.8K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 81,231 | $259.1K | 0.01% | +23,791+41.4% | Added |
| Truvestments Capital LLC | 68,990 | $220.1K | 0.09% | +10,867+18.7% | Added |
| BlackRock Inc. | 62,482 | $199.3K | 0.00% | +12,046+23.9% | Added |
| Bailard, Inc. | 48,769 | $155.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 43,400 | $138.4K | 0.00% | +15,900+57.8% | Added |
| Northern Trust Corp | 37,802 | $120.6K | 0.00% | −1,461−3.7% | Reduced |
| State Street Corp | 35,800 | $114.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 36,000 | $111.2K | 0.00% | +12,000+50.0% | Added |
| Royal Bank of Canada | 26,160 | $84.0K | 0.00% | +25,503+3,881.7% | Added |
| Dimensional Fund Advisors LP | 24,331 | $77.5K | 0.00% | +7,998+49.0% | Added |
| Corsair Capital Management, L.P. | 19,864 | $63.4K | 0.02% | +19,864 | New |
| Simplex Trading, LLC | 17,479 | $55.0K | 0.00% | −59,618−77.3% | Reduced |
| Privium Fund Management B.V. | 17,000 | $53.0K | 0.01% | −11,200−39.7% | Reduced |
| Advisor Group Holdings, Inc. | 16,625 | $53.0K | 0.00% | +875+5.6% | Added |
| Renaissance Technologies LLC | 14,200 | $45.3K | 0.00% | +14,200 | New |
| UBS Group AG | 14,113 | $45.0K | 0.00% | +8,274+141.7% | Added |
| GWM Advisors LLC | 13,000 | $41.5K | 0.00% | −1,618−11.1% | Reduced |
| James Investment Research Inc | 13,000 | $41.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,200 | $38.9K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,920 | $34.8K | 0.00% | −5,809−34.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,652 | $8.46K | 0.00% | +2,652 | New |
| Redwood Wealth Management Group, LLC | 2,500 | $7.97K | 0.01% | +2,500 | New |
| Tower Research Capital LLC (TRC) | 2,435 | $7.77K | 0.00% | +2,376+4,027.1% | Added |
| Morgan Stanley | 1,000 | $3.19K | 0.00% | −7,700−88.5% | Reduced |
| Financial Network Wealth Advisors LLC | 1,000 | $3.19K | 0.00% | +1,000 | New |
| Lazard Asset Management LLC | 582 | $1.00K | 0.00% | +582 | New |
| Wells Fargo & Company | 200 | $638 | 0.00% | −87−30.3% | Reduced |
| Bank of America Corp | 105 | $335 | 0.00% | +105 | New |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −70,199−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,491−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −36,529−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −10,952−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |