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 2024
Institutional positions in SurgePays, Inc. as of Sep 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
- 27
- −4 vs. Q2 2024
- Shares held
- 1.88M
- +132.0K (+7.5%) vs. Q2 2024
- Total value
- $3.46M
- −$2.12M (−37.9%) vs. Q2 2024
- New holders
- 5
- 9 more added
- Sold out
- 9
- 4 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 109 | $201 | 0.00% | +4+3.8% | Added |
| Wells Fargo & Company | 200 | $368 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,000 | $1.84K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,000 | $1.84K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,182 | $4.01K | 0.00% | −253−10.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,652 | $4.88K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,253 | $7.83K | 0.00% | −9,860−69.9% | Reduced |
| Simplex Trading, LLC | 8,008 | $14.0K | 0.00% | −9,471−54.2% | Reduced |
| Susquehanna International Group, LLP | 12,093 | $22.3K | 0.00% | +12,093 | New |
| James Investment Research Inc | 13,000 | $23.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,000 | $23.9K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,723 | $25.0K | 0.00% | +13,723 | New |
| Royce & Associates LP | 18,563 | $34.2K | 0.00% | +18,563 | New |
| Two Sigma Securities, LLC | 19,290 | $35.5K | 0.00% | +19,290 | New |
| Cetera Investment Advisers | 22,200 | $40.8K | 0.00% | +10,000+82.0% | Added |
| Corsair Capital Management, L.P. | 29,864 | $55.0K | 0.01% | +10,000+50.3% | Added |
| Renaissance Technologies LLC | 34,400 | $63.3K | 0.00% | +20,200+142.3% | Added |
| State Street Corp | 35,800 | $65.9K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 37,802 | $69.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 43,400 | $79.9K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 45,669 | $84.0K | 0.00% | −3,100−6.4% | Reduced |
| BlackRock, Inc. | 63,778 | $117.4K | 0.00% | +63,778 | New |
| Truvestments Capital LLC | 84,946 | $156.3K | 0.04% | +15,956+23.1% | Added |
| Bank of New York Mellon Corp | 125,721 | $231.3K | 0.00% | +718+0.6% | Added |
| Geode Capital Management, LLC | 148,018 | $272.4K | 0.00% | +15,039+11.3% | Added |
| Cable Car Capital LLC | 515,000 | $947.6K | 1.02% | +115,000+28.7% | Added |
| Vanguard Group Inc | 587,018 | $1.08M | 0.00% | +55,664+10.5% | Added |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −81,231−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −26,160−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −24,331−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −16,625−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,920−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |