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 2024
Institutional positions in SurgePays, Inc. as of Dec 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
- 31
- +4 vs. Q3 2024
- Shares held
- 2.05M
- +167.2K (+8.9%) vs. Q3 2024
- Total value
- $3.65M
- +$184.7K (+5.3%) vs. Q3 2024
- New holders
- 11
- 10 more added
- Sold out
- 7
- 3 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 578,879 | $1.03M | 0.00% | −8,139−1.4% | Reduced |
| Cable Car Capital LLC | 515,000 | $916.7K | 0.07% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 156,115 | $277.9K | 0.00% | +8,097+5.5% | Added |
| Truvestments Capital LLC | 102,002 | $181.6K | 0.05% | +17,056+20.1% | Added |
| UBS Group AG | 88,163 | $156.9K | 0.00% | +83,910+1,973.0% | Added |
| Corsair Capital Management, L.P. | 75,864 | $135.0K | 0.03% | +46,000+154.0% | Added |
| Millennium Capital Advisors, LLC | 70,000 | $124.6K | 0.09% | +70,000 | New |
| BlackRock, Inc. | 63,994 | $113.9K | 0.00% | +216+0.3% | Added |
| Northern Trust Corp | 63,269 | $112.6K | 0.00% | +25,467+67.4% | Added |
| Renaissance Technologies LLC | 49,400 | $87.9K | 0.00% | +15,000+43.6% | Added |
| Bailard, Inc. | 45,075 | $80.2K | 0.00% | −594−1.3% | Reduced |
| Citadel Advisors LLC | 41,486 | $73.8K | 0.00% | +41,486 | New |
| State Street Corp | 35,800 | $63.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 30,059 | $53.5K | 0.00% | +30,059 | New |
| XTX Topco Ltd | 29,869 | $53.2K | 0.00% | +29,869 | New |
| Susquehanna International Group, LLP | 27,084 | $48.2K | 0.00% | +14,991+124.0% | Added |
| Cetera Investment Advisers | 22,200 | $39.5K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 13,000 | $23.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,000 | $23.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,849 | $21.1K | 0.00% | +11,849 | New |
| SBI Securities Co., Ltd. | 5,823 | $10.4K | 0.00% | +5,823 | New |
| Simplex Trading, LLC | 3,924 | $6.00K | 0.00% | −4,084−51.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,119 | $5.55K | 0.00% | +937+42.9% | Added |
| Group One Trading, L.P. | 1,972 | $3.51K | 0.00% | +1,972 | New |
| Citigroup Inc | 1,281 | $2.28K | 0.00% | +1,281 | New |
| Morgan Stanley | 1,000 | $1.78K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 200 | $356 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 178 | $316 | 0.00% | +178 | New |
| Jones Financial Companies LLLP | 150 | $267 | 0.00% | +150 | New |
| Bank of America Corp | 111 | $198 | 0.00% | +2+1.8% | Added |
| Richards, Merrill & Peterson, Inc. | 30 | $53 | 0.00% | +30 | New |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −125,721−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,290−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −18,563−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,723−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,652−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |