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 |
|---|---|---|---|---|---|
| Richards, Merrill & Peterson, Inc. | 30 | $53 | 0.00% | +30 | New |
| Bank of America Corp | 111 | $198 | 0.00% | +2+1.8% | Added |
| Jones Financial Companies LLLP | 150 | $267 | 0.00% | +150 | New |
| FMR LLC | 178 | $316 | 0.00% | +178 | New |
| Wells Fargo & Company | 200 | $356 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,000 | $1.78K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,281 | $2.28K | 0.00% | +1,281 | New |
| Group One Trading, L.P. | 1,972 | $3.51K | 0.00% | +1,972 | New |
| Tower Research Capital LLC (TRC) | 3,119 | $5.55K | 0.00% | +937+42.9% | Added |
| Simplex Trading, LLC | 3,924 | $6.00K | 0.00% | −4,084−51.0% | Reduced |
| SBI Securities Co., Ltd. | 5,823 | $10.4K | 0.00% | +5,823 | New |
| Two Sigma Investments, LP | 11,849 | $21.1K | 0.00% | +11,849 | New |
| 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 |
| Cetera Investment Advisers | 22,200 | $39.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,084 | $48.2K | 0.00% | +14,991+124.0% | Added |
| XTX Topco Ltd | 29,869 | $53.2K | 0.00% | +29,869 | New |
| Jane Street Group, LLC | 30,059 | $53.5K | 0.00% | +30,059 | New |
| State Street Corp | 35,800 | $63.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 41,486 | $73.8K | 0.00% | +41,486 | New |
| Bailard, Inc. | 45,075 | $80.2K | 0.00% | −594−1.3% | Reduced |
| Renaissance Technologies LLC | 49,400 | $87.9K | 0.00% | +15,000+43.6% | Added |
| Northern Trust Corp | 63,269 | $112.6K | 0.00% | +25,467+67.4% | Added |
| BlackRock, Inc. | 63,994 | $113.9K | 0.00% | +216+0.3% | Added |
| Millennium Capital Advisors, LLC | 70,000 | $124.6K | 0.09% | +70,000 | New |
| Corsair Capital Management, L.P. | 75,864 | $135.0K | 0.03% | +46,000+154.0% | Added |
| UBS Group AG | 88,163 | $156.9K | 0.00% | +83,910+1,973.0% | Added |
| Truvestments Capital LLC | 102,002 | $181.6K | 0.05% | +17,056+20.1% | Added |
| Geode Capital Management, LLC | 156,115 | $277.9K | 0.00% | +8,097+5.5% | Added |
| Cable Car Capital LLC | 515,000 | $916.7K | 0.07% | 00.0% | Unchanged |
| Vanguard Group Inc | 578,879 | $1.03M | 0.00% | −8,139−1.4% | Reduced |
| 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 |