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 2025
Institutional positions in SurgePays, Inc. as of Mar 31, 2025. 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
- 29
- −2 vs. Q4 2024
- Shares held
- 1.94M
- −107.5K (−5.2%) vs. Q4 2024
- Total value
- $4.01M
- +$365.1K (+10.0%) vs. Q4 2024
- New holders
- 7
- 11 more added
- Sold out
- 9
- 5 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 578,879 | $1.20M | 0.00% | 00.0% | Unchanged |
| Cable Car Capital LLC | 515,000 | $1.07M | 1.21% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 161,307 | $334.0K | 0.00% | +5,192+3.3% | Added |
| UBS Group AG | 78,624 | $162.8K | 0.00% | −9,539−10.8% | Reduced |
| Millennium Capital Advisors, LLC | 75,000 | $155.3K | 0.11% | +5,000+7.1% | Added |
| Susquehanna International Group, LLP | 69,465 | $143.8K | 0.00% | +42,381+156.5% | Added |
| BlackRock, Inc. | 63,346 | $131.1K | 0.00% | −648−1.0% | Reduced |
| Renaissance Technologies LLC | 59,000 | $122.1K | 0.00% | +9,600+19.4% | Added |
| Commonwealth Equity Services, LLC | 48,600 | $101.0K | 0.00% | +48,600 | New |
| Bailard, Inc. | 45,480 | $94.1K | 0.00% | +405+0.9% | Added |
| State Street Corp | 35,800 | $74.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,200 | $58.4K | 0.00% | +6,000+27.0% | Added |
| Ethos Financial Group, LLC | 27,568 | $57.1K | 0.01% | +27,568 | New |
| Northern Trust Corp | 27,151 | $56.2K | 0.00% | −36,118−57.1% | Reduced |
| Truvestments Capital LLC | 19,370 | $40.1K | 0.01% | −82,632−81.0% | Reduced |
| Simplex Trading, LLC | 18,697 | $38.0K | 0.00% | +14,773+376.5% | Added |
| Baader Bank INC | 17,047 | $27.9K | 0.00% | +17,047 | New |
| Goldman Sachs Group Inc | 13,456 | $27.9K | 0.00% | +13,456 | New |
| James Investment Research Inc | 13,000 | $26.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,000 | $26.9K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,264 | $25.4K | 0.00% | +12,264 | New |
| Two Sigma Investments, LP | 10,449 | $21.6K | 0.00% | −1,400−11.8% | Reduced |
| SBI Securities Co., Ltd. | 5,858 | $12.1K | 0.00% | +35+0.6% | Added |
| Tower Research Capital LLC (TRC) | 3,417 | $7.07K | 0.00% | +298+9.6% | Added |
| Morgan Stanley | 1,099 | $2.27K | 0.00% | +99+9.9% | Added |
| Financial Network Wealth Advisors LLC | 1,000 | $2.07K | 0.00% | +1,000 | New |
| Jones Financial Companies LLLP | 150 | $269 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 117 | $242 | 0.00% | +6+5.4% | Added |
| JPMorgan Chase & Co | 30 | $62 | 0.00% | +30 | New |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −75,864−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −41,486−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −30,059−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,869−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |