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 2025
Institutional positions in SurgePays, Inc. as of Jun 30, 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
- 35
- +6 vs. Q1 2025
- Shares held
- 1.69M
- −254.4K (−13.1%) vs. Q1 2025
- Total value
- $5.26M
- +$1.25M (+31.1%) vs. Q1 2025
- New holders
- 8
- 10 more added
- Sold out
- 2
- 12 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 621,614 | $1.94M | 0.00% | +42,735+7.4% | Added |
| Cable Car Capital LLC | 181,667 | $565.0K | 0.24% | −333,333−64.7% | Reduced |
| Geode Capital Management, LLC | 163,541 | $510.3K | 0.00% | +2,234+1.4% | Added |
| Millennium Capital Advisors, LLC | 75,000 | $233.3K | 0.16% | 00.0% | Unchanged |
| BlackRock, Inc. | 64,292 | $199.9K | 0.00% | +946+1.5% | Added |
| Ethos Financial Group, LLC | 48,754 | $151.6K | 0.01% | +21,186+76.8% | Added |
| Cetera Investment Advisers | 45,400 | $141.2K | 0.00% | +17,200+61.0% | Added |
| Bailard, Inc. | 45,075 | $140.6K | 0.00% | −405−0.9% | Reduced |
| Renaissance Technologies LLC | 45,200 | $140.6K | 0.00% | −13,800−23.4% | Reduced |
| Two Sigma Investments, LP | 40,371 | $125.6K | 0.00% | +29,922+286.4% | Added |
| XTX Topco Ltd | 40,006 | $124.8K | 0.01% | +40,006 | New |
| Susquehanna International Group, LLP | 37,132 | $115.9K | 0.00% | −32,333−46.5% | Reduced |
| State Street Corp | 35,800 | $111.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 29,375 | $91.4K | 0.00% | −49,249−62.6% | Reduced |
| Northern Trust Corp | 27,151 | $84.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 23,442 | $72.9K | 0.00% | +23,442 | New |
| James Investment Research Inc | 19,000 | $59.1K | 0.01% | +6,000+46.2% | Added |
| GWM Advisors LLC | 19,000 | $59.1K | 0.00% | +6,000+46.2% | Added |
| Truvestments Capital LLC | 18,520 | $57.6K | 0.01% | −850−4.4% | Reduced |
| Goldman Sachs Group Inc | 18,461 | $57.4K | 0.00% | +5,005+37.2% | Added |
| Simplex Trading, LLC | 15,827 | $49.0K | 0.00% | −2,870−15.4% | Reduced |
| Jane Street Group, LLC | 13,364 | $41.6K | 0.00% | +13,364 | New |
| Dimensional Fund Advisors LP | 12,397 | $38.9K | 0.00% | +12,397 | New |
| Wolverine Trading, LLC | 11,771 | $37.4K | 0.00% | +11,771 | New |
| D.A. Davidson & Co. | 10,947 | $34.0K | 0.00% | −1,317−10.7% | Reduced |
| Commonwealth Equity Services, LLC | 10,000 | $31.0K | 0.00% | −38,600−79.4% | Reduced |
| Group One Trading, L.P. | 5,490 | $17.1K | 0.00% | +5,490 | New |
| SBI Securities Co., Ltd. | 4,823 | $15.0K | 0.00% | −1,035−17.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,429 | $4.44K | 0.00% | +1,429 | New |
| Morgan Stanley | 1,000 | $3.11K | 0.00% | −99−9.0% | Reduced |
| Financial Network Wealth Advisors LLC | 1,000 | $3.11K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 516 | $1.60K | 0.00% | +516 | New |
| Tower Research Capital LLC (TRC) | 300 | $933 | 0.00% | −3,117−91.2% | Reduced |
| Jones Financial Companies LLLP | 150 | $477 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 137 | $426 | 0.00% | +20+17.1% | Added |
| Baader Bank INC | 0 | $0 | 0.00% | −17,047−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |