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 2025
Institutional positions in SurgePays, Inc. as of Sep 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
- 32
- −3 vs. Q2 2025
- Shares held
- 1.78M
- +88.1K (+5.2%) vs. Q2 2025
- Total value
- $4.99M
- −$269.6K (−5.1%) vs. Q2 2025
- New holders
- 4
- 11 more added
- Sold out
- 7
- 7 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 656,900 | $1.85M | 0.00% | +35,286+5.7% | Added |
| Cable Car Capital LLC | 181,667 | $510.5K | 0.22% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 163,541 | $459.6K | 0.00% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 75,000 | $210.8K | 0.13% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 75,000 | $210.8K | 0.00% | +75,000 | New |
| Susquehanna International Group, LLP | 68,533 | $192.6K | 0.00% | +31,401+84.6% | Added |
| BlackRock, Inc. | 65,289 | $183.5K | 0.00% | +997+1.6% | Added |
| State Street Corp | 61,800 | $173.7K | 0.00% | +26,000+72.6% | Added |
| Renaissance Technologies LLC | 49,300 | $138.5K | 0.00% | +4,100+9.1% | Added |
| Ethos Financial Group, LLC | 48,754 | $137.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 47,150 | $132.5K | 0.00% | +1,750+3.9% | Added |
| Bailard, Inc. | 45,075 | $126.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 38,071 | $107.0K | 0.00% | −2,300−5.7% | Reduced |
| James Investment Research Inc | 32,500 | $91.3K | 0.01% | +13,500+71.1% | Added |
| GWM Advisors LLC | 32,500 | $91.3K | 0.00% | +13,500+71.1% | Added |
| Northern Trust Corp | 27,151 | $76.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 23,875 | $67.1K | 0.00% | +433+1.8% | Added |
| XTX Topco Ltd | 16,193 | $45.5K | 0.00% | −23,813−59.5% | Reduced |
| Gerber, LLC | 13,400 | $37.7K | 0.02% | +13,400 | New |
| Simplex Trading, LLC | 12,534 | $35.0K | 0.00% | −3,293−20.8% | Reduced |
| Group One Trading, L.P. | 11,812 | $33.2K | 0.00% | +6,322+115.2% | Added |
| Commonwealth Equity Services, LLC | 10,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6,319 | $17.8K | 0.00% | −12,201−65.9% | Reduced |
| UBS Group AG | 5,226 | $14.7K | 0.00% | −24,149−82.2% | Reduced |
| SBI Securities Co., Ltd. | 4,825 | $13.6K | 0.00% | +20.0% | Added |
| Advisor Group Holdings, Inc. | 1,429 | $4.09K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,000 | $2.81K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,000 | $2.81K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $281 | 0.00% | −416−80.6% | Reduced |
| Citigroup Inc | 39 | $110 | 0.00% | +39 | New |
| Bank of America Corp | 12 | $34 | 0.00% | −125−91.2% | Reduced |
| Royal Bank of Canada | 84 | $0 | 0.00% | +84 | New |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −18,461−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,364−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −12,397−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,771−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −10,947−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −150−100.0% | Sold out |