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 2025
Institutional positions in SurgePays, Inc. as of Dec 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
- 30
- −2 vs. Q3 2025
- Shares held
- 2.06M
- +285.8K (+16.1%) vs. Q3 2025
- Total value
- $3.44M
- −$1.55M (−31.0%) vs. Q3 2025
- New holders
- 3
- 5 more added
- Sold out
- 5
- 13 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 656,900 | $1.10M | 0.00% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 377,924 | $631.1K | 0.48% | +377,924 | New |
| Cable Car Capital LLC | 181,667 | $303.4K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 165,039 | $275.7K | 0.00% | +1,498+0.9% | Added |
| Millennium Capital Advisors, LLC | 85,000 | $141.9K | 0.08% | +10,000+13.3% | Added |
| CIBC Private Wealth Group, LLC | 65,000 | $108.5K | 0.00% | −10,000−13.3% | Reduced |
| State Street Corp | 61,800 | $103.2K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 60,177 | $100.5K | 0.00% | −5,112−7.8% | Reduced |
| Northern Trust Corp | 52,661 | $87.9K | 0.00% | +25,510+94.0% | Added |
| Renaissance Technologies LLC | 48,000 | $80.2K | 0.00% | −1,300−2.6% | Reduced |
| Cetera Investment Advisers | 46,000 | $76.8K | 0.00% | −1,150−2.4% | Reduced |
| Two Sigma Investments, LP | 33,871 | $56.6K | 0.00% | −4,200−11.0% | Reduced |
| James Investment Research Inc | 32,500 | $54.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 32,500 | $54.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 31,282 | $52.2K | 0.00% | +31,282 | New |
| Bailard, Inc. | 27,975 | $46.7K | 0.00% | −17,100−37.9% | Reduced |
| UBS Group AG | 22,722 | $37.9K | 0.00% | +17,496+334.8% | Added |
| Susquehanna International Group, LLP | 20,135 | $33.6K | 0.00% | −48,398−70.6% | Reduced |
| XTX Topco Ltd | 15,519 | $25.9K | 0.00% | −674−4.2% | Reduced |
| Gerber, LLC | 13,400 | $22.4K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 12,867 | $21.5K | 0.00% | −35,887−73.6% | Reduced |
| Truvestments Capital LLC | 5,889 | $9.84K | 0.00% | −430−6.8% | Reduced |
| SBI Securities Co., Ltd. | 4,823 | $8.05K | 0.00% | −20.0% | Reduced |
| Jones Financial Companies LLLP | 2,783 | $4.65K | 0.00% | +2,783 | New |
| Advisor Group Holdings, Inc. | 1,429 | $2.39K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,212 | $2.02K | 0.00% | −10,600−89.7% | Reduced |
| Morgan Stanley | 1,000 | $1.67K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,000 | $1.67K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 812 | $1.36K | 0.00% | −11,722−93.5% | Reduced |
| Bank of America Corp | 14 | $23 | 0.00% | +2+16.7% | Added |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −23,875−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −84−100.0% | Sold out |