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 2026
Institutional positions in SurgePays, Inc. as of Mar 31, 2026. 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
- 33
- +5 vs. Q4 2025
- Shares held
- 2.20M
- +864.2K (+64.5%) vs. Q4 2025
- Total value
- $1.67M
- −$570.7K (−25.5%) vs. Q4 2025
- New holders
- 9
- 8 more added
- Sold out
- 4
- 3 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 567,358 | $426.1K | 0.00% | +567,358 | New |
| Gaddis Premier Wealth Advisors LLC | 438,287 | $329.2K | 0.24% | +60,363+16.0% | Added |
| Geode Capital Management, LLC | 223,997 | $168.2K | 0.00% | +58,958+35.7% | Added |
| Cable Car Capital LLC | 181,667 | $136.4K | 0.05% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 85,000 | $63.8K | 0.04% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 83,235 | $62.5K | 0.00% | +83,235 | New |
| UBS Group AG | 74,802 | $56.2K | 0.00% | +52,080+229.2% | Added |
| BlackRock, Inc. | 70,254 | $52.8K | 0.00% | +10,077+16.7% | Added |
| Cetera Investment Advisers | 66,000 | $49.6K | 0.00% | +20,000+43.5% | Added |
| CIBC Bancorp USA Inc. | 65,000 | $48.8K | 0.00% | +65,000 | New |
| State Street Corp | 61,800 | $46.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 52,661 | $39.5K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 49,900 | $37.5K | 0.00% | +1,900+4.0% | Added |
| James Investment Research Inc | 32,500 | $24.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 32,500 | $24.4K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 12,867 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 27,975 | $21.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,699 | $15.5K | 0.00% | +564+2.8% | Added |
| Two Sigma Securities, LLC | 19,801 | $14.9K | 0.00% | +19,801 | New |
| Gerber, LLC | 13,400 | $10.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5,823 | $4.37K | 0.00% | +1,000+20.7% | Added |
| Vanguard Global Advisers, LLC | 4,107 | $3.08K | 0.00% | +4,107 | New |
| Tower Research Capital LLC (TRC) | 3,580 | $2.69K | 0.00% | +3,580 | New |
| Truvestments Capital LLC | 3,276 | $2.46K | 0.00% | −2,613−44.4% | Reduced |
| Jones Financial Companies LLLP | 2,783 | $2.06K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,429 | $1.07K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,000 | $751 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,000 | $751 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,000 | $751 | 0.00% | +1,000 | New |
| Group One Trading, L.P. | 393 | $295 | 0.00% | −819−67.6% | Reduced |
| Simplex Trading, LLC | 109 | $81 | 0.00% | −703−86.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 15 | $12 | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | +1 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −33,871−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,282−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,519−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |