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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | +1 | New |
| Ritter Daniher Financial Advisory LLC | 15 | $12 | 0.00% | +15 | New |
| Simplex Trading, LLC | 109 | $81 | 0.00% | −703−86.6% | Reduced |
| Group One Trading, L.P. | 393 | $295 | 0.00% | −819−67.6% | Reduced |
| 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 |
| Advisor Group Holdings, Inc. | 1,429 | $1.07K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,783 | $2.06K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,276 | $2.46K | 0.00% | −2,613−44.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,580 | $2.69K | 0.00% | +3,580 | New |
| Vanguard Global Advisers, LLC | 4,107 | $3.08K | 0.00% | +4,107 | New |
| SBI Securities Co., Ltd. | 5,823 | $4.37K | 0.00% | +1,000+20.7% | Added |
| Gerber, LLC | 13,400 | $10.1K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 19,801 | $14.9K | 0.00% | +19,801 | New |
| Susquehanna International Group, LLP | 20,699 | $15.5K | 0.00% | +564+2.8% | Added |
| Bailard, Inc. | 27,975 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 12,867 | $21.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Renaissance Technologies LLC | 49,900 | $37.5K | 0.00% | +1,900+4.0% | Added |
| Northern Trust Corp | 52,661 | $39.5K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 61,800 | $46.4K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 65,000 | $48.8K | 0.00% | +65,000 | New |
| Cetera Investment Advisers | 66,000 | $49.6K | 0.00% | +20,000+43.5% | Added |
| BlackRock, Inc. | 70,254 | $52.8K | 0.00% | +10,077+16.7% | Added |
| UBS Group AG | 74,802 | $56.2K | 0.00% | +52,080+229.2% | Added |
| Vanguard Fiduciary Trust Co | 83,235 | $62.5K | 0.00% | +83,235 | New |
| Millennium Capital Advisors, LLC | 85,000 | $63.8K | 0.04% | 00.0% | Unchanged |
| Cable Car Capital LLC | 181,667 | $136.4K | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 223,997 | $168.2K | 0.00% | +58,958+35.7% | Added |
| Gaddis Premier Wealth Advisors LLC | 438,287 | $329.2K | 0.24% | +60,363+16.0% | Added |
| Vanguard Capital Management LLC | 567,358 | $426.1K | 0.00% | +567,358 | 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 |