SurgepaysSURG

13F holders, Q2 2024 (June 30)
32holders −1
7new positions
8sold out
2famous investors
$3.19avg. 13F price*

At the end of Q2 2024, 32 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, down 1 from Q1 2024. 7 opened new positions and 8 sold out. The largest holders were Vanguard Group Inc. ($1.7M), Cable Car Capital, LP ($1.3M) and Geode Capital Management, LLC ($424K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Surgepays Inc.
CUSIP
86882L204
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 33Q1 2024Q2 2024: 32Q2 2024Q3 2024: 27Q3 2024Q4 2024: 31Q4 2024Q1 2025: 29Q1 2025Q2 2025: 35Q2 2025Q3 2025: 32Q3 2025Q4 2025: 30Q4 2025Q1 2026: 33Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions7$130K
Exits8$1.0M

All 13F filers, Q1 2024 → Q2 2024: 201,355 shares bought and 348,090 shares sold, net −146,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Vanguard Group Inc. 0.00% Add +5.1% 531,354 $1.7M
Cable Car Capital, LP 1.40% No change 400,000 $1.3M
Geode Capital Management, LLC 0.00% Add +12.6% 132,979 $424K
Bank of New York Mellon Corp 0.00% No change 125,003 $399K
IMC-Chicago, LLC 0.01% Add +41.4% 81,231 $259K
Truvestments Capital LLC 0.09% Add +18.7% 68,990 $220K
BlackRock Inc. 0.00% Add +23.9% 62,482 $199K
Bailard, Inc. 0.00% No change 48,769 $156K
Mariner, LLC 0.00% Add +57.8% 43,400 $138K
Northern Trust Corp. 0.00% Reduce -3.7% 37,802 $121K
State Street Corp. 0.00% No change 35,800 $114K
National Bank of Canada 0.00% Add +50.0% 36,000 $111K
Royal Bank of Canada 0.00% Add +3881.7% 26,160 $84K
Dimensional Fund Advisors LP 0.00% Add +49.0% 24,331 $78K
Corsair Capital Management, L.P. 0.01% New 19,864 $63K
Simplex Trading, LLC 0.00% Reduce -77.3% 17,479 $55K
Privium Fund Management B.V. 0.01% Reduce -39.7% 17,000 $53K
Osaic Holdings, Inc. 0.00% Add +5.6% 16,625 $53K
Renaissance Technologies 0.00% New 14,200 $45K
UBS Group AG 0.00% Add +141.7% 14,113 $45K
James Investment Research, Inc. 0.00% No change 13,000 $41K
NewEdge Advisors, LLC 0.00% Reduce -11.1% 13,000 $41K
Cetera Investment Advisers 0.00% No change 12,200 $39K
Millennium Management 0.00% Reduce -34.7% 10,920 $35K
PNC Financial Services Group, Inc. 0.00% New 2,652 $8K
Redwood Wealth Management Group, LLC 0.01% New 2,500 $8K
Tower Research Capital LLC (TRC) 0.00% Add +4027.1% 2,435 $8K
Financial Network Wealth Advisors LLC 0.00% New 1,000 $3K
Morgan Stanley 0.00% Reduce -88.5% 1,000 $3K
Lazard Asset Management LLC 0.00% New 582 $1K
Wells Fargo & Company 0.00% Reduce -30.3% 200 $638
Bank of America Corp. 0.00% New 105 $335

"% of holder's portfolio" is SURG's weight in each manager's 13F, not the share of Surgepays Inc. the manager owns.