SurgepaysSURG
13F holders, Q3 2024 (September 30)27holders −5
4new positions
9sold out
1famous investor
$1.84avg. 13F price*
At the end of Q3 2024, 27 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, down 5 from Q2 2024. 4 opened new positions and 9 sold out. The largest holders were Vanguard Group Inc. ($1.1M), Cable Car Capital, LP ($948K) and Geode Capital Management, LLC ($272K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Surgepays Inc.
- CUSIP
- 86882L204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $117K |
| Exits | 9 | $682K |
All 13F filers, Q2 2024 → Q3 2024: 306,250 shares bought and 238,033 shares sold, net +68,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Vanguard Group Inc. | 0.00% | Add +10.5% | 587,018 | $1.1M |
| Cable Car Capital, LP | 1.07% | Add +28.8% | 515,000 | $948K |
| Geode Capital Management, LLC | 0.00% | Add +11.3% | 148,018 | $272K |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 125,721 | $231K |
| Truvestments Capital LLC | 0.04% | Add +23.1% | 84,946 | $156K |
| BlackRock, Inc. | 0.00% | — | 63,778 | $117K |
| Bailard, Inc. | 0.00% | Reduce -6.4% | 45,669 | $84K |
| Mariner, LLC | 0.00% | No change | 43,400 | $80K |
| Northern Trust Corp. | 0.00% | No change | 37,802 | $70K |
| State Street Corp. | 0.00% | No change | 35,800 | $66K |
| Renaissance Technologies | 0.00% | Add +142.3% | 34,400 | $63K |
| Corsair Capital Management, L.P. | 0.01% | Add +50.3% | 29,864 | $55K |
| Cetera Investment Advisers | 0.00% | Add +82.0% | 22,200 | $41K |
| Two Sigma Securities, LLC | 0.00% | New | 19,290 | $35K |
| Royce & Associates LP | 0.00% | New | 18,563 | $34K |
| Virtu Financial LLC | 0.00% | New | 13,723 | $25K |
| James Investment Research, Inc. | 0.00% | No change | 13,000 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 13,000 | $24K |
| Susquehanna International Group, LLP | 0.00% | New | 12,093 | $22K |
| Simplex Trading, LLC | 0.00% | Reduce -54.2% | 8,008 | $14K |
| UBS Group AG | 0.00% | Reduce -69.9% | 4,253 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,652 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -10.4% | 2,182 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 1,000 | $2K |
| Morgan Stanley | 0.00% | No change | 1,000 | $2K |
| Wells Fargo & Company | 0.00% | No change | 200 | $368 |
| Bank of America Corp. | 0.00% | Add +3.8% | 109 | $201 |
"% of holder's portfolio" is SURG's weight in each manager's 13F, not the share of Surgepays Inc. the manager owns.