SurgepaysSURG

13F holders, Q4 2024 (December 31)
31holders +4
9new positions
7sold out
2famous investors
$1.78avg. 13F price*

At the end of Q4 2024, 31 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, up 4 from Q3 2024. 9 opened new positions and 7 sold out. The largest holders were Vanguard Group Inc. ($1.0M), Cable Car Capital, LP ($917K) and Geode Capital Management, LLC ($278K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$333K
Exits7$413K

All 13F filers, Q3 2024 → Q4 2024: 398,520 shares bought and 237,166 shares sold, net +161,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Vanguard Group Inc. 0.00% Reduce -1.4% 578,879 $1.0M
Cable Car Capital, LP 0.07% No change 515,000 $917K
Geode Capital Management, LLC 0.00% Add +5.5% 156,115 $278K
Truvestments Capital LLC 0.05% Add +20.1% 102,002 $182K
UBS Group AG 0.00% Add +1973.0% 88,163 $157K
Corsair Capital Management, L.P. 0.03% Add +154.0% 75,864 $135K
Millennium Capital Advisors, LLC 0.09% New 70,000 $125K
BlackRock, Inc. 0.00% Add +0.3% 63,994 $114K
Northern Trust Corp. 0.00% Add +67.4% 63,269 $113K
Renaissance Technologies 0.00% Add +43.6% 49,400 $88K
Bailard, Inc. 0.00% Reduce -1.3% 45,075 $80K
Citadel Advisors 0.00% New 41,486 $74K
State Street Corp. 0.00% No change 35,800 $64K
Jane Street Group, LLC 0.00% New 30,059 $54K
XTX Topco Ltd 0.00% New 29,869 $53K
Susquehanna International Group, LLP 0.00% Add +124.0% 27,084 $48K
Cetera Investment Advisers 0.00% No change 22,200 $40K
James Investment Research, Inc. 0.00% No change 13,000 $23K
NewEdge Advisors, LLC 0.00% No change 13,000 $23K
Two Sigma Investments, LP 0.00% New 11,849 $21K
SBI Securities Co., Ltd. 0.00% — 5,823 $10K
Simplex Trading, LLC 0.00% Reduce -51.0% 3,924 $6K
Tower Research Capital LLC (TRC) 0.00% Add +42.9% 3,119 $6K
Group One Trading LLC 0.00% New 1,972 $4K
Citigroup Inc. 0.00% New 1,281 $2K
Morgan Stanley 0.00% No change 1,000 $2K
Wells Fargo & Company 0.00% No change 200 $356
FMR LLC 0.00% New 178 $316
Jones Financial Companies LLLP 0.00% New 150 $267
Bank of America Corp. 0.00% Add +1.8% 111 $198
Richards, Merrill & Peterson, Inc. 0.00% — 30 $53

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