SurgepaysSURG
13F holders, Q1 2025 (March 31)29holders −2
7new positions
9sold out
1famous investor
$2.07avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, down 2 from Q4 2024. 7 opened new positions and 9 sold out. The largest holders were Vanguard Group Inc. ($1.2M), Cable Car Capital, LP ($1.1M) and Geode Capital Management, LLC ($334K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $241K |
| Exits | 9 | $322K |
All 13F filers, Q4 2024 → Q1 2025: 203,754 shares bought and 311,276 shares sold, net −107,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Vanguard Group Inc. | 0.00% | No change | 578,879 | $1.2M |
| Cable Car Capital, LP | 1.23% | No change | 515,000 | $1.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 161,307 | $334K |
| UBS Group AG | 0.00% | Reduce -10.8% | 78,624 | $163K |
| Millennium Capital Advisors, LLC | 0.11% | Add +7.1% | 75,000 | $155K |
| Susquehanna International Group, LLP | 0.00% | Add +156.5% | 69,465 | $144K |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 63,346 | $131K |
| Renaissance Technologies | 0.00% | Add +19.4% | 59,000 | $122K |
| Commonwealth Equity Services, LLC | 0.00% | New | 48,600 | $101K |
| Bailard, Inc. | 0.00% | Add +0.9% | 45,480 | $94K |
| State Street Corp. | 0.00% | No change | 35,800 | $74K |
| Cetera Investment Advisers | 0.00% | Add +27.0% | 28,200 | $58K |
| Ethos Financial Group, LLC | 0.01% | New | 27,568 | $57K |
| Northern Trust Corp. | 0.00% | Reduce -57.1% | 27,151 | $56K |
| Truvestments Capital LLC | 0.01% | Reduce -81.0% | 19,370 | $40K |
| Simplex Trading, LLC | 0.00% | Add +376.5% | 18,697 | $38K |
| Baader Bank Aktiengesellschaft | 0.00% | New | 17,047 | $28K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,456 | $28K |
| James Investment Research, Inc. | 0.00% | No change | 13,000 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 13,000 | $27K |
| D.A. Davidson & Co. | 0.00% | New | 12,264 | $25K |
| Two Sigma Investments, LP | 0.00% | Reduce -11.8% | 10,449 | $22K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.6% | 5,858 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +9.6% | 3,417 | $7K |
| Morgan Stanley | 0.00% | Add +9.9% | 1,099 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 1,000 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 150 | $269 |
| Bank of America Corp. | 0.00% | Add +5.4% | 117 | $242 |
| JPMorgan Chase & Co. | 0.00% | New | 30 | $62 |
"% of holder's portfolio" is SURG's weight in each manager's 13F, not the share of Surgepays Inc. the manager owns.