SurgepaysSURG

13F holders, Q2 2025 (June 30)
35holders +6
8new positions
2sold out
1famous investor
$3.12avg. 13F price*

At the end of Q2 2025, 35 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, up 6 from Q1 2025. 8 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($1.9M), Cable Car Capital, LP ($565K) and Geode Capital Management, LLC ($510K). 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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$339K
Exits2$28K

All 13F filers, Q1 2025 → Q2 2025: 239,663 shares bought and 494,085 shares sold, net −254,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

Vanguard Group Inc. 0.00% Add +7.4% 621,614 $1.9M
Cable Car Capital, LP 0.52% Reduce -64.7% 181,667 $565K
Geode Capital Management, LLC 0.00% Add +1.4% 163,541 $510K
Millennium Capital Advisors, LLC 0.16% No change 75,000 $233K
BlackRock, Inc. 0.00% Add +1.5% 64,292 $200K
Ethos Financial Group, LLC 0.01% Add +76.8% 48,754 $152K
Cetera Investment Advisers 0.00% Add +61.0% 45,400 $141K
Bailard, Inc. 0.00% Reduce -0.9% 45,075 $141K
Renaissance Technologies 0.00% Reduce -23.4% 45,200 $141K
Two Sigma Investments, LP 0.00% Add +286.4% 40,371 $126K
XTX Topco Ltd 0.01% New 40,006 $125K
Susquehanna International Group, LLP 0.00% Reduce -46.5% 37,132 $116K
State Street Corp. 0.00% No change 35,800 $112K
UBS Group AG 0.00% Reduce -62.6% 29,375 $91K
Northern Trust Corp. 0.00% No change 27,151 $84K
HighTower Advisors, LLC 0.00% New 23,442 $73K
James Investment Research, Inc. 0.01% Add +46.1% 19,000 $59K
NewEdge Advisors, LLC 0.00% Add +46.1% 19,000 $59K
Truvestments Capital LLC 0.01% Reduce -4.4% 18,520 $58K
Goldman Sachs Group Inc. 0.00% Add +37.2% 18,461 $57K
Simplex Trading, LLC 0.00% Reduce -15.3% 15,827 $49K
Jane Street Group, LLC 0.00% New 13,364 $42K
Dimensional Fund Advisors LP 0.00% New 12,397 $39K
Wolverine Trading, LLC 0.00% New 11,771 $37K
D.A. Davidson & Co. 0.00% Reduce -10.7% 10,947 $34K
Commonwealth Equity Services, LLC 0.00% Reduce -79.4% 10,000 $31K
Group One Trading LLC 0.00% New 5,490 $17K
SBI Securities Co., Ltd. 0.00% Reduce -17.7% 4,823 $15K
Osaic Holdings, Inc. 0.00% New 1,429 $4K
Financial Network Wealth Advisors LLC 0.00% No change 1,000 $3K
Morgan Stanley 0.00% Reduce -9.0% 1,000 $3K
Federation des caisses Desjardins du Quebec 0.00% New 516 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.2% 300 $933
Jones Financial Companies LLLP 0.00% No change 150 $477
Bank of America Corp. 0.00% Add +17.1% 137 $426

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