SurgepaysSURG
13F holders, Q3 2025 (September 30)32holders −3
4new positions
7sold out
1famous investor
$2.81avg. 13F price*
At the end of Q3 2025, 32 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, down 3 from Q2 2025. 4 opened new positions and 7 sold out. The largest holders were Vanguard Group Inc. ($1.8M), Cable Car Capital, LP ($510K) and Geode Capital Management, LLC ($460K). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $249K |
| Exits | 7 | $211K |
All 13F filers, Q2 2025 → Q3 2025: 221,814 shares bought and 133,687 shares sold, net +88,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Vanguard Group Inc. | 0.00% | Add +5.7% | 656,900 | $1.8M |
| Cable Car Capital, LP | 0.38% | No change | 181,667 | $510K |
| Geode Capital Management, LLC | 0.00% | No change | 163,541 | $460K |
| Millennium Capital Advisors, LLC | 0.13% | No change | 75,000 | $211K |
| CIBC Private Wealth Group LLC | 0.00% | New | 75,000 | $211K |
| Susquehanna International Group, LLP | 0.00% | Add +84.6% | 68,533 | $193K |
| BlackRock, Inc. | 0.00% | Add +1.6% | 65,289 | $183K |
| State Street Corp. | 0.00% | Add +72.6% | 61,800 | $174K |
| Renaissance Technologies | 0.00% | Add +9.1% | 49,300 | $139K |
| Ethos Financial Group, LLC | 0.01% | No change | 48,754 | $137K |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 47,150 | $132K |
| Bailard, Inc. | 0.00% | No change | 45,075 | $127K |
| Two Sigma Investments, LP | 0.00% | Reduce -5.7% | 38,071 | $107K |
| James Investment Research, Inc. | 0.01% | Add +71.0% | 32,500 | $91K |
| NewEdge Advisors, LLC | 0.00% | Add +71.0% | 32,500 | $91K |
| Northern Trust Corp. | 0.00% | No change | 27,151 | $76K |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 23,875 | $67K |
| XTX Topco Ltd | 0.00% | Reduce -59.5% | 16,193 | $46K |
| Gerber, LLC | 0.02% | New | 13,400 | $38K |
| Simplex Trading, LLC | 0.00% | Reduce -20.8% | 12,534 | $35K |
| Group One Trading LLC | 0.00% | Add +115.2% | 11,812 | $33K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 10,000 | $28K |
| Truvestments Capital LLC | 0.00% | Reduce -65.9% | 6,319 | $18K |
| UBS Group AG | 0.00% | Reduce -82.2% | 5,226 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.0% | 4,825 | $14K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,429 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 1,000 | $3K |
| Morgan Stanley | 0.00% | No change | 1,000 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -80.6% | 100 | $281 |
| Citigroup Inc. | 0.00% | New | 39 | $110 |
| Bank of America Corp. | 0.00% | Reduce -91.2% | 12 | $34 |
| Royal Bank of Canada | 0.00% | New | 84 | $0 |
"% of holder's portfolio" is SURG's weight in each manager's 13F, not the share of Surgepays Inc. the manager owns.