SurgepaysSURG
13F holders, Q4 2025 (December 31)30holders −2
2new positions
5sold out
1famous investor
$1.67avg. 13F price*
At the end of Q4 2025, 30 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($1.1M), Gaddis Premier Wealth Advisors LLC ($631K) and Cable Car Capital, LP ($303K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $57K |
| Exits | 5 | $95K |
All 13F filers, Q3 2025 → Q4 2025: 88,571 shares bought and 180,673 shares sold, net −92,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Vanguard Group Inc. | 0.00% | No change | 656,900 | $1.1M |
| Gaddis Premier Wealth Advisors LLC | 0.48% | — | 377,924 | $631K |
| Cable Car Capital, LP | 0.02% | No change | 181,667 | $303K |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 165,039 | $276K |
| Millennium Capital Advisors, LLC | 0.08% | Add +13.3% | 85,000 | $142K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.3% | 65,000 | $109K |
| State Street Corp. | 0.00% | No change | 61,800 | $103K |
| BlackRock, Inc. | 0.00% | Reduce -7.8% | 60,177 | $100K |
| Northern Trust Corp. | 0.00% | Add +94.0% | 52,661 | $88K |
| Renaissance Technologies | 0.00% | Reduce -2.6% | 48,000 | $80K |
| Cetera Investment Advisers | 0.00% | Reduce -2.4% | 46,000 | $77K |
| Two Sigma Investments, LP | 0.00% | Reduce -11.0% | 33,871 | $57K |
| James Investment Research, Inc. | 0.01% | No change | 32,500 | $54K |
| NewEdge Advisors, LLC | 0.00% | No change | 32,500 | $54K |
| Squarepoint Ops LLC | 0.00% | New | 31,282 | $52K |
| Bailard, Inc. | 0.00% | Reduce -37.9% | 27,975 | $47K |
| UBS Group AG | 0.00% | Add +334.8% | 22,722 | $38K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.6% | 20,135 | $34K |
| XTX Topco Ltd | 0.00% | Reduce -4.2% | 15,519 | $26K |
| Gerber, LLC | 0.01% | No change | 13,400 | $22K |
| Ethos Financial Group, LLC | 0.00% | Reduce -73.6% | 12,867 | $21K |
| Truvestments Capital LLC | 0.00% | Reduce -6.8% | 5,889 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.0% | 4,823 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 2,783 | $5K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,429 | $2K |
| Group One Trading LLC | 0.00% | Reduce -89.7% | 1,212 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 1,000 | $2K |
| Morgan Stanley | 0.00% | No change | 1,000 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -93.5% | 812 | $1K |
| Bank of America Corp. | 0.00% | Add +16.7% | 14 | $23 |
"% of holder's portfolio" is SURG's weight in each manager's 13F, not the share of Surgepays Inc. the manager owns.