SurgepaysSURG
13F holders, Q1 2026 (March 31)33holders +3
5new positions
4sold out
1famous investor
$0.76avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding Surgepays Inc. (SURG) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 4 sold out. The largest holders were Vanguard Capital Management LLC ($426K), Gaddis Premier Wealth Advisors LLC ($329K) and Geode Capital Management, LLC ($168K). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $18K |
| Exits | 4 | $135K |
All 13F filers, Q4 2025 → Q1 2026: 229,339 shares bought and 84,821 shares sold, net +144,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Vanguard Capital Management LLC | 0.00% | — | 567,358 | $426K |
| Gaddis Premier Wealth Advisors LLC | 0.24% | Add +16.0% | 438,287 | $329K |
| Geode Capital Management, LLC | 0.00% | Add +35.7% | 223,997 | $168K |
| Cable Car Capital, LP | 0.06% | No change | 181,667 | $136K |
| Millennium Capital Advisors, LLC | 0.04% | No change | 85,000 | $64K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 83,235 | $63K |
| UBS Group AG | 0.00% | Add +229.2% | 74,802 | $56K |
| BlackRock, Inc. | 0.00% | Add +16.8% | 70,254 | $53K |
| Cetera Investment Advisers | 0.00% | Add +43.5% | 66,000 | $50K |
| CIBC Bancorp USA Inc. | 0.00% | — | 65,000 | $49K |
| State Street Corp. | 0.00% | No change | 61,800 | $46K |
| Northern Trust Corp. | 0.00% | No change | 52,661 | $40K |
| Renaissance Technologies | 0.00% | Add +4.0% | 49,900 | $37K |
| James Investment Research, Inc. | 0.00% | No change | 32,500 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 32,500 | $24K |
| Ethos Financial Group, LLC | 0.00% | No change | 12,867 | $21K |
| Bailard, Inc. | 0.00% | No change | 27,975 | $21K |
| Susquehanna International Group, LLP | 0.00% | Add +2.8% | 20,699 | $16K |
| Two Sigma Securities, LLC | 0.00% | New | 19,801 | $15K |
| Gerber, LLC | 0.01% | No change | 13,400 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Add +20.7% | 5,823 | $4K |
| Vanguard Global Advisers, LLC | 0.00% | — | 4,107 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,580 | $3K |
| Truvestments Capital LLC | 0.00% | Reduce -44.4% | 3,276 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,783 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,429 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 1,000 | $751 |
| Morgan Stanley | 0.00% | No change | 1,000 | $751 |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,000 | $751 |
| Group One Trading LLC | 0.00% | Reduce -67.6% | 393 | $295 |
| Simplex Trading, LLC | 0.00% | Reduce -86.6% | 109 | $81 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 15 | $12 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $1 |
"% of holder's portfolio" is SURG's weight in each manager's 13F, not the share of Surgepays Inc. the manager owns.