# SURGEPAYS INC (SURG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SURG/

- Reporting holders: 37
- Reported value: $924.6K
- Shares held by institutions: 2,452,435 of 25,121,895 outstanding
- Held through calls: 4.2%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [VANGUARD CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2100119-vanguard-capital-management-llc/) | $204.8K | 567,358 | 0.0% | 2 |
| [Gaddis Premier Wealth Advisors LLC](https://holderbook.com/funds/2087873-gaddis-premier-wealth-advisors-llc/) | $158.2K | 438,287 | 0.1% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $99.1K | 166,326 | 0.0% | 1 |
| [Millennium Capital Advisors, LLC](https://holderbook.com/funds/2097025-millennium-capital-advisors-llc/) | $75.8K | 210,000 | 0.0% | 7 |
| [Cable Car Capital, LP](https://holderbook.com/funds/1699575-cable-car-capital-lp/) | $65.6K | 181,667 | 0.0% | 10 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1214717-geode-capital-management-llc/) | $60.9K | 168,647 | 0.0% | 19 |
| [STATE STREET CORP](https://holderbook.com/funds/93751-state-street-corp/) | $44.6K | 123,600 | 0.0% | 17 |
| [VANGUARD FIDUCIARY TRUST CO](https://holderbook.com/funds/933478-vanguard-fiduciary-trust-co/) | $30.0K | 83,235 | 0.0% | 2 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $23.8K | 66,000 | 0.0% | 10 |
| [NORTHERN TRUST CORP](https://holderbook.com/funds/73124-northern-trust-corp/) | $19.0K | 52,661 | 0.0% | 18 |
| [RENAISSANCE TECHNOLOGIES LLC](https://holderbook.com/funds/1037389-renaissance-technologies-llc/) | $18.4K | 50,900 | 0.0% | 9 |
| [Ethos Financial Group, LLC](https://holderbook.com/funds/1954242-ethos-financial-group-llc/) | $18.1K | 50,233 | 0.0% | 6 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $15.9K | 44,128 | 0.0% | 1 |
| [JAMES INVESTMENT RESEARCH, INC.](https://holderbook.com/funds/810384-james-investment-research-inc/) | $11.7K | 32,500 | 0.0% | 12 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $11.7K | 32,500 | 0.0% | 12 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $10.6K | 29,331 | 0.0% | 8 |
| [BAILARD, INC.](https://holderbook.com/funds/750641-bailard-inc/) | $10.1K | 27,975 | 0.0% | 13 |
| [Virtu Financial LLC](https://holderbook.com/funds/1533964-virtu-financial-llc/) | $10.0K | 27,030 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $8.9K | 24,551 | 0.0% | 12 |
| [TABLEAUX LLC](https://holderbook.com/funds/2060663-tableaux-llc/) | $5.3K | 14,635 | 0.0% | 1 |
| [GROUP ONE TRADING LLC](https://holderbook.com/funds/932540-group-one-trading-llc/) | $4.9K | 13,572 | 0.0% | 5 |
| [XTX Topco Ltd](https://holderbook.com/funds/1828301-xtx-topco-ltd/) | $4.8K | 13,188 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $3.4K | 9,844 | 0.0% | 1 |
| [SBI Securities Co., Ltd.](https://holderbook.com/funds/1851815-sbi-securities-co-ltd/) | $2.5K | 6,857 | 0.0% | 7 |
| [Vanguard Global Advisers, LLC](https://holderbook.com/funds/1811242-vanguard-global-advisers-llc/) | $1.5K | 4,107 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 37 | $924.6K |
| Q1 2026 | 32 | $1.6M |
| Q4 2025 | 30 | $3.5M |
| Q3 2025 | 34 | $5.3M |
| Q2 2025 | 36 | $5.8M |
| Q1 2025 | 32 | $4.2M |
| Q4 2024 | 31 | $3.7M |
| Q3 2024 | 29 | $3.6M |
| Q2 2024 | 36 | $7.1M |
| Q1 2024 | 36 | $10.7M |
| Q4 2023 | 37 | $13.3M |
| Q3 2023 | 31 | $12.0M |