HolderBook

SURGEPAYS INC (SURG)

Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.

37
Reporting holders
$924.6K
Reported value
9.8%
Of shares outstanding
4.2%
Calls
0.0%
Puts
+5
Holder change

Institutions report 2,452,435 shares against 25,121,895 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$204.8K567,3580.00%2qHELD
Gaddis Premier Wealth Advisors LLC$158.2K438,2870.10%3qHELD
CITADEL ADVISORS LLC$99.1K166,3260.00%newNEW
Millennium Capital Advisors, LLC$75.8K210,0000.04%7q+147.1%+$45.1K
Cable Car Capital, LP$65.6K181,6670.00%10qHELD
GEODE CAPITAL MANAGEMENT, LLC$60.9K168,6470.00%19q-24.7%-$20.0K
STATE STREET CORP$44.6K123,6000.00%17q+100.0%+$22.3K
VANGUARD FIDUCIARY TRUST CO$30.0K83,2350.00%2qHELD
Cetera Investment Advisers$23.8K66,0000.00%10qHELD
NORTHERN TRUST CORP$19.0K52,6610.00%18qHELD
RENAISSANCE TECHNOLOGIES LLC$18.4K50,9000.00%9q+2.0%
Ethos Financial Group, LLC$18.1K50,2330.00%6q+290.4%+$13.5K
JANE STREET GROUP, LLC$15.9K44,1280.00%newNEW
JAMES INVESTMENT RESEARCH, INC.$11.7K32,5000.00%12qHELD
NewEdge Advisors, LLC$11.7K32,5000.00%12qHELD
BlackRock, Inc.$10.6K29,3310.00%8q-58.3%-$14.8K
BAILARD, INC.$10.1K27,9750.00%13qHELD
Virtu Financial LLC$10.0K27,0300.00%newNEW
UBS Group AG$8.9K24,5510.00%12q-67.2%-$18.1K
TABLEAUX LLC$5.3K14,6350.00%newNEW
GROUP ONE TRADING LLC$4.9K13,5720.00%5q+3353.4%+$4.8K
XTX Topco Ltd$4.8K13,1880.00%newNEW
JPMORGAN CHASE & CO$3.4K9,8440.00%newNEW
SBI Securities Co., Ltd.$2.5K6,8570.00%7q+17.8%
Vanguard Global Advisers, LLC$1.5K4,1070.00%2qHELD
Tower Research Capital LLC (TRC)$1.2K3,2960.00%2q-7.9%
Truvestments Capital LLC$1.2K3,2760.00%11qHELD
JONES FINANCIAL COMPANIES LLLP$1.0K2,7830.00%3qHELD
OSAIC HOLDINGS, INC.$5141,4290.00%5qHELD
MORGAN STANLEY$3671,0180.00%11q+1.8%
Ameritas Advisory Services, LLC$3611,0000.00%2qHELD
SIMPLEX TRADING, LLC$190290.00%4q-73.4%
BARCLAYS PLC$1383810.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22600.00%newNEW
Ritter Daniher Financial Advisory LLC / DE$6150.00%2qHELD
MERCER GLOBAL ADVISORS INC /ADV$5150.00%newNEW
Caitong International Asset Management Co., Ltd$010.00%2qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-292026-09-28Delisting noticefiling
2026-09-162026-09-11Auditor changedfiling
2026-09-102026-09-07Acquisition or disposal completed Material agreement enteredfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202637$924.6K2,452,4359754.2%
Q1 202632$1.6M2,171,7196830.0%
Q4 202530$3.5M2,061,90125120.6%
Q3 202534$5.3M1,775,99541096.0%
Q2 202536$5.8M1,687,952710129.3%
Q1 202532$4.2M1,942,374111165.3%
Q4 202431$3.7M2,049,8968930.1%
Q3 202429$3.6M1,882,6893942.7%
Q2 202436$7.1M1,813,176812918.4%
Q1 202436$10.7M1,999,8101713428.1%
Q4 202337$13.3M1,339,5001110634.9%
Q3 202331$12.0M1,795,705831429.8%
Q2 202333$20.6M2,333,285166117.1%
Q1 202321$12.5M2,142,51427423.0%
Q4 202228$18.3M2,140,116137223.3%
Q3 202222$6.3M1,016,84297226.2%
Q2 202218$4.7M872,9717349.8%
Q1 202212$2.2M550,5314320.0%
Q4 202111$1.2M589,22911000.0%
Q3 20211$12.0K100,0001000.0%