Skip to content
Disclosery

SURG SURGEPAYS INC

Follow

COM NEW (common), issuer CIK 1392694

34 managers (36 13F filers) reported a position in SURG shares at 2026-06-30, 2,307,457 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
34
13F filers
36
New
8
Added
6
Reduced
5
Sold out
5
Shares held by filers
2,307,457

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 3 filers holding654,700$236K0Timeline
Gaddis Premier Wealth Advisors LLC438,287$158K0.1%013F-HRTimeline
Millennium Capital Advisors, LLC210,000$75.8K0.04%+125,00013F-HRTimeline
Cable Car Capital, LP181,667$65.6K<0.01%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC168,647$60.9K<0.01%-55,35013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,163$30K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers66,000$23.8K<0.01%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP61,800$22.3K<0.01%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP52,661$19K<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC50,900$18.4K<0.01%+1,00013F-HRTimeline
Ethos Financial Group, LLC50,233$18.1K<0.01%+37,36613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,128$15.9K<0.01%new13F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.32,500$11.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC32,500$11.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.29,331$10.6K<0.01%-40,92313F-HRTimelineGroup
BAILARD, INC.27,975$10.1K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC27,030$10K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG24,551$8.86K<0.01%-50,25113F-HRTimelineGroup
TABLEAUX LLC14,635$5.28K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC13,572$4.9K<0.01%+13,17913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,188$4.76K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,844$3.36K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.6,857$2.48K<0.01%+1,03413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,296$1.19K<0.01%-28413F-HRTimelineGroup
Truvestments Capital LLC3,276$1.18K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,783$1.03K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,429$514<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,018$367<0.01%+1813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,000$361<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC381$138<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60$22<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC29$10<0.01%-8013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…15$6<0.01%013F-HRTimeline
Caitong International Asset Management …1$00%013F-HRTimelineValue filed as zero, left out of ratios.