SURGEPAYS INC (SURG) Institutional Shareholders
SURGEPAYS INC (SURG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.65M in SURG holdings during the latest filing period.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of SURG tracked by InsiderSet, reporting ownership valued at approximately $426,086 in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $123,684.044, representing an estimated loss of -70.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed SURG value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Gaddis Premier Wealth Advisors Llc, Geode Capital Management, Llc, and several other long-term asset managers with concentrated positions in SURGEPAYS INC (SURG).
This page ranks the largest institutional SURG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$1.65M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$426,086
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 567,358 | $426,086 | $123,684 | -$302,402 | -70.97% | |
| Gaddis Premier Wealth Advisors Llc | 0.24% | 438,287 | $329,154 | $95,547 | -$233,607 | -70.97% | |
| Geode Capital Management, Llc | 0.00% | 223,997 | $168,239 | $48,831 | -$119,408 | -70.98% | |
| Cable Car Capital, Lp | 0.05% | 181,667 | $136,432 | $39,603 | -$96,829 | -70.97% | |
| Millennium Capital Advisors, Llc | 0.04% | 210,000 | $75,810 | $45,780 | -$30,030 | -39.61% | |
| Vanguard Fiduciary Trust Co | 0.00% | 83,235 | $62,509 | $18,145 | -$44,364 | -70.97% | |
| Ubs Group Ag | 0.00% | 74,802 | $56,176 | $16,307 | -$39,869 | -70.97% | |
| Blackrock, Inc. | 0.00% | 70,254 | $52,761 | $15,315 | -$37,446 | -70.97% | |
| Cetera Investment Advisers | 0.00% | 66,000 | $49,566 | $14,388 | -$35,178 | -70.97% | |
| Cibc Bancorp Usa Inc. | 0.00% | 65,000 | $48,815 | $14,170 | -$34,645 | -70.97% | |
| State Street Corp | 0.00% | 61,800 | $46,412 | $13,472 | -$32,940 | -70.97% | |
| Northern Trust Corp | 0.00% | 52,661 | $39,548 | $11,480 | -$28,068 | -70.97% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 49,900 | $37,475 | $10,878 | -$26,597 | -70.97% |
| Newedge Advisors, Llc | 0.00% | 32,500 | $32,500 | $7,085 | -$25,415 | -78.20% | |
| Ethos Financial Group, Llc | 0.00% | 12,867 | $21,488 | $2,805 | -$18,683 | -86.95% | |
| Susquehanna International Group, Llp | 0.00% | 20,699 | $15,545 | $4,512 | -$11,033 | -70.97% | |
| Two Sigma Securities, Llc | 0.00% | 19,801 | $14,871 | $4,317 | -$10,554 | -70.97% | |
| James Investment Research, Inc. | 0.00% | 32,500 | $11,733 | $7,085 | -$4,648 | -39.61% | |
| Bailard, Inc. | 0.00% | 27,975 | $10,099 | $6,099 | -$4,000 | -39.61% | |
| Vanguard Global Advisers, Llc | 0.00% | 4,107 | $3,084 | $895 | -$2,189 | -70.97% | |
| Tower Research Capital Llc (Trc) | 0.00% | 3,580 | $2,689 | $780 | -$1,909 | -70.98% | |
| Sbi Securities Co., Ltd. | 0.00% | 6,857 | $2,475 | $1,495 | -$980 | -39.60% | |
| Truvestments Capital Llc | 0.00% | 3,276 | $2,460 | $714 | -$1,746 | -70.97% | |
| Jones Financial Companies Lllp | 0.00% | 2,783 | $2,059 | $607 | -$1,452 | -70.53% | |
| Osaic Holdings, Inc. | 0.00% | 1,429 | $1,071 | $312 | -$759 | -70.91% | |
| Ameritas Advisory Services, Llc | 0.00% | 1,000 | $751 | $218 | -$533 | -70.97% | |
| Morgan Stanley | 0.00% | 1,000 | $751 | $218 | -$533 | -70.97% | |
| Group One Trading Llc | 0.00% | 393 | $295 | $86 | -$209 | -70.96% | |
| Simplex Trading, Llc | 0.00% | 109 | $81 | $24 | -$57 | -70.66% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 15 | $6 | $3 | -$3 | -45.50% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 1 | $1 | $0 | -$1 | -78.20% |
Frequently asked questions about SURG
Who owns the most SURG stock?
The largest holders of SURG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SURGEPAYS INC (SURG).
Is SURG widely held by superinvestors?
Many widely followed stocks like SURG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SURG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.