SurgePays Ownership | Who Owns SurgePays?
SurgePays Ownership Summary
SurgePays is owned by 8.10% institutional investors, 31.11% insiders, and 60.79% retail investors. Vanguard group is the largest institutional shareholder, holding 2.94% of SURG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.09% of its assets in SurgePays shares.
SURG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SurgePays | 8.10% | 31.11% | 60.79% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 578.88K | 2.94% | $1.03M |
| Cable car capital | 515.00K | 2.62% | $916.70K |
| Geode capital management | 156.12K | 0.79% | $277.93K |
| Ubs group | 88.16K | 0.45% | $156.93K |
| Blackrock | 62.48K | 0.35% | $199.32K |
| Blackrock funding, inc. /de | 64.29K | 0.32% | $199.95K |
| Renaissance | 49.40K | 0.25% | $87.93K |
| Cetera investment advisers | 45.40K | 0.23% | $141.19K |
| Bailard | 45.08K | 0.23% | $140.63K |
| Northern trust | 37.80K | 0.21% | $120.59K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cable car capital | 515.00K | 0.04% | $916.70K |
| Truvestments capital | 18.52K | 0.01% | $57.60K |
| James investment research | 19.00K | 0.01% | $59.09K |
| Xtx topco | 40.01K | 0.01% | $124.82K |
| Financial network wealth advisors | 1.00K | 0.00% | $3.11K |
| Bailard | 45.08K | 0.00% | $140.63K |
| Skaana management | 1.50K | 0.00% | $4.79K |
| Caption management | 17.50K | 0.00% | $55.83K |
| Newedge advisors | 19.00K | 0.00% | $59.09K |
| Cetera investment advisers | 45.40K | 0.00% | $141.19K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 88.16K | - | 83.91K |
| Xtx topco | 40.01K | 0.01% | 40.01K |
| Royal bank of canada | 26.16K | - | 25.50K |
| Cetera investment advisers | 45.40K | 0.00% | 17.20K |
| Renaissance | 49.40K | 0.00% | 15.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | - | - | -125.72K |
| Imc-chicago | - | - | -81.23K |
| Corsair capital management | - | - | -75.86K |
| Myda advisors | - | - | -72.00K |
| Mariner | - | - | -43.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Two sigma investments, lp | 11.85K | - | 11.85K | $21.09K |
| Group one trading | 1.97K | - | 1.97K | $3.51M |
| Skaana management | 1.50K | 0.00% | 1.50K | $4.79K |
Sold Out
| Holder | Change |
|---|---|
| Richards, merrill & peterson | -30.00 |
| Jpmorgan chase | -30.00 |
| Fmr | -178.00 |
| Lazard asset management | -582.00 |
| Citigroup | -1.28K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 37 | 19.35% | 1,611,523 | -13.70% | 8 | 9.36% | 18 | - | 12 | 100.00% |
| Mar 31, 2025 | 31 | -3.13% | 1,918,511 | -3.10% | 9 | 9.45% | 19 | -5.00% | 6 | 100.00% |
| Dec 31, 2024 | 8 | -74.19% | 812,847 | -56.83% | 4 | 4.51% | 4 | -69.23% | 3 | -57.14% |
| Sep 30, 2024 | 31 | -18.42% | 1,882,689 | 3.83% | 9 | 9.11% | 13 | -38.10% | 7 | -12.50% |
| Jun 30, 2024 | 38 | -2.56% | 1,813,176 | -7.49% | 10 | 5.53% | 21 | -25.00% | 8 | 14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 427.58K | 2.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 418.43K | 2.05% | -9.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 130.48K | 0.64% | -59.45K |
| Fidelity Extended Market Index | 78.74K | 0.39% | -206.00 |
| iShares Micro-Cap ETF | 32.06K | 0.16% | - |
| Perritt Ultra MicroCap | 30.00K | 0.15% | - |
| RBC Microcap Value I | 26.00K | 0.13% | 26.00K |
| BlackRock Extended Equity Market K | 24.69K | 0.13% | -10.00 |
| Extended Equity Market Fund K | 23.95K | 0.12% | -478.00 |
| Fidelity Total Market Index | 23.95K | 0.12% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 06, 2025 | May David Allen | - | Sell | $177.28K |
| May 16, 2025 | Cox Kevin Brian | CEO and Chairman of Board | Buy | $41.45K |
| Dec 03, 2024 | Cox Kevin Brian | CEO and Chairman of Board | Sell | $64.08K |
| Dec 02, 2024 | Evers Anthony George | Chief Financial Officer | Sell | $68.20K |
| Nov 25, 2024 | Weisberg Laurie | - | Buy | $183.96 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 8 | 6 |
| 2024 Q3 | 1 | 12 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | 1 | - |
SURG Ownership FAQ
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