SurgePays Ownership | Who Owns SurgePays?


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SurgePays Ownership Summary


SurgePays is owned by 9.56% institutional investors, 31.94% insiders, and 58.50% retail investors. Vanguard group is the largest institutional shareholder, holding 3.00% of SURG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.17% of its assets in SurgePays shares.

SURG Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSurgePays9.56%31.94%58.50%
SectorTechnology Stocks 54.54%11.27%34.19%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group531.35K3.00%$1.70M
Cable car capital400.00K2.26%$1.28M
Geode capital management132.98K0.75%$424.27K
Bank of new york mellon125.00K0.71%$398.76K
Truvestments capital68.99K0.39%$220.08K
Blackrock62.48K0.35%$199.32K
Bailard48.77K0.28%$155.57K
Mariner43.40K0.25%$138.45K
Northern trust37.80K0.21%$120.59K
State street35.80K0.20%$114.20K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Cable car capital400.00K1.34%$1.28M
Truvestments capital68.99K0.09%$220.08K
Corsair capital management19.86K0.01%$63.37K
James investment research13.00K0.00%$41.47K
Bailard48.77K0.00%$155.57K
Financial network wealth advisors1.00K0.00%$3.19K
Skaana management1.50K0.00%$4.79K
Caption management17.50K0.00%$55.83K
Newedge advisors13.00K0.00%$41.47K
Mariner43.40K0.00%$138.45K

Top Buyers

HolderShares% AssetsChange
Vanguard group531.35K-25.97K
Royal bank of canada26.16K-25.50K
Corsair capital management19.86K0.01%19.86K
Mariner43.40K0.00%15.90K
Geode capital management132.98K-14.85K

Top Sellers

HolderShares% AssetsChange
Imc-chicago---81.23K
Myda advisors---72.00K
Susquehanna group, llp---70.20K
Simplex trading17.48K--59.62K
Jane street group---42.49K

New Positions

HolderShares% AssetsChangeValue
Corsair capital management19.86K0.01%19.86K$63.37K
Pnc financial services group2.65K-2.65K$8.46K
Skaana management1.50K0.00%1.50K$4.79K
Financial network wealth advisors1.00K0.00%1.00K$3.19K

Sold Out

HolderChange
Lazard asset management-582.00
Qube research-2.37K
Redwood wealth management group-2.50K
Citadel advisors-3.56K
Tucker asset management-10.95K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202431-18.42%1,882,6893.83%99.11%13-38.10%7-12.50%
Jun 30, 202438-2.56%1,813,176-7.49%105.53%21-25.00%814.29%
Mar 31, 2024392.63%1,959,91146.34%1315.97%2812.00%740.00%
Dec 31, 20233811.76%1,339,300-25.42%95.77%2592.31%5-61.54%
Sep 30, 202334-2.86%1,795,705-23.04%124.64%13-45.83%13550.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv427.58K2.17%-
Vanguard Institutional Extnd Mkt Idx Tr147.20K0.75%-
Fidelity Extended Market Index82.05K0.42%2.99K
iShares Micro-Cap ETF31.33K0.16%-
Perritt Ultra MicroCap30.00K0.15%-
RBC Microcap Value I26.00K0.13%26.00K
BlackRock Extended Equity Market K24.69K0.13%-10.00
Fidelity Total Market Index20.92K0.11%-
Fidelity Series Total Market Index18.68K0.09%5.47K
Royce Quant Small-Cap Quality Value ETF18.56K0.09%-

Recent Insider Transactions


DateNameRoleActivityValue
Dec 03, 2024Cox Kevin Brian CEO and Chairman of BoardSell$64.08K
Dec 02, 2024Evers Anthony George Chief Financial OfficerSell$68.20K
Nov 25, 2024Weisberg Laurie-Buy$550.83
Nov 25, 2024Weisberg Laurie-Buy$5.70K
Nov 25, 2024Weisberg Laurie-Buy$2.76K

Insider Transactions Trends


DateBuySell
2024 Q486
2024 Q3112
2024 Q2--
2024 Q1--
2023 Q31-

SURG Ownership FAQ


Who owns the most shares of SurgePays?

SurgePays’s largest shareholders are Vanguard group (531.35K shares, 3.00%), Cable car capital (400K shares, 2.26%), and Geode capital management (132.98K shares, 0.75%). Together, they hold 6.02% of SurgePays’s total shares outstanding.

Does Blackrock own SurgePays?

Yes, BlackRock owns 0.35% of SurgePays, totaling 62.48K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 199.32K$. In the last quarter, BlackRock increased its holdings by 12.05K shares, a 23.88% change.

Who is SurgePays’s biggest shareholder by percentage of total assets invested?

Cable car capital is SurgePays’s biggest shareholder by percentage of total assets invested, with 1.34% of its assets in 400K SurgePays shares, valued at 1.28M$.

Who is the top mutual fund holder of SurgePays shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of SurgePays shares, with 2.17% of its total shares outstanding invested in 427.58K SurgePays shares.

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