2026-07-01
No AI summary for this filing type
View Full Filing (SEC EDGAR)SURG
Surgepays INC
-$1.8M
Net Activity
Institutions Holding
33
Popularity Rank
#7002
Avg Weight
0.01%
Total Value
$1.7M
Ownership Trend
33 institutions currently hold SURG, with 13 net buyers and 8 net sellers this quarter.
Institutional Moves
Institutional Moves (Q1 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
8
Net Buying Institutions
13
Key Holders
Key Holders
Top 5 by Value
Quarterly Activity
Recent Activity
+$764.9K
Total Buy Value
$198.5K
Total Sell Value
New buy6
Trim4
Add7
Sold out4
13
Net Buyers
8
Net Sellers
Insider Trading (Form 4)
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
FAQ
Who are the top institutional investors holding SURGEPAYS INC (SURG)?
Major stakeholders currently include Vanguard Capital Management LLC ($426.1K), Gaddis Premier Wealth Advisors LLC ($329.2K), Geode Capital Management, LLC ($168.2K). Based on the latest 13F filings, there are a total of 33 tracked investment funds and institutions maintaining positions in SURG.
What is the overall institutional sentiment toward SURG recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.8M, driven by 13 managers accumulating shares while 8 reduced their exposure.
Which institutions have been selling or reducing their SURG positions?
In the latest period, 4 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $198.5K.
Are there any notable investors adding SURG to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 7 existing holders added to their shares. The total reported buy value for the quarter amounted to $764.9K.
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