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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

SURG

SURG — Smart Money Tracker (13F)

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

Vanguard Capital Management LLC

Gaddis Premier Wealth Advisors LLC

Geode Capital Management, LLC

Cable Car Capital, LP

Millennium Capital Advisors, LLC

Top 5 by Conviction

Gaddis Premier Wealth Advisors LLC

Cable Car Capital, LP

Millennium Capital Advisors, LLC

Vanguard Capital Management LLC

View all 33 holding institutions

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)

1

Filings (14d)

Data as of 2026-07-01

2026-07-01

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

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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