SurgePays
SURG • NASDAQ
SurgePays is a software - application company in the technology sector on NASDAQ, led by Kevin Brian Cox, with a market cap of $34.7M. As of Q3 2025, 9% of shares are held by 30 institutional investors, with VANGUARD GROUP INC as the largest holder at 3.33%.
Chief Executive OfficerKevin Brian Cox
Market Cap$34.7M
Software - Application
Technology
Employees20.0
Websitesurgepays.com
Country
United States of America
Overview
Overview of institutional ownership in SURG as of Q3 2025 with a market cap of $55.5M
All Institutions
- Institutions
- 30
- Value Held
- $4.8M
- Shares Held
- 1.7M
- Avg Position
- $159.3K
- Median Position
- $71.7K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $756.0K
- Shares Held
- 269.0K
- Avg Position
- $252.0K
- Median Position
- $138.5K
Ownership Breakdown
Based on market cap of $55.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in SURG as of Q3 2025
| Institution | Position Value |
|---|---|
 VANGUARD GROUP INC Institution | $1.8M 0.00% of portfolio |
 Cable Car Capital LLC Hedge Fund•Long/Short | $510.5K 0.43% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $459.6K 0.00% of portfolio |
A Atlantic Trust Group, LLC Institution | $210.8K 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $192.6K 0.00% of portfolio |
B BlackRock, Inc. Institution | $183.5K 0.00% of portfolio |
 STATE STREET CORP Institution | $173.7K 0.00% of portfolio |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $138.5K 0.00% of portfolio |
 Ethos Financial Group, LLC RIA/Wealth | $137.0K 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $132.5K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SURG in Q3 2025
- Traded
- +$226.4K
- Buyers
- 15
- Sellers
- 13
- Total Bought
- +$623.1K
- Total Sold
- −$396.7K
- Avg Position
- $125.8K
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Atlantic Trust Group, LLC Institution | +$210.8K +75.0K shares |
VANGUARD GROUP INC Institution | +$99.2K +35.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$88.2K +31.4K shares |
STATE STREET CORP Institution | +$73.1K +26.0K shares |
 Goss Wealth Management LLC RIA/Wealth | +$37.9K +13.5K shares |
 JAMES INVESTMENT RESEARCH INC Long Only Manager | +$37.9K +13.5K shares |
 GERBER, LLC RIA/Wealth | +$37.7K +13.4K shares |
G GROUP ONE TRADING, L.P. Institution | +$17.8K +6.3K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$11.5K +4.1K shares |
Cetera Investment Advisers RIA/Wealth | +$4.9K +1.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 UBS Group AG Institution | −$67.9K −24.1K shares |
X XTX Topco Ltd Institution | −$66.9K −23.8K shares |
 GOLDMAN SACHS GROUP INC Institution | −$57.4K −18.5K shares |
J JANE STREET GROUP, LLC Institution | −$41.6K −13.4K shares |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | −$38.9K −12.4K shares |
W WOLVERINE TRADING, LLC Institution | −$37.4K −11.8K shares |
 Truvestments Capital LLC RIA/Wealth | −$34.3K −12.2K shares |
D DAVIDSON D A & CO Institution | −$34.0K −10.9K shares |
S SIMPLEX TRADING, LLC Institution | −$9.3K −3.3K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$6.5K −2.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SURG in Q3 2025
- New Positions
- 2
- New Value
- $248.4K
- Exited Positions
- 7
- Exited Value
- $210.8K
New Positions
| Institution | Position Value |
|---|---|
A Atlantic Trust Group, LLC Institution | $210.8K 75.0K shares |
GERBER, LLC RIA/Wealth | $37.7K 13.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $57.4K 18.5K shares |
J JANE STREET GROUP, LLC Institution | $41.6K 13.4K shares |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | $38.9K 12.4K shares |
W WOLVERINE TRADING, LLC Institution | $37.4K 11.8K shares |
D DAVIDSON D A & CO Institution | $34.0K 10.9K shares |
T Tower Research Capital LLC Institution | $933.0 300.0 shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $477.0 150.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SURG as of Q3 2025
- Call Positions
- 3
- Call Value
- $155.6K
- Put Positions
- 2
- Put Value
- $121.7K
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $81.5K 290.0 contracts |
W WOLVERINE TRADING, LLC Institution | $44.0K 154.0 contracts |
J JANE STREET GROUP, LLC Institution | $30.1K 107.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $74.5K 265.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $47.2K 168.0 contracts |
Most Committed Institutions
Institutions with SURG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Cable Car Capital LLC Hedge Fund•Long/Short | 0.43% $510.5K |
GERBER, LLC RIA/Wealth | 0.02% $37.7K |
Ethos Financial Group, LLC RIA/Wealth | 0.01% $137.0K |
JAMES INVESTMENT RESEARCH INC Long Only Manager | 0.01% $91.3K |
Truvestments Capital LLC RIA/Wealth | 0.00% $17.8K |
 Financial Network Wealth Advisors LLC RIA/Wealth | 0.00% $2.8K |
 BAILARD, INC. RIA/Wealth | 0.00% $126.7K |
X XTX Topco Ltd Institution | 0.00% $45.5K |
G GROUP ONE TRADING, L.P. Institution | 0.00% $33.2K |
S SIMPLEX TRADING, LLC Institution | 0.00% $35.2K |
Hedge Fund Spotlight
Discover hedge funds investing in SURG
Cable Car Capital LLC
Hedge Fund • Long/Short
Portfolio ManagerEvan Howell Eurich
- Portfolio Value
- $119.3M
- Positions
- 48
- Last Reported
- Q3 2025
Sector Allocation
Position in SurgePays
- Market Value
- $510.5K
- Shares Held
- 181.7K
- Portfolio Weight
- 0.43%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $15.4M | 12.91% | |
Unknown Unknown | $10.9M | 9.11% | |
Unknown Unknown | $9.6M | 8.06% |
