$SURG

$0.15 +$0.01 (7.56%) Close

$SURG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 52.9M shares outstanding

Who owns SURG?

By type of holder

Institutions 4.4% Insiders 8.4% Everyone else 87.2%

Concentration Top 10 holders own 11.8%

Cox Kevin Brian 7.8% · Vanguard Capital Management LLC 1.1%

Institutional ownership

4.4%

+0.2 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+103.2K

by institutions in Q2 2026

New / sold out

8 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Millennium Capital Advisors, LLC +125.0K
Citadel Advisors LLC NEW +83.2K

Biggest sellers in Q2 2026

CIBC Bancorp USA Inc. SOLD OUT −65.0K
Geode Capital Management, LLC −55.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$299K

1 notice from 1 person

Shares covered

176.0K

0.33% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Evers Anthony George Officer 10b5-1 $299K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+62.0%

+17.46% a year

Each share's claim on the business

−38.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $3.96M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years43% 1–3 years29% Under 1 year28%

Quarterly turnover

14.4%

of institutional shares changed hands

Top 10 managers, median time held

4 years

Super Investors

Investment managers reporting SURG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VC Vanguard Capital Management LLC	567.4K	1.07%	Unchanged	2021	0.0%
Shares held by quarter Peak holding567.4K (Q1'26) Change over 8 quarters+567.4K Share of the company1.070% Vanguard Capital Management LLC's full portfolio →
GP Gaddis Premier Wealth Advisors LLC	438.3K	0.83%	Unchanged	Q4 '25	0.1%
Shares held by quarter Peak holding438.3K (Q1'26) Change over 8 quarters+438.3K Share of the company0.830% Gaddis Premier Wealth Advisors LLC's full portfolio →

Vanguard Capital Management LLC

567.4K

% of company

1.07%

Change vs last qtr

Unchanged

Held since

2021

Gaddis Premier Wealth Advisors LLC

438.3K

% of company

0.83%

Change vs last qtr

Unchanged

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Surgepays Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SURG on Form N-PORT; together they hold 1.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$151K	418.4K	0.79%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$53.8K	148.9K	0.28%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$151K

% of company

0.79%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$53.8K

% of company

0.28%

% of the fund

0.00%

As of

June 30, 2026

7 more funds behind a free account

See every fund holding Surgepays Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CK Cox Kevin Brian Insider	4.1M	7.83%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company7.830% Cox Kevin Brian's insider activity →
MD May David Allen Insider	313.3K	0.59%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.590% May David Allen's insider activity →

Cox Kevin Brian

Insider

4.1M

% of company

7.83%

Change vs last qtr

—

Held since

—

May David Allen

Insider

313.3K

% of company

0.59%

Change vs last qtr

—

Held since

—

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