Jeff Yass’s SurgePays SURG Stock Holding History

Jeff Yass’s Portfolio SURG Stock Details SURG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20,699	Closed	-$15.5K	–	14488
2026 Q1	$15.5K	Buy	20,699 +564	+3%	+$623	﹤0.01%	12895
2025 Q4	$33.6K	Sell	20,135 -48,398	-71%	-$108K	﹤0.01%	11852
2025 Q3	$193K	Buy	68,533 +31,401	+85%	+$89K	﹤0.01%	11037
2025 Q2	$116K	Sell	37,132 -32,333	-47%	-$89.5K	﹤0.01%	11700
2025 Q1	$144K	Buy	69,465 +42,381	+156%	+$62.6K	﹤0.01%	11262
2024 Q4	$48.2K	Buy	27,084 +14,991	+124%	+$26.4K	﹤0.01%	11695
2024 Q3	$22.3K	Buy	+12,093	New	+$27.4K	﹤0.01%	11606
2024 Q2	–	Sell	-70,199	Closed	-$265K	–	13203
2024 Q1	$270K	Buy	+70,199	New	+$468K	﹤0.01%	9940
2023 Q1	–	Sell	-34,746	Closed	-$187K	–	13473
2022 Q4	$228K	Buy	34,746 +12,923	+59%	+$78K	﹤0.01%	9792
2022 Q3	$99K	Buy	21,823 +9,873	+83%	+$50.4K	﹤0.01%	11718
2022 Q2	$58K	Buy	+11,950	New	+$50.4K	﹤0.01%	11886
2022 Q1	–	Sell	-33,173	Closed	-$67K	–	13945
2021 Q4	$67K	Buy	+33,173	New	+$85K	﹤0.01%	12408

Other funds holding SURG

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jeff Yass's SURG Position: Q2 2026 in Review

Jeff Yass sold out of SurgePays (SURG) in Q2 2026, closing a stake of 20,699 shares — an estimated $15.5K sold.

Jeff Yass first reported a position in SURG in Q4 2021 and held it in 12 quarters. The position peaked at $270K in Q1 2024. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Jeff Yass reported no remaining SurgePays position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 20,699 SurgePays shares in Q2 2026, an estimated $15.5K.
Jeff Yass first reported a position in SurgePays in Q4 2021 and held it in 12 quarters.
Jeff Yass's SurgePays position peaked at $270K in Q1 2024.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.