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
2024 Q4	–	Sell	-11,000	Closed	-$20.2K	–	13188
2024 Q3	$20.2K	Sell	11,000 -141,500	-93%	-$321K	﹤0.01%	11623
2024 Q2	$486K	Sell	152,500 -133,100	-47%	-$503K	﹤0.01%	8332
2024 Q1	$1.1M	Sell	285,600 -83,600	-23%	-$558K	﹤0.01%	6659
2023 Q4	$2.38M	Buy	369,200 +194,500	+111%	+$1.04M	﹤0.01%	4999
2023 Q3	$818K	Sell	174,700 -67,400	-28%	-$350K	﹤0.01%	7100
2023 Q2	$1.77M	Buy	242,100 +88,100	+57%	+$525K	﹤0.01%	5401
2023 Q1	$691K	Buy	154,000 +63,600	+70%	+$343K	﹤0.01%	7752
2022 Q4	$593K	Sell	90,400 -55,500	-38%	-$335K	﹤0.01%	7408
2022 Q3	$664K	Buy	145,900 +124,900	+595%	+$637K	﹤0.01%	7706
2022 Q2	$101K	Buy	+21,000	New	+$88.6K	﹤0.01%	11470

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.