Jim Simons’s SurgePays SURG Stock Holding History

Jim Simons’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 Q1	$37.5K	Buy	49,900 +1,900	+4%	+$2.1K	﹤0.01%	3128
2025 Q4	$80.2K	Sell	48,000 -1,300	-3%	-$2.9K	﹤0.01%	3036
2025 Q3	$139K	Buy	49,300 +4,100	+9%	+$11.6K	﹤0.01%	3211
2025 Q2	$141K	Sell	45,200 -13,800	-23%	-$38.2K	﹤0.01%	3242
2025 Q1	$122K	Buy	59,000 +9,600	+19%	+$14.2K	﹤0.01%	3160
2024 Q4	$87.9K	Buy	49,400 +15,000	+44%	+$26.4K	﹤0.01%	3303
2024 Q3	$63.3K	Buy	34,400 +20,200	+142%	+$45.8K	﹤0.01%	3324
2024 Q2	$45.3K	Buy	+14,200	New	+$53.7K	﹤0.01%	3305
2024 Q1	–	Sell	-48,700	Closed	-$314K	–	4062
2023 Q4	$314K	Buy	+48,700	New	+$259K	﹤0.01%	2971
2023 Q3	–	Sell	-61,100	Closed	-$447K	–	4096
2023 Q2	$447K	Buy	+61,100	New	+$364K	﹤0.01%	2932

Other funds holding SURG

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

MCA

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Jim Simons's SURG Position: Q1 2026 in Review

Jim Simons increased its SurgePays (SURG) stake by 4% in Q1 2026, buying an estimated $2.1K and bringing the position to 49,900 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3128.

Jim Simons first reported a position in SURG in Q2 2023 and has held it in 10 quarters since. The position peaked at $447K in Q2 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

Jim Simons held 49,900 shares of SurgePays worth $37.5K as of Q1 2026.
Jim Simons bought 1,900 SurgePays shares in Q1 2026, an estimated $2.1K.
SurgePays made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #3128 holding.
Jim Simons first reported a position in SurgePays in Q2 2023 and has held it in 10 quarters since.
Jim Simons's SurgePays position peaked at $447K in Q2 2023.
33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.