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 Q2	$18.4K	Buy	50,900 +1,000	+2%	+$553	﹤0.01%	3097
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

Millennium Capital Advisors Little Rock, Arkansas $190M AUM 26.52% 1-Year Est. Return

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 40.89% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Jim Simons's SURG Position: Q2 2026 in Review

Jim Simons increased its SurgePays (SURG) stake by 2% in Q2 2026, buying an estimated $553 and bringing the position to 50,900 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Jim Simons first reported a position in SURG in Q2 2023 and has held it in 11 quarters since. The position peaked at $447K in Q2 2023. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Jim Simons held 50,900 shares of SurgePays worth $18.4K as of Q2 2026.
Jim Simons bought 1,000 SurgePays shares in Q2 2026, an estimated $553.
SurgePays made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #3097 holding.
Jim Simons first reported a position in SurgePays in Q2 2023 and has held it in 11 quarters since.
Jim Simons's SurgePays position peaked at $447K in Q2 2023.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.