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John Overdeck’s SurgePays SURG Stock Holding History

John Overdeck’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 		– Sell
-33,871
Closed -$56.6K – 4916
2025
Q4 		$56.6K Sell
33,871
-4,200
-11% -$9.36K ﹤0.01% 3923
2025
Q3 		$107K Sell
38,071
-2,300
-6% -$6.52K ﹤0.01% 3459
2025
Q2 		$126K Buy
40,371
+29,922
+286% +$82.8K ﹤0.01% 2976
2025
Q1 		$21.6K Sell
10,449
-1,400
-12% -$2.07K ﹤0.01% 3095
2024
Q4 		$21.1K Buy
+11,849
New +$20.9K ﹤0.01% 3106
2023
Q3 		– Sell
-15,085
Closed -$110K – 3209
2023
Q2 		$110K Buy
+15,085
New +$89.9K ﹤0.01% 2742

Other funds holding SURG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

John Overdeck's SURG Position: Q1 2026 in Review

John Overdeck sold out of SurgePays (SURG) in Q1 2026, closing a stake of 33,871 shares — an estimated $56.6K sold.

John Overdeck first reported a position in SURG in Q2 2023 and held it in 6 quarters. The position peaked at $126K in Q2 2025. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • John Overdeck reported no remaining SurgePays position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 33,871 SurgePays shares in Q1 2026, an estimated $56.6K.
  • John Overdeck first reported a position in SurgePays in Q2 2023 and held it in 6 quarters.
  • John Overdeck's SurgePays position peaked at $126K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.