Squarepoint
SURG icon

Squarepoint’s SurgePays SURG Stock Holding History

Squarepoint’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
-31,282
Closed -$52.2K – 4946
2025
Q4 		$52.2K Buy
+31,282
New +$69.7K ﹤0.01% 4123
2024
Q1 		– Sell
-44,814
Closed -$289K – 4592
2023
Q4 		$289K Sell
44,814
-5,152
-10% -$27.4K ﹤0.01% 3385
2023
Q3 		$234K Sell
49,966
-4,325
-8% -$22.4K ﹤0.01% 3323
2023
Q2 		$397K Buy
+54,291
New +$323K ﹤0.01% 2784

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
Geode Capital Management
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 $162M AUM 30.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Squarepoint's SURG Position: Q1 2026 in Review

Squarepoint sold out of SurgePays (SURG) in Q1 2026, closing a stake of 31,282 shares — an estimated $52.2K sold.

Squarepoint first reported a position in SURG in Q2 2023 and held it in 4 quarters. The position peaked at $397K in Q2 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Squarepoint reported no remaining SurgePays position as of Q1 2026 after selling out during the quarter.
  • Squarepoint sold 31,282 SurgePays shares in Q1 2026, an estimated $52.2K.
  • Squarepoint first reported a position in SurgePays in Q2 2023 and held it in 4 quarters.
  • Squarepoint's SurgePays position peaked at $397K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.