XT
SURG icon

XTX Topco’s SurgePays SURG Stock Holding History

XTX Topco’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
-15,519
Closed -$25.9K – 4368
2025
Q4 		$25.9K Sell
15,519
-674
-4% -$1.5K ﹤0.01% 3006
2025
Q3 		$45.5K Sell
16,193
-23,813
-60% -$67.5K ﹤0.01% 2191
2025
Q2 		$125K Buy
+40,006
New +$111K 0.01% 1834
2025
Q1 		– Sell
-29,869
Closed -$53.2K – 3077
2024
Q4 		$53.2K Buy
+29,869
New +$52.6K ﹤0.01% 1885

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 $183M AUM 33.88% 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

XTX Topco's SURG Position: Q1 2026 in Review

XTX Topco sold out of SurgePays (SURG) in Q1 2026, closing a stake of 15,519 shares — an estimated $25.9K sold.

XTX Topco first reported a position in SURG in Q4 2024 and held it in 4 quarters. The position peaked at $125K in Q2 2025. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • XTX Topco reported no remaining SurgePays position as of Q1 2026 after selling out during the quarter.
  • XTX Topco sold 15,519 SurgePays shares in Q1 2026, an estimated $25.9K.
  • XTX Topco first reported a position in SurgePays in Q4 2024 and held it in 4 quarters.
  • XTX Topco's SurgePays position peaked at $125K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

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