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Jim Simons's SurgePays, Inc. (SURG) position

Yes: as of Q1 2026, Jim Simons holds 50K shares of SURG worth an amount we cannot price (0.0% of the disclosed portfolio). Last quarter the position was increased by 4.0%. First disclosed Q2 2023.
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Current value
an amount we cannot price
Shares held
50K
% of portfolio
0.0%
Quarter-end price
No quarter-end price available

Average buy price is hidden here because at least one covered purchase quarter has no usable local mean price.

SURG price vs Simons's position

Dates
$0.2$0.25$0.3$0.35← Earlier —8 purchases, 2 sells
Average closing price · filing quarter
Price range · filing quarter

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +2K +4.0% 50K May 14, 2026
Q4 2025 Reduced −1K −2.6% 48K Feb 12, 2026
Q3 2025 Added +4K +9.1% 49K Nov 13, 2025
Q2 2025 Reduced −14K −23.4% 45K Aug 13, 2025
Q1 2025 Added +10K +19.4% 59K May 14, 2025
Q4 2024 Added +15K +43.6% 49K Feb 13, 2025
Q3 2024 Added +20K +142.3% 34K Nov 13, 2024
Q2 2024 New +14K 14K Aug 9, 2024
Q4 2023 New +49K 49K Feb 13, 2024
Q2 2023 New +61K 61K Aug 11, 2023
Data through Q1 2026 · filed May 14, 2026
10 grouped rows from 10 quarters

More Simons positions

Common questions

Does Jim Simons own SURG?

Yes. As of Q1 2026, Jim Simons disclosed 50K shares of SURG, worth an amount we cannot price. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy SURG?

Jim Simons first disclosed a SURG position in Q2 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell SURG?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in SURG. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SURG does Jim Simons own?

Jim Simons disclosed 50K shares of SURG as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for SURG?

Jim Simons began building the SURG position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.