Security record · archived quarter
SURG
name pending profile ingest
4Tracked holders
-1Δ holders
266.56KShares held
$551,826Reported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +3 | 1.18M | $424,968 | +5 | −2 |
| Q1 2026 | 15 | -3 | 1.26M | $944,880 | n/a | −3 |
| Q4 2025 | 17 | 0 | 1.21M | $2.01M | n/a | n/a |
| Q3 2025 | 7 | 0 | 1.04M | $2.91M | n/a | n/a |
| Q2 2025 | 6 | 0 | 970.82K | $3.03M | n/a | n/a |
| Q1 2025 | 4 | -1 | 266.56K | $551,826 | n/a | −1 |
| Q4 2024 | 5 | +2 | 294.65K | $524,524 | +2 | n/a |
| Q3 2024 | 2 | -1 | 182.42K | $335,688 | n/a | −1 |
| Q2 2024 | 3 | n/a | 158.10K | $504,408 | n/a | n/a |
Who holds it · Q1 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 161.31K | +3.3% | $333,961 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Renaissance Technologies ✦ | 59.00K | +19.4% | $122,130 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 35.80K | 0.0% | $74,106 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 10.45K | -11.8% | $21,629 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $73,845 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 2.20M shares, $1.68M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2025 ·
Methodology ·
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