Security record · archived quarter
SURG
name pending profile ingest
17Tracked holders
0Δ holders
1.21MShares held
$2.01MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 656.90K | 0.0% | $1.10M | 0.0% | Held | 3 | SEC ↗ ×3 |
| 2 | Geode Capital Management ✦ (passive) | 165.04K | +0.9% | $275,653 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 61.80K | 0.0% | $103,206 | 0.0% | Held | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 60.18K | -7.8% | $100,495 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Northern Trust Corp | 52.66K | n/a | $87,944 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 48.00K | -2.6% | $80,160 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Cetera Investment Advisers | 46.00K | n/a | $76,820 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 33.87K | -11.0% | $56,565 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Squarepoint Ops LLC | 31.28K | n/a | $52,241 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 22.72K | n/a | $37,946 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 20.14K | n/a | $33,625 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 2.78K | n/a | $4,648 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.43K | n/a | $2,386 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Group One Trading Llc | 1.21K | n/a | $2,024 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.00K | 0.0% | $1,670 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Simplex Trading, Llc | 812 | n/a | $1,356 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 14 | n/a | $23 | 0.0% | n/c | 1 | 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
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
Get this via the API