What is the 13F Pro Quality Score for SURG?

13F Pro ranks SurgePays, Inc. (SURG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SURG's current score at https://13fpro.ai/company/SURG (free sign-up required for the full ranking).

Where does 13F Pro source SURG data?

All SurgePays, Inc. fundamentals and ownership data come directly from SEC EDGAR. SurgePays, Inc. files with the SEC under CIK 1392694. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SURG in?

SurgePays, Inc. (SURG) is classified in the Communication Services sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/communication-services.

How often is SURG research updated on 13F Pro?

SURG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

SurgePays, Inc.(SURG)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Communication Services →Nasdaqsmall

Institutional-grade research for retail investors

SEC EDGAR: CIK 1392694 SURG stock profile & AI dashboard →

13F Pro Quality Score

13.6/100

Rank #2,875 of 2,961 stocks

View Communication Services peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

2.7/100

Profitability

11.8/100

Balance Sheet

0.3/100

Earnings Quality

7.3/100

Free Cash Flow

12.2/100

Institutional Flow

31.4/100

Revenue Scale

11.3/100

Dilution Risk

32.7/100

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Why SURG Scores 14/100

exact factor attribution · 2026-09-11

SURG's composite is driven by earnings growth, held back by revenue growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Earnings growth

+1.3 pts

77th pct

Shareholder dilution

-0.9 pts

33th pct

Institutional flow

-0.9 pts

31th pct

Earnings quality

-4.3 pts

7th pct

Capital efficiency

-5.0 pts

0th pct

Free cash flow

-5.7 pts

12th pct

Profitability

-5.7 pts

12th pct

Scale

-5.8 pts

11th pct

Revenue growth

-9.5 pts

3th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

SURG Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for SurgePays, Inc. (SURG), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores SURG at 13.6/100 on a 32-signal composite quality model, placing it at rank #2,875 of 2,961 stocks — the bottom half of the AI-ranked universe. Areas of concern include balance sheet strength (0.3) and revenue growth (2.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 32.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), SurgePays, Inc. reports quarterly revenue of $16.2M, net income of $1.3M. Top institutional holders of SURG by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, Gaddis Premier Wealth Advisors, Millennium Capital Advisors, based on the most recent SEC filings. SURG trades on the Nasdaq exchange and files with the SEC under CIK 1392694. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SURG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SurgePays, Inc. directly from SEC EDGAR. SurgePays, Inc.'s 13F Pro composite quality score has ranged between 8 and 66 since 2022, currently 13.6 — a declining long-term trajectory across 64 quarterly and live scoring snapshots.

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Fun facts about SurgePays, Inc.

Quirks, history, and lore behind SURG — the kind of stuff that makes a stock memorable.

1
The Basics
A small-cap U.S. company in the telecom and fintech space · listed on Nasdaq · headquartered in Texas.
2
The Numbers
Annual revenue in the range of tens of millions of dollars — a minnow by market standards, but growing fast by serving a massively underserved population.
3
The History
The company pivoted its business model to focus on government-subsidized wireless service, riding a federal program designed to put free or low-cost phones in the hands of low-income Americans.
4
The Secret
Its real play isn't just selling phone plans — it embeds a fintech platform and digital financial services into corner stores and bodegas, turning small retailers into mini banks.
5
The Lore
The company distributes Lifeline and ACP program wireless services through a network of independent convenience stores, making the local bodega its primary distribution channel.
6
The Giveaway
Its ticker literally screams momentum, and its name promises a financial surge for the underbanked — this prepaid wireless and fintech firm trades under the symbol SURG.

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Revenue

Q2 2026

$16.2M

Net Income

Q2 2026

$1.3M

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-6.4% YoY

$57.0MFY 2025

FY22 $121.5MFY23 $137.1MFY24 $60.9MFY25 $57.0M

Net Income

+21.1% YoY

$-36.1MFY 2025

FY22 $-680.8KFY23 $20.6MFY24 $-45.7MFY25 $-36.1M

Operating Income

+21.5% YoY

$-34.1MFY 2025

FY22 $633.8KFY23 $18.9MFY24 $-43.5MFY25 $-34.1M

EPS (Diluted)

+24.7% YoY

$-1.80FY 2025

FY22 $-0.05FY23 $1.38FY24 $-2.39FY25 $-1.80

Total Assets

-64.5% YoY

$8.5MFY 2025

FY22 $34.0MFY23 $41.9MFY24 $24.0MFY25 $8.5M

Total Debt

+650.8% YoY

$30.2MFY 2025

FY22 $7.7MFY23 $5.0MFY24 $4.0MFY25 $30.2M

Op. Cash Flow

+0.1% YoY

$-21.3MFY 2025

FY22 $793.3KFY23 $10.3MFY24 $-21.3MFY25 $-21.3M

Free Cash Flow

+2.4% YoY

$-21.3MFY 2025

FY22 $781.9KFY23 —FY24 $-21.8MFY25 $-21.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$57.0M -6.4%	$60.9M -55.6%	$137.1M +12.8%	$121.5M +138.0%	$51.1M -6.2%	$54.4M
Net Income	$-36.1M +21.1%	$-45.7M -321.8%	$20.6M +3128.6%	$-680.8K +95.0%	$-13.5M -26.2%	$-10.7M
Operating Income	$-34.1M +21.5%	$-43.5M -330.4%	$18.9M +2876.6%	$633.8K +110.6%	$-6.0M +40.9%	$-10.1M
EPS (Diluted)	$-1.80 +24.7%	$-2.39 -273.2%	$1.38 +2860.0%	$-0.05	—	—
Total Assets	$8.5M -64.5%	$24.0M -42.8%	$41.9M +23.3%	$34.0M +74.4%	$19.5M +166.2%	$7.3M
Total Debt	$30.2M +650.8%	$4.0M -20.2%	$5.0M -34.2%	$7.7M	—	$7.8M
Operating Cash Flow	$-21.3M +0.1%	$-21.3M -307.2%	$10.3M +1196.8%	$793.3K +105.2%	$-15.3M -253.4%	$-4.3M
Free Cash Flow	$-21.3M +2.4%	$-21.8M	—	$781.9K +105.1%	$-15.3M -254.0%	$-4.3M

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Available Research

13F Pro tracks comprehensive data for SurgePays, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SURG

VANGUARD CAPITAL MANAGEMENT LLC
$204.8K567,358 sh
Gaddis Premier Wealth Advisors LLC
$158.2K438,287 sh
Millennium Capital Advisors, LLC
$75.8K210,000 sh
Cable Car Capital, LP
$65.6K181,667 sh
GEODE CAPITAL MANAGEMENT, LLC
$60.9K168,647 sh
VANGUARD FIDUCIARY TRUST CO
$30.0K83,235 sh
CITADEL ADVISORS LLC
$30.0K83,163 sh
Cetera Investment Advisers
$23.8K66,000 sh
STATE STREET CORP
$22.3K61,800 sh
CITADEL ADVISORS LLC
$19.5K54,100 sh

Fund	Value	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$204.8K	567,358
Gaddis Premier Wealth Advisors LLC	$158.2K	438,287
Millennium Capital Advisors, LLC	$75.8K	210,000
Cable Car Capital, LP	$65.6K	181,667
GEODE CAPITAL MANAGEMENT, LLC	$60.9K	168,647
VANGUARD FIDUCIARY TRUST CO	$30.0K	83,235
CITADEL ADVISORS LLC	$30.0K	83,163
Cetera Investment Advisers	$23.8K	66,000
STATE STREET CORP	$22.3K	61,800
CITADEL ADVISORS LLC	$19.5K	54,100

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Is SURG a good stock to buy?

13F Pro's AI-powered analysis of SurgePays, Inc. (SURG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SURG are available on the SURG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SURG is classified as a small company.

Which hedge funds own SURG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SURG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SurgePays, Inc.'s investment landscape.