Virtu Financial LLC SURG β€” SURGEPAYS INC

Ownership history in Virtu Financial LLC  Β·  3 quarters on record

AI Ownership Summary

Virtu Financial LLC reported SURGEPAYS INC (SURG) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows SURG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SURG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virtu Financial LLC's position in SURGEPAYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SURG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Virtu Financial LLC held SURG β€” position size vs. price
% of Fund (quarterly)    SURG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 27,030 +13,307 +97.0% 0.00% $10 2026-08-13 $0.25
2024 Q3 REDUCED 34.1% -3.8% βœ… 13,723 -7,116 -34.1% 0.00% $25K 2024-11-20 $1.46
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Virtu Financial LLC and SURG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Virtu Financial LLC reported owning SURG?

Virtu Financial LLC reported SURG across 2 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SURG position in Virtu Financial LLC's portfolio?

The largest reported portfolio weight for SURG was 0.00% in 2024 Q3.

What is the latest reported SURG position on this page?

The most recent filing on this page is 2026 Q2, when Virtu Financial LLC reported 27,030 shares, equal to 0.00% of portfolio, with an estimated market value of $10.

What does the chart on this SURG ownership page compare?

The chart compares Virtu Financial LLC's quarterly SURG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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