SURF AIR MOBILITY INC SRFM
COM NEW · Common Stock · CUSIP 868927203 · ISIN US8689272032
- SectorIndustrials
- IndustryAir Transportation, Nonscheduled
- HeadquartersAddison, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1.16.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 19 |
| Q4 2024 | 23 |
| Q1 2025 | 23 |
| Q2 2025 | 31 |
| Q3 2025 | 54 |
| Q4 2025 | 62 |
| Q1 2026 | 62 |
| Q2 2026 | 63 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2024 | 14 | 6 |
| Q1 2025 | 11 | 8 |
| Q2 2025 | 25 | 6 |
| Q3 2025 | 47 | 8 |
| Q4 2025 | 40 | 24 |
| Q1 2026 | 35 | 31 |
| Q2 2026 | 37 | 31 |
Biggest buyers
| CITADEL ADVISORS LLC | New | +7.4m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +2.0m |
| CITIGROUP INC | New | +459.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +419.5k |
| HRT FINANCIAL LP | New | +392.2k |
| XTX Topco Ltd | New | +285.4k |
| STATE STREET CORP | Added | +239.5k |
| VANGUARD FIDUCIARY TRUST CO | Added | +221.8k |
| BlackRock, Inc. | Added | +148.7k |
| BESSEMER GROUP INC | New | +125.0k |
Biggest sellers
| Hudson Bay Capital Management LP | Sold out | -3.5m |
| MARSHALL WACE, LLP | Sold out | -442.0k |
| UBS Group AG | Reduced | -380.3k |
| Rathbones Group PLC | Reduced | -324.8k |
| 683 Capital Management, LLC | Sold out | -203.0k |
| J. Derek Lewis & Associates Inc. | Reduced | -172.0k |
| Quadrature Capital Ltd | Sold out | -125.3k |
| OMERS ADMINISTRATION Corp | Sold out | -78.6k |
| BROWN WEALTH MANAGEMENT, LLC | Sold out | -53.3k |
| Tower Research Capital LLC (TRC) | Reduced | -43.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| LamVen LLC 13G · passive investor filed 2026-02-25 | 10.0% |
| Fayed Liam Allie 13G · passive investor filed 2026-02-17 | 10.0% |
| Hudson Bay Capital Management LP 13G · institution new · filed 2026-02-10 | 10.0% |
| Park Lane Investments LLC 13G · passive investor new · filed 2025-11-20 | 10.0% |
| Palantir Technologies Inc. 13G · passive investor +3.9 pts · filed 2026-07-01 | 7.4% |
| CITADEL ADVISORS LLC 13G · passive investor new · filed 2026-04-28 | 7.1% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 2 | $109.4k | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $92.8k | $92.8k |
| Q2 2025 | 0 | — | 3 | $393.3k | $184.3k |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 2 | $249.0k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-08 | Reeves Oliver Chief Financial Officer | Sold | $100.3k76.6k shares |
| 2026-05-08 | White Deanna Leigh Chief Executive Officer | Sold | $74.5k56.9k shares |
| 2026-04-16 | Reeves Oliver Chief Financial Officer | Sold | $37.8k28.9k shares |
| 2026-04-16 | White Deanna Leigh Chief Executive Officer | Sold | $36.3k27.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.4m $8.6m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.4m $5.2m | Added +2.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 981.6k $1.1m | Added +419.5k |
| BlackRock, Inc. 0.00% of their portfolio | 745.5k $864.8k | Added +148.7k |
| UBS Group AG 0.00% of their portfolio | 642.4k $745.1k | Reduced -380.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 523.7k $607.5k | Added +221.8k |
| STATE STREET CORP 0.00% of their portfolio | 513.7k $595.9k | Added +239.5k |
| CITIGROUP INC 0.00% of their portfolio | 459.6k $533.1k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 392.2k $454.0k | New |
| Balefire, LLC 0.06% of their portfolio | 324.3k $376.2k | Reduced -2.5k |
| Rathbones Group PLC 0.00% of their portfolio | 319.8k $371.0k | Reduced -324.8k |
| LPL Financial LLC 0.00% of their portfolio | 304.9k $353.7k | Reduced -20.6k |
| XTX Topco Ltd 0.00% of their portfolio | 285.4k $331.0k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 199.0k $230.8k | Added +108.0k |
| DNB Asset Management AS 0.00% of their portfolio | 161.6k $187.5k | Added +117.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 141.4k $164.0k | Added +6.7k |
| BESSEMER GROUP INC 0.00% of their portfolio | 125.0k $145.0k | New |
| United Bank 0.04% of their portfolio | 125.0k $145.0k | Unchanged |
| J. Derek Lewis & Associates Inc. 0.03% of their portfolio | 121.0k $140.4k | Reduced -172.0k |
| Centiva Capital, LP 0.00% of their portfolio | 118.0k $136.9k | Added +66.5k |
| TWO SIGMA SECURITIES, LLC 0.01% of their portfolio | 116.5k $135.1k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 114.1k $132.4k | Added +40.0k |
| Engineers Gate Manager LP 0.00% of their portfolio | 96.4k $111.8k | Added +57.4k |
| Focus Partners Wealth 0.00% of their portfolio | 88.5k $102.7k | Reduced -172 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 65.9k $76.4k | Reduced -2.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 49.5k $57.4k | Added +10.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 46.7k $54.1k | Reduced -4.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 45.7k $53.0k | New |
| True Freedom Investing, LLC 0.00% of their portfolio | 30.3k $34.9k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 25.0k $29.0k | Added +16.0k |
| Perennial Investment Advisors, LLC 0.00% of their portfolio | 24.2k $28.1k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 23.6k $27.4k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 21.9k $19.7k | Added +11.0k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 20.1k $23.3k | Added +9.0k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 15.6k $18.1k | New |
| SYMMETRY PEAK MANAGEMENT LLC 0.38% of their portfolio | 15.0k $17.4k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 13.6k $15.8k | Added +2.6k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 11.5k $13.4k | New |
| BARCLAYS PLC 0.00% of their portfolio | 10.6k $12.2k | Reduced -29.9k |
| Mariner, LLC 0.00% of their portfolio | 10.5k $12.2k | Reduced -33.7k |
| Sowell Financial Services LLC 0.00% of their portfolio | 10.3k $12.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.2k $11.8k | Reduced -30 |
| Leonteq Securities AG 0.00% of their portfolio | 10.0k $11.6k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 7.5k $8.7k | Reduced -43.0k |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 7.3k $8.5k | Added +362 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 3.2k $3.7k | Reduced -1.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.6k $2.0k | Added +358 |
| IFP Advisors, Inc 0.00% of their portfolio | 1.6k $1.8k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.1k $1.3k | Added +674 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 1.0k $1.2k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 1.0k $1.2k | New |
| Allworth Financial LP 0.00% of their portfolio | 781 $906 | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 638 $740 | New |
| Hickory Point Bank & Trust 0.00% of their portfolio | 600 $696 | Unchanged |
| Grove Bank & Trust 0.00% of their portfolio | 500 $580 | New |
| FNY Investment Advisers, LLC 0.00% of their portfolio | 400 $0 | New |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 200 $232 | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 100 $116 | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 93 $108 | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 85 $99 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 66 $77 | New |
| FMR LLC 0.00% of their portfolio | 50 $58 | Reduced -2.5k |
| Roble, Belko & Company, Inc 0.00% of their portfolio | 10 $0 | Unchanged |