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Advisor Resource Council’s Asure Software ASUR Stock Holding History

Advisor Resource Council’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,215
Closed -$99.7K – 53
2025
Q2 		$99.7K Sell
10,215
-195,214
-95% -$1.88M 0.04% 185
2025
Q1 		$1.86M Buy
+205,429
New +$2.25M 0.15% 164
2024
Q1 		– Sell
-18,047
Closed -$172K – 256
2023
Q4 		$172K Buy
+18,047
New +$151K 0.02% 466

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Resource Council's ASUR Position: Q3 2025 in Review

Advisor Resource Council sold out of Asure Software (ASUR) in Q3 2025, closing a stake of 10,215 shares — an estimated $99.7K sold.

Advisor Resource Council first reported a position in ASUR in Q4 2023 and held it in 3 quarters. The position peaked at $1.86M in Q1 2025. 99 funds tracked by Wall St. Rank hold ASUR as of Q3 2025.

  • Advisor Resource Council reported no remaining Asure Software position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 10,215 Asure Software shares in Q3 2025, an estimated $99.7K.
  • Advisor Resource Council first reported a position in Asure Software in Q4 2023 and held it in 3 quarters.
  • Advisor Resource Council's Asure Software position peaked at $1.86M in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Asure Software as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.