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Allworth Financial’s Asure Software ASUR Stock Holding History

Allworth Financial’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
2026
Q1 		$422 Buy
49
+41
+513% +$362 ﹤0.01% 4771
2025
Q4 		$76 Buy
+8
New +$67 ﹤0.01% 4810

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Allworth Financial's ASUR Position: Q1 2026 in Review

Allworth Financial increased its Asure Software (ASUR) stake by 513% in Q1 2026, buying an estimated $362 and bringing the position to 49 shares worth $422. The position accounts for ﹤0.01% of the portfolio, ranked #4771.

Allworth Financial first reported a position in ASUR in Q4 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold ASUR as of Q1 2026.

  • Allworth Financial held 49 shares of Asure Software worth $422 as of Q1 2026.
  • Allworth Financial bought 41 Asure Software shares in Q1 2026, an estimated $362.
  • Asure Software made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4771 holding.
  • Allworth Financial first reported a position in Asure Software in Q4 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Asure Software as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.