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Essential Partners’s Asure Software ASUR Stock Holding History

Essential Partners’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
Q3 		$242 Sell
32
-3
-9% -$25 ﹤0.01% 2558
2026
Q2 		$278 Sell
35
-119
-77% -$1.04K ﹤0.01% 2583
2026
Q1 		$1.32K Buy
154
+145
+1,611% +$1.28K ﹤0.01% 2148
2025
Q4 		$85 Buy
9
+7
+350% +$59 ﹤0.01% 2574
2025
Q3 		$16 Buy
+2
New +$18 ﹤0.01% 2645

Other funds holding ASUR

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's ASUR Position: Q3 2026 in Review

Essential Partners reduced its Asure Software (ASUR) stake by 8.6% in Q3 2026, selling an estimated $25 and leaving 32 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Essential Partners first reported a position in ASUR in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.32K in Q1 2026. 7 funds tracked by Wall St. Rank hold ASUR as of Q3 2026.

  • Essential Partners held 32 shares of Asure Software worth $242 as of Q3 2026.
  • Essential Partners sold 3 Asure Software shares in Q3 2026, an estimated $25.
  • Asure Software made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2558 holding.
  • Essential Partners first reported a position in Asure Software in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Asure Software position peaked at $1.32K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Asure Software as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.