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EverSource Wealth Advisors’s Asure Software ASUR Stock Holding History

EverSource Wealth Advisors’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
Q2 		$444 Buy
56
+4
+8% +$35 ﹤0.01% 4153
2026
Q1 		$448 Buy
52
+33
+174% +$291 ﹤0.01% 4088
2025
Q4 		$179 Buy
19
+17
+850% +$143 ﹤0.01% 4041
2025
Q3 		$16 Sell
2
-692
-100% -$6.18K ﹤0.01% 4285
2025
Q2 		$6.77K Buy
694
+679
+4,527% +$6.54K ﹤0.01% 3029
2025
Q1 		$143 Buy
+15
New +$164 ﹤0.01% 3763

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
JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

EverSource Wealth Advisors's ASUR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Asure Software (ASUR) stake by 7.7% in Q2 2026, buying an estimated $35 and bringing the position to 56 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #4153.

EverSource Wealth Advisors first reported a position in ASUR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.77K in Q2 2025. 110 funds tracked by Wall St. Rank hold ASUR as of Q2 2026.

  • EverSource Wealth Advisors held 56 shares of Asure Software worth $444 as of Q2 2026.
  • EverSource Wealth Advisors bought 4 Asure Software shares in Q2 2026, an estimated $35.
  • Asure Software made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4153 holding.
  • EverSource Wealth Advisors first reported a position in Asure Software in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Asure Software position peaked at $6.77K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Asure Software as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.