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Mount Yale Investment Advisors’s Asure Software ASUR Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-30
Closed -$293 – 735
2025
Q2 		$293 Buy
+30
New +$289 ﹤0.01% 1437

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's ASUR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Asure Software (ASUR) in Q3 2025, closing a stake of 30 shares — an estimated $293 sold.

Mount Yale Investment Advisors first reported a position in ASUR in Q2 2025 and held it in 1 quarter. The position peaked at $293 in Q2 2025. 99 funds tracked by Wall St. Rank hold ASUR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Asure Software position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 30 Asure Software shares in Q3 2025, an estimated $293.
  • Mount Yale Investment Advisors first reported a position in Asure Software in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Asure Software position peaked at $293 in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Asure Software as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.