Needham Investment Management’s Asure Software ASUR Stock Holding History

Needham Investment Management’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	$22.4M	Buy	2,607,500 +37,500	+1%	+$331K	1.15%	25
2025 Q4	$24.2M	Buy	2,570,000 +37,500	+1%	+$315K	1.53%	17
2025 Q3	$20.8M	Buy	2,532,500 +37,500	+2%	+$335K	1.45%	20
2025 Q2	$24.4M	Hold	2,495,000	–	–	1.94%	13
2025 Q1	$23.8M	Hold	2,495,000	–	–	2.23%	8
2024 Q4	$23.5M	Buy	2,495,000 +12,500	+0.5%	+$115K	1.81%	17
2024 Q3	$22.5M	Buy	2,482,500 +502,500	+25%	+$4.48M	1.73%	13
2024 Q2	$16.6M	Buy	1,980,000 +595,000	+43%	+$4.5M	1.37%	19
2024 Q1	$10.8M	Buy	1,385,000 +1,060,000	+326%	+$9.51M	1%	31
2023 Q4	$3.09M	Buy	+325,000	New	+$2.72M	0.39%	70

Other funds holding ASUR

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Needham Investment Management's ASUR Position: Q1 2026 in Review

Needham Investment Management increased its Asure Software (ASUR) stake by 1.5% in Q1 2026, buying an estimated $331K and bringing the position to 2,607,500 shares worth $22.4M. The position accounts for 1.15% of the portfolio, ranked #25.

Needham Investment Management first reported a position in ASUR in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.4M in Q2 2025. 100 funds tracked by Wall St. Rank hold ASUR as of Q1 2026.

Needham Investment Management held 2,607,500 shares of Asure Software worth $22.4M as of Q1 2026.
Needham Investment Management bought 37,500 Asure Software shares in Q1 2026, an estimated $331K.
Asure Software made up 1.15% of Needham Investment Management's portfolio in Q1 2026, its #25 holding.
Needham Investment Management first reported a position in Asure Software in Q4 2023 and has held it in 10 quarters since.
Needham Investment Management's Asure Software position peaked at $24.4M in Q2 2025.
100 funds tracked by Wall St. Rank held Asure Software as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.