Root Financial Partners’s Asure Software ASUR Stock Holding History

Root Financial 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	$174	Buy	+23	New	+$192	﹤0.01%	3544

Other funds holding ASUR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Root Financial Partners's ASUR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Asure Software (ASUR) in Q3 2026: 23 shares worth $174. The stake represents ﹤0.01% of the portfolio and ranks #3544 among its holdings.

58 funds tracked by Wall St. Rank hold ASUR as of Q3 2026.

Root Financial Partners held 23 shares of Asure Software worth $174 as of Q3 2026.
Asure Software was a new Root Financial Partners position in Q3 2026.
Asure Software made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3544 holding.
58 funds tracked by Wall St. Rank held Asure Software as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.