SWM
ASUR icon

Spire Wealth Management’s Asure Software ASUR Stock Holding History

Spire Wealth 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
2025
Q4 		– Sell
-200
Closed -$1.64K – 2309
2025
Q3 		$1.64K Hold
200
– – ﹤0.01% 2197
2025
Q2 		$1.95K Hold
200
– – ﹤0.01% 2177
2025
Q1 		$1.91K Buy
+200
New +$2.19K ﹤0.01% 2285
2023
Q3 		– Sell
-29,374
Closed -$357K – 2366
2023
Q2 		$357K Buy
29,374
+7,368
+33% +$98.1K 0.01% 573
2023
Q1 		$319K Buy
+22,006
New +$260K 0.01% 601

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

Spire Wealth Management's ASUR Position: Q4 2025 in Review

Spire Wealth Management sold out of Asure Software (ASUR) in Q4 2025, closing a stake of 200 shares — an estimated $1.64K sold.

Spire Wealth Management first reported a position in ASUR in Q1 2023 and held it in 5 quarters. The position peaked at $357K in Q2 2023. 100 funds tracked by Wall St. Rank hold ASUR as of Q4 2025.

  • Spire Wealth Management reported no remaining Asure Software position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 200 Asure Software shares in Q4 2025, an estimated $1.64K.
  • Spire Wealth Management first reported a position in Asure Software in Q1 2023 and held it in 5 quarters.
  • Spire Wealth Management's Asure Software position peaked at $357K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held Asure Software as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.