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Steward Partners Investment Advisory’s Asure Software ASUR Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-7,000
Closed -$65.9K – 4425
2025
Q4 		$65.9K Buy
+7,000
New +$58.8K ﹤0.01% 2522

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Steward Partners Investment Advisory's ASUR Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Asure Software (ASUR) in Q1 2026, closing a stake of 7,000 shares — an estimated $65.9K sold.

Steward Partners Investment Advisory first reported a position in ASUR in Q4 2025 and held it in 1 quarter. The position peaked at $65.9K in Q4 2025. 100 funds tracked by Wall St. Rank hold ASUR as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Asure Software position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 7,000 Asure Software shares in Q1 2026, an estimated $65.9K.
  • Steward Partners Investment Advisory first reported a position in Asure Software in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Asure Software position peaked at $65.9K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Asure Software as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.