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Toth Financial Advisory’s Asure Software ASUR Stock Holding History

Toth Financial 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
2025
Q2 		– Sell
-701
Closed -$6.7K – 735
2025
Q1 		$6.7K Hold
701
– – ﹤0.01% 496
2024
Q4 		$6.6K Hold
701
– – ﹤0.01% 491
2024
Q3 		$6.34K Hold
701
– – ﹤0.01% 498
2024
Q2 		$5.89K Hold
701
– – ﹤0.01% 512
2024
Q1 		$5.45K Sell
701
-300
-30% -$2.69K ﹤0.01% 518
2023
Q4 		$9.53K Hold
1,001
– – ﹤0.01% 455
2023
Q3 		$9.47K Buy
1,001
+700
+233% +$8.47K ﹤0.01% 449
2023
Q2 		$3.66K Hold
301
– – ﹤0.01% 579
2023
Q1 		$4.37K Buy
+301
New +$3.55K ﹤0.01% 557

Other funds holding ASUR

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Toth Financial Advisory's ASUR Position: Q2 2025 in Review

Toth Financial Advisory sold out of Asure Software (ASUR) in Q2 2025, closing a stake of 701 shares — an estimated $6.7K sold.

Toth Financial Advisory first reported a position in ASUR in Q1 2023 and held it in 9 quarters. The position peaked at $9.53K in Q4 2023. 100 funds tracked by Wall St. Rank hold ASUR as of Q2 2025.

  • Toth Financial Advisory reported no remaining Asure Software position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 701 Asure Software shares in Q2 2025, an estimated $6.7K.
  • Toth Financial Advisory first reported a position in Asure Software in Q1 2023 and held it in 9 quarters.
  • Toth Financial Advisory's Asure Software position peaked at $9.53K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Asure Software as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.