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Tripletail Wealth Management’s Asure Software ASUR Stock Holding History

Tripletail 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
2026
Q2 		$83.6K Hold
10,210
– – 0.1% 129
2026
Q1 		$86.3K Buy
10,210
+730
+8% +$6.45K 0.12% 118
2025
Q4 		$68.2K Buy
9,480
+400
+4% +$3.36K 0.09% 123
2025
Q3 		$74.9K Buy
+9,080
New +$81.1K 0.09% 131

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
JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Tripletail Wealth Management's ASUR Position: Q2 2026 in Review

Tripletail Wealth Management held its Asure Software (ASUR) position steady in Q2 2026 at 10,210 shares worth $83.6K. The position accounts for 0.1% of the portfolio, ranked #129.

Tripletail Wealth Management first reported a position in ASUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $86.3K in Q1 2026. 109 funds tracked by Wall St. Rank hold ASUR as of Q2 2026.

  • Tripletail Wealth Management held 10,210 shares of Asure Software worth $83.6K as of Q2 2026.
  • Tripletail Wealth Management left its Asure Software share count unchanged in Q2 2026.
  • Asure Software made up 0.1% of Tripletail Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Tripletail Wealth Management first reported a position in Asure Software in Q3 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's Asure Software position peaked at $86.3K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Asure Software as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.