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Unified Investment Management’s Asure Software ASUR Stock Holding History

Unified Investment 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
Q3 		$318K Buy
41,980
+3,430
+9% +$28.6K 0.28% 103
2026
Q2 		$306K Hold
38,550
– – 0.28% 108
2026
Q1 		$332K Buy
38,550
+1,625
+4% +$14.3K 0.34% 97
2025
Q4 		$348K Sell
36,925
-550
-1% -$4.62K 0.35% 97
2025
Q3 		$307K Hold
37,475
– – 0.31% 100
2025
Q2 		$366K Buy
37,475
+130
+0.3% +$1.25K 0.39% 92
2025
Q1 		$357K Buy
37,345
+870
+2% +$9.53K 0.42% 88
2024
Q4 		$343K Buy
+36,475
New +$336K 0.39% 88

Other funds holding ASUR

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Unified Investment Management's ASUR Position: Q3 2026 in Review

Unified Investment Management increased its Asure Software (ASUR) stake by 8.9% in Q3 2026, buying an estimated $28.6K and bringing the position to 41,980 shares worth $318K. The position accounts for 0.28% of the portfolio, ranked #103.

Unified Investment Management first reported a position in ASUR in Q4 2024 and has held it in 8 quarters since. The position peaked at $366K in Q2 2025. 9 funds tracked by Wall St. Rank hold ASUR as of Q3 2026.

  • Unified Investment Management held 41,980 shares of Asure Software worth $318K as of Q3 2026.
  • Unified Investment Management bought 3,430 Asure Software shares in Q3 2026, an estimated $28.6K.
  • Asure Software made up 0.28% of Unified Investment Management's portfolio in Q3 2026, its #103 holding.
  • Unified Investment Management first reported a position in Asure Software in Q4 2024 and has held it in 8 quarters since.
  • Unified Investment Management's Asure Software position peaked at $366K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Asure Software as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.