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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
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

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

Unified Investment Management's ASUR Position: Q2 2026 in Review

Unified Investment Management held its Asure Software (ASUR) position steady in Q2 2026 at 38,550 shares worth $306K. The position accounts for 0.28% of the portfolio, ranked #108.

Unified Investment Management first reported a position in ASUR in Q4 2024 and has held it in 7 quarters since. The position peaked at $366K in Q2 2025. 110 funds tracked by Wall St. Rank hold ASUR as of Q2 2026.

  • Unified Investment Management held 38,550 shares of Asure Software worth $306K as of Q2 2026.
  • Unified Investment Management left its Asure Software share count unchanged in Q2 2026.
  • Asure Software made up 0.28% of Unified Investment Management's portfolio in Q2 2026, its #108 holding.
  • Unified Investment Management first reported a position in Asure Software in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Asure Software position peaked at $366K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Asure Software as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.