Who owns Asure Software, Inc. (ASUR)
Which tracked institutional funds hold ASUR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ASUR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
11 tracked funds added or opened ASUR while 18 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ASUR’s largest tracked holder by dollar value, Private Capital Management, LLC, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ASUR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 101 tracked filers holding ASUR, 49 increased or opened the position and 42 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ASUR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- North Star Investment Management Corp.$2M
- VANGUARD FIDUCIARY TRUST CO$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Full exits 2
- VANGUARD GROUP INC$13M
- ANCHOR CAPITAL ADVISORS LLC$1M
Largest adds
- EverSource Wealth Advisors, LLC$14M
- ROYCE & ASSOCIATES LP$1M
- Quantinno Capital Management LP$598K
- JANE STREET GROUP, LLC$488K
- UBS Group AG$474K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$422K
Largest trims
- Private Capital Management, LLC$4M
- BlackRock, Inc.$2M
- NEEDHAM INVESTMENT MANAGEMENT LLC$2M
- ArrowMark Colorado Holdings LLC$1M
- DIAMOND HILL CAPITAL MANAGEMENT INC$790K
- CITADEL ADVISORS LLC$700K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Private Capital Management, LLC trimmed | 4,012,058 | $35M | 15.7% | 2026-Q1 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 2,607,500 | $22M | 10.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,769,578 | $15M | 6.9% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 499,447 | $14M | 6.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,511,864 | $13M | 5.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,086,880 | $9M | 4.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 959,444 | $8M | 3.8% | 2026-Q1 |
| Swedbank AB added | 800,000 | $7M | 3.1% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 757,533 | $7M | 3.0% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 701,778 | $6M | 2.7% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 670,944 | $6M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 595,883 | $5M | 2.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 528,059 | $5M | 2.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 484,454 | $4M | 1.9% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 461,329 | $4M | 1.8% | 2026-Q1 |
| S SQUARED TECHNOLOGY, LLC | 399,360 | $3M | 1.6% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 215,830 | $2M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 194,601 | $2M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 180,808 | $2M | 0.7% | 2026-Q1 |
| North Star Investment Management Corp. new | 178,244 | $2M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 160,135 | $1M | 0.6% | 2026-Q1 |
| P.A.W. CAPITAL CORP | 150,000 | $1M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 138,543 | $1M | 0.5% | 2026-Q1 |
| Post Resch Tallon Group Inc. | 138,871 | $1M | 0.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 136,733 | $1M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 114,403 | $984K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 113,200 | $974K | 0.4% | 2026-Q1 |
| EQUITABLE TRUST CO added | 111,760 | $961K | 0.4% | 2026-Q1 |
| UBS Group AG added | 98,940 | $851K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 97,312 | $837K | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 91,638 | $788K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 89,693 | $771K | 0.4% | 2026-Q1 |
| Penbrook Management LLC added | 89,635 | $771K | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 65,338 | $562K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 58,480 | $503K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 57,484 | $494K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 53,518 | $460K | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 49,986 | $430K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 49,484 | $426K | 0.2% | 2026-Q1 |
| Skylands Capital, LLC added | 40,638 | $349K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 40,450 | $348K | 0.2% | 2026-Q1 |
| Unified Investment Management added | 38,550 | $332K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 31,922 | $275K | 0.1% | 2026-Q1 |
| PERKINS CAPITAL MANAGEMENT INC | 23,500 | $202K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 22,804 | $196K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 22,463 | $193K | 0.1% | 2026-Q1 |
| Vident Advisory, LLC new | 21,490 | $185K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 20,492 | $176K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 19,957 | $172K | 0.1% | 2026-Q1 |
| HERITAGE INVESTORS MANAGEMENT CORP | 19,822 | $170K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 18,697 | $161K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 13,660 | $129K | 0.1% | 2026-Q1 |
| R Squared Ltd trimmed | 14,392 | $124K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 13,831 | $119K | 0.1% | 2026-Q1 |
| Procyon Advisors, LLC | 13,420 | $115K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 12,122 | $104K | 0.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 11,109 | $96K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 11,078 | $95K | 0.0% | 2026-Q1 |
| Tripletail Wealth Management, LLC added | 10,210 | $86K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC | 10,000 | $86K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,000 | $86K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 9,841 | $85K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 9,592 | $80K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 8,713 | $75K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,393 | $72K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 7,988 | $69K | 0.0% | 2026-Q1 |
| Versant Capital Management, Inc added | 7,627 | $66K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 6,978 | $60K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 6,920 | $60K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 6,662 | $57K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 5,025 | $43K | 0.0% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. | 5,000 | $43K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,464 | $38K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 4,301 | $37K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 2,801 | $24K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 2,521 | $22K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 2,305 | $20K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,921 | $17K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,399,376 | $13M | 6.0% | 2025-Q4 stale |
| WASATCH ADVISORS LP added | 770,025 | $8M | 3.4% | 2025-Q2 stale |
| First Eagle Investment Management, LLC trimmed | 185,046 | $2M | 0.8% | 2025-Q2 stale |
| ANCHOR CAPITAL ADVISORS LLC added | 120,674 | $1M | 0.5% | 2025-Q4 stale |
| BARD ASSOCIATES INC | 111,649 | $1M | 0.5% | 2025-Q2 stale |
| Ellsworth Advisors, LLC added | 88,546 | $864K | 0.4% | 2025-Q2 stale |
| Inspire Investing, LLC new | 73,656 | $703K | 0.3% | 2025-Q1 stale |
| GROUP ONE TRADING LLC added | 66,680 | $547K | 0.2% | 2025-Q3 stale |
| NJ State Employees Deferred Compensation Plan | 66,000 | $541K | 0.2% | 2025-Q3 stale |
| Rothschild Wealth LLC new | 50,000 | $471K | 0.2% | 2025-Q4 stale |
| Perritt Capital Management Inc added | 50,000 | $471K | 0.2% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,692 | $223K | 0.1% | 2025-Q4 stale |
| Harvest Investment Services, LLC trimmed | 20,014 | $195K | 0.1% | 2025-Q2 stale |
| Palogic Value Management, L.P. trimmed | 20,726 | $170K | 0.1% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 11,918 | $114K | 0.1% | 2025-Q1 stale |
| Boston Partners trimmed | 11,510 | $108K | 0.0% | 2025-Q4 stale |
| Advisor Resource Council trimmed | 10,215 | $100K | 0.0% | 2025-Q2 stale |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 10,369 | $98K | 0.0% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 10,000 | $98K | 0.0% | 2025-Q2 stale |
| WOLVERINE TRADING, LLC trimmed | 11,632 | $96K | 0.0% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 9,713 | $80K | 0.0% | 2025-Q3 stale |
| Steward Partners Investment Advisory, LLC new | 7,000 | $66K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.