ASUR β€” ASURE SOFTWARE INC

Ownership history in Unified Investment Management  Β·  5 quarters on record

AI Ownership Summary

Unified Investment Management reported ASURE SOFTWARE INC (ASUR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q1. The latest visible filing shows ASUR at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ASUR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unified Investment Management's position in ASURE SOFTWARE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ASUR was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Unified Investment Management held ASUR β€” position size vs. price
% of Fund (quarterly)    ASUR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 36,925 -550 -1.5% 0.35% $348K 2026-02-14 (Est.) $7.43
2025 Q3 UNCHANGED 37,475 β€” 0% 0.31% $307K 2025-10-27 $8.34
2025 Q2 ADDED 37,475 +130 +0.3% 0.39% $366K 2025-07-15 $10.26
2025 Q1 ADDED 37,345 +870 +2.4% 0.42% $357K 2025-04-25 $9.61
2024 Q4 INITIATED 36,475 β€” β€” 0.39% $343K 2025-02-06 $11.62

FAQ About Unified Investment Management and ASUR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Unified Investment Management reported owning ASUR?

Unified Investment Management reported ASUR across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ASUR position in Unified Investment Management's portfolio?

The largest reported portfolio weight for ASUR was 0.42% in 2025 Q1.

What is the latest reported ASUR position on this page?

The most recent filing on this page is 2025 Q4, when Unified Investment Management reported 36,925 shares, equal to 0.35% of portfolio, with an estimated market value of $348K.

What does the chart on this ASUR ownership page compare?

The chart compares Unified Investment Management's quarterly ASUR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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