$ASUR

$7.25 -$0.07 (0.96%) Close

$ASUR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 28.9M shares outstanding

Who owns ASUR?

By type of holder

Institutions 73.6% Insiders 7.2% Everyone else 19.2%

Concentration Top 10 holders own 53.5%

Private Capital Management, LLC 14.6% · Needham Investment Management LLC 9.1%

Institutional ownership

73.6%

+2.5 pts vs last qtr

Institutional holders

108

+7 vs last qtr

Net shares bought

+711.0K

by institutions in Q2 2026

New / sold out

15 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +1.8M
Royce & Associates LP +220.2K

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −1.8M
ArrowMark Colorado Holdings LLC −266.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$312K

2 notices from 2 people

Shares covered

35.4K

0.12% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Goldstein Eyal Officer $183K
Reynolds Bjorn Director $129K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+319.9%

+17.28% a year

Each share's claim on the business

−76.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$15M vs $32.9M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years54% 3–5 years1% 1–3 years32% Under 1 year12%

Quarterly turnover

13.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ASUR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PC Private Capital Management, LLC	4.2M	14.56%	+191.5K (+4.8%)	≤2021	2.9%
Shares held by quarter Peak holding4.2M (Q2'26) Change over 8 quarters+457.0K Share of the company14.560% Private Capital Management, LLC's full portfolio →
NI Needham Investment Management LLC	2.6M	9.12%	+27.5K (+1.1%)	2023	0.6%
Shares held by quarter Peak holding2.6M (Q2'26) Change over 8 quarters+152.5K Share of the company9.120% Needham Investment Management LLC's full portfolio →

Private Capital Management, LLC

4.2M

% of company

14.56%

Change vs last qtr

+191.5K (+4.8%)

Held since

≤2021

Needham Investment Management LLC

2.6M

% of company

9.12%

Change vs last qtr

+27.5K (+1.1%)

Held since

2023

28 more super investors behind a free account

See every manager holding Asure Software Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ASUR on Form N-PORT; together they hold 35.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
NA Needham Aggressive Growth Fund Needham Funds Inc	$20.9M	2.6M	9.11%	0.80%	June 30, 2026
JH Janus Henderson Venture Fund Janus Investment Fund	$12.3M	1.6M	5.38%	0.34%	June 30, 2026

Needham Aggressive Growth Fund

Needham Funds Inc

Position value

$20.9M

% of company

9.11%

% of the fund

0.80%

As of

June 30, 2026

Janus Henderson Venture Fund

Janus Investment Fund

Position value

$12.3M

% of company

5.38%

% of the fund

0.34%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Asure Software Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GD Gill Daniel M Insider	1.1M	3.68%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.680% Gill Daniel M's insider activity →
GP Goepel Patrick Insider	759.9K	2.63%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.630% Goepel Patrick's insider activity →

Gill Daniel M

Insider

1.1M

% of company

3.68%

Change vs last qtr

—

Held since

—

Goepel Patrick

Insider

759.9K

% of company

2.63%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of Asure Software Inc.

Comments