SCHEDULE: Calm Waters & Strong Boost Asure Software Stake to 8.4%

Calm Waters Partnership and Richard S. Strong have increased their beneficial ownership in Asure Software Inc. to an aggregate of 8.4% of common stock.

Summary

• Calm Waters Partnership and Richard S. Strong have filed an Amendment No. 1 to Schedule 13G for ASURE SOFTWARE INC.
• The filing reports beneficial ownership of ASURE SOFTWARE INC. common stock as of December 31, 2025.
• Calm Waters Partnership beneficially owns 2,030,369 shares, representing 7.3% of the class, with shared voting and dispositive power.
• Richard S. Strong beneficially owns an aggregate of 2,340,000 shares, representing 8.4% of the class.
• Richard S. Strong holds sole voting and dispositive power over 309,631 shares and shared voting and dispositive power over 2,030,369 shares.
• The reporting persons certify that the securities were not acquired or held for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: The filing indicates a significant and increased ownership stake by a partnership and an individual, suggesting confidence in the company. While not a direct operational update, a substantial insider/institutional stake can be viewed positively by the market.

Positives

• Increased beneficial ownership by Calm Waters Partnership and Richard S. Strong, signaling confidence in Asure Software Inc.
• Richard S. Strong, as an individual, holds a significant 8.4% stake, aligning his interests with other shareholders.

Risks

• No specific risks related to the issuer's operations or financial health are disclosed in this ownership filing. The filing is a disclosure of beneficial ownership, not a comprehensive risk assessment of the company.

Stakeholder Impact

• Shareholders: The increased stake by Calm Waters Partnership and Richard S. Strong could be viewed positively, signaling confidence from significant investors. It may also imply a more engaged shareholder base.

Key Dates

Recommendation

This Schedule 13G filing primarily discloses a significant beneficial ownership stake by Calm Waters Partnership and Richard S. Strong in Asure Software Inc., totaling 8.4%. While the increased stake by a notable investor group can be seen as a positive signal of confidence, the filing itself does not provide operational or financial performance data to warrant a 'buy' or 'sell' recommendation. It's an ownership disclosure, not an earnings report or strategic update. Therefore, a 'hold' recommendation is appropriate, pending further fundamental analysis of the company's performance and strategic direction.

Keywords

Asure Software Inc, ASUR, Schedule 13G, beneficial ownership, institutional ownership, Richard S. Strong, Calm Waters Partnership, common stock, equity stake