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Chuck Royce

Royce Investment Partners

Charles M. Royce is known as one of the pioneers of small-cap investing. He has been the portfolio manager for Royce Pennsylvania Mutual Fund since 1972. Royce holds a bachelor's degree from Brown University and a Master of Business Administration from Columbia University.

Shares Held
Asset Size
% Top 10
747
$12.42B
9.07%
Latest2026Q2
Top BuysWOOF (US)
Top SellsESPR (US)

Latest Changes

Indicators
Latest (2026Q2)
Previous (2026Q1)
Change
Mkt Value (report date)
12.42B
10.13B
+22.57%
Shares Held
747
774
-3.49%
Buys
363
258
+40.70%
Sells
230
327
-29.66%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
1.16%
-258.60K
$144.38M
$144.33M
993.71K
2026-06-30
1.10%
+36.59K
$136.71M
$136.26M
860.49K
2026-06-30
0.94%
-142.10K
$116.34M
$116.24M
261.57K
2026-06-30
4
JBT Marel Ord Shs (US) (US)
477839104
0.92%
-1.89K
$114.28M
--
788.17K
2026-06-30
0.91%
+207.56K
$112.46M
$112.46M
824.22K
2026-06-30
0.88%
0.00
$109.49M
$54.74M
149.03K
2026-06-30
0.87%
-31.02K
$108.27M
$108.27M
286.09K
2026-06-30
0.78%
+41.13K
$96.66M
$95.97M
864.09K
2026-06-30
0.77%
-93.00K
$95.04M
$95.04M
666.50K
2026-06-30
0.74%
-33.27K
$92.23M
$92.03M
1.93M
2026-06-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Exit
-2.63M
-100.00%
0.00
$0.00
2026-06-30
Buy
+2.21M
+151.20%
3.68M
$36.39M
2026-06-30
Sell
-2.19M
-90.90%
219.23K
$2.34M
2026-06-30
Buy
+1.95M
+233.90%
2.78M
$1.56M
2026-06-30
5
Catalyst Pharmaceuticals Ord Shs ()
CPRX
Sell
-1.73M
-82.80%
358.64K
$11.27M
2026-06-30
Buy
+1.57M
+86.20%
3.38M
$19.51M
2026-06-30
Sell
-1.55M
-90.50%
162.95K
$342.20K
2026-06-30
Buy
+1.54M
+126.80%
2.76M
$18.05M
2026-06-30
Buy
+1.52M
+50.60%
4.53M
$3.72M
2026-06-30
10
Veritone Ord Shs (US) (US)
92347M100
Exit
-1.32M
-100.00%
0.00
$0.00
2026-06-30

Holding Performance

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