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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
1532
$10.86B
8.20%
Latest2025Q3
Top BuysESPR (US)
Top SellsBTE (CA)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
10.86B
10.94B
-0.74%
Shares Held
1532
1690
-9.35%
Buys
359
345
+4.06%
Sells
437
475
-8.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
1.09%
+4.65K
$118.74M
$118.74M
1.27M
2025-09-30
0.94%
-87.98K
$102.37M
$102.37M
827.13K
2025-09-30
0.83%
-54.93K
$89.92M
$89.92M
640.25K
2025-09-30
0.82%
+34.84K
$89.46M
$89.46M
714.00K
2025-09-30
0.81%
+169.96K
$87.77M
$87.77M
785.51K
2025-09-30
0.81%
+69.02K
$87.68M
$87.68M
1.04M
2025-09-30
0.77%
+19.79K
$83.51M
$83.51M
633.89K
2025-09-30
0.71%
+4.09K
$77.54M
$77.54M
497.42K
2025-09-30
0.71%
+1.63K
$76.71M
$76.71M
363.37K
2025-09-30
0.71%
-323.17K
$76.67M
$76.67M
903.58K
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
New
+14.61K
+50.00%
14.61K
$54.65K
2025-12-31
New
+12.02K
+50.00%
12.02K
$70.29K
2025-12-31
Exit
-8.06K
-100.00%
0.00
$0.00
2025-12-31
Buy
+7.67K
+41.50%
10.79K
$87.40K
2025-12-31
Exit
-7.58K
-100.00%
0.00
$0.00
2025-12-31
Exit
-6.69K
-100.00%
0.00
$0.00
2025-12-31
Exit
-6.29K
-100.00%
0.00
$0.00
2025-12-31
New
+5.73K
+50.00%
5.73K
$59.90K
2025-12-31
New
+5.65K
+50.00%
5.65K
$35.93K
2025-12-31
Exit
-5.39K
-100.00%
0.00
$0.00
2025-12-31

Holding Performance

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