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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
1690
$10.94B
8.14%
Latest2025Q2
Top BuysESPR (US)
Top SellsCTV (US)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
10.94B
9.94B
+10.06%
Shares Held
1690
1545
+9.39%
Buys
345
349
-1.15%
Sells
475
390
+21.79%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
1.09%
+4.65K
$118.74M
$109.87M
1.27M
2025-09-30
0.94%
-87.98K
$102.37M
$82.18M
827.13K
2025-09-30
0.82%
-54.93K
$89.92M
$77.00M
640.25K
2025-09-30
0.82%
+34.84K
$89.46M
$74.44M
714.00K
2025-09-30
0.80%
+169.96K
$87.77M
$94.69M
785.51K
2025-09-30
0.80%
+69.02K
$87.68M
$90.22M
1.04M
2025-09-30
0.76%
+19.79K
$83.51M
$70.96M
633.89K
2025-09-30
0.71%
+4.09K
$77.54M
$61.02M
497.42K
2025-09-30
0.70%
+1.63K
$76.71M
$69.72M
363.37K
2025-09-30
0.70%
-323.17K
$76.67M
$81.20M
903.58K
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
New
+8.66K
+50.00%
8.66K
$78.59K
2025-10-31
New
+6.29K
+50.00%
6.29K
$177.89K
2025-10-31
New
+3.76K
+50.00%
3.76K
$65.23K
2025-10-31
Exit
-3.39K
-100.00%
0.00
$0.00
2025-10-31
New
+3.27K
+50.00%
3.27K
$81.80K
2025-10-31
New
+3.12K
+50.00%
3.12K
$38.20K
2025-10-31
New
+2.83K
+50.00%
2.83K
$161.68K
2025-10-31
New
+1.27K
+50.00%
1.27K
$58.31K
2025-10-31
Sell
-761.00
-7.60%
9.13K
$113.93K
2025-10-31
Sell
-672.00
-7.60%
8.06K
$50.45K
2025-10-31

Holding Performance

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