tradingkey.logo
tradingkey.logo
Search
avatar

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
1706
$11.11B
8.25%
Latest2025Q3
Top BuysCRMD (US)
Top SellsTALK (US)

Latest Changes

Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
10.53B
10.24B
+2.83%
Shares Held
890
878
+1.37%
Buys
425
357
+19.05%
Sells
308
421
-26.84%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
1.20%
+17.86K
$132.86M
$111.27M
1.05M
2026-03-31
0.92%
+68.16K
$101.95M
$86.00M
692.27K
2026-03-31
0.91%
+121.47K
$100.95M
$96.00M
750.78K
2026-03-31
0.87%
-20.72K
$96.20M
$89.41M
317.75K
2026-03-31
0.84%
-212.94K
$92.77M
$65.00M
282.83K
2026-03-31
0.72%
-1.24K
$79.63M
$86.59M
1.06M
2026-03-31
0.71%
-84.42K
$78.56M
$80.94M
837.35K
2026-03-31
0.70%
+90.12K
$78.19M
$68.42M
871.88K
2026-03-31
0.70%
+73.78K
$78.13M
$77.16M
3.19M
2026-03-31
0.68%
+17.99K
$75.94M
$84.61M
918.48K
2026-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Buy
+1.65M
+108.60%
1.52M
$12.82M
2026-03-31
E L Financial Ord Shs (CA)
ELF
Sell
-1.49M
-33.20%
1.50M
$25.46M
2026-03-31
Sell
-1.48M
-42.90%
487.68K
$5.74M
2026-03-31
Buy
+1.42M
+104.20%
1.37M
$11.47M
2026-03-31
Buy
+1.39M
+78.30%
1.77M
$8.99M
2026-03-31
Buy
+1.33M
+35.30%
3.78M
$8.57M
2026-03-31
Buy
+1.22M
+93.80%
1.30M
$6.93M
2026-03-31
Sell
-1.21M
-49.40%
30.86K
$244.39K
2026-03-31
9
Strata Critical Medical Ord Shs Class A ()
SRTA
Buy
+1.07M
+57.00%
1.88M
$11.77M
2026-03-31
Buy
+986.51K
+186.20%
529.87K
$3.37M
2026-03-31

Holding Performance

KeyAI