Chuck Royce

Royce & Associates

Chuck Royce is a prominent investor and the founder of Royce & Associates, known for its focus on small-cap investments. The firm employs a value-oriented investment approach, emphasizing thorough research and a long-term perspective. As of May 12, 2026, Royce & Associates has disclosed a total of 600 portfolio moves, with notable activity including position reductions, increases, and exits. The largest disclosed move involved trimming a position in Kyndryl Holdings, Inc. (KD) by approximately $45.2 million, reflecting the firm's dynamic trading strategy across various sectors, particularly in Industrials and Technology.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
NETSCOUT SYSTEMS INCNTCT · Q1 2026$2M0%53.1k$40.96$2M+28.8%
Wix.com Ltd.WIX · Q1 2026$2M0%18.6k$53.03$984k-41.1%
55277P10455277P104 · Q1 2026$2M0%21.6k------
NextNav Inc.NN · Q1 2026$2M0%103.9k$12.84$1M-19.9%
Yelp Inc.YELP · Q1 2026$2M0%67k$24.50$2M-0.97%
Lincoln National CorpLNC · Q1 2026$2M0%46.6k$41.88$2M+18%
STERLING INFRASTRUCTURE INCSTRL · Q1 2026$2M0%4k$717.34$3M+76.1%
492854104492854104 · Q1 2026$2M0%48k------
NICE Ltd.NICE · Q1 2026$2M0%14.8k$86.82$1M-21.3%
4.0416E+1074.0416E+107 · Q1 2026$2M0%10.5k------
Vertex, Inc.VERX · Q1 2026$2M0%136k$13.16$2M+10.7%
Cathay General BancorpCATY · Q1 2026$2M0%32.3k$63.72$2M+27.8%
PriceSmart, Inc.PSMT · Q1 2026$2M0%10.5k$186.49$2M+23.9%
Hovnanian Enterprises, Inc.HOV · Q1 2026$2M0%14.2k$128.47$2M+15.8%
ALKAMI TECHNOLOGY INCALKT · Q1 2026$2M0%100.2k$18.10$2M+15.5%
AeroVironment, Inc.AVAV · Q1 2026$2M0%8.4k$142.20$1M-22.3%
Entrada Therapeutics, Inc.TRDA · Q1 2026$2M0%120.8k$6.89$833k-45.4%
7.4366E+1067.4366E+106 · Q1 2026$2M0%14.3k------
Teradata CorporationTDC · Q1 2026$1M0%58.1k$31.31$2M+22.2%
9.8422E+1079.8422E+107 · Q1 2026$1M0%256.1k------
Stratasys LtdSSYS · Q1 2026$1M0%190.1k$8.14$2M+4.23%
HNI CorpHNI · Q1 2026$1M0%44.2k$42.00$2M+25.8%
Southside Bancshares, Inc. - Common StockSBSI · Q1 2026$1M0%47.2k$35.74$2M+15%
Elevra Lithium LimitedELVR · Q1 2026$1M0%24k$60.10$1M+2.04%
Aehr Test SystemsAEHR · Q1 2026$1M0%38.1k$93.54$4M+152.3%
415858109415858109 · Q1 2026$1M0%39.7k------
La-Z-Boy IncorporatedLZB · Q1 2026$1M0%42.4k$39.22$2M+22%
Employers Holdings Inc Common StockEIG · Q1 2026$1M0%32.7k$49.81$2M+21.1%
Progress Software Corporation - Common StockPRGS · Q1 2026$1M0%51.7k$36.92$2M+43.9%
World Acceptance CorporationWRLD · Q1 2026$1M0%9.8k$187.89$2M+39.1%
AstroNova, Inc.ALOT · Q1 2026$1M0%143.2k$28.62$4M+211.4%
BrainsWay Ltd.BWAY · Q1 2026$1M0%97k$15.55$2M+17%
Cellebrite DI Ltd.CLBT · Q1 2026$1M0%90k$15.83$1M+14.9%
REX American Resources CorporationREX · Q1 2026$1M0%27k$46.96$1M+3.05%
Badger Meter, Inc. Common StockBMI · Q1 2026$1M0%7.9k$149.48$1M-1.88%
Provident Financial Services, Inc.PFS · Q1 2026$1M0%56.7k$23.91$1M+13%
Worthington Steel, Inc.WS · Q1 2026$1M0%39.3k$35.12$1M+15.7%
Insight Enterprises IncNSIT · Q1 2026$1M0%17.7k$116.51$2M+73.9%
PEABODY ENERGY CORPBTU · Q1 2026$1M0%35.1k$23.55$828k-28.5%
UiPath Inc.PATH · Q1 2026$1M0%100k$10.44$1M-5.95%
Ur-Energy Inc.URG · Q1 2026$1M0%706.2k$1.25$883k-16.1%
World Kinect CorporationWKC · Q1 2026$1M0%45k$36.95$2M+60.2%
Virginia National Bankshares CorporationVABK · Q1 2026$1M0%26.7k$47.09$1M+23.3%
7.434E+1077.434E+107 · Q1 2026$1M0%59.4k------
Steven Madden, Ltd.SHOO · Q1 2026$999k0%29.5k$43.68$1M+28.8%
Personalis, Inc.PSNL · Q1 2026$994k0%156k$15.58$2M+144.6%
AZZ Inc.AZZ · Q1 2026$990k0%7.9k$148.71$1M+18.8%
59100U10859100U108 · Q1 2026$983k0%11k------
Alpha Metallurgical Resources, Inc.AMR · Q1 2026$960k0%4.7k$145.22$679k-29.3%
Itron, Inc.ITRI · Q1 2026$945k0%10.5k$84.23$888k-6.02%
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