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 Trades

CompanyValueActionChangePriceLast Price
Alumis Inc. Common StockALMS$10M476.4k sharesOtherQ1 2026 13F$10M$22.03$28.66
Live Oak Bancshares, Inc.LOB$19M573.9k sharesAddQ1 2026 13F$10M$35.87$41.42
Repligen Corporation - Common StockRGEN$14M115.9k sharesTrimQ1 2026 13F$10M$117.82$148.06
Lincoln Educational Services CorporationLINC$15M358.7k sharesAddQ1 2026 13F$10M$40.68$44.07
Valvoline IncVVV$61M1.8M sharesAddQ1 2026 13F$10M$33.68$39.38
INSMED INCINSM$-10.4MExitQ1 2026 13F$10M$153.74$109.81
Fox Factory Holding CorpFOXF$10M624.9k sharesOtherQ1 2026 13F$10M$18.09$19.53
Agilysys, Inc.AGYS$12M172.6k sharesTrimQ1 2026 13F$10M$86.82$110.03
CorMedix Inc.CRMD$13M1.9M sharesAddQ1 2026 13F$10M$6.79$8.29
Coastal Financial CorporationCCB$4M55.7k sharesTrimQ1 2026 13F$10M$90.36$81.88
Marten Transport, Ltd.MRTN$13M980.2k sharesAddQ1 2026 13F$10M$13.13$17.79
Kratos Defense & Security Solutions, Inc.KTOS$-9.6MExitQ1 2026 13F$10M$87.98$45.94
Matson, Inc.MATX$29M174k sharesAddQ1 2026 13F$10M$163.94$223.55
Coherent CorpCOHR$436k1.8k sharesTrimQ1 2026 13F$10M$247.58$296.33
Atmus Filtration Technologies Inc.ATMU$44M777.7k sharesAddQ1 2026 13F$9M$59.09$52.45
Molina Healthcare IncMOH$-9.1MExitQ1 2026 13F$9M$159.17$233.36
Pediatrix Medical Group, Inc.MD$15M678.8k sharesAddQ1 2026 13F$9M$21.39$26.34
Franklin Covey Co.FC$16M1M sharesAddQ1 2026 13F$9M$15.79$20.50
Impinj IncPI$20M199k sharesTrimQ1 2026 13F$9M$102.70$140.76
Public Policy Holding Company, Inc. Common StockPPHC$9M669k sharesOtherQ1 2026 13F$9M$13.08$8.67
Worthington Steel, Inc.WS$1M39.3k sharesTrimQ1 2026 13F$9M$30.35$35.12
Weatherford International plcWFRD$-8.7MExitQ1 2026 13F$9M$94.11$81.81
Alamo Group, Inc. (ALG)ALG$10M60.6k sharesAddQ1 2026 13F$9M$164.97$162.43
Select Water Solutions, Inc.WTTR$32M2.1M sharesAddQ1 2026 13F$9M$15.30$19.84
Chuck Royce (Royce & Associates) trim Unmapped 13F securityPORTFOLIO$22M818.6k sharesTrimQ1 2026 13F$9M$27.04--
Barrett Business Services, Inc.BBSI$40M1.4M sharesAddQ1 2026 13F$9M$29.18$40.33
PowerFleet, Inc.PWFL$15M5M sharesTrimQ1 2026 13F$8M$3.08$4.57
Assured Guaranty Ltd.AGO$80M982.1k sharesTrimQ1 2026 13F$8M$81.48$84.17
Applied Optoelectronics, Inc.AAOI$19M221.1k sharesTrimQ1 2026 13F$8M$63.81$109.09
STERLING INFRASTRUCTURE INCSTRL$2M4k sharesTrimQ1 2026 13F$8M$407.27$668.82
Liberty Energy Inc.LBRT$19M656.2k sharesAddQ1 2026 13F$8M$25.49$23.46
Element Solutions Inc. (ESI)ESI$67M2M sharesAddQ1 2026 13F$8M$34.14$37.63
Enovis CorporationENOV$14M611.1k sharesTrimQ1 2026 13F$8M$23.64$28.07
Chuck Royce (Royce & Associates) add Unmapped 13F securityPORTFOLIO$20M337k sharesAddQ1 2026 13F$8M$58.32--
TTM Technologies, Inc.TTMI$27M273.1k sharesAddQ1 2026 13F$8M$95.16$143.62
J&J Snack Foods Corp.JJSF$38M474.7k sharesAddQ1 2026 13F$8M$79.27$78.29
inTEST CorporationINTT$20M1.4M sharesAddQ1 2026 13F$8M$13.65$13.76
EverQuote, Inc.EVER$-7.9MExitQ1 2026 13F$8M$18.91$26.39
RBC Bearings IncRBC$67M123.9k sharesAddQ1 2026 13F$8M$553.86$570.91
Moelis & CompanyMC$19M330k sharesAddQ1 2026 13F$8M$57.00$69.25
Chuck Royce (Royce & Associates) other Unmapped 13F securityPORTFOLIO$7M299.2k sharesOtherQ1 2026 13F$7M$25.04--
Chuck Royce (Royce & Associates) add Unmapped 13F securityPORTFOLIO$56M1.3M sharesAddQ1 2026 13F$7M$44.58--
Chuck Royce (Royce & Associates) other Unmapped 13F securityPORTFOLIO$7M229.8k sharesOtherQ1 2026 13F$7M$32.42--
Babcock & Wilcox Enterprises, Inc.BW$10M660k sharesAddQ1 2026 13F$7M$14.69$10.03
Select Medical Holdings CorporationSEM$-7.3MExitQ1 2026 13F$7M$15.65$16.51
Arrow Electronics IncARW$-7.3MExitQ1 2026 13F$7M$121.10$206.10
Oppenheimer Holdings Inc.OPY$15M170.1k sharesAddQ1 2026 13F$7M$89.19$112.30
Onto Innovation IncONTO$65M317.1k sharesAddQ1 2026 13F$7M$205.07$304.73
American Superconductor CorporationAMSC$18M542.8k sharesAddQ1 2026 13F$7M$31.56$33.09
V2X, Inc.VVX$-7.2MExitQ1 2026 13F$7M$67.59$75.05
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