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.

History Trades

CompanyValueActionChangePriceLast Price
TransMedics Group, Inc.TMDX$-28.1MTrimQ4 2024 13F$28M--$75.38
Coherent CorpCOHR$-26.4MTrimQ4 2024 13F$26M--$296.33
Advance Auto Parts IncAAP$24.4MAddQ4 2024 13F$24M$40.72$52.09
Ziff Davis, Inc.ZD$-24.1MTrimQ4 2024 13F$24M--$52.39
Rogers CorporationROG$-23.7MTrimQ4 2024 13F$24M--$138.39
IES Holdings, Inc.IESC$-23.0MTrimQ4 2024 13F$23M$240.41$609.58
FABRINETFN$-22.7MTrimQ4 2024 13F$23M$241.09$493.70
Chuck Royce (Royce & Associates) trim Unmapped 13F securityPORTFOLIO$11M946.6k sharesTrimQ4 2024 13F$22M$11.88--
First Citizens BancShares IncFCNCA$-21.6MTrimQ4 2024 13F$22M--$2,076.51
Kyndryl Holdings, Inc.KD$19.9MAddQ4 2024 13F$20M--$12.02
Chuck Royce (Royce & Associates) trim Unmapped 13F securityPORTFOLIO$30M207.8k sharesTrimQ4 2024 13F$17M$144.04--
Chuck Royce (Royce & Associates) add Unmapped 13F securityPORTFOLIO$45M1.4M sharesAddQ4 2024 13F$16M$31.17--
Woodward IncWWD$-15.9MTrimQ4 2024 13F$16M--$395.45
Surgery Partners, Inc.SGRY$-15.9MTrimQ4 2024 13F$16M--$16.64
AMERISAFE IncAMSF$15.7MOtherQ4 2024 13F$16M--$33.55
FormFactor, Inc.FORM$15.2MAddQ4 2024 13F$15M--$104.56
Colliers International Group Inc.CIGI$-13.8MTrimQ4 2024 13F$14M--$102.21
Alamos Gold Inc.AGI$-13.5MTrimQ4 2024 13F$14M--$28.25
Carter's Inc.CRI$-13.1MExitQ4 2024 13F$13M--$39.72
Cirrus Logic, Inc.CRUS$-12.7MTrimQ4 2024 13F$13M$109.87$138.86
Five9, Inc.FIVN$12.7MAddQ4 2024 13F$13M--$24.86
Impinj IncPI$-12.6MTrimQ4 2024 13F$13M--$140.76
The Timken CoTKR$12.3MAddQ4 2024 13F$12M--$139.47
Academy Sports and Outdoors, Inc.ASO$12.1MAddQ4 2024 13F$12M$52.75$48.61
HEICO CorpHEI$-12.0MTrimQ4 2024 13F$12M--$344.03
Encore Wire CorporationWIRE$-76.0MExitQ3 2024 13F$76M--$289.84
Repay Holdings CorpRPAY$-34.9MTrimQ3 2024 13F$35M--$4.06
Teradata CorporationTDC$-28.4MExitQ3 2024 13F$28M--$31.31
FormFactor, Inc.FORM$-28.3MTrimQ3 2024 13F$28M--$104.56
Academy Sports and Outdoors, Inc.ASO$24.3MAddQ3 2024 13F$24M$54.57$48.61
IES Holdings, Inc.IESC$23.2MAddQ3 2024 13F$23M$162.13$609.58
Helen of Troy LimitedHELE$-22.8MExitQ3 2024 13F$23M--$28.67
MKS Instruments IncMKSI$-21.5MTrimQ3 2024 13F$22M--$353.80
Chuck Royce (Royce & Associates) add Unmapped 13F securityPORTFOLIO$91M2.3M sharesAddQ3 2024 13F$19M$39.63--
The First Bancshares, Inc.FBMS$-18.6MTrimQ3 2024 13F$19M--$33.81
Dorman Products IncDORM$18.5MAddQ3 2024 13F$19M--$144.12
Colliers International Group Inc.CIGI$18.5MAddQ3 2024 13F$19M--$102.21
Kennedy-Wilson Holdings IncKW$17.2MAddQ3 2024 13F$17M--$10.92
M/I Homes, Inc.MHO$14.9MAddQ3 2024 13F$15M--$152.92
Kimball Electronics, Inc.KE$-14.7MTrimQ3 2024 13F$15M--$24.40
ESAB CorpESAB$14.5MAddQ3 2024 13F$15M--$91.81
Applied Optoelectronics, Inc.AAOI$13.9MAddQ3 2024 13F$14M$10.37$109.09
Merchants BancorpMBIN$13.9MAddQ3 2024 13F$14M--$50.31
Brady CorpBRC$13.7MAddQ3 2024 13F$14M$71.18$93.55
Axcelis Technologies, Inc.ACLS$13.6MAddQ3 2024 13F$14M$116.95$145.01
LCI IndustriesLCII$13.5MAddQ3 2024 13F$14M--$108.48
Ziff Davis, Inc.ZD$-13.1MTrimQ3 2024 13F$13M--$52.39
Camtek Ltd.CAMT$-12.5MTrimQ3 2024 13F$13M--$147.92
Chuck Royce (Royce & Associates) add Unmapped 13F securityPORTFOLIO$47M352.6k sharesAddQ3 2024 13F$12M$132.90--
Rambus IncRMBS$-11.6MExitQ3 2024 13F$12M$48.47$102.89
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