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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Chuck Royce (Royce & Associates)
  • Overview
  • Portfolio761
  • Performance8Q
  • Options
  • Activity5.4k
  • News

Chuck Royce

Royce & Associates
Share
  • Asset Manager · CIK 0000906304
  • Concentrated
  • Mid-Size Fund

Chuck Royce runs Royce & Associates, an asset manager overseeing $9.86B in disclosed equity holdings (SEC CIK 0000906304). The latest portfolio (2025Q4) discloses 761 positions across 11 sectors, with the largest positions in ACA, KWR and JBTM. On a mark-to-market basis the tracked portfolio has returned 30.6% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Chuck's filingsView holdings↓
Portfolio
$9.86B
Positions
761
Quarter
2025Q4
Filings tracked
8
Since filing+30.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$1.19B+$594M$0-$594M-$1.19B'24Q2'24Q3'24Q4'25Q1
Latest · 2025Q1
-$473M
Lifetime buys
$3.05B
Lifetime sells
$4.26B

Quarter activity

What changed in 2025Q1 - net new, added, trimmed, exited.
New positions57 names
  • AAONAAON INC
    +179,175
    $14.0M
  • ACTENACT HLDGS INC
    +225,403
    $7.8M
  • PRVAPRIVIA HEALTH GROUP INC
    +303,675
    $6.8M
  • 07WAMR COOPER GROUP INC
    +52,601
    $6.3M
  • KELYAKELLY SVCS INC
    +451,590
    $5.9M
  • G1890LCAPRI HOLDINGS LIMITED
    +275,580
    $5.4M
  • APEIAMERICAN PUB ED INC
    +238,294
    $5.3M
  • L44385GLOBANT S A
    +44,760
    $5.3M
  • ESQESQUIRE FINL HLDGS INC
    +61,561
    $4.6M
  • KRMNKARMAN HLDGS INC
    +136,609
    $4.6M
  • CERTCERTARA INC
    +448,371
    $4.4M
  • M51474GILAT SATELLITE NETWORKS LTD
    +698,300
    $4.4M
  • + 45 more…
Added to315 names
  • G3730VFTAI AVIATION LTD
    +203,447
    $22.6M
  • FCFRANKLIN COVEY CO
    +794,876
    $22.0M
  • RLIRLI CORP
    +250,210
    $20.1M
  • VSTSVESTIS CORPORATION
    +1,883,106
    $18.6M
  • WDWALKER & DUNLOP INC
    +203,542
    $17.4M
  • MCBMETROPOLITAN BK HLDG CORP
    +278,966
    $15.6M
  • IBPINSTALLED BLDG PRODS INC
    +78,246
    $13.4M
  • LQDTLIQUIDITY SVCS INC
    +399,279
    $12.4M
  • ADTNADTRAN HOLDINGS INC
    +919,000
    $8.0M
  • ODCOIL DRI CORP AMER
    +170,000
    $7.8M
  • MEGMONTROSE ENVIRONMENTAL GROUP
    +533,986
    $7.6M
  • UFPIUFP INDUSTRIES INC
    +68,742
    $7.4M
  • + 303 more…
Trimmed328 names
  • ZDZIFF DAVIS INC
    −837,679
    $31.5M
  • KDKYNDRYL HLDGS INC
    −777,246
    $24.4M
  • ESEESCO TECHNOLOGIES INC
    −148,812
    $23.7M
  • KAIKADANT INC
    −56,444
    $19.0M
  • ALAIR LEASE CORP
    −389,115
    $18.8M
  • AGIALAMOS GOLD INC NEW
    −695,000
    $18.6M
  • CORTCORCEPT THERAPEUTICS INC
    −148,986
    $17.0M
  • MMIMARCUS & MILLICHAP INC
    −440,489
    $15.2M
  • KWKENNEDY-WILSON HOLDINGS INC
    −1,731,152
    $15.0M
  • IPARINTER PARFUMS INC
    −128,624
    $14.6M
  • ROGROGERS CORP
    −195,324
    $13.2M
  • ESABESAB CORPORATION
    −107,540
    $12.5M
  • + 316 more…
Exited90 names
  • SSTKSHUTTERSTOCK INC
    −831,626
    $25.2M
  • CCRNCROSS CTRY HEALTHCARE INC
    −1,170,945
    $21.3M
  • CSWCSW INDUSTRIALS INC
    −43,574
    $15.4M
  • TG7TRIUMPH GROUP INC NEW
    −816,494
    $15.2M
  • PRAAPRA GROUP INC
    −702,492
    $14.7M
  • TWTRADEWEB MKTS INC
    −95,558
    $12.5M
  • NSSCNAPCO SEC TECHNOLOGIES INC
    −348,430
    $12.4M
  • HEIHEICO CORP NEW
    −51,618
    $12.3M
  • 461148INTEVAC INC
    −3,499,633
    $11.9M
  • MATVSCHWEITZER-MAUDUIT INTL INC
    −1,090,774
    $11.9M
  • 457679INNOVID CORP
    −3,816,381
    $11.8M
  • GNTXGENTEX CORP
    −351,285
    $10.1M
  • + 78 more…

Recent transactions

Last 20 moves
TRIM
A
Chuck Royce (Royce & Associates) trimmed ASO
ACADEMY SPORTS & OUTDOORS IN
−177,410
~$49.96 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ADUS
ADDUS HOMECARE CORP
−959
~$107.39 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ABX
ABACUS LIFE INC
+152,000
~$8.55 · 2025Q4
2026-02-09
NEW
A
Chuck Royce (Royce & Associates) opened a new position in ACTG
ACACIA RESH CORP
+14,611
~$3.74 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ATEN
A10 NETWORKS INC
+32,582
~$17.69 · 2025Q4
2026-02-09
ADD
T
Chuck Royce (Royce & Associates) added to TIC
ACUREN CORP
+42,000
~$10.11 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ACVA
ACV AUCTIONS INC
+1,018,084
~$8.02 · 2025Q4
2026-02-09
NEW
A
Chuck Royce (Royce & Associates) opened a new position in AZZ
AZZ INC
+4,468
~$107.18 · 2025Q4
2026-02-09
NEW
A
Chuck Royce (Royce & Associates) opened a new position in ANF
ABERCROMBIE & FITCH CO
+79,182
~$125.87 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed AIR
AAR CORP
−11,240
~$82.79 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ABSI
ABSCI CORPORATION
−526,080
~$3.49 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ADMA
ADMA BIOLOGICS INC
+302,399
~$18.24 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ACU
ACME UTD CORP
−8,427
~$40.31 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ADTN
ADTRAN HOLDINGS INC
+186,238
~$8.69 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ACCO
ACCO BRANDS CORP
−5,140
~$3.73 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to AAON
AAON INC
+40,892
~$76.25 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed AMCX
AMC NETWORKS INC
−2,262
~$9.52 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to ATS
ATS CORPORATION
+30,000
~$27.55 · 2025Q4
2026-02-09
ADD
A
Chuck Royce (Royce & Associates) added to AMN
AMN HEALTHCARE SVCS INC
+55,137
~$15.76 · 2025Q4
2026-02-09
TRIM
A
Chuck Royce (Royce & Associates) trimmed ADEA
ADEIA INC
−157,871
~$17.25 · 2025Q4
2026-02-09