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Chuck Royce’s INGN Holdings & Trades

First Buy
Q2 2014
Duration Held
39 Quarters
Largest Add
Q4 2024
+259,308 Shares
Current Position
549,470 Shares
$3.69 M Value

Chuck Royce's INGN Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 549,470 shares of Inogen, Inc. (INGN) worth $3.69 M, representing 0.04% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 39 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in INGN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 259,308 shares. Largest reduction occurred in Q1 2015, reducing 91,000 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Inogen (INGN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Inogen (INGN) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -51,498 Reduce 8.57% 549,470 $6.72
Q3 2025 +79,238 Add 15.19% 600,968 $8.17
Q2 2025 +77,273 Add 17.39% 521,730 $7.03
Q1 2025 +133,258 Add 42.82% 444,457 $7.13
Q4 2024 +259,308 Add 499.72% 311,199 $9.17
Q3 2024 +32,482 Add 167.36% 51,891 $9.70
Q2 2024 -49,862 Reduce 71.98% 19,409 $8.13
Q1 2024 +69,271 New Buy 69,271 $8.07
Q4 2021 -4,753 Sold Out 0 $0.00
Q3 2021 -3,557 Reduce 42.80% 4,753 $43.13
Q2 2021 -931 Reduce 10.07% 8,310 $65.22
Q1 2021 -691 Reduce 6.96% 9,241 $52.48
Q4 2020 +712 Add 7.72% 9,932 $44.70
Q3 2020 +398 Add 4.51% 9,220 $28.96
Q2 2020 -16,161 Reduce 64.69% 8,822 $35.48
Q1 2020 +21,367 Add 590.90% 24,983 $51.68
Q4 2019 +2,759 Add 321.94% 3,616 $68.31
Q3 2019 +472 Add 122.60% 857 $47.84
Q2 2019 -23,161 Reduce 98.36% 385 $67.53
Q1 2019 +7,137 Add 43.49% 23,546 $95.39
Q4 2018 -646 Reduce 3.79% 16,409 $124.20
Q3 2018 -1,100 Reduce 6.06% 17,055 $244.09
Q2 2018 -6,066 Reduce 25.04% 18,155 $186.34
Q1 2018 -4 Reduce 0.02% 24,221 $122.83
Q4 2017 -1 Reduce 0.00% 24,225 $119.09
Q3 2017 -18,929 Reduce 43.86% 24,226 $95.10
Q2 2017 -28,000 Reduce 39.35% 43,155 $95.42
Q4 2016 -42,000 Reduce 37.12% 71,155 $67.16
Q3 2016 -57,000 Reduce 33.50% 113,155 $59.90
Q2 2016 -89,300 Reduce 34.42% 170,155 $50.11
Q1 2016 +7,000 Add 2.77% 259,455 $44.98
Q4 2015 -35,000 Reduce 12.18% 252,455 $40.09
Q3 2015 -29,300 Reduce 9.25% 287,455 $48.55
Q2 2015 +600 Add 0.19% 316,755 $44.60
Q1 2015 -91,000 Reduce 22.35% 316,155 $31.99
Q4 2014 +40,000 Add 10.89% 407,155 $31.37
Q3 2014 +254,400 Add 225.62% 367,155 $20.61
Q2 2014 +112,755 New Buy 112,755 $22.56

Chuck Royce's Inogen Investment FAQs

Chuck Royce first purchased Inogen, Inc. (INGN) in Q2 2014, acquiring 112,755 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Inogen, Inc. (INGN) for 39 quarters since Q2 2014.

Chuck Royce's largest addition to Inogen, Inc. (INGN) was in Q4 2024, adding 311,199 shares worth $2.85 M.

According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 549,470 shares of Inogen, Inc. (INGN), valued at approximately $3.69 M.

As of the Q4 2025 filing, Inogen, Inc. (INGN) represents approximately 0.04% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Inogen, Inc. (INGN) was 600,968 shares, as reported at the end of Q3 2025.