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The Duckhorn Portfolio, Inc. (NAPA)

NYSE - NYSE Delayed Price. Currency in USD
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7.86-0.14 (-1.75%)
At close: 04:00PM EDT
8.20 +0.34 (+4.33%)
After hours: 07:07PM EDT
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Insider Transactions

Major Holders

Currency in USD
Breakdown
24.45%% of Shares Held by All Insider
78.40%% of Shares Held by Institutions
103.77%% of Float Held by Institutions
213Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
TSG Consumer Partners LP61,795,016Dec 30, 202353.54%485,708,834
Select Equity Group, Inc.8,406,491Dec 30, 20237.28%66,075,020
Vanguard Group Inc5,084,138Dec 30, 20234.41%39,961,325
Massachusetts Financial Services Co.3,751,059Dec 30, 20233.25%29,483,324
Dimensional Fund Advisors LP3,577,702Dec 30, 20233.10%28,120,738
Blackrock Inc.3,545,134Dec 30, 20233.07%27,864,753
Westwood Holdings Group Inc.3,368,871Dec 30, 20232.92%26,479,326
FIL LTD2,277,397Dec 30, 20231.97%17,900,340
Morgan Stanley2,141,817Dec 30, 20231.86%16,834,681
Royal Bank of Canada1,642,326Dec 30, 20231.42%12,908,682

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
MFS New Discovery Fund2,464,650Feb 28, 20242.14%19,372,149
Vanguard Total Stock Market Index Fund1,427,054Dec 30, 20231.24%11,216,644
Ultimus Managers Tr-Westwood Quality SmallCap Fd1,361,642Jan 30, 20241.18%10,702,506
Vanguard Small-Cap Index Fund1,321,608Dec 30, 20231.15%10,387,839
iShares Russell 2000 ETF1,280,110Mar 30, 20241.11%10,061,664
Vanguard Small Cap Value Index Fund914,211Dec 30, 20230.79%7,185,698
MFS Variable Insurance Trust-MFS New Discovery Series724,344Dec 30, 20230.63%5,693,343
DFA U.S. Targeted Value Portfolio631,993Jan 30, 20240.55%4,967,465
Vanguard Extended Market Index Fund618,056Dec 30, 20230.54%4,857,920
Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF537,390Jan 30, 20240.47%4,223,885