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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
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
24.45%% of shares held by all insiders
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 LP61,795,01630 Dec 202353.54%485,708,834
Select Equity Group, Inc.8,406,49130 Dec 20237.28%66,075,020
Vanguard Group Inc5,084,13830 Dec 20234.41%39,961,325
Massachusetts Financial Services Co.3,751,05930 Dec 20233.25%29,483,324
Dimensional Fund Advisors LP3,577,70230 Dec 20233.10%28,120,738
Blackrock Inc.3,545,13430 Dec 20233.07%27,864,753
Westwood Holdings Group Inc.3,368,87130 Dec 20232.92%26,479,326
FIL LTD2,277,39730 Dec 20231.97%17,900,340
Morgan Stanley2,141,81730 Dec 20231.86%16,834,681
Royal Bank of Canada1,642,32630 Dec 20231.42%12,908,682

Top mutual fund holders

HolderSharesDate reported% outValue
MFS New Discovery Fund2,464,65028 Feb 20242.14%19,372,149
Vanguard Total Stock Market Index Fund1,427,05430 Dec 20231.24%11,216,644
Ultimus Managers Tr-Westwood Quality SmallCap Fd1,361,64230 Jan 20241.18%10,702,506
Vanguard Small-Cap Index Fund1,321,60830 Dec 20231.15%10,387,839
iShares Russell 2000 ETF1,280,11030 Mar 20241.11%10,061,664
Vanguard Small Cap Value Index Fund914,21130 Dec 20230.79%7,185,698
MFS Variable Insurance Trust-MFS New Discovery Series724,34430 Dec 20230.63%5,693,343
DFA U.S. Targeted Value Portfolio631,99330 Jan 20240.55%4,967,465
Vanguard Extended Market Index Fund618,05630 Dec 20230.54%4,857,920
Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF537,39030 Jan 20240.47%4,223,885