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The Duckhorn Portfolio, Inc. (NAPA)

NYSE - Nasdaq Real-time price. Currency in USD
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7.53-0.08 (-0.99%)
As of 12:37PM EDT. Market open.

Major holders

Currency in USD
Breakdown
24.43%% of shares held by all insiders
76.98%% of shares held by institutions
101.86%% of float held by institutions
212Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
TSG Consumer Partners LP61,795,01630 Mar 202442.02%465,625,436
Select Equity Group, Inc.8,249,08830 Mar 20245.61%62,156,876
Vanguard Group Inc5,274,22130 Mar 20243.59%39,741,254
Blackrock Inc.3,983,50930 Mar 20242.71%30,015,739
Massachusetts Financial Services Co.3,733,35330 Mar 20242.54%28,130,814
Westwood Holdings Group Inc.3,523,19130 Mar 20242.40%26,547,243
Dimensional Fund Advisors LP3,376,30330 Mar 20242.30%25,440,442
Morgan Stanley2,102,99930 Mar 20241.43%15,846,097
Royal Bank of Canada2,074,58130 Mar 20241.41%15,631,967
Hotchkis & Wiley Capital Management, LLC1,337,45030 Mar 20240.91%10,077,685

Top mutual fund holders

HolderSharesDate reported% outValue
MFS New Discovery Fund2,464,65028 Feb 20241.68%18,571,137
Vanguard Total Stock Market Index Fund1,476,37130 Mar 20241.00%11,124,455
Ultimus Managers Tr-Westwood Quality SmallCap Fd1,361,64230 Jan 20240.93%10,259,972
Vanguard Small-Cap Index Fund1,320,92130 Mar 20240.90%9,953,139
iShares Russell 2000 ETF1,213,57229 Apr 20240.83%9,144,264
Vanguard Small Cap Value Index Fund889,07830 Mar 20240.60%6,699,202
MFS Variable Insurance Trust-MFS New Discovery Series728,42230 Mar 20240.50%5,488,659
DFA U.S. Targeted Value Portfolio631,99330 Jan 20240.43%4,762,067
Vanguard Extended Market Index Fund629,19530 Mar 20240.43%4,740,984
Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF537,39030 Jan 20240.37%4,049,233