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The Duckhorn Portfolio, Inc. (NAPA)

NYSE - NYSE Delayed price. Currency in USD
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8.39-0.01 (-0.12%)
At close: 04:00PM EDT
8.39 0.00 (0.00%)
After hours: 05:29PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
3.52%% of shares held by all insiders
99.21%% of shares held by institutions
102.83%% of float held by institutions
215Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
TSG Consumer Partners LP61,795,01630 Dec 202353.54%518,460,205
Select Equity Group, Inc.8,406,49130 Dec 20237.28%70,530,462
Vanguard Group Inc5,084,13830 Dec 20234.41%42,655,919
Massachusetts Financial Services Co.3,751,05930 Dec 20233.25%31,471,386
Dimensional Fund Advisors LP3,577,70230 Dec 20233.10%30,016,921
Blackrock Inc.3,545,13430 Dec 20233.07%29,743,675
Westwood Holdings Group Inc.3,368,87130 Dec 20232.92%28,264,828
FIL LTD2,277,39730 Dec 20231.97%19,107,361
Morgan Stanley2,141,81730 Dec 20231.86%17,969,845
Royal Bank of Canada1,642,32630 Dec 20231.42%13,779,115

Top mutual fund holders

HolderSharesDate reported% outValue
MFS New Discovery Fund2,464,65028 Feb 20242.14%20,678,414
Vanguard Total Stock Market Index Fund1,427,05430 Dec 20231.24%11,972,983
Ultimus Managers Tr-Westwood Quality SmallCap Fd1,361,64230 Jan 20241.18%11,424,176
Vanguard Small-Cap Index Fund1,321,60830 Dec 20231.15%11,088,291
iShares Russell 2000 ETF1,038,37328 Feb 20240.90%8,711,949
Vanguard Small Cap Value Index Fund914,21130 Dec 20230.79%7,670,230
MFS Variable Insurance Trust-MFS New Discovery Series724,34430 Dec 20230.63%6,077,246
DFA U.S. Targeted Value Portfolio631,99330 Jan 20240.55%5,302,421
Vanguard Extended Market Index Fund618,05630 Dec 20230.54%5,185,490
Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF537,39030 Jan 20240.47%4,508,702