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Duckhorn Portfolio (NAPA) Institutional Ownership

Duckhorn Portfolio logo
$11.02 -0.01 (-0.09%)
(As of 01:51 PM ET)
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Institutional Ownership Changes (13F Filings) for Duckhorn Portfolio (NYSE:NAPA)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$63.19M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$28.43M
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NAPA Institutional Buying and Selling by Quarter

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Duckhorn Portfolio Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Point72 Asset Management L.P.112,119$651K0.0%N/A0.076%
11/15/2024Janus Henderson Group PLC151,454$880K0.0%+40.0%0.103%
11/15/2024Hotchkis & Wiley Capital Management LLC1,483,900$8.62M0.0%-6.0%1.008%
11/15/2024Centiva Capital LP16,126$94K0.0%N/A0.011%
11/15/2024ArrowMark Colorado Holdings LLC15,800$92K0.0%N/A0.011%
11/15/2024Atom Investors LP400,556$2.33M0.2%N/A0.272%
11/15/2024Paloma Partners Management Co16,435$95K0.0%N/A0.011%
11/14/2024PDT Partners LLC71,307$414K0.0%-53.8%0.048%
11/14/2024Verition Fund Management LLC1,478,234$8.59M0.0%+21.9%1.005%
11/14/2024Capstone Investment Advisors LLC126,714$736K0.0%N/A0.086%
11/14/2024Walleye Capital LLC66,025$384K0.0%-42.1%0.045%
11/14/2024Isthmus Partners LLC35,232$205K0.0%+39.3%0.024%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC152,823$888K0.0%-6.2%0.104%
11/13/2024 FMR LLC8,668$50K0.0%-92.7%0.006%
11/13/2024 Dynamic Technology Lab Private Ltd33,042$192K0.0%N/A0.022%
11/12/2024 Charles Schwab Investment Management Inc.407,060$2.37M0.0%+10.0%0.277%
11/9/2024 Intech Investment Management LLC14,850$86K0.0%N/A0.010%
11/6/2024 MQS Management LLC30,658$178K0.1%N/A0.021%
11/5/2024 Barnett & Company Inc.12,500$73K0.0%N/A0.008%
11/5/2024 Aigen Investment Management LP31,913$185K0.0%N/A0.022%
11/5/2024 GSA Capital Partners LLP106,758$620K0.0%N/A0.073%
11/5/2024 Entropy Technologies LP27,449$159K0.0%+117.0%0.019%
10/30/2024 River Road Asset Management LLC3,312,046$19.24M0.3%+6.1%2.251%
10/30/2024 Moloney Securities Asset Management LLC23,342$136K0.0%-66.7%0.016%
10/29/2024 Janney Montgomery Scott LLC131,587$765K0.0%+41.9%0.089%
10/24/2024 DekaBank Deutsche Girozentrale5,294$31K0.0%N/A0.004%
10/23/2024 Ballentine Partners LLC15,320$89K0.0%N/A0.010%
10/23/2024 Assenagon Asset Management S.A.656,297$3.81M0.0%-41.0%0.446%
10/16/2024 nVerses Capital LLC16,200$94K0.0%+458.6%0.011%
10/16/2024 ZWJ Investment Counsel Inc.15,127$88K0.0%N/A0.010%
10/11/2024 Creative Planning37,221$216K0.0%+106.4%0.025%
10/3/2024 SG Americas Securities LLC21,020$122K0.0%-56.5%0.014%
8/15/2024Select Equity Group L.P.5,916,709$42.01M0.2%-28.3%4.024%
8/15/2024 The Manufacturers Life Insurance Company21,675$154K0.0%+16.9%0.015%
8/15/2024 Mcmorgan & Co. LLC250,708$1.78M0.3%+9.3%0.170%
8/15/2024Dark Forest Capital Management LP63,291$449K0.1%-6.8%0.043%
8/14/2024Squarepoint Ops LLC24,598$175K0.0%N/A0.017%
8/14/2024Marshall Wace LLP354,815$2.52M0.0%N/A0.241%
8/13/2024Westwood Holdings Group Inc.3,663,304$26.01M0.1%+4.0%2.491%
8/13/2024 Sei Investments Co.54,093$384K0.0%+7.6%0.037%
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8/13/2024Canada Pension Plan Investment Board14,200$101K0.0%N/A0.010%
8/12/2024 First Eagle Investment Management LLC377,472$2.68M0.0%+5.2%0.257%
8/9/2024 Total Clarity Wealth Management Inc.126,584$899K0.3%+57.5%0.086%
8/9/2024 Dimensional Fund Advisors LP3,213,596$22.82M0.0%-4.8%2.185%
8/9/2024 Massachusetts Financial Services Co. MA3,831,391$27.20M0.0%+2.6%2.605%
8/8/2024BOKF NA18,800$133K0.0%N/A0.013%
8/8/2024 American Century Companies Inc.23,064$164K0.0%+56.6%0.016%
8/8/2024AdvisorShares Investments LLC35,792$251K0.0%+85.9%0.024%
8/7/2024 Wedbush Securities Inc.48,700$346K0.0%-3.9%0.033%
8/2/2024 Simon Quick Advisors LLC12,009$85K0.0%N/A0.008%
8/1/2024 Rhumbline Advisers79,865$567K0.0%+7.4%0.054%
7/30/2024 Moloney Securities Asset Management LLC70,151$498K0.1%+26.9%0.048%
7/26/2024 Bank of New York Mellon Corp242,539$1.72M0.0%+15.8%0.165%
7/19/2024Raymond James & Associates206,524$1.47M0.0%N/A0.140%
7/18/2024 Assenagon Asset Management S.A.1,112,947$7.90M0.0%-14.4%0.757%
7/12/2024 SG Americas Securities LLC48,355$343K0.0%N/A0.033%
7/10/2024 Simplicity Wealth LLC32,158$228K0.0%+120.0%0.022%
7/5/2024 Stokes Family Office LLC197,250$1.40M0.2%+46.4%0.134%
6/6/2024Westwood Holdings Group Inc.3,523,191$32.80M0.3%+4.6%3.053%
5/16/2024California State Teachers Retirement System52,050$485K0.0%-2.4%0.045%
5/16/2024Janus Henderson Group PLC90,308$841K0.0%+432.1%0.078%
5/16/2024Kennedy Capital Management LLC457,681$4.26M0.1%+41.2%0.397%
5/16/2024Bayesian Capital Management LP14,300$133K0.0%N/A0.012%
5/15/2024Public Employees Retirement System of Ohio199,102$1.85M0.0%-12.1%0.173%
5/15/2024Price T Rowe Associates Inc. MD15,216$142K0.0%+37.8%0.013%
5/15/2024Quadrature Capital Ltd33,883$315K0.0%N/A0.029%
5/15/2024 Keeley Teton Advisors LLC34,026$317K0.0%N/A0.029%
5/14/2024Westwood Holdings Group Inc.3,523,191$32.80M0.3%+4.6%3.053%
5/14/2024 EntryPoint Capital LLC5,278$49K0.0%-57.6%0.005%
5/14/2024 American International Group Inc.26,298$245K0.0%+20.5%0.023%
5/13/2024 Bessemer Group Inc.18,750$175K0.0%+8.7%0.016%
5/10/2024 Vanguard Group Inc.5,274,221$49.10M0.0%+3.7%4.570%
5/9/2024 First Eagle Investment Management LLC358,972$3.34M0.0%+226.3%0.311%
5/8/2024 Bleakley Financial Group LLC14,614$136K0.0%N/A0.013%
5/7/2024 Sei Investments Co.50,264$468K0.0%N/A0.044%
5/7/2024 Stokes Family Office LLC134,750$1.26M0.2%N/A0.117%
5/6/2024 Quantbot Technologies LP97,556$908K0.1%+85.9%0.085%
5/3/2024 GSA Capital Partners LLP73,922$688K0.1%-67.9%0.064%
5/2/2024 Nordea Investment Management AB123,028$1.14M0.0%-1.6%0.107%
5/2/2024 Moloney Securities Asset Management LLC55,264$515K0.1%N/A0.048%
5/1/2024Capstone Investment Advisors LLC148,948$1.39M0.0%N/A0.129%
5/1/2024 Janney Montgomery Scott LLC94,332$878K0.0%N/A0.082%
4/30/2024 Allspring Global Investments Holdings LLC18,456$172K0.0%+9.2%0.016%
4/26/2024 Mesirow Financial Investment Management Inc.17,033$159K0.0%-23.1%0.015%
4/24/2024 Simplicity Wealth LLC14,614$136K0.0%N/A0.013%
4/24/2024 Assenagon Asset Management S.A.1,299,972$12.10M0.0%+41.1%1.126%
4/19/2024 Mesirow Financial Investment Management Inc.17,033$159K0.8%-23.1%0.015%
4/18/2024 Allspring Global Investments Holdings LLC18,456$172K0.0%+9.2%0.016%
2/15/2024Chilton Investment Co. Inc.412,041$4.06M0.1%+34.7%0.357%
2/14/2024Westwood Holdings Group Inc.3,368,871$33.18M0.3%+32.5%2.920%
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2/14/2024AdvisorShares Investments LLC26,998$266K0.1%+125.0%0.023%
2/13/2024Aristides Capital LLC27,148$267K0.1%N/A0.024%
2/13/2024 1832 Asset Management L.P.845,596$8.33M0.0%-16.3%0.733%
2/13/2024Tower Research Capital LLC TRC10,289$101K0.0%+94.2%0.009%
2/13/2024 Southeast Asset Advisors Inc.67,291$663K0.1%+136.8%0.058%
2/12/2024Isthmus Partners LLC21,789$215K0.0%N/A0.019%
2/9/2024 Aigen Investment Management LP22,899$226K0.0%+78.0%0.020%
2/8/2024 First Eagle Investment Management LLC110,000$1.08M0.0%N/A0.095%
2/8/2024 Massachusetts Financial Services Co. MA3,751,059$36.95M0.0%+9.7%3.251%
2/7/2024 Dimensional Fund Advisors LP3,577,702$35.24M0.0%+7.7%3.101%
(Data available from 1/1/2016 forward)

NAPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NAPA shares?

During the previous two years, 126 institutional investors and hedge funds held shares of Duckhorn Portfolio. The most heavily invested institutionals were TSG Consumer Partners LP ($989.19M), Vanguard Group Inc. ($49.10M), Select Equity Group L.P. ($42.01M), Massachusetts Financial Services Co. MA ($27.20M), Westwood Holdings Group Inc. ($26.01M), Dimensional Fund Advisors LP ($22.82M), and River Road Asset Management LLC ($19.24M).Learn more on NAPA's institutional investors.

Which institutional investors have been buying Duckhorn Portfolio stock?

Of the 106 institutional investors that purchased Duckhorn Portfolio stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.68M), Dimensional Fund Advisors LP ($1.58M), Westwood Holdings Group Inc. ($1.58M), Assenagon Asset Management S.A. ($1.24M), Massachusetts Financial Services Co. MA ($974.64K), Marshall Wace LLP ($700.02K), and Vanguard Group Inc. ($454.34K).

How much institutional buying is happening at Duckhorn Portfolio?

Institutional investors have bought a total of 15,265,470 shares in the last 24 months. This purchase volume represents approximately $161.15M in transactions.

Which Duckhorn Portfolio major shareholders have been selling company stock?

Of the 44 institutional investors that sold Duckhorn Portfolio stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TSG Consumer Partners LP ($5.60M), Select Equity Group L.P. ($2.33M), Allspring Global Investments Holdings LLC ($1.28M), Federated Hermes Inc. ($1.24M), Driehaus Capital Management LLC ($1.11M), Assenagon Asset Management S.A. ($726.94K), and American Century Companies Inc. ($277.14K).

How much institutional selling is happening at Duckhorn Portfolio?

Institutional investors have sold a total of 14,384,081 shares in the last 24 months. This volume of shares sold represents approximately $176.22M in transactions.


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This page (NYSE:NAPA) was last updated on 11/15/2024 by MarketBeat.com Staff
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