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Duckhorn Portfolio (NAPA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Duckhorn Portfolio (NYSE:NAPA)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$102.65M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$49.13M
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NAPA Institutional Buying and Selling by Quarter

Duckhorn Portfolio Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Simplicity 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%
2/14/2024AdvisorShares Investments LLC26,998$266K0.1%+125.0%0.023%
2/13/2024Aristides Capital LLC27,148$267K0.1%N/A0.024%
2/13/20241832 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%
2/13/2024Southeast Asset Advisors Inc.67,291$663K0.1%+136.8%0.058%
2/12/2024Isthmus Partners LLC21,789$215K0.0%N/A0.019%
2/9/2024Aigen Investment Management LP22,899$226K0.0%+78.0%0.020%
2/8/2024First Eagle Investment Management LLC110,000$1.08M0.0%N/A0.095%
2/8/2024Massachusetts Financial Services Co. MA3,751,059$36.95M0.0%+9.7%3.251%
2/7/2024Dimensional Fund Advisors LP3,577,702$35.24M0.0%+7.7%3.101%
2/7/2024Jump Financial LLC139,204$1.37M0.0%+48.3%0.121%
2/7/2024Teacher Retirement System of Texas20,483$202K0.0%+49.4%0.018%
2/6/2024Swiss National Bank102,200$1.01M0.0%-10.4%0.089%
2/5/2024Victory Capital Management Inc.16,546$163K0.0%-36.4%0.014%
2/5/2024Russell Investments Group Ltd.5,293$52K0.0%-77.1%0.005%
2/1/2024 CWM LLC6,856$68K0.0%+1,406.8%0.006%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 16,709$165K0.0%+13.1%0.014%
1/30/2024Mackenzie Financial Corp11,826$116K0.0%N/A0.010%
1/30/2024Vontobel Holding Ltd.261,698$2.58M0.0%+13.8%0.227%
1/25/2024 Allspring Global Investments Holdings LLC16,901$166K0.0%+39.2%0.015%
1/24/2024 Total Clarity Wealth Management Inc.55,940$551K0.2%+190.6%0.048%
1/17/2024 Assenagon Asset Management S.A.921,070$9.07M0.0%+8.2%0.798%
1/12/2024SG Americas Securities LLC22,414$221K0.0%-27.8%0.019%
1/10/2024Nordea Investment Management AB124,997$1.23M0.0%-5.2%0.108%
12/19/2023Public Employees Retirement System of Ohio169,315$1.74M0.0%+9.7%0.147%
12/18/2023Vanguard Group Inc.4,855,487$49.82M0.0%+5.8%4.209%
12/6/2023Citigroup Inc.3,849$39K0.0%-82.7%0.003%
12/1/2023Wellington Management Group LLP1,081,027$11.09M0.0%+66.2%0.937%
11/30/2023American Century Companies Inc.1,647,477$16.90M0.0%+3.6%1.428%
11/14/2023Quadrature Capital Ltd20,656$212K0.0%N/A0.018%
11/14/2023Gotham Asset Management LLC36,309$373K0.0%+14.7%0.031%
11/14/2023Caxton Associates LP10,959$112K0.0%N/A0.010%
11/14/2023Numerai GP LLC35,637$366K0.1%+47.8%0.031%
11/13/2023Mcmorgan & Co. LLC210,873$2.16M0.4%+54.6%0.183%
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11/13/2023Connor Clark & Lunn Investment Management Ltd.168,522$1.73M0.0%+98.0%0.146%
11/13/2023Algert Global LLC216,850$2.23M0.1%+5.3%0.188%
11/13/2023Federated Hermes Inc.750,000$7.70M0.0%-25.0%0.650%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund81,000$831K0.0%+11.0%0.070%
11/13/2023Dark Forest Capital Management LP19,676$202K0.0%-74.3%0.017%
11/13/2023Hsbc Holdings PLC75,518$798K0.0%-39.3%0.065%
11/13/2023Aigen Investment Management LP12,867$132K0.0%-75.2%0.011%
11/13/2023FMR LLC2,458,073$25.22M0.0%+215.2%2.132%
11/13/2023 DekaBank Deutsche Girozentrale5,294$58K0.0%N/A0.005%
11/8/2023Massachusetts Financial Services Co. MA3,418,767$35.08M0.0%+18.9%2.965%
11/8/2023Swiss National Bank114,000$1.17M0.0%+1.1%0.099%
11/8/2023New York Life Investment Management LLC22,393$230K0.0%-13.6%0.019%
11/7/2023Quantbot Technologies LP40,157$412K0.0%+3.5%0.035%
11/7/2023Barclays PLC55,400$569K0.0%+63.9%0.048%
11/7/2023Jump Financial LLC93,870$963K0.0%-21.4%0.081%
11/6/2023AdvisorShares Investments LLC11,998$123K0.0%+10.5%0.010%
11/6/2023Versor Investments LP19,074$196K0.0%-33.7%0.017%
11/6/2023 Assenagon Asset Management S.A.851,549$8.74M0.0%+102.9%0.738%
11/6/2023Victory Capital Management Inc.26,020$267K0.0%+124.6%0.023%
11/6/2023 Mesirow Financial Investment Management Inc.22,155$227K1.0%N/A0.019%
11/2/2023Principal Financial Group Inc.18,505$190K0.0%+46.0%0.016%
10/31/2023Teacher Retirement System of Texas13,712$141K0.0%+16.5%0.012%
10/30/2023Cambiar Investors LLC198,438$2.04M0.1%N/A0.172%
10/27/2023 Allspring Global Investments Holdings LLC12,139$125K0.0%-96.9%0.011%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank14,776$152K0.0%+17.7%0.013%
10/25/2023 Total Clarity Wealth Management Inc.19,251$198K0.1%+90.5%0.017%
10/24/2023Bank of New York Mellon Corp175,681$1.80M0.0%+2.9%0.152%
10/19/2023Patriot Financial Group Insurance Agency LLC16,275$167K0.0%+18.6%0.014%
10/13/2023SG Americas Securities LLC31,048$319K0.0%N/A0.027%
10/11/2023Vontobel Holding Ltd.229,879$2.36M0.0%N/A0.199%
9/12/2023Davidson Kempner Capital Management LP76,716$995K0.0%N/A0.067%
8/15/2023Caas Capital Management LP240,000$3.11M0.2%N/A0.208%
8/15/2023Chilton Investment Co. Inc.282,795$3.67M0.1%+4.8%0.245%
8/14/2023Cipher Capital LP15,611$202K0.0%N/A0.014%
8/14/2023Mcmorgan & Co. LLC136,418$1.77M0.3%+9.7%0.118%
8/14/2023Driehaus Capital Management LLC590,313$7.66M0.1%-59.6%0.512%
8/14/2023Prelude Capital Management LLC13,874$180K0.0%N/A0.012%
8/14/20231832 Asset Management L.P.960,472$12.46M0.0%+10.0%0.833%
8/11/2023Westwood Holdings Group Inc.2,284,430$29.63M0.3%+15.2%1.981%
8/11/2023Numerai GP LLC24,110$313K0.1%N/A0.021%
8/11/2023Heritage Trust Co22,782$295K0.0%-3.3%0.020%
8/11/2023Hsbc Holdings PLC124,433$1.63M0.0%+119.7%0.108%
8/11/2023Trexquant Investment LP100,864$1.31M0.0%+53.3%0.087%
8/9/2023Dimensional Fund Advisors LP2,443,837$31.70M0.0%+46.0%2.120%
8/9/2023AdvisorShares Investments LLC10,861$141K0.0%-40.7%0.009%
8/7/2023Principal Financial Group Inc.12,672$164K0.0%N/A0.011%
8/7/2023Versor Investments LP28,772$373K0.1%N/A0.025%
8/7/2023New York Life Investment Management LLC25,920$336K0.0%-13.9%0.022%
8/4/2023American International Group Inc.21,140$274K0.0%+4.3%0.018%
8/3/2023 Los Angeles Capital Management LLC175,301$2.27M0.0%+107.6%0.152%
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8/3/2023Bank of New York Mellon Corp170,756$2.22M0.0%+6.1%0.148%
8/1/2023Arizona State Retirement System14,563$189K0.0%+24.7%0.013%
7/27/2023Victory Capital Management Inc.11,584$150K0.0%-41.3%0.010%
7/27/2023Virtu Financial LLC11,915$155K0.0%N/A0.010%
7/25/2023 Assenagon Asset Management S.A.419,624$5.44M0.0%+90.4%0.364%
7/24/2023 Allspring Global Investments Holdings LLC391,328$5.08M0.0%-51.8%0.339%
7/19/2023Teacher Retirement System of Texas11,774$153K0.0%N/A0.010%
7/18/2023 Allspring Global Investments Holdings LLC391,328$5.08M0.0%-51.8%0.339%
7/17/2023Patriot Financial Group Insurance Agency LLC13,725$178K0.0%+20.7%0.012%
7/7/2023Nordea Investment Management AB131,830$1.72M0.0%N/A0.114%
(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, 105 institutional investors and hedge funds held shares of Duckhorn Portfolio. The most heavily invested institutionals were TSG Consumer Partners LP ($989.19M), Select Equity Group L.P. ($119.45M), Vanguard Group Inc. ($49.82M), Massachusetts Financial Services Co. MA ($36.95M), Dimensional Fund Advisors LP ($35.24M), Westwood Holdings Group Inc. ($33.18M), and FMR LLC ($25.22M).Learn more on NAPA's institutional investors.

Which institutional investors have been buying Duckhorn Portfolio stock?

Of the 93 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: Massachusetts Financial Services Co. MA ($2.11M), FMR LLC ($1.68M), Dimensional Fund Advisors LP ($1.58M), Westwood Holdings Group Inc. ($1.50M), Assenagon Asset Management S.A. ($1.38M), Allspring Global Investments Holdings LLC ($873.41K), and Wellington Management Group LLP ($430.60K).

How much institutional buying is happening at Duckhorn Portfolio?

Institutional investors have bought a total of 15,507,263 shares in the last 24 months. This purchase volume represents approximately $206.02M in transactions.

Which Duckhorn Portfolio major shareholders have been selling company stock?

Of the 37 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), Allspring Global Investments Holdings LLC ($1.28M), Federated Hermes Inc. ($1.28M), Driehaus Capital Management LLC ($1.11M), Massachusetts Financial Services Co. MA ($447.22K), American Century Companies Inc. ($277.14K), and Retirement Systems of Alabama ($225.50K).

How much institutional selling is happening at Duckhorn Portfolio?

Institutional investors have sold a total of 11,317,441 shares in the last 24 months. This volume of shares sold represents approximately $163.93M in transactions.


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This page (NYSE:NAPA) was last updated on 4/25/2024 by MarketBeat.com Staff

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