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NAPA Insider Trading

Insider Ownership Percentage: 1.30%
Insider Buying (Last 12 Months): $94,700.00
Insider Selling (Last 12 Months): $990,813.70

Duckhorn Portfolio Insider Trading History Chart

This chart shows the insider buying and selling history at Duckhorn Portfolio by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Duckhorn Portfolio Share Price & Price History

Current Price: $5.74
Price Change: ▼ Price Decrease of -0.07 (-1.21%)
As of 09/16/2024 01:00 AM ET

This chart shows the closing price history over time for NAPA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Duckhorn Portfolio Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/9/2024Sean B.A. SullivanInsiderSell25,000$8.99$224,750.00125,326View SEC Filing Icon  
3/28/2024Deirdre MahlanInsiderSell29,681$9.23$273,955.63104,590View SEC Filing Icon  
1/16/2024Sean B.A. SullivanInsiderSell9,700$9.13$88,561.00154,797View SEC Filing Icon  
1/12/2024Sean B.A. SullivanInsiderSell5,300$9.50$50,350.00164,497View SEC Filing Icon  
1/10/2024Pete PrzybylinskiInsiderSell21,599$10.00$215,990.00288,533View SEC Filing Icon  
1/8/2024Pete PrzybylinskiInsiderSell13,707$10.01$137,207.07374,826View SEC Filing Icon  
12/11/2023Deirdre MahlanInsiderBuy5,000$8.99$44,950.0010,000View SEC Filing Icon  
10/4/2023Deirdre MahlanInsiderBuy5,000$9.95$49,750.005,000View SEC Filing Icon  
4/6/2023Mallard Holdco, LlcMajor ShareholderSell6,000,000$15.35$92,100,000.0062,147,261View SEC Filing Icon  
3/16/2023Lori BeaudoinInsiderSell23,959$15.56$372,802.04820,736View SEC Filing Icon  
3/9/2023Zach RasmusonInsiderSell23,339$16.54$386,027.06400,758View SEC Filing Icon  
7/11/2022Mallard Holdco, LlcMajor ShareholderSell5,000,000$19.25$96,250,000.0069,150,301View SEC Filing Icon  
7/1/2022Zach RasmusonInsiderSell25,000$20.18$504,500.00422,685View SEC Filing Icon  
6/3/2022Alex RyanInsiderSell25,942$21.88$567,610.961,568,901View SEC Filing Icon  
5/16/2022Pete PrzybylinskiInsiderSell5,914$20.02$118,398.28454,432View SEC Filing Icon  
5/13/2022Sean B.A. SullivanInsiderSell15,761$20.10$316,796.10166,655View SEC Filing Icon  
5/11/2022Sean B.A. SullivanInsiderSell2,400$20.00$48,000.00182,416View SEC Filing Icon  
5/6/2022Sean B.A. SullivanInsiderSell100$20.00$2,000.00184,816View SEC Filing Icon  
5/4/2022Zach RasmusonInsiderSell12,500$20.10$251,250.00447,685View SEC Filing Icon  
4/1/2022Zach RasmusonInsiderSell12,500$18.33$229,125.00View SEC Filing Icon  
12/14/2021Zach RasmusonInsiderSell5,142$22.51$115,746.42View SEC Filing Icon  
11/15/2021Sean B.A. SullivanInsiderSell5,000$19.89$99,450.00View SEC Filing Icon  
11/12/2021Mallard Holdco, LlcMajor ShareholderSell626,467$19.63$12,297,547.21View SEC Filing Icon  
10/19/2021Mallard Holdco, LlcMajor ShareholderSell11,497,000$19.63$225,686,110.00View SEC Filing Icon  
10/18/2021Sean B.A. SullivanInsiderSell5,000$19.85$99,250.00View SEC Filing Icon  
10/5/2021Carol ReberInsiderSell14,337$24.25$347,672.25View SEC Filing Icon  
9/29/2021Alex RyanInsiderSell1,080$23.00$24,840.00View SEC Filing Icon  
9/27/2021Zach RasmusonInsiderSell9,442$22.56$213,011.52View SEC Filing Icon  
9/23/2021Alex RyanInsiderSell14,714$22.27$327,680.78View SEC Filing Icon  
See Full Table
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SEC Filings (Institutional Ownership Changes) for Duckhorn Portfolio (NYSE:NAPA)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at NAPA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Duckhorn Portfolio Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2024Select Equity Group L.P.5,916,709$42.01M0.2%-28.3%4.024%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company 21,675$0.15M0.0%+16.9%0.015%Search for SEC Filing on Google Icon
8/15/2024Mcmorgan & Co. LLC250,708$1.78M0.3%+9.3%0.170%Search for SEC Filing on Google Icon
8/15/2024Dark Forest Capital Management LP63,291$0.45M0.1%-6.8%0.043%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC24,598$0.18M0.0%N/A0.017%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP354,815$2.52M0.0%N/A0.241%Search for SEC Filing on Google Icon
8/13/2024Westwood Holdings Group Inc.3,663,304$26.01M0.1%+4.0%2.491%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.54,093$0.38M0.0%+7.6%0.037%Search for SEC Filing on Google Icon
8/13/2024Canada Pension Plan Investment Board14,200$0.10M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/12/2024First Eagle Investment Management LLC377,472$2.68M0.0%+5.2%0.257%Search for SEC Filing on Google Icon
8/9/2024Total Clarity Wealth Management Inc.126,584$0.90M0.3%+57.5%0.086%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP3,213,596$22.82M0.0%-4.8%2.185%Search for SEC Filing on Google Icon
8/9/2024Massachusetts Financial Services Co. MA3,831,391$27.20M0.0%+2.6%2.605%Search for SEC Filing on Google Icon
8/8/2024BOKF NA18,800$0.13M0.0%N/A0.013%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.23,064$0.16M0.0%+56.6%0.016%Search for SEC Filing on Google Icon
8/8/2024AdvisorShares Investments LLC35,792$0.25M0.0%+85.9%0.024%Search for SEC Filing on Google Icon
8/7/2024Wedbush Securities Inc.48,700$0.35M0.0%-3.9%0.033%Search for SEC Filing on Google Icon
8/2/2024Simon Quick Advisors LLC12,009$85K0.0%N/A0.008%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers79,865$0.57M0.0%+7.4%0.054%Search for SEC Filing on Google Icon
7/30/2024Moloney Securities Asset Management LLC70,151$0.50M0.1%+26.9%0.048%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp242,539$1.72M0.0%+15.8%0.165%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates206,524$1.47M0.0%N/A0.140%Search for SEC Filing on Google Icon
7/18/2024Assenagon Asset Management S.A.1,112,947$7.90M0.0%-14.4%0.757%Search for SEC Filing on Google Icon
7/12/2024SG Americas Securities LLC48,355$0.34M0.0%N/A0.033%Search for SEC Filing on Google Icon
7/10/2024Simplicity Wealth LLC32,158$0.23M0.0%+120.0%0.022%Search for SEC Filing on Google Icon
7/5/2024Stokes Family Office LLC197,250$1.40M0.2%+46.4%0.134%Search for SEC Filing on Google Icon
6/6/2024Westwood Holdings Group Inc.3,523,191$32.80M0.3%+4.6%3.053%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System52,050$0.49M0.0%-2.4%0.045%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC90,308$0.84M0.0%+432.1%0.078%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC457,681$4.26M0.1%+41.2%0.397%Search for SEC Filing on Google Icon
5/16/2024Bayesian Capital Management LP14,300$0.13M0.0%N/A0.012%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio199,102$1.85M0.0%-12.1%0.173%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD15,216$0.14M0.0%+37.8%0.013%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd33,883$0.32M0.0%N/A0.029%Search for SEC Filing on Google Icon
5/15/2024Keeley Teton Advisors LLC34,026$0.32M0.0%N/A0.029%Search for SEC Filing on Google Icon
5/14/2024Westwood Holdings Group Inc.3,523,191$32.80M0.3%+4.6%3.053%Search for SEC Filing on Google Icon
5/14/2024EntryPoint Capital LLC5,278$49K0.0%-57.6%0.005%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.26,298$0.25M0.0%+20.5%0.023%Search for SEC Filing on Google Icon
5/13/2024Bessemer Group Inc.18,750$0.18M0.0%+8.7%0.016%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.5,274,221$49.10M0.0%+3.7%4.570%Search for SEC Filing on Google Icon
5/9/2024First Eagle Investment Management LLC358,972$3.34M0.0%+226.3%0.311%Search for SEC Filing on Google Icon
5/8/2024Bleakley Financial Group LLC14,614$0.14M0.0%N/A0.013%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.50,264$0.47M0.0%N/A0.044%Search for SEC Filing on Google Icon
5/7/2024Stokes Family Office LLC134,750$1.26M0.2%N/A0.117%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP97,556$0.91M0.1%+85.9%0.085%Search for SEC Filing on Google Icon
5/3/2024GSA Capital Partners LLP73,922$0.69M0.1%-67.9%0.064%Search for SEC Filing on Google Icon
5/2/2024Nordea Investment Management AB123,028$1.14M0.0%-1.6%0.107%Search for SEC Filing on Google Icon
5/2/2024Moloney Securities Asset Management LLC55,264$0.52M0.1%N/A0.048%Search for SEC Filing on Google Icon
5/1/2024Capstone Investment Advisors LLC148,948$1.39M0.0%N/A0.129%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC94,332$0.88M0.0%N/A0.082%Search for SEC Filing on Google Icon
4/30/2024Allspring Global Investments Holdings LLC18,456$0.17M0.0%+9.2%0.016%Search for SEC Filing on Google Icon
4/26/2024Mesirow Financial Investment Management Inc.17,033$0.16M0.0%-23.1%0.015%Search for SEC Filing on Google Icon
4/24/2024Simplicity Wealth LLC14,614$0.14M0.0%N/A0.013%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.1,299,972$12.10M0.0%+41.1%1.126%Search for SEC Filing on Google Icon
4/19/2024Mesirow Financial Investment Management Inc.17,033$0.16M0.8%-23.1%0.015%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC18,456$0.17M0.0%+9.2%0.016%Search for SEC Filing on Google Icon
2/15/2024Chilton Investment Co. Inc.412,041$4.06M0.1%+34.7%0.357%Search for SEC Filing on Google Icon
2/14/2024Westwood Holdings Group Inc.3,368,871$33.18M0.3%+32.5%2.920%Search for SEC Filing on Google Icon
2/14/2024AdvisorShares Investments LLC26,998$0.27M0.1%+125.0%0.023%Search for SEC Filing on Google Icon
2/13/2024Aristides Capital LLC27,148$0.27M0.1%N/A0.024%Search for SEC Filing on Google Icon
2/13/20241832 Asset Management L.P.845,596$8.33M0.0%-16.3%0.733%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC10,289$0.10M0.0%+94.2%0.009%Search for SEC Filing on Google Icon
2/13/2024Southeast Asset Advisors Inc.67,291$0.66M0.1%+136.8%0.058%Search for SEC Filing on Google Icon
2/12/2024Isthmus Partners LLC21,789$0.22M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/9/2024Aigen Investment Management LP22,899$0.23M0.0%+78.0%0.020%Search for SEC Filing on Google Icon
2/8/2024First Eagle Investment Management LLC110,000$1.08M0.0%N/A0.095%Search for SEC Filing on Google Icon
2/8/2024Massachusetts Financial Services Co. MA3,751,059$36.95M0.0%+9.7%3.251%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP3,577,702$35.24M0.0%+7.7%3.101%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC139,204$1.37M0.0%+48.3%0.121%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas20,483$0.20M0.0%+49.4%0.018%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank102,200$1.01M0.0%-10.4%0.089%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.16,546$0.16M0.0%-36.4%0.014%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.5,293$52K0.0%-77.1%0.005%Search for SEC Filing on Google Icon
2/1/2024CWM LLC6,856$68K0.0%+1,406.8%0.006%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank16,709$0.17M0.0%+13.1%0.014%Search for SEC Filing on Google Icon
1/30/2024Mackenzie Financial Corp11,826$0.12M0.0%N/A0.010%Search for SEC Filing on Google Icon
1/30/2024Vontobel Holding Ltd.261,698$2.58M0.0%+13.8%0.227%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC16,901$0.17M0.0%+39.2%0.015%Search for SEC Filing on Google Icon
1/24/2024Total Clarity Wealth Management Inc.55,940$0.55M0.2%+190.6%0.048%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.921,070$9.07M0.0%+8.2%0.798%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC22,414$0.22M0.0%-27.8%0.019%Search for SEC Filing on Google Icon
1/10/2024Nordea Investment Management AB124,997$1.23M0.0%-5.2%0.108%Search for SEC Filing on Google Icon
12/19/2023Public Employees Retirement System of Ohio169,315$1.74M0.0%+9.7%0.147%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.4,855,487$49.82M0.0%+5.8%4.209%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.3,849$39K0.0%-82.7%0.003%Search for SEC Filing on Google Icon
12/1/2023Wellington Management Group LLP1,081,027$11.09M0.0%+66.2%0.937%Search for SEC Filing on Google Icon
11/30/2023American Century Companies Inc.1,647,477$16.90M0.0%+3.6%1.428%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd20,656$0.21M0.0%N/A0.018%Search for SEC Filing on Google Icon
11/14/2023Gotham Asset Management LLC36,309$0.37M0.0%+14.7%0.031%Search for SEC Filing on Google Icon
11/14/2023Caxton Associates LP10,959$0.11M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/14/2023Numerai GP LLC35,637$0.37M0.1%+47.8%0.031%Search for SEC Filing on Google Icon
11/13/2023Mcmorgan & Co. LLC210,873$2.16M0.4%+54.6%0.183%Search for SEC Filing on Google Icon
11/13/2023Connor Clark & Lunn Investment Management Ltd.168,522$1.73M0.0%+98.0%0.146%Search for SEC Filing on Google Icon
11/13/2023Algert Global LLC216,850$2.23M0.1%+5.3%0.188%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.750,000$7.70M0.0%-25.0%0.650%Search for SEC Filing on Google Icon
11/13/2023Healthcare of Ontario Pension Plan Trust Fund81,000$0.83M0.0%+11.0%0.070%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP19,676$0.20M0.0%-74.3%0.017%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC75,518$0.80M0.0%-39.3%0.065%Search for SEC Filing on Google Icon
11/13/2023Aigen Investment Management LP12,867$0.13M0.0%-75.2%0.011%Search for SEC Filing on Google Icon
11/13/2023FMR LLC2,458,073$25.22M0.0%+215.2%2.132%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Duckhorn Portfolio logo
The Duckhorn Portfolio, Inc. produces and sells wines in North America. The company offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Goldeneye, Paraduxx, Migration, Canvasback, Calera, Kosta Browne, Greenwing, and Postmark. It sells wines to distributors, and directly to retail accounts and consumers. The company was formerly known as Mallard Intermediate, Inc. and changed its name to The Duckhorn Portfolio, Inc. in February 2021. The company was founded in 1976 and is headquartered in Saint Helena, California. The Duckhorn Portfolio, Inc. is a subsidiary of Mallard Holdco, LLC.
Read More on Duckhorn Portfolio

Today's Range

Now: $5.74
Low: $5.72
High: $5.85

50 Day Range

MA: $6.69
Low: $5.63
High: $7.66

52 Week Range

Now: $5.74
Low: $5.55
High: $12.27

Volume

833,935 shs

Average Volume

1,078,190 shs

Market Capitalization

$843.34 million

P/E Ratio

10.62

Dividend Yield

N/A

Beta

0.22

Who are the company insiders with the largest holdings of Duckhorn Portfolio?

Duckhorn Portfolio's top insider shareholders include:
  1. Mallard Holdco, Llc (Major Shareholder)
  2. Lori Beaudoin (Insider)
  3. Zach Rasmuson (Insider)
  4. Pete Przybylinski (Insider)
  5. Sean BA Sullivan (Insider)
  6. Deirdre Mahlan (Insider)
Learn More about top insider investors at Duckhorn Portfolio.

Who are the major institutional investors of Duckhorn Portfolio?

Duckhorn Portfolio's top institutional shareholders include:
  1. Select Equity Group L.P. — 4.02%
  2. Massachusetts Financial Services Co. MA — 2.61%
  3. Westwood Holdings Group Inc. — 2.49%
  4. Dimensional Fund Advisors LP — 2.19%
  5. Assenagon Asset Management S.A. — 0.76%
  6. First Eagle Investment Management LLC — 0.26%
Learn More about top institutional investors of Duckhorn Portfolio stock.

Which major investors are selling Duckhorn Portfolio stock?

During the previous quarter, NAPA stock was sold by these institutional investors:
  1. Select Equity Group L.P.
  2. Assenagon Asset Management S.A.
  3. Dimensional Fund Advisors LP
  4. Dark Forest Capital Management LP
  5. Wedbush Securities Inc.
During the last year, company insiders that have sold Duckhorn Portfolio company stock include:
  1. Mallard Holdco, Llc (Major Shareholder)
  2. Lori Beaudoin (Insider)
  3. Zach Rasmuson (Insider)
Learn More investors selling Duckhorn Portfolio stock.

Which major investors are buying Duckhorn Portfolio stock?

During the last quarter, NAPA stock was purchased by institutional investors including:
  1. Marshall Wace LLP
  2. Raymond James & Associates
  3. Westwood Holdings Group Inc.
  4. Massachusetts Financial Services Co. MA
  5. Stokes Family Office LLC
  6. SG Americas Securities LLC
  7. Total Clarity Wealth Management Inc.
  8. Bank of New York Mellon Corp
This Crypto Coin Could 10x FASTER Than Bitcoin
From Crypto 101 Media   |   Ad
The Bitcoin Halving ignited the 2024 boom, and altcoins are primed to SKYROCKET. Last year we tipped off our community with altcoins that delivered EXPLOSIVE gains. Now, we've uncovered an even bigger potential winner for the 2024 Bitcoin Halving bull run.
Click here to take advantage of this time-sensitive offer.