NAPA Insider Trading

Insider Ownership Percentage: 3.40%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $99,046,509.44

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: $15.64
Price Change: Price Decrease of -0.05 (-0.32%)
As of 03/30/2023 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

Duckhorn Portfolio Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
9/16/2021Pete PrzybylinskiInsiderSell31,115$22.00$684,530.00View SEC Filing Icon  
9/14/2021Alex RyanInsiderSell17,693$22.63$400,392.59View SEC Filing Icon  
3/22/2021Mallard Holdco, LlcMajor ShareholderSell9,666,667$14.06$135,913,338.02View SEC Filing Icon  
See Full Table

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

97.75% of Duckhorn Portfolio stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

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
3/6/2023Rockefeller Capital Management L.P.18,183$0.30M0.0%-9.1%0.016%Search for SEC Filing on Google Icon
2/28/2023Voya Investment Management LLC20,642$0.34M0.0%+44.9%0.018%Search for SEC Filing on Google Icon
2/21/2023Macquarie Group Ltd.1,158,170$19.19M0.0%-3.8%1.006%Search for SEC Filing on Google Icon
2/16/2023Wellington Shields Capital Management LLC162,434$2.69M0.3%-12.5%0.141%Search for SEC Filing on Google Icon
2/15/2023Public Employees Retirement System of Ohio126,276$2.09M0.0%-1.8%0.110%Search for SEC Filing on Google Icon
2/15/2023Chilton Investment Co. Inc.243,305$4.03M0.1%N/A0.211%Search for SEC Filing on Google Icon
2/15/2023Lazard Asset Management LLC6,970$0.12M0.0%+45.7%0.006%Search for SEC Filing on Google Icon
2/15/20231832 Asset Management L.P.644,998$10.69M0.0%N/A0.560%Search for SEC Filing on Google Icon
2/15/2023Mcmorgan & Co. LLC99,663$1.65M0.4%N/A0.087%Search for SEC Filing on Google Icon
2/15/2023Toroso Investments LLC14,185$0.24M0.0%+23.6%0.012%Search for SEC Filing on Google Icon
2/15/2023Susquehanna Fundamental Investments LLC20,305$0.34M0.0%-76.7%0.018%Search for SEC Filing on Google Icon
2/15/2023Schonfeld Strategic Advisors LLC17,700$0.29M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/15/2023Select Equity Group L.P.6,527,103$108.15M0.4%-5.3%5.667%Search for SEC Filing on Google Icon
2/15/2023Squarepoint Ops LLC19,384$0.32M0.0%N/A0.017%Search for SEC Filing on Google Icon
2/15/2023Lombard Odier Asset Management USA Corp26,071$0.43M0.0%N/A0.023%Search for SEC Filing on Google Icon
2/15/2023Millennium Management LLC924,542$15.32M0.0%+411.5%0.803%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley473,253$7.84M0.0%+66.3%0.411%Search for SEC Filing on Google Icon
2/15/2023Algert Global LLC57,238$0.95M0.1%+65.3%0.050%Search for SEC Filing on Google Icon
2/15/2023AQR Capital Management LLC18,607$0.31M0.0%+48.5%0.016%Search for SEC Filing on Google Icon
2/14/2023PDT Partners LLC63,911$1.06M0.2%+166.2%0.055%Search for SEC Filing on Google Icon
2/14/2023Marshall Wace LLP245,426$4.07M0.0%-28.9%0.213%Search for SEC Filing on Google Icon
2/14/2023Two Sigma Investments LP41,654$0.69M0.0%-24.8%0.036%Search for SEC Filing on Google Icon
2/14/2023Arrowstreet Capital Limited Partnership147,590$2.45M0.0%-18.1%0.128%Search for SEC Filing on Google Icon
2/14/2023Driehaus Capital Management LLC2,527,443$41.88M0.6%-8.8%2.194%Search for SEC Filing on Google Icon
2/13/2023Charles Schwab Investment Management Inc.315,483$5.23M0.0%+5.5%0.274%Search for SEC Filing on Google Icon
2/13/2023Deutsche Bank AG94,695$1.57M0.0%+450.3%0.082%Search for SEC Filing on Google Icon
2/13/2023BOKF NA61,281$1.02M0.0%+28.5%0.053%Search for SEC Filing on Google Icon
2/13/2023Dark Forest Capital Management LP43,052$0.71M0.2%-59.8%0.037%Search for SEC Filing on Google Icon
2/13/2023Barclays PLC19,176$0.32M0.0%+1,123.0%0.017%Search for SEC Filing on Google Icon
2/13/2023Renaissance Technologies LLC122,500$2.03M0.0%+45.5%0.106%Search for SEC Filing on Google Icon
2/13/2023The Manufacturers Life Insurance Company 17,014$0.28M0.0%+10.7%0.015%Search for SEC Filing on Google Icon
2/13/2023Credit Suisse AG33,018$0.55M0.0%+12.0%0.029%Search for SEC Filing on Google Icon
2/13/2023Geode Capital Management LLC760,674$12.60M0.0%+10.7%0.660%Search for SEC Filing on Google Icon
2/13/2023American Century Companies Inc.1,286,396$21.32M0.0%-17.7%1.117%Search for SEC Filing on Google Icon
2/13/2023JPMorgan Chase & Co.76,888$1.27M0.0%-63.9%0.067%Search for SEC Filing on Google Icon
2/10/2023Bank of America Corp DE49,399$0.82M0.0%-83.5%0.043%Search for SEC Filing on Google Icon
2/10/2023American International Group Inc.19,862$0.33M0.0%+13.2%0.017%Search for SEC Filing on Google Icon
2/10/2023Amalgamated Bank7,125$0.12M0.0%+21.4%0.006%Search for SEC Filing on Google Icon
2/10/2023Sei Investments Co.176,184$2.92M0.0%-50.6%0.153%Search for SEC Filing on Google Icon
2/10/2023Victory Capital Management Inc.19,640$0.33M0.0%+90.5%0.017%Search for SEC Filing on Google Icon
2/10/2023Heritage Trust Co23,592$0.39M0.1%-38.9%0.020%Search for SEC Filing on Google Icon
2/10/2023Franklin Resources Inc.22,764$0.38M0.0%-5.4%0.020%Search for SEC Filing on Google Icon
2/10/2023Advisor Group Holdings Inc.14,127$0.23M0.0%+19.3%0.012%Search for SEC Filing on Google Icon
2/9/2023Mirae Asset Global Investments Co. Ltd.18,445$0.31M0.0%+17.5%0.016%Search for SEC Filing on Google Icon
2/9/2023First Trust Advisors LP20,810$0.35M0.0%-85.8%0.018%Search for SEC Filing on Google Icon
2/9/2023Dimensional Fund Advisors LP1,141,138$18.91M0.0%+95.3%0.991%Search for SEC Filing on Google Icon
2/8/2023UBS Group AG10,430$0.17M0.0%-21.7%0.009%Search for SEC Filing on Google Icon
2/8/2023PPM America Inc. IL131,819$2.18M8.7%N/A0.114%Search for SEC Filing on Google Icon
2/8/2023Swiss National Bank97,300$1.61M0.0%+2.5%0.084%Search for SEC Filing on Google Icon
2/7/2023Envestnet Asset Management Inc.29,465$0.49M0.0%+10.3%0.026%Search for SEC Filing on Google Icon
2/6/2023Retirement Systems of Alabama84,100$1.39M0.0%-72.8%0.073%Search for SEC Filing on Google Icon
2/2/2023SG Americas Securities LLC51,148$0.85M0.0%+11.0%0.044%Search for SEC Filing on Google Icon
2/2/2023Rheos Capital Works Inc.439,000$7.27M0.4%+56.8%0.381%Search for SEC Filing on Google Icon
2/1/2023Zurcher Kantonalbank Zurich Cantonalbank 7,416$0.12M0.0%+36.9%0.006%Search for SEC Filing on Google Icon
1/23/2023Allspring Global Investments Holdings LLC778,697$12.90M0.0%-7.3%0.676%Search for SEC Filing on Google Icon
1/12/2023Assenagon Asset Management S.A.59,846$0.99M0.0%-58.2%0.052%Search for SEC Filing on Google Icon
12/8/2022Bank of New York Mellon Corp178,688$2.58M0.0%+5.2%0.155%Search for SEC Filing on Google Icon
11/23/2022Toroso Investments LLC11,474$0.17M0.0%+18.5%0.010%Search for SEC Filing on Google Icon
11/21/2022California State Teachers Retirement System49,236$0.71M0.0%-1.6%0.043%Search for SEC Filing on Google Icon
11/16/2022Retirement Systems of Alabama309,600$4.47M0.0%+43.5%0.269%Search for SEC Filing on Google Icon
11/16/2022BNP Paribas Arbitrage SNC157,408$2.27M0.0%N/A0.137%Search for SEC Filing on Google Icon
11/15/2022State Street Corp685,899$9.90M0.0%-8.9%0.595%Search for SEC Filing on Google Icon
11/15/2022Public Employees Retirement System of Ohio128,640$1.86M0.0%+41.6%0.112%Search for SEC Filing on Google Icon
11/15/2022Algert Global LLC34,618$0.50M0.0%-12.9%0.030%Search for SEC Filing on Google Icon
11/15/2022TSG Consumer Partners LP68,550,853$989.19M34.7%-7.6%59.514%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Advisers LP199,100$2.87M0.0%N/A0.173%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Investments LP55,374$0.80M0.0%+465.6%0.048%Search for SEC Filing on Google Icon
11/15/2022UBS Asset Management Americas Inc.473,839$6.84M0.0%+16.0%0.411%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.4,269,380$61.61M0.0%+20.6%3.707%Search for SEC Filing on Google Icon
11/15/2022Marshall Wace LLP345,207$4.98M0.0%N/A0.300%Search for SEC Filing on Google Icon
11/15/2022Federated Hermes Inc.2,183,755$31.51M0.1%-2.4%1.896%Search for SEC Filing on Google Icon
11/15/2022First Trust Advisors LP146,517$2.11M0.0%-48.5%0.127%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp178,688$2.58M0.0%+5.2%0.155%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.2,579,769$37.23M0.0%+13.3%2.240%Search for SEC Filing on Google Icon
11/15/2022Blue Owl Capital Holdings LP156,827$2.26M1.0%N/A0.136%Search for SEC Filing on Google Icon
11/14/2022Macquarie Group Ltd.1,203,427$17.37M0.0%-4.0%1.045%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada1,313,038$18.95M0.0%+7.6%1.140%Search for SEC Filing on Google Icon
11/14/2022Tudor Investment Corp Et Al41,042$0.59M0.0%N/A0.036%Search for SEC Filing on Google Icon
11/14/2022Point72 Hong Kong Ltd1,953$28K0.0%N/A0.002%Search for SEC Filing on Google Icon
11/14/2022Cubist Systematic Strategies LLC226,840$3.27M0.0%N/A0.197%Search for SEC Filing on Google Icon
11/14/2022PDT Partners LLC24,009$0.35M0.1%+29.7%0.021%Search for SEC Filing on Google Icon
11/14/2022Renaissance Technologies LLC84,200$1.22M0.0%-7.0%0.073%Search for SEC Filing on Google Icon
11/14/2022Verition Fund Management LLC69,077$1M0.0%N/A0.060%Search for SEC Filing on Google Icon
11/14/2022Nuveen Asset Management LLC470,513$6.79M0.0%+347.7%0.408%Search for SEC Filing on Google Icon
11/14/2022Hsbc Holdings PLC17,834$0.26M0.0%-17.5%0.015%Search for SEC Filing on Google Icon
11/14/2022Oppenheimer Asset Management Inc.42,671$0.62M0.0%-31.0%0.037%Search for SEC Filing on Google Icon
11/10/2022Envestnet Asset Management Inc.26,714$0.39M0.0%-24.1%0.023%Search for SEC Filing on Google Icon
11/10/2022Credit Suisse AG29,470$0.43M0.0%+5.0%0.026%Search for SEC Filing on Google Icon
11/10/2022ExodusPoint Capital Management LP69,742$1.01M0.0%N/A0.061%Search for SEC Filing on Google Icon
11/10/2022Dimensional Fund Advisors LP584,316$8.43M0.0%N/A0.507%Search for SEC Filing on Google Icon
11/10/2022Tower Research Capital LLC TRC 3,797$55K0.0%+49.9%0.003%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG13,314$0.19M0.0%+450.8%0.012%Search for SEC Filing on Google Icon
11/9/2022Rheos Capital Works Inc.280,000$4.04M0.3%+9.8%0.243%Search for SEC Filing on Google Icon
11/9/2022Massachusetts Financial Services Co. MA2,179,752$31.45M0.0%+65.4%1.892%Search for SEC Filing on Google Icon
11/9/2022Zurcher Kantonalbank Zurich Cantonalbank5,418$78K0.0%+99.9%0.005%Search for SEC Filing on Google Icon
11/8/2022New York State Common Retirement Fund25,773$0.37M0.0%-52.8%0.022%Search for SEC Filing on Google Icon
11/7/2022Quantbot Technologies LP5,933$85K0.0%N/A0.005%Search for SEC Filing on Google Icon
11/7/2022Jump Financial LLC94,100$1.36M0.1%+415.6%0.082%Search for SEC Filing on Google Icon
11/4/2022Retirement Systems of Alabama309,600$4.47M0.0%+43.5%0.269%Search for SEC Filing on Google Icon
11/3/2022Teacher Retirement System of Texas14,850$0.21M0.0%N/A0.013%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. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Goldeneye, Paraduxx, Migration, Canvasback, Calera, Kosta Browne, Greenwing, and Postmark. The company 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 Duckhorn Portfolio, Inc. was founded in 1976 and is headquartered in Saint Helena, California. The Duckhorn Portfolio, Inc. operates as a subsidiary of Mallard Holding Company, Llc.
Read More on Duckhorn Portfolio

Today's Range

Now: $15.64
Low: $15.54
High: $15.84

50 Day Range

MA: $15.64
Low: $14.77
High: $16.86

52 Week Range

Now: $15.64
Low: $12.64
High: $22.29

Volume

236,902 shs

Average Volume

429,920 shs

Market Capitalization

$1.80 billion

P/E Ratio

31.92

Dividend Yield

N/A

Beta

0.17

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. Alex Ryan (Insider)
  3. Lori Beaudoin (Insider)
  4. Pete Przybylinski (Insider)
  5. Zach Rasmuson (Insider)
  6. Sean BA Sullivan (Insider)
  7. Carol Reber (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. — 5.67%
  2. Driehaus Capital Management LLC — 2.19%
  3. American Century Companies Inc. — 1.12%
  4. Macquarie Group Ltd. — 1.01%
  5. Dimensional Fund Advisors LP — 0.99%
  6. Millennium Management LLC — 0.80%
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. American Century Companies Inc.
  3. Bank of America Corp DE
  4. Driehaus Capital Management LLC
  5. Retirement Systems of Alabama
  6. Sei Investments Co.
  7. Susquehanna International Group LLP
  8. JPMorgan Chase & Co.
During the last year, company insiders that have sold Duckhorn Portfolio company stock include:
  1. Mallard Holdco, Llc (Major Shareholder)
  2. Alex Ryan (Insider)
  3. Lori Beaudoin (Insider)
  4. Pete Przybylinski (Insider)
  5. Zach Rasmuson (Insider)
  6. Sean BA Sullivan (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. Millennium Management LLC
  2. 1832 Asset Management L.P.
  3. Dimensional Fund Advisors LP
  4. Chilton Investment Co. Inc.
  5. Morgan Stanley
  6. Rheos Capital Works Inc.
  7. PPM America Inc. IL
  8. Mcmorgan & Co. LLC