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NAPA Insider Trading

Insider Ownership Percentage: 1.30%
Insider Buying (Last 12 Months): $44,950.00
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: $11.06
Price Change: +0.30 (1.20%)
As of 11/20/2024 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
Trump won. Buy this coin now.
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Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will go to $150,000 — or more. But there’s one coin he thinks could go even higher.
This could be his favorite coin.

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  
See Full Table
This Bull Market Indicator called NVDA at $116
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Every now and again we find an investment idea so incredible we can’t help but share. And today is one of those rare days… Except, today we won't be giving you insight on any one particular stock… But rather, insight on a revolutionary new stock picking indicator… In fact, within the last year, this indicator has become famous for a multitude of reasons… But one of the biggest was because of the buy signal it issued on October 18th, 2022. In fact, on that very day, it said to buy NVDA at $116.37… Anyone who did would be sitting on a tremendously large return today… But even if you missed the original buy signal from October, this incredible indicator issued 11 other buy signals while Nvidia made its epic run…
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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
11/20/2024Virtu Financial LLC42,354$0.25M0.0%N/A0.029%Search for SEC Filing on Google Icon
11/19/2024Barclays PLC234,138$1.36M0.0%+214.4%0.159%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC1,168,545$6.79M0.0%-2.7%0.794%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC234,138$1.36M0.0%+214.4%0.159%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio275,444$1.60M0.0%+38.3%0.187%Search for SEC Filing on Google Icon
11/15/2024CTC Alternative Strategies Ltd.12,695$74K0.1%N/A0.009%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC42,912$0.25M0.0%-84.2%0.029%Search for SEC Filing on Google Icon
11/15/2024State Street Corp1,132,720$6.58M0.0%+0.9%0.770%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp75,991$0.44M0.0%-1.6%0.052%Search for SEC Filing on Google Icon
11/15/2024Point72 Asset Management L.P.112,119$0.65M0.0%N/A0.076%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC151,454$0.88M0.0%+40.0%0.103%Search for SEC Filing on Google Icon
11/15/2024Hotchkis & Wiley Capital Management LLC1,483,900$8.62M0.0%-6.0%1.008%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP16,126$94K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/15/2024ArrowMark Colorado Holdings LLC15,800$92K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/15/2024Atom Investors LP400,556$2.33M0.2%N/A0.272%Search for SEC Filing on Google Icon
11/15/2024Paloma Partners Management Co16,435$95K0.0%N/A0.011%Search for SEC Filing on Google Icon
11/14/2024PDT Partners LLC71,307$0.41M0.0%-53.8%0.048%Search for SEC Filing on Google Icon
11/14/2024Verition Fund Management LLC1,478,234$8.59M0.0%+21.9%1.005%Search for SEC Filing on Google Icon
11/14/2024Capstone Investment Advisors LLC126,714$0.74M0.0%N/A0.086%Search for SEC Filing on Google Icon
11/14/2024Walleye Capital LLC66,025$0.38M0.0%-42.1%0.045%Search for SEC Filing on Google Icon
11/14/2024Isthmus Partners LLC35,232$0.21M0.0%+39.3%0.024%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC152,823$0.89M0.0%-6.2%0.104%Search for SEC Filing on Google Icon
11/13/2024FMR LLC8,668$50K0.0%-92.7%0.006%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd33,042$0.19M0.0%N/A0.022%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.407,060$2.37M0.0%+10.0%0.277%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC14,850$86K0.0%N/A0.010%Search for SEC Filing on Google Icon
11/6/2024MQS Management LLC30,658$0.18M0.1%N/A0.021%Search for SEC Filing on Google Icon
11/5/2024Barnett & Company Inc.12,500$73K0.0%N/A0.008%Search for SEC Filing on Google Icon
11/5/2024Aigen Investment Management LP31,913$0.19M0.0%N/A0.022%Search for SEC Filing on Google Icon
11/5/2024GSA Capital Partners LLP106,758$0.62M0.0%N/A0.073%Search for SEC Filing on Google Icon
11/5/2024Entropy Technologies LP27,449$0.16M0.0%+117.0%0.019%Search for SEC Filing on Google Icon
10/30/2024River Road Asset Management LLC3,312,046$19.24M0.3%+6.1%2.251%Search for SEC Filing on Google Icon
10/30/2024Moloney Securities Asset Management LLC23,342$0.14M0.0%-66.7%0.016%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC131,587$0.77M0.0%+41.9%0.089%Search for SEC Filing on Google Icon
10/24/2024DekaBank Deutsche Girozentrale5,294$31K0.0%N/A0.004%Search for SEC Filing on Google Icon
10/23/2024Ballentine Partners LLC15,320$89K0.0%N/A0.010%Search for SEC Filing on Google Icon
10/23/2024Assenagon Asset Management S.A.656,297$3.81M0.0%-41.0%0.446%Search for SEC Filing on Google Icon
10/16/2024nVerses Capital LLC16,200$94K0.0%+458.6%0.011%Search for SEC Filing on Google Icon
10/16/2024ZWJ Investment Counsel Inc.15,127$88K0.0%N/A0.010%Search for SEC Filing on Google Icon
10/11/2024Creative Planning37,221$0.22M0.0%+106.4%0.025%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC21,020$0.12M0.0%-56.5%0.014%Search for SEC Filing on Google Icon
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 Company21,675$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
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: $11.06
Low: $11.05
High: $11.10

50 Day Range

MA: $9.19
Low: $5.40
High: $11.06

52 Week Range

Now: $11.06
Low: $5.38
High: $11.10

Volume

810,629 shs

Average Volume

1,407,974 shs

Market Capitalization

$1.63 billion

P/E Ratio

23.53

Dividend Yield

N/A

Beta

0.02

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. River Road Asset Management LLC — 2.25%
  2. Hotchkis & Wiley Capital Management LLC — 1.01%
  3. Verition Fund Management LLC — 1.00%
  4. Geode Capital Management LLC — 0.79%
  5. State Street Corp — 0.77%
  6. Assenagon Asset Management S.A. — 0.45%
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. Assenagon Asset Management S.A.
  2. Jane Street Group LLC
  3. FMR LLC
  4. Hotchkis & Wiley Capital Management LLC
  5. PDT Partners LLC
  6. Walleye Capital LLC
  7. Moloney Securities Asset Management LLC
  8. Geode Capital Management LLC
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. Atom Investors LP
  2. Verition Fund Management LLC
  3. River Road Asset Management LLC
  4. Barclays PLC
  5. Barclays PLC
  6. Capstone Investment Advisors LLC
  7. Point72 Asset Management L.P.
  8. GSA Capital Partners LLP
Breaking News: Tesla headed to $500…
From WealthPress   |   Ad
That headline hit late last night…and the rally has begun Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla.
So to claim your free digital copy today, simply follow this link and enter your email address.