Duckhorn Portfolio Inc (NAPA) Shareholding Patterns

Stock Card

$11.09

$0.00 (0.00%)

As on 24-Dec-2024 09:30EDT

Market cap

$1,632 Mln

Revenue (TTM)

$426 Mln

P/E Ratio

27.7

P/B Ratio

1.3

Div. Yield

0 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Dimensional Fund Advisors, Inc.	Institutions	1.45	46.64	31-Mar-2023
Select Equity Group LP	Institutions	5.66	-5.33	31-Dec-2022
Vanguard Group Inc	Institutions	4.23	14.05	31-Dec-2022
Wasatch Advisors Inc.	Institutions	2.67	-2.21	31-Dec-2022
BlackRock Inc	Institutions	2.62	16.86	31-Dec-2022
Driehaus Capital Management LLC	Institutions	2.19	-8.76	31-Dec-2022
Massachusetts Financial Services Company	Institutions	2.09	10.26	31-Dec-2022
Federated Hermes Inc	Institutions	1.85	-2.38	31-Dec-2022
Westwood Holdings Group Inc	Institutions	1.71	7.02	31-Dec-2022
Royal Bank of Canada	Institutions	1.12	-1.30	31-Dec-2022
American Century Companies Inc	Institutions	1.12	-17.72	31-Dec-2022
Macquarie Group Ltd	Institutions	1.01	-3.76	31-Dec-2022
BlackRock Inc	Institutions	2.24	13.27	30-Sep-2022
Westwood Holdings Group Inc	Institutions	1.60	32.29	30-Sep-2022
Royal Bank of Canada	Institutions	1.14	7.57	30-Sep-2022
Macquarie Group Ltd	Institutions	1.04	-4.05	30-Sep-2022
Select Equity Group LP	Institutions	6.05	6.17	30-Jun-2022
Wasatch Advisors Inc.	Institutions	4.13	7.49	30-Jun-2022
Vanguard Group Inc	Institutions	3.07	2.35	30-Jun-2022
Driehaus Capital Management LLC	Institutions	2.10	11.06	30-Jun-2022
Federated Hermes Inc	Institutions	1.94	-1.83	30-Jun-2022
Westwood Holdings Group Inc	Institutions	1.21	-19.34	30-Jun-2022
Lord, Abbett & Co LLC	Institutions	1.15	33.58	30-Jun-2022
Massachusetts Financial Services Company	Institutions	1.14	-25.34	30-Jun-2022
Royal Bank of Canada	Institutions	1.06	1.22	30-Jun-2022
BlackRock Inc	Institutions	1.93	72.89	31-Dec-2021
BlackRock Inc	Institutions	1.13	88.44	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
28-Mar-2024	Deirdre Mahlan	Sell	Market	3,216	9.23	29.68
28-Mar-2024	Deirdre Mahlan	Sell	Market	3,216	9.23	29.68
16-Jan-2024	Sean B.A. Sullivan	Sell	Market	1,062	9.13	9.70
16-Jan-2024	Sean B.A. Sullivan	Sell	Market	1,062	9.13	9.70
12-Jan-2024	Sean B.A. Sullivan	Sell	Market	558	9.50	5.30

Duckhorn Portfolio Inc (NAPA) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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