The Duckhorn Portfolio, Inc. - Common Stock (NAPA)

CUSIP: 26414D106

Q4 2021 13F Holders as of 31 Dec 2021

Share change
+11,241,163
Put/Call ratio
67%
SEC-reported price per share
$23.34
Number of holders
107
Value change
+$262,862,951
Number of buys
75
Open additional details 1 more signal available
Number of sells
23

Security key

26414D106

Report period

Q4 2021

Institutions

107

Top holders

10

Ownership snapshot

Top reported holders of NAPA - The Duckhorn Portfolio, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
WASATCH ADVISORS LP
Disclosed value leader
WASATCH ADVISORS LP
Comparable rows
0/15
Latest evidence
30 Sep 2021
13F Highest disclosed value: $106,172,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

WASATCH ADVISORS LP has the largest disclosed position value at $106.17M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens WASATCH ADVISORS LP's linked filing trail.
Disclosed position value Top 5
WASATCH ADVISORS LP $106.17M
Select Equity Group, L.P. $92.84M
VANGUARD GROUP INC $36.29M
FEDERATED HERMES, INC. $30.41M
DRIEHAUS CAPITAL MANAGEMENT LLC $30.12M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
WASATCH ADVISORS LP
13F
Company
13F
class O/S missing
$106,172,000
4,638,371 shares
30 Sep 2021
Select Equity Group, L.P.
13F
Company
13F
class O/S missing
$92,842,618
4,056,034 shares
30 Sep 2021
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$36,287,000
1,585,307 shares
30 Sep 2021
FEDERATED HERMES, INC.
13F
Company
13F
class O/S missing
$30,406,000
1,328,373 shares
30 Sep 2021
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$30,119,000
1,315,820 shares
30 Sep 2021
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$29,372,000
1,283,218 shares
30 Sep 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
107
Shares
110,130,605
Rows available
107
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2021 vs Q3 2025 Across Filers

Q3 2025 holders
1
Q4 2021 holders
107
Holder diff
106
Investor Q3 2025 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2025 value Q4 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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