WDFC — WD 40 CO

Ownership history in INCEPTIONR LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in WD 40 CO (WDFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.26% (2024 Q3)
Avg. % of fund
0.15%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,322 -1,389 -51.2% 0.06% $261K $195.67
2025 Q2 ADDED 2,711 +1,671 +160.7% 0.14% $618K $224.90
2025 Q1 REDUCED 1,040 -3,121 -75.0% 0.08% $254K $239.55
2024 Q3 ADDED 4,161 +489 +13.3% 0.26% $1.1M $251.31
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WDFC price (monthly, adj. close)

Other funds also holding WDFC

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 6.65% GCQ FUNDS MANAGEMENT PTY Ltd 6.0% Westhampton Capital, LLC 3Y 1.51% QSV Equity Investors LLC 1.09% Conestoga Capital Advisors, LLC 3Y 7Y 0.98% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 0.88% REIK & CO., LLC 3Y 7Y 0.58% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.53% Bridge City Capital, LLC 3Y 7Y 0.46% DIVIDEND ASSETS CAPITAL, LLC 3Y 7Y 0.45%
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