Tortoise Investment Management, LLC - WD-40 CO ownership

WD-40 CO's ticker is WDFC and the CUSIP is 929236107. A total of 284 filers reported holding WD-40 CO in Q1 2023. The put-call ratio across all filers is 1.63 and the average weighting 0.1%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of WD-40 CO
ValueSharesWeighting
Q3 2023$17,275
+7.7%
850.0%0.00%
+50.0%
Q2 2023$16,035
+6.0%
850.0%0.00%0.0%
Q1 2023$15,134
+10.4%
850.0%0.00%0.0%
Q4 2022$13,703
-8.6%
850.0%0.00%
-33.3%
Q3 2022$15,000
-11.8%
850.0%0.00%0.0%
Q2 2022$17,000
+6.2%
850.0%0.00%0.0%
Q1 2022$16,000
-23.8%
850.0%0.00%
-25.0%
Q4 2021$21,000
+5.0%
850.0%0.00%0.0%
Q3 2021$20,000
-9.1%
850.0%0.00%
-20.0%
Q2 2021$22,000
-15.4%
850.0%0.01%
-16.7%
Q1 2021$26,000
+13.0%
850.0%0.01%
+20.0%
Q4 2020$23,000
+43.8%
850.0%0.01%
+25.0%
Q3 2020$16,000
-5.9%
850.0%0.00%0.0%
Q2 2020$17,0000.0%850.0%0.00%
-20.0%
Q1 2020$17,0000.0%850.0%0.01%
+25.0%
Q4 2019$17,000
+6.2%
850.0%0.00%0.0%
Q3 2019$16,000
+14.3%
850.0%0.00%0.0%
Q2 2019$14,0000.0%850.0%0.00%0.0%
Q1 2019$14,000
-12.5%
850.0%0.00%0.0%
Q4 2018$16,000
+6.7%
850.0%0.00%0.0%
Q3 2018$15,000
+25.0%
850.0%0.00%
+33.3%
Q2 2018$12,000
+9.1%
850.0%0.00%0.0%
Q1 2018$11,000
+10.0%
850.0%0.00%0.0%
Q4 2017$10,0000.0%850.0%0.00%0.0%
Q3 2017$10,000
+11.1%
850.0%0.00%0.0%
Q2 2017$9,0000.0%850.0%0.00%0.0%
Q1 2017$9,000
-10.0%
850.0%0.00%0.0%
Q4 2016$10,0000.0%850.0%0.00%0.0%
Q3 2016$10,0000.0%850.0%0.00%0.0%
Q2 2016$10,000850.00%
Other shareholders
WD-40 CO shareholders Q1 2023
NameSharesValueWeighting ↓
Regal Partners Ltd 357,956$42,239,0006.12%
Lagoda Investment Management, L.P. 67,998$8,024,0003.06%
Conestoga Capital Advisors, LLC 371,360$43,820,0001.68%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 9,550$1,127,0001.61%
Bridge City Capital, LLC 14,594$1,722,0001.25%
Bell Asset Management Ltd 29,202$3,445,0000.82%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 52,056$6,143,0000.61%
PARNASSUS INVESTMENTS, LLC 1,309,588$154,531,0000.61%
REIK & CO., LLC 15,300$1,805,0000.58%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 546,435$64,480,0000.52%
View complete list of WD-40 CO shareholders