undamentalytics Newsletter

WD 40 Co: which funds bought and sold

Institutions that bought and sold WD 40 shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 161 institutions that filed 13F reports for both quarters added to or opened positions in WD 40, and 172 cut or closed them. Together they sold a net 196K shares, −1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 223K shares (−8.3%); index fund managers were net buyers of 164K shares (+3.2%). 47 opened a new position and 44 sold out entirely.

Bought, Q2 2026 161 institutions, 47 of them new holders Sold, Q2 2026 172 institutions, 44 of them sold out
Net change, all compared −196K shares (−1.6%)
Net change, active managers −223K shares (−8.3%), 17 bought, 25 sold

Buyers versus sellers

institutions compared, 422
Active managers and hedge funds 17 bought · 25 sold · −223K
Index fund managers 8 bought · 3 sold · +164K
Other institutions 136 bought · 144 sold · −137K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
American Century Companies Inc Active manager +194K +1027.1% 213K $51.8M
Goldman Sachs Group Inc +152K +175.5% 238K $57.9M
Ophir Asset Management Pty Ltd +97K +91.3% 202K $49.3M
Two Sigma Investments, LP Hedge fund +84K +68.6% 205K $50M
Blackrock, Inc. Index funds +56K +2.8% 2.1M $506M
Ameriprise Financial Inc +53K +21.5% 299K $72.8M
Vanguard Portfolio Management LLC Index funds +38K +3.6% 1.1M $262M
Ceredex Value Advisors LLC +38K New position 38K $9.2M
Geode Capital Management, LLC Index funds +34K +8.3% 441K $108M
State Street Corp Index funds +23K +4.3% 549K $134M
Natixis Advisors, LLC +20K +33.4% 81K $19.6M
Jones Financial Companies LLLP +18K +31.1% 75K $18.6M
Nuveen, LLC +18K +20.5% 104K $25.3M
Dimensional Fund Advisors LP +17K +5.9% 312K $75.9M
Wells Fargo & Company +16K +27.8% 72K $17.5M
Brown Advisory Inc Active manager +13K +147.0% 21K $5.2M
Northern Trust Corp Index funds +12K +7.9% 158K $38.5M
Holocene Advisors, LP Hedge fund +11K New position 11K $2.8M
Boothbay Fund Management, LLC Hedge fund +9,468 New position 9,468 $2.3M
Deutsche Bank Ag\ +9,339 +71.8% 22K $5.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund −108K −91.5% 10K $2.4M
Nordea Investment Management AB −101K Sold out 0 —
Alliancebernstein L.P. Active manager −92K −19.6% 378K $77M
Jane Street Group, LLC −80K Sold out 0 —
Barclays PLC −73K −74.1% 25K $6.2M
Millennium Management LLC Hedge fund −65K −98.4% 1,080 $263,131
Conestoga Capital Advisors, LLC −64K −33.6% 126K $30.7M
First Trust Advisors LP −63K −15.3% 349K $84.9M
Geneva Capital Management LLC Active manager −60K −21.1% 223K $54.3M
Morgan Stanley −52K −17.1% 253K $61.6M
HRT Financial LP −35K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −33K −51.7% 31K $7.5M
Jacobs Levy Equity Management, Inc Active manager −32K −46.7% 36K $8.8M
Renaissance Technologies LLC Hedge fund −27K −13.5% 176K $42.9M
UBS Group AG −21K −41.8% 29K $7.1M
Capital Fund Management S.A. Hedge fund −21K Sold out 0 —
Squarepoint Ops LLC Hedge fund −20K −54.6% 16K $3.9M
Voloridge Investment Management, LLC Hedge fund −19K −53.0% 17K $4.2M
Point72 Asset Management, L.P. Hedge fund −18K Sold out 0 —
Man Group PLC Hedge fund −17K −59.3% 11K $2.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Ceredex Value Advisors LLC 38K $9.2M
Holocene Advisors, LPHedge fund 11K $2.8M
Boothbay Fund Management, LLCHedge fund 9,468 $2.3M
Brevan Howard Capital Management LPHedge fund 5,040 $1.2M
Schonfeld Strategic Advisors LLCHedge fund 3,296 $803,036
Jump Financial, LLC 3,044 $741,640
Tidal Investments LLC 2,913 $709,723
Axq Capital, LP 2,414 $588,147
Freestone Grove Partners LPHedge fund 2,340 $570,118
Jain Global LLCHedge fund 2,234 $544,292

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Nordea Investment Management AB 101K $20.6M
Jane Street Group, LLC 80K $16.4M
HRT Financial LP 35K $7M
Capital Fund Management S.A.Hedge fund 21K $4.2M
Point72 Asset Management, L.P.Hedge fund 18K $3.7M
Qube Research & Technologies LtdHedge fund 16K $3.3M
Healthcare Of Ontario Pension Plan Trust Fund 11K $2.3M
Susquehanna Portfolio Strategies, LLC 8,299 $1.7M
Virtu Financial LLC 7,717 $1.6M
Maverick Capital LtdHedge fund 7,212 $1.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
384
Ten largest holders
57.1%
of 13F-reported shares
Index fund managers
44.4%
of 13F-reported shares
Active managers and hedge funds
20.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 17 25 7 7 −223K −8.3%
Index fund managers 8 3 0 0 +164K +3.2%
Other institutions 136 144 40 37 −137K −3.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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