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CLEARWATER ANALYTICS HOLDINGS INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and CLEARWATER ANALYTICS HOLDINGS INC.’s Form 8-K, filed 2025-06-26 (Item 5.07 on EDGAR). Page generated 04 October 2026.

12Reported items
145Asset managers
2,301Fund votes
2025-06-23Main meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore CLEARWATER ANALYTICS HOLDINGS INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by CLEARWATER ANALYTICS HOLDINGS INC.

These tallies are CLEARWATER ANALYTICS HOLDINGS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-06-26 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

CLEARWATER ANALYTICS HOLDINGS INC. — official shareholder meeting results, meeting held 2025-06-23
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Mukesh Aghi	472,900,372	--	--	3,530,909	11,786,032	Majority: yes
Elect Director: Jacques Aigrain	388,016,414	--	--	88,414,867	11,786,032	Majority: yes
Elect Director: Lisa Jones	410,911,517	--	--	65,519,764	11,786,032	Majority: yes
Proposal 2: Ratification of Independent Registered Public Accounting Firm The stockholders ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025, based on the following	486,328,242	1,803,968	--	85,103	--	Majority: yes

Source: CLEARWATER ANALYTICS HOLDINGS INC., Form 8-K, filed with the SEC on 2025-06-26 — read the filing on EDGAR.

How asset managers voted at the CLEARWATER ANALYTICS HOLDINGS INC. 2024-2025 meetings

Each item below shows how the 145 asset managers that disclosed a CLEARWATER ANALYTICS HOLDINGS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CLEARWATER ANALYTICS HOLDINGS INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for 2025.

AUDIT-RELATEDMajority of the votes cast: yes

Meeting held 2025-06-23.

Combines 4 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%

FOR: 486,328,242AGAINST: 1,803,968

CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“Proposal 2: Ratification of Independent Registered Public Accounting Firm The stockholders ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending De”): 486,328,242 for, 1,803,968 against, per its Form 8-K filed 2025-06-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 136 asset managers below cast 99.9% of the shares they voted on this item FOR (112,648,162 for, 0 against).

FOR 99.9%

FOR: 112,648,162 (99.9%)AGAINST: 0 (0.0%)ABSTAIN: 77,386 (0.1%)NOT VOTED: 867 (0.0%)

Largest asset managers voting on “Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for 2025.” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Vote
Vanguard	25,429,220	For
BlackRock	8,444,108	For
Fidelity	5,404,635	For
WASATCH FUNDS TRUST	4,492,643	For
CONESTOGA FUNDS	4,380,693	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	4,055,000	For
Hartford	3,650,333	For
Invesco	3,440,571	For
Capital Group	3,378,171	For
JANUS INVESTMENT FUND	2,257,982	For
Waddell & Reed	2,204,071	For
Columbia Threadneedle	2,075,814	For
Virtus	2,053,025	For
AllianceBernstein	2,016,575	For
TIAA	1,904,207	For
Charles Schwab	1,812,518	For
WILLIAM BLAIR FUNDS	1,583,268	For
JPMorgan	1,428,719	For
Capitol Series Trust	1,409,700	For
AB DISCOVERY GROWTH FUND, INC.	1,386,791	For
Delaware/Macquarie	1,372,068	For
Principal	1,297,861	For
ALGER FUNDS	1,203,178	For
Loomis Sayles	1,193,550	For
Jackson National	1,143,184	For

Showing the 25 largest of 136 asset managers. See all 136 in the interactive database.

2. Election of Directors: Jacques Aigrain

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-23.

Combines 3 wordings of this item as funds reported it.

81% Majority: yes · of votes cast

FOR 81%WITHHELD 19%

FOR: 388,016,414WITHHELD: 88,414,867

CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“Elect Director: Jacques Aigrain”): 388,016,414 for, 88,414,867 withheld, per its Form 8-K filed 2025-06-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 134 asset managers below cast 100% of the shares they voted on this item FOR (75,223,135 for, 0 against).

FOR 67%ABSTAIN 33%

FOR: 75,223,135 (66.8%)ABSTAIN: 37,454,288 (33.2%)NOT VOTED: 867 (0.0%)

Largest asset managers voting on “Election of Directors: Jacques Aigrain” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	24,498,947	930,273	For
BlackRock	7,749,739	694,369	For
Fidelity	5,391,137	13,498	For
WASATCH FUNDS TRUST	4,492,643	0	For
CONESTOGA FUNDS	4,380,693	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	4,055,000	0	For
Hartford	0	3,650,333	Abstain
Invesco	3,440,571	0	For
Capital Group	3,378,171	0	For
JANUS INVESTMENT FUND	0	2,257,982	Abstain
Waddell & Reed	0	2,204,071	Abstain
Columbia Threadneedle	2,075,814	0	For
Virtus	116,500	1,936,525	Abstain
AllianceBernstein	0	2,016,575	Abstain
TIAA	0	1,904,207	Abstain
Charles Schwab	1,812,518	0	For
WILLIAM BLAIR FUNDS	0	1,583,268	Abstain
JPMorgan	1,428,719	0	For
Capitol Series Trust	0	1,409,700	Abstain
AB DISCOVERY GROWTH FUND, INC.	0	1,386,791	Abstain
Delaware/Macquarie	0	1,372,068	Abstain
Principal	0	1,297,861	Abstain
ALGER FUNDS	0	1,203,178	Abstain
Loomis Sayles	1,193,550	0	For
Jackson National	797,354	345,830	For

Showing the 25 largest of 134 asset managers. See all 134 in the interactive database.

3. Election of Directors: Lisa Jones

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-23.

Combines 3 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%14%

FOR: 410,911,517WITHHELD: 65,519,764

CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“Elect Director: Lisa Jones”): 410,911,517 for, 65,519,764 withheld, per its Form 8-K filed 2025-06-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 134 asset managers below cast 100% of the shares they voted on this item FOR (87,305,701 for, 0 against).

FOR 77%ABSTAIN 23%

FOR: 87,305,701 (77.5%)ABSTAIN: 25,371,722 (22.5%)NOT VOTED: 867 (0.0%)

Largest asset managers voting on “Election of Directors: Lisa Jones” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	24,498,947	930,273	For
BlackRock	8,444,108	0	For
Fidelity	5,397,667	6,968	For
WASATCH FUNDS TRUST	4,492,643	0	For
CONESTOGA FUNDS	4,380,693	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	4,055,000	0	For
Hartford	3,650,333	0	For
Invesco	3,440,571	0	For
Capital Group	3,378,171	0	For
JANUS INVESTMENT FUND	0	2,257,982	Abstain
Waddell & Reed	0	2,204,071	Abstain
Columbia Threadneedle	2,075,814	0	For
Virtus	116,500	1,936,525	Abstain
AllianceBernstein	2,016,575	0	For
TIAA	1,904,207	0	For
Charles Schwab	1,812,518	0	For
WILLIAM BLAIR FUNDS	0	1,583,268	Abstain
JPMorgan	1,428,719	0	For
Capitol Series Trust	0	1,409,700	Abstain
AB DISCOVERY GROWTH FUND, INC.	1,386,791	0	For
Delaware/Macquarie	0	1,372,068	Abstain
Principal	426,373	871,488	Abstain
ALGER FUNDS	0	1,203,178	Abstain
Loomis Sayles	1,193,550	0	For
Jackson National	797,354	345,830	For

Showing the 25 largest of 134 asset managers. See all 134 in the interactive database.

4. Election of Directors: Mukesh Aghi

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-23.

Combines 3 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%

FOR: 472,900,372WITHHELD: 3,530,909

CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“Elect Director: Mukesh Aghi”): 472,900,372 for, 3,530,909 withheld, per its Form 8-K filed 2025-06-26 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 134 asset managers below cast 100% of the shares they voted on this item FOR (112,326,724 for, 0 against).

FOR 99.6%

FOR: 112,326,724 (99.7%)ABSTAIN: 350,699 (0.3%)NOT VOTED: 867 (0.0%)

Largest asset managers voting on “Election of Directors: Mukesh Aghi” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	25,429,220	0	For
BlackRock	8,444,108	0	For
Fidelity	5,404,635	0	For
WASATCH FUNDS TRUST	4,492,643	0	For
CONESTOGA FUNDS	4,380,693	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	4,055,000	0	For
Hartford	3,650,333	0	For
Invesco	3,440,571	0	For
Capital Group	3,378,171	0	For
JANUS INVESTMENT FUND	2,257,982	0	For
Waddell & Reed	2,204,071	0	For
Columbia Threadneedle	2,075,814	0	For
Virtus	2,053,025	0	For
AllianceBernstein	2,016,575	0	For
TIAA	1,904,207	0	For
Charles Schwab	1,812,518	0	For
WILLIAM BLAIR FUNDS	1,583,268	0	For
JPMorgan	1,428,719	0	For
Capitol Series Trust	1,409,700	0	For
AB DISCOVERY GROWTH FUND, INC.	1,386,791	0	For
Delaware/Macquarie	1,372,068	0	For
Principal	1,183,533	114,328	For
ALGER FUNDS	1,203,178	0	For
Loomis Sayles	1,193,550	0	For
Jackson National	1,143,184	0	For

Showing the 25 largest of 134 asset managers. See all 134 in the interactive database.

5. To adjourn the special meeting to a later date or dates if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the Amendment Proposal.

CORPORATE GOVERNANCE

Meeting held 2024-12-20; no official results are on file for this meeting.

Combines 2 wordings of this item as funds reported it.

99.6% fund support · no official result

FOR 99.5%

The 118 asset managers below cast 99.6% of the shares they voted on this item FOR (102,189,919 for, 387,368 against).

FOR: 102,189,919 (99.6%)AGAINST: 387,368 (0.4%)ABSTAIN: 52,714 (0.1%)

Largest asset managers voting on “To adjourn the special meeting to a later date or dates if necessary or appropriate, including adjournments to” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Vote
Vanguard	22,483,404	For
BlackRock	7,485,887	For
WASATCH FUNDS TRUST	7,386,649	For
CONESTOGA FUNDS	4,595,718	For
Fidelity	4,553,716	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	4,305,000	For
Hartford	3,973,866	For
Capital Group	3,722,454	For
Invesco	2,822,550	For
AllianceBernstein	2,258,094	For
ALGER FUNDS	2,067,877	For
Virtus	2,027,481	For
Manager Directed Portfolios	1,929,513	For
WILLIAM BLAIR FUNDS	1,820,799	For
Jackson National	1,704,625	For
TIAA	1,644,156	For
JANUS INVESTMENT FUND	1,611,368	For
Charles Schwab	1,580,662	For
Delaware/Macquarie	1,452,967	For
Allspring	1,394,803	For
AB DISCOVERY GROWTH FUND, INC.	1,382,490	For
Artisan	1,240,377	For
Loomis Sayles	1,235,300	For
Principal	1,147,859	For
Calvert	1,070,565	For

Showing the 25 largest of 118 asset managers. See all 118 in the interactive database.

6. To adopt and approve Amendment No. 1 to the Tax Receivable Agreement, dated November 4, 2024 (the "Amendment"), by and among (i) the Company, (ii) CWAN Holdings, LLC ("OpCo") and (iii) certain investment vehicles affiliated with the firm Welsh, Carson, Anderson & Stowe ("Welsh Carson"), investment vehicles affiliated with the firm Permira Advisers LLC ("Permira") and investment vehicles affiliated

CAPITAL STRUCTURE

Meeting held 2024-12-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 74 asset managers below cast 100% of the shares they voted on this item FOR (73,308,871 for, 0 against).

FOR: 73,308,871 (100.0%)

Largest asset managers voting on “To adopt and approve Amendment No. 1 to the Tax Receivable Agreement, dated November 4, 2024 (the "Amendment")” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Vote
Vanguard	22,483,404	For
WASATCH FUNDS TRUST	7,386,649	For
Fidelity	4,553,716	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	4,305,000	For
Capital Group	3,722,454	For
Invesco	2,822,550	For
AllianceBernstein	2,258,094	For
ALGER FUNDS	2,067,877	For
Virtus	2,027,481	For
WILLIAM BLAIR FUNDS	1,820,799	For
TIAA	1,644,156	For
JANUS INVESTMENT FUND	1,611,368	For
Delaware/Macquarie	1,452,967	For
Allspring	1,394,803	For
AB DISCOVERY GROWTH FUND, INC.	1,382,490	For
Artisan	1,240,377	For
Principal	1,145,779	For
Calvert	1,070,565	For
Equitable	967,453	For
Waddell & Reed	653,745	For
Franklin Custodian Funds	600,000	For
Columbia Threadneedle	598,408	For
Lincoln Financial	510,300	For
Nationwide	508,123	For
OLD WESTBURY FUNDS INC	499,970	For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

7. To adopt and approve Amendment No. 1 to the Tax Receivable Agreement, dated November 4, 2024, by and among the Company, OpCo and affiliates of the Principal Equity Owners, to provide for the payment of Settlement Payments in a gross amount of approximately $72.5 million as consideration for the complete and full termination of the Company's payment obligations under the TRA and the relinquishing o

CORPORATE GOVERNANCE

Meeting held 2024-12-20; no official results are on file for this meeting.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.8%

The 49 asset managers below cast 100% of the shares they voted on this item FOR (29,165,510 for, 0 against).

FOR: 29,165,510 (99.8%)ABSTAIN: 46,816 (0.2%)

Largest asset managers voting on “To adopt and approve Amendment No. 1 to the Tax Receivable Agreement, dated November 4, 2024, by and among the” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Vote
BlackRock	7,485,887	For
CONESTOGA FUNDS	4,595,718	For
Hartford	3,973,866	For
Manager Directed Portfolios	1,929,513	For
Jackson National	1,704,625	For
Charles Schwab	1,580,662	For
Loomis Sayles	1,235,300	For
JPMorgan	839,183	For
Brown Capital Management Mutual Funds	811,352	For
John Hancock	745,499	For
Bridge Builder Trust	718,548	For
Advisors' Inner Circle Fund II	644,965	For
BUFFALO FUNDS	401,365	For
QUANTITATIVE MASTER SERIES LLC	326,233	For
SEI	284,308	For
PROFESSIONALLY MANAGED PORTFOLIOS	283,795	For
Northwestern Mutual	243,964	For
Mercer Funds	171,936	For
FINANCIAL INVESTORS TRUST	158,109	For
MassMutual	130,659	For
Russell Investments	115,302	For
Global X	96,512	For
AMG FUNDS	82,300	For
Securian Funds Trust	81,582	For
Baird	78,231	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

8. Election of Directors (Majority Voting)

DIRECTOR ELECTIONS

Meeting held 2025-06-23.

All nominees (reported as one line). These filers reported the election of directors as a single line covering every nominee. It is not attributed to any one director, and no share total is shown for it.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR.

FOR: 100.0%

Largest asset managers voting on “Election of Directors (Majority Voting)” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Ultimus Managers Trust	32,875	0	0	0	For
AMERICAN PENSION INVESTORS TRUST	15,250	0	0	0	For

9. Adjourn Meeting

OTHER

Meeting held 2024-12-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (506,433 for, 0 against).

FOR: 506,433 (100.0%)

Largest asset managers voting on “Adjourn Meeting” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Brighthouse	270,066	0	0	0	For
GuideStone	236,367	0	0	0	For

10. Amend Tax Receivable Agreement

OTHER

Meeting held 2024-12-20; no official results are on file for this meeting.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (506,433 for, 0 against).

FOR: 506,433 (100.0%)

Largest asset managers voting on “Amend Tax Receivable Agreement” at CLEARWATER ANALYTICS HOLDINGS INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Brighthouse	270,066	0	0	0	For
GuideStone	236,367	0	0	0	For

Showing the 10 reported items with the widest manager coverage, of 12 in total. View every item.

Largest CLEARWATER ANALYTICS HOLDINGS INC. shareholders voting in 2024-2025

Ranked by the number of CLEARWATER ANALYTICS HOLDINGS INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting.

Top CLEARWATER ANALYTICS HOLDINGS INC. shareholders by shares voted, 2024-2025
#	Asset manager	Shares voted
1	Vanguard	25,429,220
2	BlackRock	8,444,108
3	Fidelity	5,404,635
4	WASATCH FUNDS TRUST	4,492,643
5	CONESTOGA FUNDS	4,380,693
6	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	4,055,000
7	Hartford	3,650,333
8	Invesco	3,440,571
9	Capital Group	3,378,171
10	JANUS INVESTMENT FUND	2,257,982

Shown as share counts, not percentages: no shares-outstanding figure has been matched to CLEARWATER ANALYTICS HOLDINGS INC. for the 2024-2025 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At CLEARWATER ANALYTICS HOLDINGS INC.'s 2 shareholder meetings in the 2024-2025 proxy season (held 2024-12-20 and 2025-06-23), 145 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,301 separate fund positions. Their filings are grouped here into 12 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item of the season, voted at the meeting held 2025-06-23 — Ratification of the appointment of KPMG LLP as our independent registered public accounting… — FOR was 99.6% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: CLEARWATER ANALYTICS HOLDINGS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-06-26.

CLEARWATER ANALYTICS HOLDINGS INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.