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Compiled from SEC Form N-PX filings and Clearwater Analytics Holdings, Inc.’s Form 8-K, filed 2026-05-07 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore Clearwater Analytics Holdings, Inc. in the interactive database Compare manager voting policies
These tallies are Clearwater Analytics Holdings, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-05-07 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Proposal 1: a proposal to adopt the Merger Agreement (the " Merger Agreement Proposal "); | 205,143,338 | 1,387,769 | 4,235,339 | -- | -- | Majority: yes |
| Disinterested Stockholder Approval | 200,228,312 | 1,387,769 | 4,235,339 | -- | -- | Majority: yes |
| Proposal 2: a proposal to approve, by advisory (nonbinding) vote, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the consummation of the Merger (the " Advisory Compensation Proposal "); and | 201,242,041 | 4,673,866 | 4,850,539 | -- | -- | Majority: yes |
Source: Clearwater Analytics Holdings, Inc., Form 8-K, filed with the SEC on 2026-05-07 — read the filing on EDGAR.
Each item below shows how the 331 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.
Meeting held 2026-05-06.
Combines 10 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Clearwater Analytics Holdings, Inc.’s own tally for this item (“Proposal 2: a proposal to approve, by advisory (nonbinding) vote, the compensation that may be paid or become payable to the named executive officers of the Company in connection with the consummation of the Merger (the ”): 201,242,041 for, 4,673,866 against, per its Form 8-K filed 2026-05-07 (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 319 asset managers below cast 98% of the shares they voted on this item FOR (187,259,717 for, 4,747,374 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 33,659,352 | 37,862 | 0 | 0 | For |
| BlackRock | 27,026,804 | 0 | 0 | 0 | For |
| Fidelity | 19,839,756 | 0 | 0 | 0 | For |
| GLAZER CAPITAL, LLC | 7,191,939 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 6,801,827 | 0 | 0 | 0 | For |
| OAK RIDGE INVESTMENTS LLC | 6,356,139 | 0 | 0 | 0 | For |
| Pentwater Capital Management LP | 6,356,139 | 0 | 0 | 0 | For |
| State Street | 5,572,208 | 11,438 | 0 | 0 | For |
| Starboard | 5,423,175 | 0 | 0 | 0 | For |
| Charles Schwab | 5,012,854 | 0 | 0 | 0 | For |
| Citadel | 4,393,476 | 0 | 0 | 0 | For |
| AQR | 267,123 | 0 | 4,086,482 | 0 | Abstain |
| NEXPOINT FUNDS I | 4,094,310 | 0 | 0 | 0 | For |
| TIG Advisors, LLC | 2,902,218 | 0 | 0 | 0 | For |
| Capital Group | 2,520,198 | 0 | 0 | 0 | For |
| Man Group plc | 2,384,690 | 0 | 0 | 0 | For |
| BALYASNY ASSET MANAGEMENT L.P. | 2,361,297 | 0 | 0 | 0 | For |
| Northern Trust | 2,356,954 | 0 | 0 | 0 | For |
| MERGER FUND | 2,233,388 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 2,082,750 | 0 | 0 | 0 | For |
| Polar Asset Management Partners Inc. | 1,847,500 | 0 | 0 | 0 | For |
| CAXTON ASSOCIATES LLP | 1,835,210 | 0 | 0 | 0 | For |
| Gabelli | 1,602,690 | 0 | 0 | 0 | For |
| HHLR ADVISORS, LTD. | 1,365,971 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,353,065 | 0 | 0 | 0 | For |
Showing the 25 largest of 319 asset managers. See all 319 in the interactive database.
Meeting held 2026-05-06.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Clearwater Analytics Holdings, Inc.’s own tally for this item (“Proposal 1: a proposal to adopt the Merger Agreement (the " Merger Agreement Proposal ");”): 205,143,338 for, 1,387,769 against, per its Form 8-K filed 2026-05-07 (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 70 asset managers below cast 99.9% of the shares they voted on this item FOR (73,642,200 for, 6 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 31,227,306 | 6 | 17 | 0 | For |
| BlackRock | 14,636,986 | 0 | 0 | 0 | For |
| Fidelity | 7,332,588 | 0 | 0 | 0 | For |
| NEXPOINT FUNDS I | 4,094,310 | 0 | 0 | 0 | For |
| Charles Schwab | 2,464,103 | 0 | 0 | 0 | For |
| MERGER FUND | 2,233,388 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 2,082,750 | 0 | 0 | 0 | For |
| Calamos | 1,339,291 | 0 | 0 | 0 | For |
| Capital Group | 1,260,099 | 0 | 0 | 0 | For |
| AQR | 0 | 0 | 1,033,148 | 0 | Abstain |
| TIAA | 866,225 | 0 | 0 | 0 | For |
| Equitable | 628,367 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 576,175 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 453,675 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 428,984 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 303,651 | 0 | 0 | 0 | For |
| Jackson National | 296,377 | 0 | 0 | 0 | For |
| John Hancock | 286,529 | 0 | 0 | 0 | For |
| State Street | 264,892 | 0 | 0 | 0 | For |
| Lincoln Financial | 204,196 | 0 | 0 | 0 | For |
| JPMorgan | 190,627 | 0 | 0 | 0 | For |
| Northern Trust | 167,414 | 0 | 0 | 0 | For |
| Virtus | 154,765 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 151,365 | 0 | 0 | 0 | For |
| Global X | 130,126 | 0 | 0 | 0 | For |
Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.
Meeting held 2026-05-06.
99.2% fund support · no official result
The 70 asset managers below cast 99.2% of the shares they voted on this item FOR (73,054,515 for, 565,028 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 31,227,279 | 33 | 17 | 0 | For |
| BlackRock | 14,636,986 | 0 | 0 | 0 | For |
| Fidelity | 7,332,588 | 0 | 0 | 0 | For |
| NEXPOINT FUNDS I | 4,094,310 | 0 | 0 | 0 | For |
| Charles Schwab | 2,464,103 | 0 | 0 | 0 | For |
| MERGER FUND | 2,233,388 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 2,082,750 | 0 | 0 | 0 | For |
| Calamos | 1,339,291 | 0 | 0 | 0 | For |
| Capital Group | 1,260,099 | 0 | 0 | 0 | For |
| AQR | 0 | 0 | 1,033,148 | 0 | Abstain |
| TIAA | 866,225 | 0 | 0 | 0 | For |
| Equitable | 628,367 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 576,175 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 453,675 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 428,984 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 303,651 | 0 | 0 | 0 | For |
| Jackson National | 296,377 | 0 | 0 | 0 | For |
| John Hancock | 286,529 | 0 | 0 | 0 | For |
| State Street | 620 | 264,272 | 0 | 0 | Against |
| Lincoln Financial | 18,757 | 185,439 | 0 | 0 | Against |
| JPMorgan | 190,627 | 0 | 0 | 0 | For |
| Northern Trust | 167,414 | 0 | 0 | 0 | For |
| Virtus | 154,765 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 151,365 | 0 | 0 | 0 | For |
| Global X | 130,126 | 0 | 0 | 0 | For |
Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.
Meeting held 2026-05-06.
100% fund support · no official result
The 7 asset managers below cast 100% of the shares they voted on this item FOR (9,888,196 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| HBK INVESTMENTS L P | 8,909,168 | 0 | 0 | 0 | For |
| Birnam Oak Advisors, LP | 810,220 | 0 | 0 | 0 | For |
| MANGROVE PARTNERS IM, LLC | 0 | 0 | 85,022 | 0 | Abstain |
| Varenne Capital Partners | 76,841 | 0 | 0 | 0 | For |
| Select Asset Management & Trust | 73,931 | 0 | 0 | 0 | For |
| APG Asset Management US Inc. | 18,013 | 0 | 0 | 0 | For |
| Wilshire Advisors LLC | 23 | 0 | 0 | 0 | For |
Reported under meeting date 2026-04-06; no official results on file for that date.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (2,472 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Spinnaker ETF Series | 1,241 | 0 | 0 | 0 | For |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,231 | 0 | 0 | 0 | For |
Ranked by the number of Clearwater Analytics Holdings, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 33,697,214 |
| 2 | BlackRock | 27,026,804 |
| 3 | Fidelity | 19,839,756 |
| 4 | GLAZER CAPITAL, LLC | 7,191,939 |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 6,801,827 |
| 6 | OAK RIDGE INVESTMENTS LLC | 6,356,139 |
| 7 | Pentwater Capital Management LP | 6,356,139 |
| 8 | State Street | 5,583,646 |
| 9 | Starboard | 5,423,175 |
| 10 | Charles Schwab | 5,013,424 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to Clearwater Analytics Holdings, Inc. for the 2025-2026 season, so there is no denominator to divide by.
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 shareholder meeting held 2026-05-06, in the 2025-2026 proxy season, 331 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,023 separate fund positions. Their filings are grouped here into 5 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 on that ballot — To approve by, advisory (non- binding) vote, the compensation that may be paid or become… — FOR was 98% 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 2026-05-07.
Clearwater Analytics Holdings, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).