Home › Companies › COMPASS INC. › 2023-2024
Compiled from SEC Form N-PX filings and COMPASS INC.’s Form 8-K, filed 2024-06-07 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore COMPASS INC. in the interactive database Compare manager voting policies
These tallies are COMPASS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-07 (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 |
|---|---|---|---|---|---|---|
| Elect Director: Josh McCarter | 581,543,418 | 28,167,661 | 92,717,426 | -- | 57,842,515 | Majority: yes |
| Elect Director: Steven Sordello | 570,484,088 | 39,231,756 | 92,712,661 | -- | 57,842,515 | Majority: yes |
Source: COMPASS INC., Form 8-K, filed with the SEC on 2024-06-07 — read the filing on EDGAR.
Each item below shows how the 204 asset managers that disclosed a COMPASS 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 COMPASS 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.
Combines 10 wordings of this item as funds reported it.
80% fund support · no official result
The 198 asset managers below cast 80% of the shares they voted on this item FOR (178,663,486 for, 45,665,055 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| SB INVESTMENT ADVISERS (UK) LTD | 0 | 0 | 92,470,273 | 0 | Abstain |
| Vanguard | 58,885,072 | 0 | 0 | 0 | For |
| Fidelity | 47,972,916 | 0 | 0 | 0 | For |
| BlackRock | 19,725,306 | 51,628 | 0 | 0 | For |
| Winslow Capital Management, LLC | 7,122,320 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 7,044,056 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 7,035,287 | 0 | 0 | 0 | For |
| Maple Rock Capital Partners Inc. | 6,965,159 | 0 | 0 | 0 | For |
| Senvest Management, LLC | 0 | 6,669,389 | 0 | 0 | Against |
| State Street | 5,883,160 | 150,915 | 0 | 0 | For |
| Charles Schwab | 0 | 5,953,429 | 0 | 0 | Against |
| Granahan Investment Management, LLC | 0 | 4,803,617 | 0 | 0 | Against |
| J. Goldman & Co LP | 4,364,754 | 0 | 0 | 0 | For |
| Dimensional | 0 | 2,890,192 | 0 | 0 | Against |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2,804,899 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0 | 2,495,050 | 0 | 0 | Against |
| Alta Park Capital, LP | 2,488,418 | 0 | 0 | 0 | For |
| Nuveen | 0 | 2,440,477 | 0 | 0 | Against |
| Philosophy Capital Management LLC | 2,168,751 | 0 | 0 | 0 | For |
| TIAA | 0 | 1,965,490 | 0 | 0 | Against |
| Northern Trust | 1,770,252 | 0 | 0 | 0 | For |
| World Funds Trust | 1,500,351 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 1,361,086 | 0 | 0 | Against |
| Goldman Sachs | 0 | 1,095,884 | 0 | 0 | Against |
| DE Shaw | 0 | 1,088,012 | 0 | 0 | Against |
Showing the 25 largest of 198 asset managers. See all 198 in the interactive database.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
COMPASS INC.’s own tally for this item (“Elect Director: Josh McCarter”): 581,543,418 for, 28,167,661 against, per its Form 8-K filed 2024-06-07 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 53 asset managers below cast 95% of the shares they voted on this item FOR (111,928,122 for, 5,539,609 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 58,078,598 | 0 | 0 | 0 | For |
| Fidelity | 27,164,602 | 0 | 0 | 0 | For |
| BlackRock | 10,328,868 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 7,044,056 | 0 | 0 | 0 | For |
| Charles Schwab | 2,976,523 | 0 | 0 | 0 | For |
| Dimensional | 0 | 2,315,745 | 0 | 0 | Against |
| TIAA | 1,965,490 | 0 | 0 | 0 | For |
| World Funds Trust | 1,500,351 | 0 | 0 | 0 | For |
| Equitable | 438,063 | 284,570 | 0 | 0 | For |
| Jackson National | 0 | 652,930 | 0 | 0 | Against |
| Goldman Sachs | 0 | 595,595 | 0 | 0 | Against |
| Thrivent | 0 | 527,572 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 447,301 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 444,383 | 0 | 0 | 0 | For |
| Invesco | 331,842 | 0 | 0 | 0 | For |
| Lincoln Financial | 241,000 | 34,906 | 0 | 0 | For |
| Nationwide | 2,504 | 224,550 | 0 | 0 | Against |
| Columbia Threadneedle | 192,374 | 0 | 0 | 0 | For |
| Victory Capital | 0 | 150,521 | 0 | 0 | Against |
| Russell Investments | 141,955 | 0 | 0 | 0 | For |
| Voya | 0 | 141,762 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 140,368 | 0 | 0 | Against |
| Northern Trust | 124,516 | 0 | 0 | 0 | For |
| JPMorgan | 110,544 | 0 | 0 | 0 | For |
| John Hancock | 0 | 109,404 | 0 | 0 | Against |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
COMPASS INC.’s own tally for this item (“Elect Director: Steven Sordello”): 570,484,088 for, 39,231,756 against, per its Form 8-K filed 2024-06-07 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 53 asset managers below cast 92% of the shares they voted on this item FOR (107,918,346 for, 9,549,385 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 58,078,598 | 0 | 0 | 0 | For |
| Fidelity | 27,164,602 | 0 | 0 | 0 | For |
| BlackRock | 10,328,868 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 7,044,056 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 2,976,523 | 0 | 0 | Against |
| Dimensional | 0 | 2,315,745 | 0 | 0 | Against |
| TIAA | 1,965,490 | 0 | 0 | 0 | For |
| World Funds Trust | 1,500,351 | 0 | 0 | 0 | For |
| Equitable | 438,063 | 284,570 | 0 | 0 | For |
| Jackson National | 0 | 652,930 | 0 | 0 | Against |
| Goldman Sachs | 0 | 595,595 | 0 | 0 | Against |
| Thrivent | 0 | 527,572 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 447,301 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 444,383 | 0 | 0 | 0 | For |
| Invesco | 0 | 331,842 | 0 | 0 | Against |
| Lincoln Financial | 0 | 275,906 | 0 | 0 | Against |
| Nationwide | 2,504 | 224,550 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 192,374 | 0 | 0 | Against |
| Victory Capital | 0 | 150,521 | 0 | 0 | Against |
| Russell Investments | 0 | 141,955 | 0 | 0 | Against |
| Voya | 0 | 141,762 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 140,368 | 0 | 0 | Against |
| Northern Trust | 124,516 | 0 | 0 | 0 | For |
| JPMorgan | 110,544 | 0 | 0 | 0 | For |
| John Hancock | 0 | 109,404 | 0 | 0 | Against |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.9% fund support · no official result
The 53 asset managers below cast 99.9% of the shares they voted on this item FOR (117,466,579 for, 1,152 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 58,078,598 | 0 | 0 | 0 | For |
| Fidelity | 27,164,602 | 0 | 0 | 0 | For |
| BlackRock | 10,328,868 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 7,044,056 | 0 | 0 | 0 | For |
| Charles Schwab | 2,976,523 | 0 | 0 | 0 | For |
| Dimensional | 2,315,745 | 0 | 0 | 0 | For |
| TIAA | 1,965,490 | 0 | 0 | 0 | For |
| World Funds Trust | 1,500,351 | 0 | 0 | 0 | For |
| Equitable | 722,633 | 0 | 0 | 0 | For |
| Jackson National | 652,930 | 0 | 0 | 0 | For |
| Goldman Sachs | 595,595 | 0 | 0 | 0 | For |
| Thrivent | 527,572 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 447,301 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 444,383 | 0 | 0 | 0 | For |
| Invesco | 331,842 | 0 | 0 | 0 | For |
| Lincoln Financial | 275,906 | 0 | 0 | 0 | For |
| Nationwide | 227,054 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 192,374 | 0 | 0 | 0 | For |
| Victory Capital | 150,521 | 0 | 0 | 0 | For |
| Russell Investments | 141,955 | 0 | 0 | 0 | For |
| Voya | 141,762 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 140,368 | 0 | 0 | 0 | For |
| Northern Trust | 124,516 | 0 | 0 | 0 | For |
| JPMorgan | 110,544 | 0 | 0 | 0 | For |
| John Hancock | 109,404 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
0% fund support · no official result
The 4 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 2,041,196 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| ANTIPODES PARTNERS Ltd | 0 | 957,988 | 0 | 0 | Against |
| Manatuck Hill Partners, LLC | 0 | 957,062 | 0 | 0 | Against |
| JPMorgan | 0 | 121,290 | 0 | 0 | Against |
| Desjardins Global Asset Management Inc. | 0 | 4,856 | 0 | 0 | Against |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (389,519 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| DIKER MANAGEMENT LLC | 389,519 | 0 | 0 | 0 | For |
| HST Ventures, LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of COMPASS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 492,308,123 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | SB INVESTMENT ADVISERS (UK) LTD | 18.78% |
| 2 | Vanguard | 11.96% |
| 3 | Fidelity | 9.74% |
| 4 | BlackRock | 4.02% |
| 5 | Winslow Capital Management, LLC | 1.45% |
| 6 | Kanen Wealth Management LLC | 1.43% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.43% |
| 8 | Maple Rock Capital Partners Inc. | 1.41% |
| 9 | Senvest Management, LLC | 1.35% |
| 10 | State Street | 1.23% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| SVF Excalibur (Cayman) Limited | 20.81% | DEF14A |
| The Vanguard Group | 10.48% | 13G |
| Robert Reffkin | 1.78% | DEF14A |
| Greg Hart | 0.41% | DEF14A |
| Bradley Serwin | 0.22% | DEF14A |
| Kalani Reelitz | 0.10% | DEF14A |
| Steven Sordello | 0.06% | DEF14A |
| Charles Phillips | 0.06% | DEF14A |
| Pamela Thomas-Graham | 0.05% | DEF14A |
| Frank Martell | 0.02% | DEF14A |
Percentages above are of 492,308,123 shares outstanding, as reported by COMPASS INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
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. Shares outstanding are taken from COMPASS INC.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At COMPASS INC.'s shareholder meeting held 2024-06-05, in the 2023-2024 proxy season, 204 asset managers reported how they voted in their SEC Form N-PX filings, covering 952 separate fund positions. Their filings are grouped here into 6 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. COMPASS INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote") — the reporting funds cast 80% of the shares they voted in favour (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). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
COMPASS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.