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COMPASS INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and COMPASS INC.’s Form 8-K, filed 2025-05-29 (Item 5.07 on EDGAR). Page generated 04 October 2026.

7Reported items
281Asset managers
1,547Fund votes
2025-05-22Meeting date

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

Explore COMPASS INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by COMPASS INC.

These tallies are COMPASS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-29 (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.

COMPASS INC. — official shareholder meeting results, meeting held 2025-05-22
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Frank Martell	430,690,157	63,070,297	58,385,248	--	51,031,976	Majority: yes
Elect Director: Dawanna Williams	442,697,897	51,058,833	58,388,972	--	51,032	Majority: yes

This meeting is also recorded here as 2025-05-29; both records come from the same filing, so the date should be checked against it.

Source: COMPASS INC., Form 8-K, filed with the SEC on 2025-05-29 — read the filing on EDGAR.

How asset managers voted at the COMPASS INC. 2024-2025 meeting

Each item below shows how the 281 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.

1. Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote")

CORPORATE GOVERNANCE

Combines 5 wordings of this item as funds reported it.

94% fund support · no official result

FOR 94%

The 261 asset managers below cast 94% of the shares they voted on this item FOR (353,262,102 for, 23,448,245 against).

FOR: 353,262,102 (93.8%)AGAINST: 23,448,245 (6.2%)ABSTAIN: 25,565 (0.0%)

Largest asset managers voting on “Advisory Vote to Approve 2024 Named Executive Officer Compensation ("Say-on-Pay Vote")” at COMPASS INC., 2024-2025
Asset manager	For	Against	Vote
Fidelity	84,621,442	0	For
Vanguard	70,922,043	0	For
SB INVESTMENT ADVISERS (UK) LTD	58,070,273	0	For
BlackRock	27,343,250	307,257	For
Charles Schwab	12,728,130	0	For
GEODE CAPITAL MANAGEMENT, LLC	9,869,506	0	For
State Street	7,797,656	0	For
Winslow Capital Management, LLC	6,934,620	0	For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	6,341,628	359,701	For
Kanen Wealth Management LLC	5,646,655	0	For
DRIEHAUS CAPITAL MANAGEMENT LLC	5,576,312	0	For
Nuveen	5,218,101	0	For
TIAA	5,180,312	0	For
Whale Rock Capital Management LLC	0	3,757,979	Against
Northern Trust	3,339,541	0	For
No Street GP LP	3,230,300	0	For
Senvest Management, LLC	3,129,893	0	For
Prudential/PGIM	379,562	2,629,989	Against
Dimensional	0	2,972,650	Against
JACOBS LEVY EQUITY MANAGEMENT, INC	2,928,893	0	For
DISCOVERY CAPITAL MANAGEMENT, LLC / CT	2,273,161	0	For
Renaissance	2,148,697	0	For
Point72	2,012,985	0	For
Bridge Builder Trust	1,975,900	0	For
Goldman Sachs	1,692,851	0	For

Showing the 25 largest of 261 asset managers. See all 261 in the interactive database.

2. Election of Class I Directors: Dawanna Williams

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

90% Majority: yes · of votes cast

FOR 90%10%

FOR: 442,697,897AGAINST: 51,058,833

COMPASS INC.’s own tally for this item (“Elect Director: Dawanna Williams”): 442,697,897 for, 51,058,833 against, per its Form 8-K filed 2025-05-29 (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 71 asset managers below cast 94% of the shares they voted on this item FOR (153,326,465 for, 9,687,465 against).

FOR 94%

FOR: 153,326,465 (94.0%)AGAINST: 9,687,465 (5.9%)ABSTAIN: 38,391 (0.0%)

Largest asset managers voting on “Election of Class I Directors: Dawanna Williams” at COMPASS INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	69,486,126	0	For
Fidelity	44,559,414	0	For
BlackRock	14,275,073	0	For
Charles Schwab	6,363,801	0	For
Kanen Wealth Management LLC	5,646,655	0	For
TIAA	5,180,312	0	For
Dimensional	0	2,375,182	Against
Bridge Builder Trust	71,384	1,904,516	Against
DRIEHAUS MUTUAL FUNDS	0	1,279,618	Against
Prudential/PGIM	648,308	409,032	For
World Funds Trust	1,050,351	0	For
Equitable	586,806	408,510	For
Goldman Sachs	721,715	0	For
Invesco	653,770	0	For
First Trust	0	628,699	Against
QUANTITATIVE MASTER SERIES LLC	621,373	0	For
Jackson National	0	583,418	Against
Exchange Place Advisors Trust	536,290	0	For
SEI	429,504	0	For
JPMorgan	329,992	0	For
TRUST FOR PROFESSIONAL MANAGERS	0	282,944	Against
Lincoln Financial	268,600	10,409	For
Victory Capital	0	260,623	Against
Northern Trust	250,369	0	For
Global X	218,725	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

3. Election of Class I Directors: Frank Martell

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

87% Majority: yes · of votes cast

FOR 87%13%

FOR: 430,690,157AGAINST: 63,070,297

COMPASS INC.’s own tally for this item (“Elect Director: Frank Martell”): 430,690,157 for, 63,070,297 against, per its Form 8-K filed 2025-05-29 (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 71 asset managers below cast 94% of the shares they voted on this item FOR (152,538,433 for, 10,491,442 against).

FOR 94%

FOR: 152,538,433 (93.6%)AGAINST: 10,491,442 (6.4%)ABSTAIN: 22,446 (0.0%)

Largest asset managers voting on “Election of Class I Directors: Frank Martell” at COMPASS INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	69,486,126	0	For
Fidelity	44,559,414	0	For
BlackRock	14,275,073	0	For
Charles Schwab	6,363,801	0	For
Kanen Wealth Management LLC	5,646,655	0	For
TIAA	5,180,312	0	For
Dimensional	0	2,375,182	Against
Bridge Builder Trust	71,384	1,904,516	Against
DRIEHAUS MUTUAL FUNDS	0	1,279,618	Against
Prudential/PGIM	648,308	409,032	For
World Funds Trust	1,050,351	0	For
Equitable	586,806	408,510	For
Goldman Sachs	721,715	0	For
Invesco	653,770	0	For
First Trust	0	628,699	Against
QUANTITATIVE MASTER SERIES LLC	621,373	0	For
Jackson National	0	583,418	Against
Exchange Place Advisors Trust	536,290	0	For
SEI	429,504	0	For
JPMorgan	329,992	0	For
TRUST FOR PROFESSIONAL MANAGERS	0	282,944	Against
Lincoln Financial	0	279,009	Against
Victory Capital	0	260,623	Against
Northern Trust	0	250,369	Against
Global X	218,725	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

4. Election of Class I Directors: Robert Reffkin

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

94% fund support · no official result

FOR 94%

The 71 asset managers below cast 94% of the shares they voted on this item FOR (153,635,058 for, 9,394,817 against).

FOR: 153,635,058 (94.2%)AGAINST: 9,394,817 (5.8%)ABSTAIN: 22,446 (0.0%)

Largest asset managers voting on “Election of Class I Directors: Robert Reffkin” at COMPASS INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	69,486,126	0	For
Fidelity	44,559,414	0	For
BlackRock	14,275,073	0	For
Charles Schwab	6,363,801	0	For
Kanen Wealth Management LLC	5,646,655	0	For
TIAA	5,180,312	0	For
Dimensional	0	2,375,182	Against
Bridge Builder Trust	71,384	1,904,516	Against
DRIEHAUS MUTUAL FUNDS	0	1,279,618	Against
Prudential/PGIM	648,308	409,032	For
World Funds Trust	1,050,351	0	For
Equitable	995,316	0	For
Goldman Sachs	721,715	0	For
Invesco	653,770	0	For
First Trust	0	628,699	Against
QUANTITATIVE MASTER SERIES LLC	621,373	0	For
Jackson National	0	583,418	Against
Exchange Place Advisors Trust	536,290	0	For
SEI	429,504	0	For
JPMorgan	329,992	0	For
TRUST FOR PROFESSIONAL MANAGERS	0	282,944	Against
Lincoln Financial	268,600	10,409	For
Victory Capital	0	260,623	Against
Northern Trust	250,369	0	For
Global X	218,725	0	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

5. Ratification of the Appointment of PricewaterhouseCoopers LLP as Our Independent Public Accounting Firm for 2025

CORPORATE GOVERNANCE

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 71 asset managers below cast 99.9% of the shares they voted on this item FOR (162,907,225 for, 122,650 against).

FOR: 162,907,225 (99.9%)AGAINST: 122,650 (0.1%)ABSTAIN: 22,446 (0.0%)

Largest asset managers voting on “Ratification of the Appointment of PricewaterhouseCoopers LLP as Our Independent Public Accounting Firm for 20” at COMPASS INC., 2024-2025
Asset manager	For	Vote
Vanguard	69,486,126	For
Fidelity	44,559,414	For
BlackRock	14,275,073	For
Charles Schwab	6,363,801	For
Kanen Wealth Management LLC	5,646,655	For
TIAA	5,180,312	For
Dimensional	2,375,182	For
Bridge Builder Trust	1,975,900	For
DRIEHAUS MUTUAL FUNDS	1,279,618	For
Prudential/PGIM	1,057,340	For
World Funds Trust	1,050,351	For
Equitable	995,316	For
Goldman Sachs	721,715	For
Invesco	653,770	For
First Trust	628,699	For
QUANTITATIVE MASTER SERIES LLC	621,373	For
Jackson National	583,418	For
Exchange Place Advisors Trust	536,290	For
SEI	429,504	For
JPMorgan	329,992	For
TRUST FOR PROFESSIONAL MANAGERS	282,944	For
Lincoln Financial	279,009	For
Victory Capital	260,623	For
Northern Trust	250,369	For
Global X	218,725	For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

6. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

72% fund support · no official result

FOR 72%AGAINST 28%

The 9 asset managers below cast 72% of the shares they voted on this item FOR (4,007,350 for, 1,556,946 against).

FOR: 4,007,350 (72.0%)AGAINST: 1,556,946 (28.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at COMPASS INC., 2024-2025
Asset manager	For	Against	Vote
Granahan Investment Management, LLC	3,982,025	0	For
ALGERT GLOBAL LLC	0	609,478	Against
JPMorgan	0	524,371	Against
NORDEA INVESTMENT MANAGEMENT AB	0	419,532	Against
TD ASSET MANAGEMENT INC	15,700	0	For
Plato Investment Management Ltd	4,638	0	For
Divisadero Street Capital Management, LP	4,571	0	For
Desjardins Global Asset Management Inc.	0	3,565	Against
Convergence Investment Partners, LLC	416	0	For

7. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (297,247 for, 0 against).

FOR: 297,247 (100.0%)

Largest asset managers voting on “14A Executive Compensation” at COMPASS INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
DIKER MANAGEMENT LLC	297,175	0	0	0	For
MQS Management LLC	72	0	0	0	For

Largest COMPASS INC. shareholders voting in 2024-2025

Ranked by the number of COMPASS INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 518,694,601 shares outstanding at the time of that meeting.

Top COMPASS INC. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Fidelity	16.31%
2	Vanguard	13.67%
3	SB INVESTMENT ADVISERS (UK) LTD	11.20%
4	BlackRock	5.33%
5	Charles Schwab	2.45%
6	GEODE CAPITAL MANAGEMENT, LLC	1.90%
7	State Street	1.50%
8	Winslow Capital Management, LLC	1.34%
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.29%
10	Kanen Wealth Management LLC	1.09%

Reported COMPASS INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

COMPASS INC. beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
FMR LLC	20.71%	13G
The Vanguard Group	12.96%	DEF14A
Vanguard Portfolio Management	11.67%	13G
SVF Excalibur (Cayman) Limited	11.20%	DEF14A
BlackRock, Inc.	5.55%	DEF14A
SB Investment Advisers (UK) Limited	4.83%	13G
Robert L. Reffkin	4.51%	13G
Robert Reffkin	1.51%	DEF14A
Bradley Serwin	0.19%	DEF14A
Kalani Reelitz	0.16%	DEF14A

Percentages above are of 518,694,601 shares outstanding, as reported by COMPASS INC. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

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. Shares outstanding are taken from COMPASS INC.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At COMPASS INC.'s shareholder meeting held 2025-05-22, in the 2024-2025 proxy season, 281 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,547 separate fund positions. Their filings are grouped here into 7 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 2024 Named Executive Officer Compensation ("Say-on-Pay Vote") — the reporting funds cast 94% 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 · 2024-2025 (this page) · 2025-2026.