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Compiled from SEC Form N-PX filings and Compass, Inc.’s Form 8-K, filed 2026-05-15 (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 2026-05-15 (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. reported 2 meetings in this season; each is tabulated separately below, with its own filing.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Allan Leinwand | 734,027,441 | 22,659,225 | 911,528 | -- | 68,135,389 | Majority: yes |
| Elect Director: Charles Phillips | 633,891,873 | 100,802,861 | 22,903,460 | -- | 68,135,389 | Majority: yes |
| Elect Director: Pamela Thomas-Graham | 731,823,945 | 24,867,819 | 906,430 | -- | 68,135,389 | Majority: yes |
Source: Compass, Inc., Form 8-K, filed with the SEC on 2026-05-15 — read the filing on EDGAR.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Proposal 2: The proposal to approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies to adopt the Compass Share Issuance Proposal or ensure that any supplement or amendment to the Prospectus is provided to shar | 591,363,990 | 20,197,265 | 169,369 | -- | 0 | Majority: yes |
Source: Compass, Inc., Form 8-K, filed with the SEC on 2026-01-07 — read the filing on EDGAR.
Each item below shows how the 388 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.
Meeting held 2026-05-14.
Combines 5 wordings of this item as funds reported it.
93% fund support · no official result
The 356 asset managers below cast 93% of the shares they voted on this item FOR (599,040,114 for, 46,659,221 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 214,546,901 | 0 | 0 | 0 | For |
| Vanguard | 92,311,430 | 41 | 0 | 0 | For |
| BlackRock | 46,330,506 | 4,231 | 0 | 0 | For |
| Capital Group | 0 | 39,604,910 | 0 | 0 | Against |
| Charles Schwab | 26,334,440 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 16,382,250 | 0 | 0 | 0 | For |
| Winslow Capital Management, LLC | 13,869,240 | 0 | 0 | 0 | For |
| T. Rowe Price | 13,220,479 | 0 | 0 | 0 | For |
| State Street | 12,497,615 | 0 | 0 | 0 | For |
| Parsifal Capital Management, LP | 7,551,826 | 0 | 0 | 0 | For |
| Artisan | 7,051,657 | 0 | 0 | 0 | For |
| Dimensional | 7,036,670 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 6,451,680 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 6,385,739 | 0 | 0 | 0 | For |
| Castle Hook Partners LP | 5,833,301 | 0 | 0 | 0 | For |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 5,792,797 | 0 | 0 | 0 | For |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 5,587,874 | 0 | 0 | 0 | For |
| Philosophy Capital Management LLC | 5,583,429 | 0 | 0 | 0 | For |
| Northern Trust | 5,156,416 | 0 | 0 | 0 | For |
| Nuveen | 5,132,587 | 0 | 0 | 0 | For |
| Southpoint Capital Advisors LP | 4,950,280 | 0 | 0 | 0 | For |
| TIAA | 4,918,582 | 0 | 0 | 0 | For |
| Capitol Series Trust | 4,608,500 | 0 | 0 | 0 | For |
| Citadel | 4,242,292 | 0 | 0 | 0 | For |
| MAVERICK CAPITAL LTD | 3,948,682 | 0 | 0 | 0 | For |
Showing the 25 largest of 356 asset managers. See all 356 in the interactive database.
Meeting held 2026-05-14.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Compass, Inc.’s own tally for this item (“Elect Director: Allan Leinwand”): 734,027,441 for, 22,659,225 against, per its Form 8-K filed 2026-05-15 (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. Of all 746,169,487 outstanding shares: 98% for, 3% against (100% of the company cast a for/against vote).
The 93 asset managers below cast 98% of the shares they voted on this item FOR (294,861,988 for, 7,486,870 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 109,762,724 | 0 | 0 | 0 | For |
| Vanguard | 87,120,716 | 34 | 1 | 0 | For |
| BlackRock | 23,948,326 | 0 | 0 | 0 | For |
| Capital Group | 19,661,494 | 0 | 0 | 0 | For |
| Charles Schwab | 13,161,955 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 6,385,739 | 0 | 0 | 0 | For |
| Dimensional | 0 | 4,998,266 | 0 | 0 | Against |
| TIAA | 4,918,582 | 0 | 0 | 0 | For |
| Capitol Series Trust | 4,608,500 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,553,230 | 0 | 0 | 0 | For |
| JPMorgan | 3,416,324 | 0 | 0 | 0 | For |
| Equitable | 991,880 | 475,071 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 1,241,425 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 1,121,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 1,056,686 | 0 | 0 | 0 | For |
| World Funds Trust | 1,000,351 | 0 | 0 | 0 | For |
| Invesco | 874,320 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 65,011 | 790,337 | 0 | 0 | Against |
| HC CAPITAL TRUST | 735,500 | 0 | 0 | 0 | For |
| Principal | 46,581 | 649,190 | 0 | 0 | Against |
| Jackson National | 497,812 | 122,848 | 0 | 0 | For |
| Columbia Threadneedle | 582,197 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 523,397 | 0 | 0 | 0 | For |
| EA Series Trust | 517,117 | 0 | 0 | 0 | For |
| Lincoln Financial | 451,920 | 47,538 | 0 | 0 | For |
Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.
Meeting held 2026-05-14.
Combines 4 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
Compass, Inc.’s own tally for this item (“Elect Director: Charles Phillips”): 633,891,873 for, 100,802,861 against, per its Form 8-K filed 2026-05-15 (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. Of all 746,169,487 outstanding shares: 85% for, 14% against (98% of the company cast a for/against vote).
The 93 asset managers below cast 89% of the shares they voted on this item FOR (268,709,650 for, 33,639,208 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 109,762,724 | 0 | 0 | 0 | For |
| Vanguard | 87,099,967 | 20,782 | 1 | 0 | For |
| BlackRock | 23,948,326 | 0 | 0 | 0 | For |
| Capital Group | 19,661,494 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 13,161,955 | 0 | 0 | Against |
| Kanen Wealth Management LLC | 6,385,739 | 0 | 0 | 0 | For |
| Dimensional | 0 | 4,998,266 | 0 | 0 | Against |
| TIAA | 4,918,582 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 4,608,500 | 0 | 0 | Against |
| T. Rowe Price | 4,553,230 | 0 | 0 | 0 | For |
| JPMorgan | 3,416,324 | 0 | 0 | 0 | For |
| Equitable | 991,880 | 475,071 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 0 | 1,241,425 | 0 | 0 | Against |
| HENNESSY FUNDS TRUST | 1,121,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 1,056,686 | 0 | 0 | 0 | For |
| World Funds Trust | 1,000,351 | 0 | 0 | 0 | For |
| Invesco | 874,320 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 65,011 | 790,337 | 0 | 0 | Against |
| HC CAPITAL TRUST | 0 | 735,500 | 0 | 0 | Against |
| Principal | 0 | 695,771 | 0 | 0 | Against |
| Jackson National | 0 | 620,660 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 582,197 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 523,397 | 0 | 0 | Against |
| EA Series Trust | 517,117 | 0 | 0 | 0 | For |
| Lincoln Financial | 451,920 | 47,538 | 0 | 0 | For |
Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.
Meeting held 2026-05-14.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Compass, Inc.’s own tally for this item (“Elect Director: Pamela Thomas-Graham”): 731,823,945 for, 24,867,819 against, per its Form 8-K filed 2026-05-15 (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. Of all 746,169,487 outstanding shares: 98% for, 3% against (100% of the company cast a for/against vote).
The 93 asset managers below cast 98% of the shares they voted on this item FOR (294,861,747 for, 7,487,110 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 109,762,724 | 0 | 0 | 0 | For |
| Vanguard | 87,120,713 | 36 | 1 | 0 | For |
| BlackRock | 23,948,326 | 0 | 0 | 0 | For |
| Capital Group | 19,661,494 | 0 | 0 | 0 | For |
| Charles Schwab | 13,161,955 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 6,385,739 | 0 | 0 | 0 | For |
| Dimensional | 0 | 4,998,266 | 0 | 0 | Against |
| TIAA | 4,918,582 | 0 | 0 | 0 | For |
| Capitol Series Trust | 4,608,500 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,553,230 | 0 | 0 | 0 | For |
| JPMorgan | 3,416,324 | 0 | 0 | 0 | For |
| Equitable | 991,880 | 475,071 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 1,241,425 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 1,121,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 1,056,686 | 0 | 0 | 0 | For |
| World Funds Trust | 1,000,351 | 0 | 0 | 0 | For |
| Invesco | 874,320 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 65,011 | 790,337 | 0 | 0 | Against |
| HC CAPITAL TRUST | 735,500 | 0 | 0 | 0 | For |
| Principal | 46,581 | 649,190 | 0 | 0 | Against |
| Jackson National | 497,812 | 122,848 | 0 | 0 | For |
| Columbia Threadneedle | 582,197 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 523,397 | 0 | 0 | 0 | For |
| EA Series Trust | 517,117 | 0 | 0 | 0 | For |
| Lincoln Financial | 451,920 | 47,538 | 0 | 0 | For |
Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.
Meeting held 2026-05-14.
Combines 3 wordings of this item as funds reported it.
99.9% fund support · no official result
The 93 asset managers below cast 99.9% of the shares they voted on this item FOR (302,348,746 for, 200 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 109,762,724 | 0 | 0 | 0 | For |
| Vanguard | 87,120,748 | 2 | 0 | 0 | For |
| BlackRock | 23,948,326 | 0 | 0 | 0 | For |
| Capital Group | 19,661,494 | 0 | 0 | 0 | For |
| Charles Schwab | 13,161,955 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 6,385,739 | 0 | 0 | 0 | For |
| Dimensional | 4,998,266 | 0 | 0 | 0 | For |
| TIAA | 4,918,582 | 0 | 0 | 0 | For |
| Capitol Series Trust | 4,608,500 | 0 | 0 | 0 | For |
| T. Rowe Price | 4,553,230 | 0 | 0 | 0 | For |
| JPMorgan | 3,416,324 | 0 | 0 | 0 | For |
| Equitable | 1,466,951 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 1,241,425 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 1,121,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 1,056,686 | 0 | 0 | 0 | For |
| World Funds Trust | 1,000,351 | 0 | 0 | 0 | For |
| Invesco | 874,320 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 855,348 | 0 | 0 | 0 | For |
| HC CAPITAL TRUST | 735,500 | 0 | 0 | 0 | For |
| Principal | 695,771 | 0 | 0 | 0 | For |
| Jackson National | 620,660 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 582,197 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 523,397 | 0 | 0 | 0 | For |
| EA Series Trust | 517,117 | 0 | 0 | 0 | For |
| Lincoln Financial | 499,458 | 0 | 0 | 0 | For |
Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.
Meeting held 2026-01-07.
Combines 10 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Compass, Inc.’s own tally for this item (“Proposal 2: The proposal to approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies to adopt the Compass Share Issuance Proposal or ensure that any supplement or amendme”): 591,363,990 for, 20,197,265 against, per its Form 8-K filed 2026-01-07 (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. Of all 746,169,487 outstanding shares: 79% for, 3% against (82% of the company cast a for/against vote).
The 79 asset managers below cast 97% of the shares they voted on this item FOR (198,283,674 for, 6,187,053 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 73,218,896 | 0 | 0 | 0 | For |
| Vanguard | 67,097,245 | 0 | 0 | 0 | For |
| BlackRock | 18,507,455 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 6,391,537 | 0 | 0 | 0 | For |
| Charles Schwab | 5,707,773 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 5,641,556 | 0 | 0 | Against |
| TIAA | 5,154,033 | 0 | 0 | 0 | For |
| Capital Group | 4,748,742 | 0 | 0 | 0 | For |
| Dimensional | 3,183,534 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 1,160,000 | 0 | 0 | 0 | For |
| Equitable | 1,046,325 | 0 | 0 | 0 | For |
| World Funds Trust | 1,000,351 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 904,002 | 0 | 0 | 0 | For |
| Principal | 863,310 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 794,876 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 756,281 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 633,907 | 0 | 0 | 0 | For |
| Invesco | 630,348 | 0 | 0 | 0 | For |
| Jackson National | 615,205 | 0 | 0 | 0 | For |
| ALGER FUNDS | 440,974 | 0 | 0 | 0 | For |
| Prudential/PGIM | 397,957 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 386,671 | 0 | 0 | 0 | For |
| Lincoln Financial | 26,110 | 331,300 | 0 | 0 | Against |
| Goldman Sachs | 332,376 | 0 | 0 | 0 | For |
| AMG FUNDS | 326,514 | 0 | 0 | 0 | For |
Showing the 25 largest of 79 asset managers. See all 79 in the interactive database.
Meeting held 2026-01-07.
Combines 2 wordings of this item as funds reported it.
100% fund support · no official result
The 47 asset managers below cast 100% of the shares they voted on this item FOR (168,734,485 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 73,218,896 | 0 | 0 | 0 | For |
| Vanguard | 67,097,245 | 0 | 0 | 0 | For |
| T. Rowe Price | 5,641,556 | 0 | 0 | 0 | For |
| TIAA | 5,154,033 | 0 | 0 | 0 | For |
| Capital Group | 4,748,742 | 0 | 0 | 0 | For |
| Dimensional | 3,183,534 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 1,160,000 | 0 | 0 | 0 | For |
| Equitable | 1,046,325 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 904,002 | 0 | 0 | 0 | For |
| Principal | 863,310 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 756,281 | 0 | 0 | 0 | For |
| Invesco | 630,348 | 0 | 0 | 0 | For |
| ALGER FUNDS | 440,974 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 386,671 | 0 | 0 | 0 | For |
| Lincoln Financial | 357,410 | 0 | 0 | 0 | For |
| Northern Trust | 291,051 | 0 | 0 | 0 | For |
| Victory Capital | 269,373 | 0 | 0 | 0 | For |
| Prudential/PGIM | 267,457 | 0 | 0 | 0 | For |
| Goldman Sachs | 265,045 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 229,565 | 0 | 0 | 0 | For |
| State Street | 189,457 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 169,179 | 0 | 0 | 0 | For |
| Brighthouse | 154,957 | 0 | 0 | 0 | For |
| Pacific Life | 150,615 | 0 | 0 | 0 | For |
| Nationwide | 142,094 | 0 | 0 | 0 | For |
Showing the 25 largest of 47 asset managers. See all 47 in the interactive database.
Meeting held 2026-01-07.
Combines 6 wordings of this item as funds reported it.
100% fund support · no official result
The 36 asset managers below cast 100% of the shares they voted on this item FOR (31,814,854 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 18,507,455 | 0 | 0 | 0 | For |
| Charles Schwab | 5,707,773 | 0 | 0 | 0 | For |
| Kanen Wealth Management LLC | 2,421,163 | 0 | 0 | 0 | For |
| World Funds Trust | 1,000,351 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 794,876 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 633,907 | 0 | 0 | 0 | For |
| Jackson National | 615,205 | 0 | 0 | 0 | For |
| AMG FUNDS | 326,514 | 0 | 0 | 0 | For |
| John Hancock | 236,265 | 0 | 0 | 0 | For |
| Global X | 228,713 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 219,455 | 0 | 0 | 0 | For |
| Russell Investments | 159,045 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 142,747 | 0 | 0 | 0 | For |
| SEI | 132,906 | 0 | 0 | 0 | For |
| Prudential/PGIM | 130,500 | 0 | 0 | 0 | For |
| Harbor ETF Trust | 126,051 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 91,470 | 0 | 0 | 0 | For |
| Goldman Sachs | 67,331 | 0 | 0 | 0 | For |
| Brighthouse | 49,440 | 0 | 0 | 0 | For |
| Guardian Variable Products Trust | 48,590 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 38,209 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 32,129 | 0 | 0 | 0 | For |
| Allianz | 28,800 | 0 | 0 | 0 | For |
| ETF Series Solutions | 23,226 | 0 | 0 | 0 | For |
| EA Series Trust | 16,388 | 0 | 0 | 0 | For |
Showing the 25 largest of 36 asset managers. See all 36 in the interactive database.
Meeting held 2026-05-14.
99% fund support · no official result
The 8 asset managers below cast 99% of the shares they voted on this item FOR (25,531,969 for, 362,152 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| SB INVESTMENT ADVISERS (UK) LTD | 22,004,702 | 0 | 0 | 0 | For |
| Nixon Capital, LLC | 2,040,505 | 0 | 0 | 0 | For |
| Granahan Investment Management, LLC | 1,417,684 | 0 | 0 | 0 | For |
| NORDEA INVESTMENT MANAGEMENT AB | 0 | 362,152 | 0 | 0 | Against |
| APG Asset Management US Inc. | 41,335 | 0 | 0 | 0 | For |
| MILLER HOWARD INVESTMENTS INC /NY | 27,500 | 0 | 0 | 0 | For |
| Wilshire Advisors LLC | 193 | 0 | 0 | 0 | For |
| Coyle Financial Counsel LLC | 50 | 0 | 0 | 0 | For |
Meeting held 2026-05-14.
100% fund support · no official result
The 5 asset managers below cast 100% of the shares they voted on this item FOR (11,355 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Advisors' Inner Circle Fund III | 3,804 | 0 | 0 | 0 | For |
| L2 Asset Management, LLC | 3,804 | 0 | 0 | 0 | For |
| Evernest Financial Advisors, LLC | 3,000 | 0 | 0 | 0 | For |
| Chicago Capital, LLC | 487 | 0 | 0 | 0 | For |
| Aletheian Wealth Advisors LLC | 260 | 0 | 0 | 0 | For |
Meeting held 2026-05-14.
Combines 2 wordings of this item as funds reported it.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (55,628 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WHITEBOX ADVISORS LLC | 55,367 | 0 | 0 | 0 | For |
| STRATEGY ASSET MANAGERS LLC | 261 | 0 | 0 | 0 | For |
Ranked by the number of Compass, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 746,169,487 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 28.75% |
| 2 | Vanguard | 12.37% |
| 3 | BlackRock | 6.21% |
| 4 | Capital Group | 5.31% |
| 5 | Charles Schwab | 3.53% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.20% |
| 7 | Winslow Capital Management, LLC | 1.86% |
| 8 | T. Rowe Price | 1.77% |
| 9 | State Street | 1.67% |
| 10 | Parsifal Capital Management, LP | 1.01% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| FMR (Fidelity) | 14.41% | 13F |
| Vanguard Group | 9.90% | 13F |
| FMR LLC | 8.94% | DEF14A |
| Vanguard Portfolio Management | 8.11% | 13G |
| BlackRock | 6.77% | 13F |
| SB Investment Advisers (UK) Limited | 3.36% | 13G |
| Dimensional Fund Advisors | 2.06% | 13F |
| State Street | 1.96% | 13F |
| Citadel Advisors | 1.54% | 13F |
| Robert Reffkin | 1.12% | DEF14A |
Percentages above are of 746,169,487 shares outstanding, as reported by Compass, Inc. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Compass, Inc.'s 2 shareholder meetings in the 2025-2026 proxy season (held 2026-01-07 and 2026-05-14), 388 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,666 separate fund positions. Their filings are grouped here into 11 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 2025 Named Executive Officer Compensation ("Say-on-Pay Vote") — the reporting funds cast 93% 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 · 2025-2026 (this page).