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ENGAGESMART INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and ENGAGESMART INC.’s Form 8-K, filed 2024-01-24 (Item 5.07 on EDGAR). Page generated 04 October 2026.

5Reported items
173Asset managers
750Fund votes
2024-01-23Meeting date

Proxy season: 2023-2024

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

Official 2023-2024 meeting results reported by ENGAGESMART INC.

These tallies are ENGAGESMART INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-01-24 (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.

ENGAGESMART INC. — official shareholder meeting results, meeting held 2024-01-23
Ballot item	For	Against	Abstain	Withheld	Outcome
Elect Director: Majority Vote	158,920,906	173,707	494,445	--	Majority: yes
Elect Director: Unaffiliated Stockholder Vote	65,529,617	173,707	494,445	--	Majority: yes
Proposal 2: (the " Compensation Proposal ") was to consider and vote on the proposal to approve, on a non-binding, advisory basis, compensation that will or may become payable by EngageSmart to its named executive officers in connection with the Merger	158,080,329	1,064,524	444,205	--	Passed
Proposal 3: (the " Adjournment Proposal ") was to consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to appro	156,604,434	2,318,188	666,436	--	Passed

Source: ENGAGESMART INC., Form 8-K, filed with the SEC on 2024-01-24 — read the filing on EDGAR.

How asset managers voted at the ENGAGESMART INC. 2023-2024 meeting

Each item below shows how the 173 asset managers that disclosed a ENGAGESMART 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 ENGAGESMART 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. To approve, on a non-binding, advisory basis, the compensation that will or may become payable by EngageSmart to its named executive officers in connection with the Merger.

EXTRAORDINARY TRANSACTIONSCompany result: Passed

Combines 10 wordings of this item as funds reported it.

99.3% Passed · of votes cast

FOR 99.3%

FOR: 158,080,329AGAINST: 1,064,524

ENGAGESMART INC.’s own tally for this item (“Proposal 2: (the " Compensation Proposal ") was to consider and vote on the proposal to approve, on a non-binding, advisory basis, compensation that will or may become payable by EngageSmart to its named executive office”): 158,080,329 for, 1,064,524 against — passed, per its Form 8-K filed 2024-01-24 (Item 5.07). Of all 168,096,841 outstanding shares: 94% for, 0.7% against (95% of the company cast a for/against vote).

The 164 asset managers below cast 99.0% of the shares they voted on this item FOR (60,143,663 for, 597,928 against).

FOR 99%

FOR: 60,143,663 (99.0%)AGAINST: 597,928 (1.0%)ABSTAIN: 39,770 (0.1%)

Largest asset managers voting on “To approve, on a non-binding, advisory basis, the compensation that will or may become payable by EngageSmart ” at ENGAGESMART INC., 2023-2024
Asset manager	For	Vote
Meeder Advisory Services, Inc.	15,000,000	For
Fidelity	7,934,241	For
Vanguard	5,202,140	For
Man Group plc	4,717,060	For
BlackRock	3,441,559	For
Dragoneer Investment Group, LLC	2,191,705	For
State Street	1,494,403	For
Charles Schwab	1,428,076	For
Woodline Partners LP	1,195,767	For
GEODE CAPITAL MANAGEMENT, LLC	1,069,989	For
Nuveen	999,017	For
GLAZER CAPITAL, LLC	998,251	For
TIAA	976,496	For
JENNISON ASSOCIATES LLC	969,374	For
Dimensional	948,750	For
ARBITRAGE FUNDS	763,072	For
WATER ISLAND CAPITAL LLC	763,072	For
Janus Henderson	714,070	For
JANUS INVESTMENT FUND	685,508	For
Gabelli	668,883	For
Wellington	538,973	For
Senator Investment Group LP	535,000	For
Magnetar Financial LLC	530,636	For
Renaissance	430,455	For
BROWN CAPITAL MANAGEMENT LLC	416,661	For

Showing the 25 largest of 164 asset managers. See all 164 in the interactive database.

2. To adjourn the special meeting of stockholders (the ''Special Meeting''), from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.

CORPORATE GOVERNANCECompany result: Passed

Combines 6 wordings of this item as funds reported it.

99% Passed · of votes cast

FOR 99%

FOR: 156,604,434AGAINST: 2,318,188

ENGAGESMART INC.’s own tally for this item (“Proposal 3: (the " Adjournment Proposal ") was to consider and vote on any proposal to adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies ”): 156,604,434 for, 2,318,188 against — passed, per its Form 8-K filed 2024-01-24 (Item 5.07). Of all 168,096,841 outstanding shares: 93% for, 1% against (95% of the company cast a for/against vote).

The 67 asset managers below cast 91% of the shares they voted on this item FOR (13,903,007 for, 1,357,886 against).

FOR 91%9%

FOR: 13,903,007 (90.7%)AGAINST: 1,357,886 (8.9%)ABSTAIN: 63,377 (0.4%)

Largest asset managers voting on “To adjourn the special meeting of stockholders (the ''Special Meeting''), from time to time, to a later date o” at ENGAGESMART INC., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	5,070,159	0	0	For
BlackRock	1,739,156	0	0	For
Fidelity	159,461	1,018,772	0	Against
TIAA	976,496	0	0	For
Dimensional	816,629	0	0	For
ARBITRAGE FUNDS	763,072	0	0	For
Charles Schwab	703,785	0	0	For
JANUS INVESTMENT FUND	685,508	0	0	For
New York Life	363,544	0	0	For
Brown Capital Management Mutual Funds	339,724	0	0	For
State Street	89	292,238	0	Against
Hartford	221,378	0	0	For
Gabelli	217,000	0	0	For
Investment Managers Series Trust II	191,305	0	0	For
Equitable	107,166	0	62,830	For
NEXPOINT FUNDS I	161,192	0	0	For
GDL FUND	149,000	0	0	For
Northwestern Mutual	125,108	0	0	For
CREDIT SUISSE OPPORTUNITY FUNDS	122,156	0	0	For
Allspring	108,490	0	0	For
QUANTITATIVE MASTER SERIES LLC	88,138	0	0	For
Prudential/PGIM	72,585	0	0	For
Guggenheim	69,298	0	0	For
First Trust	63,104	0	0	For
Russell Investments	58,119	0	0	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

3. To adopt the Agreement and Plan of Merger (as it may be amended, supplemented or modified from time to time, the ''Merger Agreement''), dated as of October 23, 2023, by and among EngageSmart, Inc. (''EngageSmart''), Icefall Parent, LLC (''Parent'') and Icefall Merger Sub, Inc. (''Merger Sub''), pursuant to which Merger Sub will merge with and into EngageSmart, with EngageSmart surviving as a wholl

EXTRAORDINARY TRANSACTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.5%

The 54 asset managers below cast 100% of the shares they voted on this item FOR (14,222,987 for, 0 against).

FOR: 14,222,987 (99.6%)ABSTAIN: 62,830 (0.4%)

Largest asset managers voting on “To adopt the Agreement and Plan of Merger (as it may be amended, supplemented or modified from time to time, t” at ENGAGESMART INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	5,070,159	0	For
BlackRock	1,739,156	0	For
Fidelity	1,178,233	0	For
TIAA	976,496	0	For
Dimensional	816,629	0	For
Charles Schwab	703,785	0	For
JANUS INVESTMENT FUND	685,508	0	For
New York Life	363,544	0	For
Brown Capital Management Mutual Funds	339,724	0	For
State Street	292,327	0	For
Hartford	221,378	0	For
Gabelli	217,000	0	For
Investment Managers Series Trust II	178,805	0	For
Equitable	107,166	62,830	For
GDL FUND	149,000	0	For
Northwestern Mutual	125,108	0	For
CREDIT SUISSE OPPORTUNITY FUNDS	122,156	0	For
Allspring	108,490	0	For
QUANTITATIVE MASTER SERIES LLC	88,138	0	For
Prudential/PGIM	72,585	0	For
Guggenheim	69,298	0	For
First Trust	63,104	0	For
Russell Investments	58,119	0	For
Lincoln Financial	53,020	0	For
Columbia Threadneedle	45,486	0	For

Showing the 25 largest of 54 asset managers. See all 54 in the interactive database.

4. To adopt the Agreement and Plan of Merger (as it may be amended or modified from time to time, the ''Meger Agreement''), dated as of October 23, 2023, by and among EngageSmart, inc (''EngageSmart''), Icefall Parent, LLC (''Parent'') and icefall Merger Sub, Inc (''Merger Sub''), pursuant to which Merger Sub will merge with and into EngageSmart, with EngageSmart surving as a wholly owned subsidiary

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 100%

The 13 asset managers below cast 100% of the shares they voted on this item FOR (1,038,318 for, 0 against).

FOR: 1,038,318 (100.0%)

Largest asset managers voting on “To adopt the Agreement and Plan of Merger (as it may be amended or modified from time to time, the ''Meger Agr” at ENGAGESMART INC., 2023-2024
Asset manager	For	Vote
ARBITRAGE FUNDS	763,072	For
NEXPOINT FUNDS I	161,192	For
Jackson National	30,692	For
JPMorgan	30,450	For
John Hancock	20,827	For
Investment Managers Series Trust II	12,500	For
Bridge Builder Trust	8,925	For
Allianz	5,443	For
ETF Series Solutions	3,284	For
EA Series Trust	802	For
RIVERPARK FUNDS TRUST	547	For
WILSHIRE MUTUAL FUNDS INC	330	For
CITY NATIONAL ROCHDALE FUNDS	254	For

5. Advisory Vote on Golden Parachutes

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 (200,644 for, 0 against).

FOR: 200,644 (100.0%)

Largest asset managers voting on “Advisory Vote on Golden Parachutes” at ENGAGESMART INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
Walleye Capital LLC	168,850	0	0	0	For
JPMorgan	31,794	0	0	0	For

Largest ENGAGESMART INC. shareholders voting in 2023-2024

Ranked by the number of ENGAGESMART INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 168,096,841 shares outstanding at the time of that meeting.

Top ENGAGESMART INC. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	Meeder Advisory Services, Inc.	8.92%
2	Fidelity	4.72%
3	Vanguard	3.09%
4	Man Group plc	2.81%
5	BlackRock	2.05%
6	Dragoneer Investment Group, LLC	1.30%
7	State Street	0.89%
8	Charles Schwab	0.85%
9	Woodline Partners LP	0.71%
10	GEODE CAPITAL MANAGEMENT, LLC	0.64%

Reported ENGAGESMART INC. ownership

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

ENGAGESMART INC. beneficial owners on record for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
Entities affiliated with General Atlantic	53.70%	DEF14A
Entities affiliated with Summit Partners	14.88%	DEF14A
Robert P. Bennett	2.01%	DEF14A
David Mangum	0.12%	DEF14A
Norges Bank	0.08%	13F
Kevin O’Brien	0.03%	DEF14A
Scott Semel	0.02%	DEF14A
Deborah A. Dunnam	<0.01%	DEF14A
Diego Rodriguez	<0.01%	DEF14A

Percentages above are of 168,096,841 shares outstanding, as reported by ENGAGESMART INC. on its Form 10-Q dated 2023-10-31 (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.

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 ENGAGESMART INC.’s 10-Q dated 2023-10-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At ENGAGESMART INC.'s shareholder meeting held 2024-01-23, in the 2023-2024 proxy season, 173 asset managers reported how they voted in their SEC Form N-PX filings, covering 750 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, on a non-binding, advisory basis, the compensation that will or may become payable… — the proposal passed with 99.3% support 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). Source: ENGAGESMART INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-01-24.

ENGAGESMART INC. proxy season coverage: 2023-2024 (this page).