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Compiled from SEC Form N-PX filings and ENVESTNET INC.’s Form 8-K, filed 2024-05-10 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2023-2024 2024-2025
Explore ENVESTNET INC. in the interactive database Compare manager voting policies
These tallies are ENVESTNET INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-10 (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: Valerie Mosley | 45,488,965 | -- | -- | 2,100,621 | 3,200,513 | Majority: yes |
| Elect Director: Gregory Smith | 45,599,981 | -- | -- | 1,989,605 | 3,200,513 | Majority: yes |
| PROPOSAL 2 The approval, on an advisory basis, of 2023 executive compensation. | 45,195,182 | 2,064,280 | 330,124 | -- | 3,200,513 | Majority: yes |
| PROPOSAL 3 The ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024. | 50,119,099 | 343,069 | 327,930 | -- | -- | Majority: yes |
| PROPOSAL 4 The approval of the Envestnet, Inc. 2024 Long-Term Incentive Plan. | 44,115,345 | 3,153,063 | 321,177 | -- | 3,200,514 | Majority: yes |
| Proposal 6 | 40,638,918 | 6,614,762 | 335,905 | -- | 3,200,514 | Majority: yes |
Source: ENVESTNET INC., Form 8-K, filed with the SEC on 2024-05-10 — read the filing on EDGAR.
Each item below shows how the 293 asset managers that disclosed a ENVESTNET 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 ENVESTNET 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 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
ENVESTNET INC.’s own tally for this item (“PROPOSAL 2 The approval, on an advisory basis, of 2023 executive compensation.”): 45,195,182 for, 2,064,280 against, per its Form 8-K filed 2024-05-10 (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 55,221,888 outstanding shares: 82% for, 4% against (86% of the company cast a for/against vote).
The 284 asset managers below cast 90% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,832,281 | 0 | 0 | 0 | For |
| BlackRock | 5,881,466 | 0 | 0 | 0 | For |
| Man Group plc | 0 | 4,269,300 | 0 | 0 | Against |
| Impactive Capital LP | 4,182,195 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,104,547 | 0 | 0 | 0 | For |
| Calvert | 2,295,854 | 0 | 0 | 0 | For |
| JPMorgan | 2,060,376 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 1,407,191 | 0 | 0 | 0 | For |
| RGM Capital, LLC | 1,309,193 | 0 | 0 | 0 | For |
| Stephens Investment Management Group LLC | 1,277,556 | 0 | 0 | 0 | For |
| Janus Henderson | 1,275,930 | 0 | 0 | 0 | For |
| Clearbridge Investments, LLC | 1,202,894 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 1,200,629 | 0 | 0 | 0 | For |
| Invesco | 1,132,680 | 0 | 0 | 0 | For |
| EARNEST PARTNERS LLC | 1,078,821 | 0 | 0 | 0 | For |
| Charles Schwab | 1,054,425 | 0 | 0 | 0 | For |
| Legg Mason | 1,022,429 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,005,493 | 0 | 0 | 0 | For |
| Fidelity | 1,005,015 | 0 | 0 | 0 | For |
| State Street | 860,466 | 0 | 0 | 0 | For |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0 | 592,937 | 0 | 0 | Against |
| HARBOR FUNDS | 575,808 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 544,153 | 0 | 0 | 0 | For |
| Northern Trust | 537,745 | 0 | 0 | 0 | For |
| Van Berkom & Associates Inc. | 536,179 | 0 | 0 | 0 | For |
Showing the 25 largest of 284 asset managers. See all 284 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
ENVESTNET INC.’s own tally for this item (“PROPOSAL 3 The ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.”): 50,119,099 for, 343,069 against, per its Form 8-K filed 2024-05-10 (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 55,221,888 outstanding shares: 91% for, 0.7% against (91% of the company cast a for/against vote).
The 86 asset managers below cast 99.9% of the shares they voted on this item FOR (23,660,586 for, 74 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,693,674 | 0 | 0 | 0 | For |
| BlackRock | 2,648,928 | 0 | 0 | 0 | For |
| JPMorgan | 1,994,117 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,274,173 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 1,200,629 | 0 | 0 | 0 | For |
| Calvert | 1,138,891 | 0 | 0 | 0 | For |
| Legg Mason | 1,022,429 | 0 | 0 | 0 | For |
| Fidelity | 1,004,815 | 0 | 0 | 0 | For |
| State Street | 860,392 | 74 | 0 | 0 | For |
| HARBOR FUNDS | 575,808 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 544,153 | 0 | 0 | 0 | For |
| Invesco | 509,842 | 0 | 0 | 0 | For |
| Charles Schwab | 504,675 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 289,622 | 0 | 0 | 0 | For |
| Principal | 239,087 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 225,666 | 0 | 0 | 0 | For |
| Dimensional | 211,099 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 205,289 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 205,154 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 148,625 | 0 | 0 | 0 | For |
| TIAA | 142,260 | 0 | 0 | 0 | For |
| Equitable | 138,861 | 0 | 0 | 0 | For |
| Jackson National | 120,180 | 0 | 0 | 0 | For |
| Goldman Sachs | 96,923 | 0 | 0 | 0 | For |
| Nationwide | 89,141 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
ENVESTNET INC.’s own tally for this item (“Elect Director: Gregory Smith”): 45,599,981 for, 1,989,605 withheld, per its Form 8-K filed 2024-05-10 (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 55,221,888 outstanding shares: 83% for, 4% withheld (86% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (23,614,674 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,693,674 | 0 | 0 | 0 | For |
| BlackRock | 2,648,928 | 0 | 0 | 0 | For |
| JPMorgan | 1,994,117 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,274,173 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 1,200,629 | 0 | 0 | 0 | For |
| Calvert | 1,138,891 | 0 | 0 | 0 | For |
| Legg Mason | 1,022,429 | 0 | 0 | 0 | For |
| Fidelity | 1,004,815 | 0 | 0 | 0 | For |
| State Street | 860,466 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 575,808 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 544,153 | 0 | 0 | 0 | For |
| Invesco | 509,842 | 0 | 0 | 0 | For |
| Charles Schwab | 504,675 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 289,622 | 0 | 0 | 0 | For |
| Principal | 239,087 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 225,666 | 0 | 0 | 0 | For |
| Dimensional | 211,099 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 205,289 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 205,154 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 148,625 | 0 | 0 | 0 | For |
| TIAA | 142,260 | 0 | 0 | 0 | For |
| Equitable | 138,861 | 0 | 0 | 0 | For |
| Jackson National | 120,180 | 0 | 0 | 0 | For |
| Goldman Sachs | 96,923 | 0 | 0 | 0 | For |
| Nationwide | 89,141 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
ENVESTNET INC.’s own tally for this item (“Elect Director: Valerie Mosley”): 45,488,965 for, 2,100,621 withheld, per its Form 8-K filed 2024-05-10 (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 55,221,888 outstanding shares: 82% for, 4% withheld (86% of the company cast a for/withheld vote).
The 85 asset managers below cast 100% of the shares they voted on this item FOR (22,766,539 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,693,674 | 0 | 0 | 0 | For |
| BlackRock | 2,648,928 | 0 | 0 | 0 | For |
| JPMorgan | 1,994,117 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,274,173 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 1,200,629 | 0 | 0 | 0 | For |
| Calvert | 1,138,891 | 0 | 0 | 0 | For |
| Legg Mason | 1,022,429 | 0 | 0 | 0 | For |
| Fidelity | 1,004,815 | 0 | 0 | 0 | For |
| State Street | 860,466 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 575,808 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 544,153 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 509,842 | 0 | Abstain |
| Charles Schwab | 504,675 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 289,622 | 0 | 0 | 0 | For |
| Principal | 239,087 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 225,666 | 0 | 0 | 0 | For |
| Dimensional | 211,099 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 205,289 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 205,154 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 148,625 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 142,260 | 0 | Abstain |
| Equitable | 138,861 | 0 | 0 | 0 | For |
| Jackson National | 120,180 | 0 | 0 | 0 | For |
| Goldman Sachs | 96,923 | 0 | 0 | 0 | For |
| Nationwide | 89,141 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Combines 2 wordings of this item as funds reported it.
84% fund support · no official result
The 85 asset managers below cast 84% of the shares they voted on this item FOR (19,928,140 for, 3,697,114 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,693,674 | 0 | 0 | 0 | For |
| BlackRock | 2,648,928 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 1,994,117 | 0 | 0 | Against |
| T. Rowe Price | 1,274,173 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 1,200,629 | 0 | 0 | 0 | For |
| Calvert | 1,138,891 | 0 | 0 | 0 | For |
| Legg Mason | 0 | 1,022,429 | 0 | 0 | Against |
| Fidelity | 1,004,815 | 0 | 0 | 0 | For |
| State Street | 860,392 | 74 | 0 | 0 | For |
| HARBOR FUNDS | 575,808 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 544,153 | 0 | 0 | 0 | For |
| Invesco | 509,842 | 0 | 0 | 0 | For |
| Charles Schwab | 504,675 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 0 | 289,622 | 0 | 0 | Against |
| Principal | 239,087 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 225,666 | 0 | 0 | 0 | For |
| Dimensional | 211,099 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 205,289 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 204,752 | 402 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 148,625 | 0 | 0 | 0 | For |
| TIAA | 142,260 | 0 | 0 | 0 | For |
| Equitable | 138,861 | 0 | 0 | 0 | For |
| Jackson National | 120,180 | 0 | 0 | 0 | For |
| Goldman Sachs | 96,923 | 0 | 0 | 0 | For |
| Nationwide | 4,533 | 84,608 | 0 | 0 | Against |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Combines 2 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
ENVESTNET INC.’s own tally for this item (“PROPOSAL 4 The approval of the Envestnet, Inc. 2024 Long-Term Incentive Plan.”): 44,115,345 for, 3,153,063 against, per its Form 8-K filed 2024-05-10 (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 55,221,888 outstanding shares: 80% for, 6% against (86% of the company cast a for/against vote).
The 85 asset managers below cast 95% of the shares they voted on this item FOR (22,375,570 for, 1,256,850 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,693,674 | 0 | 0 | 0 | For |
| BlackRock | 2,648,928 | 0 | 0 | 0 | For |
| JPMorgan | 1,994,117 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,274,173 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 1,200,629 | 0 | 0 | 0 | For |
| Calvert | 0 | 1,138,891 | 0 | 0 | Against |
| Legg Mason | 1,022,429 | 0 | 0 | 0 | For |
| Fidelity | 1,004,815 | 0 | 0 | 0 | For |
| State Street | 860,452 | 14 | 0 | 0 | For |
| HARBOR FUNDS | 575,808 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 544,153 | 0 | 0 | 0 | For |
| Invesco | 509,842 | 0 | 0 | 0 | For |
| Charles Schwab | 504,675 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 289,622 | 0 | 0 | 0 | For |
| Principal | 239,087 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 225,666 | 0 | 0 | 0 | For |
| Dimensional | 211,099 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 205,289 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 205,154 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 148,625 | 0 | 0 | 0 | For |
| TIAA | 142,260 | 0 | 0 | 0 | For |
| Equitable | 138,861 | 0 | 0 | 0 | For |
| Jackson National | 120,180 | 0 | 0 | 0 | For |
| Goldman Sachs | 96,923 | 0 | 0 | 0 | For |
| Nationwide | 89,141 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
96% Majority: yes · of votes cast
ENVESTNET INC.’s own tally for this item (“PROPOSAL 2 The approval, on an advisory basis, of 2023 executive compensation.”): 45,195,182 for, 2,064,280 against, per its Form 8-K filed 2024-05-10 (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 55,221,888 outstanding shares: 82% for, 4% against (86% of the company cast a for/against vote).
The 5 asset managers below cast 87% of the shares they voted on this item FOR (1,519,290 for, 234,496 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 1,483,884 | 0 | 0 | 0 | For |
| Desjardins Global Asset Management Inc. | 0 | 216,956 | 0 | 0 | Against |
| Empower | 35,406 | 0 | 0 | 0 | For |
| Regime de rentes du Mouvement Desjardins | 0 | 17,540 | 0 | 0 | Against |
| OARSMAN CAPITAL, INC. | 0 | 0 | 0 | 0 | -- |
67% fund support · no official result
The 2 asset managers below cast 67% of the shares they voted on this item FOR (35,406 for, 17,540 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 35,406 | 0 | 0 | 0 | For |
| Regime de rentes du Mouvement Desjardins | 0 | 17,540 | 0 | 0 | Against |
Ranked by the number of ENVESTNET INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 55,221,888 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 12.37% |
| 2 | BlackRock | 10.65% |
| 3 | Man Group plc | 7.73% |
| 4 | Impactive Capital LP | 7.57% |
| 5 | T. Rowe Price | 5.62% |
| 6 | Calvert | 4.16% |
| 7 | JPMorgan | 3.73% |
| 8 | BROWN ADVISORY INC | 2.55% |
| 9 | RGM Capital, LLC | 2.37% |
| 10 | Stephens Investment Management Group LLC | 2.31% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock Inc. | 14.03% | DEF14A |
| The Vanguard Group | 10.89% | 13G |
| Impactive Capital LP | 7.59% | DEF14A |
| State Street | 3.52% | 13F |
| Geode Capital | 1.96% | 13F |
| Dimensional Fund Advisors | 1.75% | 13F |
| Invesco | 1.49% | 13F |
| Northern Trust | 1.13% | 13F |
| Charles Schwab | 0.97% | 13F |
| Norges Bank | 0.92% | 13F |
Percentages above are of 55,221,888 shares outstanding, as reported by ENVESTNET INC. on its Form 10-Q dated 2024-06-30 (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 ENVESTNET INC.’s 10-Q dated 2024-06-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At ENVESTNET INC.'s shareholder meeting held 2024-05-08, in the 2023-2024 proxy season, 293 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,974 separate fund positions. Their filings are grouped here into 8 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 — THE APPROVAL, ON AN ADVISORY BASIS, OF 2023 EXECUTIVE COMPENSATION. — FOR was 96% 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: ENVESTNET INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-10.
ENVESTNET INC. proxy season coverage: 2023-2024 (this page) · 2024-2025.