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ENVESTNET INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 02 October 2026.

  • 7Reported items
  • 305Asset managers
  • 1,095Fund votes
  • 2024-09-24Meeting date

Proxy season: 2023-2024 2024-2025

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

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

Each item below shows how the 305 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.

1. To approve, on a non-binding advisory basis, the compensation that will or may become payable by Envestnet to its named executive officers in connection with the Merger; and

SECTION 14A SAY-ON-PAY VOTES

Combines 7 wordings of this item as funds reported it.

96% fund support · no official result

FOR 96%

The 292 asset managers below cast 96% of the shares they voted on this item FOR (40,154,201 for, 1,589,974 against).

FOR: 40,154,201 (96.1%)AGAINST: 1,589,974 (3.8%)ABSTAIN: 48,542 (0.1%)NOT VOTED: 5,308 (0.0%)
Largest asset managers voting on “To approve, on a non-binding advisory basis, the compensation that will or may become payable by Envestnet to ” at ENVESTNET INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock7,855,7330 00For
Vanguard6,722,4070 00For
State Street2,634,8680 00For
BROWN ADVISORY INC1,470,5740 00For
Invesco1,344,5000 00For
GEODE CAPITAL MANAGEMENT, LLC1,127,2940 00For
Fidelity1,105,7400 00For
Charles Schwab1,085,8590 00For
Investment Managers Series Trust II1,079,9900 00For
Stephens Investment Management Group LLC924,8630 00For
Dimensional892,6750 00For
GENEVA CAPITAL MANAGEMENT LLC822,8775,703 00For
Woodline Partners LP600,0000 00For
NEXPOINT ASSET MANAGEMENT, L.P.574,7960 00For
NEXPOINT FUNDS I574,7960 00For
Northern Trust40564,812 00Against
MERGER FUND555,8060 00For
AQR538,3000 00For
WATER ISLAND CAPITAL LLC533,4520 00For
T. Rowe Price497,0860 00For
Brown Advisory Funds482,5890 00For
ARBITRAGE FUNDS466,9470 00For
GLAZER CAPITAL, LLC461,0430 00For
ATLANTA CAPITAL MANAGEMENT CO L L C436,2190 00For
MELLON INVESTMENTS Corp391,9360 00For

Showing the 25 largest of 292 asset managers. See all 292 in the interactive database.

2. TO APPROVE AN ADJOURNMENT OF THE SPECIAL MEETING, FROM TIME TO TIME, IF NECESSARY OR APPROPRIATE, INCLUDING TO SOLICIT ADDITIONAL PROXIES IF THERE ARE INSUFFICIENT VOTES AT THE TIME OF THE SPECIAL MEETING TO APPROVE THE MERGER PROPOSAL OR IN THE ABSENCE OF A QUORUM.

CORPORATE GOVERNANCE

Combines 2 wordings of this item as funds reported it.

94% fund support · no official result

FOR 93%

The 89 asset managers below cast 94% of the shares they voted on this item FOR (19,803,889 for, 1,327,961 against).

FOR: 19,803,889 (93.4%)AGAINST: 1,327,961 (6.3%)ABSTAIN: 70,873 (0.3%)
Largest asset managers voting on “TO APPROVE AN ADJOURNMENT OF THE SPECIAL MEETING, FROM TIME TO TIME, IF NECESSARY OR APPROPRIATE, INCLUDING TO” at ENVESTNET INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard6,543,4720 00For
BlackRock4,032,2170 00For
Fidelity55,8111,049,729 00Against
Investment Managers Series Trust II1,079,9900 00For
State Street811,1160 00For
Dimensional789,5680 00For
NEXPOINT FUNDS I574,7960 00For
MERGER FUND555,8060 00For
Invesco541,9440 00For
Charles Schwab515,8480 00For
Brown Advisory Funds482,5890 00For
ARBITRAGE FUNDS466,9470 00For
TIAA325,7750 00For
Nationwide311,5890 00For
Principal263,2770 00For
AQR239,1540 00For
T. Rowe Price0190,152 00Against
New York Life165,3030 00For
Columbia Threadneedle162,5790 00For
Bridge Builder Trust153,2840 00For
Equitable80,0440 68,1650For
Jackson National139,2460 00For
AMERICAN BEACON FUNDS112,5960 00For
Virtus91,4420 00For
QUANTITATIVE MASTER SERIES LLC80,7100 00For

Showing the 25 largest of 89 asset managers. See all 89 in the interactive database.

3. To adopt the Agreement and Plan of Merger, dated as of July 11, 2024 (as it may be amended from time to time, the "Merger Agreement"), by and among BCPE Pequod Buyer, Inc. ("Parent"), BCPE Pequod Merger Sub, Inc., a direct, wholly-owned subsidiary of Parent ("Merger Sub"), and Envestnet, pursuant to which Merger Sub will merge with and into Envestnet (the "Merger"), with Envestnet surviving the Me

EXTRAORDINARY TRANSACTIONS

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.6%

The 88 asset managers below cast 100% of the shares they voted on this item FOR (21,138,536 for, 0 against).

FOR: 21,138,536 (99.7%)ABSTAIN: 68,165 (0.3%)
Largest asset managers voting on “To adopt the Agreement and Plan of Merger, dated as of July 11, 2024 (as it may be amended from time to time, ” at ENVESTNET INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard6,543,4720 00For
BlackRock4,032,2170 00For
Fidelity1,105,5400 00For
Investment Managers Series Trust II1,079,9900 00For
State Street811,1160 00For
Dimensional789,5680 00For
NEXPOINT FUNDS I574,7960 00For
MERGER FUND555,8060 00For
Invesco541,9440 00For
Charles Schwab515,8480 00For
Brown Advisory Funds482,5890 00For
ARBITRAGE FUNDS466,9470 00For
TIAA325,7750 00For
Nationwide311,5890 00For
Principal263,2770 00For
AQR239,1540 00For
T. Rowe Price190,1520 00For
New York Life165,3030 00For
Columbia Threadneedle162,5790 00For
Bridge Builder Trust153,2840 00For
Equitable80,0440 68,1650For
Jackson National139,2460 00For
AMERICAN BEACON FUNDS112,5960 00For
Virtus91,4420 00For
QUANTITATIVE MASTER SERIES LLC80,7100 00For

Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.

4. Advisory Vote on Golden Parachutes

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 5 asset managers below cast 100% of the shares they voted on this item FOR (1,218,445 for, 0 against).

FOR: 1,218,445 (100.0%)
Largest asset managers voting on “Advisory Vote on Golden Parachutes” at ENVESTNET INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Fidelity1,120,4000 00For
CAMBIAR INVESTORS LLC47,1720 00For
Empower46,9040 00For
CLEARWATER INVESTMENT TRUST2,4000 00For
HC CAPITAL TRUST1,5690 00For

5. Adjourn Meeting

EXTRAORDINARY TRANSACTIONS

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (50,873 for, 0 against).

FOR: 50,873 (100.0%)
Largest asset managers voting on “Adjourn Meeting” at ENVESTNET INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Empower46,9040 00For
CLEARWATER INVESTMENT TRUST2,4000 00For
HC CAPITAL TRUST1,5690 00For

6. Approve Merger Agreement

EXTRAORDINARY TRANSACTIONS

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (50,873 for, 0 against).

FOR: 50,873 (100.0%)
Largest asset managers voting on “Approve Merger Agreement” at ENVESTNET INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Empower46,9040 00For
CLEARWATER INVESTMENT TRUST2,4000 00For
HC CAPITAL TRUST1,5690 00For

7. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

23% fund support · no official result

FOR 23%AGAINST 77%

The 2 asset managers below cast 23% of the shares they voted on this item FOR (22,999 for, 76,488 against).

FOR: 22,999 (23.1%)AGAINST: 76,488 (76.9%)
Largest asset managers voting on “14A Executive Compensation” at ENVESTNET INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Summit Creek Advisors LLC076,488 00Against
IMA Advisory Services, Inc.22,9990 00For

Largest ENVESTNET INC. shareholders voting in 2024-2025

Ranked by the number of ENVESTNET INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 55,221,888 shares outstanding at the time of that meeting.

Top ENVESTNET INC. shareholders by shares voted, 2024-2025
#Asset manager % of shares outstanding
1BlackRock 14.23%
2Vanguard 12.17%
3State Street 4.77%
4BROWN ADVISORY INC 2.66%
5Invesco 2.43%
6GEODE CAPITAL MANAGEMENT, LLC 2.04%
7Fidelity 2.00%
8Charles Schwab 1.98%
9Investment Managers Series Trust II 1.96%
10Stephens Investment Management Group LLC 1.67%

Reported ENVESTNET INC. ownership

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

ENVESTNET INC. beneficial owners on record for the 2024-2025 proxy season
Holder % outstanding Disclosure
BlackRock Inc. 14.03% DEF14A
The Vanguard Group 10.89% DEF14A
Impactive Capital LP 7.59% DEF14A
Norges Bank 1.05% 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 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 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 2024-09-24, in the 2024-2025 proxy season, 305 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,095 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. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — To approve, on a non-binding advisory basis, the compensation that will or may become payable… — the reporting funds cast 96% 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.

ENVESTNET INC. proxy season coverage: 2023-2024 · 2024-2025 (this page).