Home › Companies › ORTHOPEDIATRICS CORP. › 2023-2024
Compiled from SEC Form N-PX filings and ORTHOPEDIATRICS CORP.’s Form 8-K, filed 2024-05-28 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore ORTHOPEDIATRICS CORP. in the interactive database Compare manager voting policies
These tallies are ORTHOPEDIATRICS CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-28 (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: David R. Bailey | 18,199,037 | -- | -- | 1,790,600 | 727,703 | Majority: yes |
| Elect Director: Marie C. Infante | 12,686,531 | -- | -- | 7,186,996 | 843,813 | Majority: yes |
| Elect Director: Jimmy D. McDonald | 14,265,857 | -- | -- | 5,721,728 | 729,755 | Majority: yes |
| Approval of the OrthoPediatrics Corp. 2024 Incentive Award Plan The Company's stockholders approved the OrthoPediatrics Corp. | 18,409,907 | 1,279,054 | 305,167 | -- | 723,212 | Majority: yes |
Source: ORTHOPEDIATRICS CORP., Form 8-K, filed with the SEC on 2024-05-28 — read the filing on EDGAR.
Each item below shows how the 177 asset managers that disclosed a ORTHOPEDIATRICS CORP. 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 ORTHOPEDIATRICS CORP.’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 4 wordings of this item as funds reported it.
99% fund support · no official result
The 130 asset managers below cast 99% of the shares they voted on this item FOR (13,044,421 for, 179,175 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BROWN CAPITAL MANAGEMENT LLC | 1,673,489 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 1,411,117 | 5,802 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 1,220,141 | 0 | 0 | 0 | For |
| BRAIDWELL LP | 1,019,490 | 0 | 0 | 0 | For |
| Vanguard | 885,403 | 0 | 0 | 0 | For |
| BlackRock | 789,472 | 4,608 | 0 | 0 | For |
| Wellington | 656,400 | 0 | 0 | 0 | For |
| Granahan Investment Management, LLC | 572,684 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 561,896 | 0 | 0 | 0 | For |
| State Street | 488,423 | 596 | 0 | 0 | For |
| WASATCH ADVISORS LP | 452,136 | 0 | 0 | 0 | For |
| Dimensional | 386,166 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 367,818 | 0 | 0 | 0 | For |
| Fidelity | 355,983 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 351,226 | 0 | 0 | 0 | For |
| Charles Schwab | 272,578 | 0 | 0 | 0 | For |
| Principal | 188,826 | 0 | 0 | 0 | For |
| Goldman Sachs | 128,260 | 0 | 0 | 0 | For |
| NEXT CENTURY GROWTH INVESTORS LLC | 108,486 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 75,001 | 14,610 | 0 | 0 | For |
| UBS | 66,097 | 13,276 | 0 | 0 | For |
| Victory Capital | 78,749 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 73,700 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 65,710 | 0 | 0 | Against |
| Nationwide | 64,952 | 0 | 0 | 0 | For |
Showing the 25 largest of 130 asset managers. See all 130 in the interactive database.
Combines 4 wordings of this item as funds reported it.
91% Majority: yes · of votes cast
ORTHOPEDIATRICS CORP.’s own tally for this item (“Elect Director: David R. Bailey”): 18,199,037 for, 1,790,600 withheld, per its Form 8-K filed 2024-05-28 (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 23,828,882 outstanding shares: 76% for, 8% withheld (84% of the company cast a for/withheld vote).
The 59 asset managers below cast 100% of the shares they voted on this item FOR (5,049,623 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Brown Capital Management Mutual Funds | 1,220,141 | 0 | 0 | 0 | For |
| Vanguard | 846,212 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 508,729 | 0 | 0 | 0 | For |
| Fidelity | 354,989 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 351,226 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 331,306 | 0 | Abstain |
| BlackRock | 298,275 | 0 | 0 | 0 | For |
| Jackson National | 195,225 | 0 | 6,509 | 0 | For |
| Principal | 188,826 | 0 | 0 | 0 | For |
| Charles Schwab | 124,428 | 0 | 0 | 0 | For |
| PARADIGM FUNDS | 119,400 | 0 | 0 | 0 | For |
| Goldman Sachs | 102,772 | 0 | 0 | 0 | For |
| State Street | 92,600 | 0 | 563 | 0 | For |
| Victory Capital | 76,677 | 0 | 0 | 0 | For |
| Nationwide | 64,952 | 0 | 0 | 0 | For |
| Royce | 55,623 | 0 | 0 | 0 | For |
| New York Life | 52,493 | 0 | 0 | 0 | For |
| Equitable | 41,165 | 0 | 0 | 0 | For |
| MoA Funds Corp | 38,039 | 0 | 0 | 0 | For |
| TIAA | 37,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 29,609 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 28,490 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 28,087 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 22,478 | 0 | 0 | 0 | For |
| Harbor Funds II | 18,775 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 5 wordings of this item as funds reported it.
71% Majority: yes · of votes cast
ORTHOPEDIATRICS CORP.’s own tally for this item (“Elect Director: Jimmy D. McDonald”): 14,265,857 for, 5,721,728 withheld, per its Form 8-K filed 2024-05-28 (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 23,828,882 outstanding shares: 60% for, 24% withheld (84% of the company cast a for/withheld vote).
The 59 asset managers below cast 100% of the shares they voted on this item FOR (3,758,529 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Brown Capital Management Mutual Funds | 1,220,141 | 0 | 0 | 0 | For |
| Vanguard | 846,212 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 0 | 0 | 508,729 | 0 | Abstain |
| Fidelity | 354,989 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 351,226 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 331,306 | 0 | Abstain |
| BlackRock | 298,275 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 201,734 | 0 | Abstain |
| Principal | 0 | 0 | 188,826 | 0 | Abstain |
| Charles Schwab | 124,428 | 0 | 0 | 0 | For |
| PARADIGM FUNDS | 119,400 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 0 | 102,772 | 0 | Abstain |
| State Street | 91,589 | 0 | 1,574 | 0 | For |
| Victory Capital | 0 | 0 | 76,677 | 0 | Abstain |
| Nationwide | 60,855 | 0 | 4,097 | 0 | For |
| Royce | 55,623 | 0 | 0 | 0 | For |
| New York Life | 0 | 0 | 52,493 | 0 | Abstain |
| Equitable | 41,165 | 0 | 0 | 0 | For |
| MoA Funds Corp | 0 | 0 | 38,039 | 0 | Abstain |
| TIAA | 0 | 0 | 37,046 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 29,609 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 28,490 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 28,087 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 22,478 | 0 | 0 | 0 | For |
| Harbor Funds II | 18,775 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 4 wordings of this item as funds reported it.
64% Majority: yes · of votes cast
ORTHOPEDIATRICS CORP.’s own tally for this item (“Elect Director: Marie C. Infante”): 12,686,531 for, 7,186,996 withheld, per its Form 8-K filed 2024-05-28 (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 23,828,882 outstanding shares: 53.2% for, 30% withheld (83% of the company cast a for/withheld vote).
The 59 asset managers below cast 100% of the shares they voted on this item FOR (3,116,656 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Brown Capital Management Mutual Funds | 1,220,141 | 0 | 0 | 0 | For |
| Vanguard | 846,212 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 0 | 0 | 508,729 | 0 | Abstain |
| Fidelity | 346,416 | 0 | 8,573 | 0 | For |
| WASATCH FUNDS TRUST | 351,226 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 331,306 | 0 | Abstain |
| BlackRock | 0 | 0 | 298,275 | 0 | Abstain |
| Jackson National | 0 | 0 | 201,734 | 0 | Abstain |
| Principal | 0 | 0 | 188,826 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 124,428 | 0 | Abstain |
| PARADIGM FUNDS | 119,400 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 0 | 102,772 | 0 | Abstain |
| State Street | 515 | 0 | 92,648 | 0 | Abstain |
| Victory Capital | 0 | 0 | 76,677 | 0 | Abstain |
| Nationwide | 60,855 | 0 | 4,097 | 0 | For |
| Royce | 55,623 | 0 | 0 | 0 | For |
| New York Life | 0 | 0 | 52,493 | 0 | Abstain |
| Equitable | 0 | 0 | 41,165 | 0 | Abstain |
| MoA Funds Corp | 0 | 0 | 38,039 | 0 | Abstain |
| TIAA | 0 | 0 | 37,046 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 29,609 | 0 | Abstain |
| BUFFALO FUNDS | 28,490 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 28,087 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 22,478 | 0 | 0 | 0 | For |
| Harbor Funds II | 18,775 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 3 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
ORTHOPEDIATRICS CORP.’s own tally for this item (“Approval of the OrthoPediatrics Corp. 2024 Incentive Award Plan The Company's stockholders approved the OrthoPediatrics Corp.”): 18,409,907 for, 1,279,054 against, per its Form 8-K filed 2024-05-28 (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 23,828,882 outstanding shares: 77% for, 5% against (83% of the company cast a for/against vote).
The 58 asset managers below cast 97% of the shares they voted on this item FOR (5,135,377 for, 140,481 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Brown Capital Management Mutual Funds | 1,220,141 | 0 | 0 | 0 | For |
| Vanguard | 846,212 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 508,729 | 0 | 0 | 0 | For |
| Fidelity | 354,989 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 351,226 | 0 | 0 | 0 | For |
| Dimensional | 331,306 | 0 | 0 | 0 | For |
| BlackRock | 298,275 | 0 | 0 | 0 | For |
| Jackson National | 201,734 | 0 | 0 | 0 | For |
| Principal | 188,826 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 124,428 | 0 | 0 | Against |
| Goldman Sachs | 102,772 | 0 | 0 | 0 | For |
| State Street | 92,672 | 491 | 0 | 0 | For |
| Victory Capital | 76,677 | 0 | 0 | 0 | For |
| Nationwide | 64,952 | 0 | 0 | 0 | For |
| Royce | 55,623 | 0 | 0 | 0 | For |
| New York Life | 52,493 | 0 | 0 | 0 | For |
| Equitable | 41,165 | 0 | 0 | 0 | For |
| MoA Funds Corp | 38,039 | 0 | 0 | 0 | For |
| TIAA | 37,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 29,609 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 28,490 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 28,087 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 22,478 | 0 | 0 | 0 | For |
| Harbor Funds II | 18,775 | 0 | 0 | 0 | For |
| Lincoln Financial | 14,889 | 0 | 0 | 0 | For |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% fund support · no official result
The 58 asset managers below cast 99.9% of the shares they voted on this item FOR (5,275,367 for, 491 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Brown Capital Management Mutual Funds | 1,220,141 | 0 | 0 | 0 | For |
| Vanguard | 846,212 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 508,729 | 0 | 0 | 0 | For |
| Fidelity | 354,989 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 351,226 | 0 | 0 | 0 | For |
| Dimensional | 331,306 | 0 | 0 | 0 | For |
| BlackRock | 298,275 | 0 | 0 | 0 | For |
| Jackson National | 201,734 | 0 | 0 | 0 | For |
| Principal | 188,826 | 0 | 0 | 0 | For |
| Charles Schwab | 124,428 | 0 | 0 | 0 | For |
| Goldman Sachs | 102,772 | 0 | 0 | 0 | For |
| State Street | 92,672 | 491 | 0 | 0 | For |
| Victory Capital | 76,677 | 0 | 0 | 0 | For |
| Nationwide | 64,952 | 0 | 0 | 0 | For |
| Royce | 55,623 | 0 | 0 | 0 | For |
| New York Life | 52,493 | 0 | 0 | 0 | For |
| Equitable | 41,165 | 0 | 0 | 0 | For |
| MoA Funds Corp | 38,039 | 0 | 0 | 0 | For |
| TIAA | 37,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 29,609 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 28,490 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 28,087 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 22,478 | 0 | 0 | 0 | For |
| Harbor Funds II | 18,775 | 0 | 0 | 0 | For |
| Lincoln Financial | 14,889 | 0 | 0 | 0 | For |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% fund support · no official result
The 46 asset managers below cast 99.9% of the shares they voted on this item FOR (1,557,653 for, 1,205 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Brown Advisory Funds | 508,729 | 0 | 0 | 0 | For |
| RIVERBRIDGE PARTNERS LLC | 363,953 | 0 | 0 | 0 | For |
| Jackson National | 201,734 | 0 | 0 | 0 | For |
| Prosight Management, LP | 167,583 | 0 | 0 | 0 | For |
| Northern Trust | 143,435 | 12 | 0 | 0 | For |
| Conestoga Capital Advisors, LLC | 48,679 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 28,490 | 0 | 0 | 0 | For |
| Harbor Funds II | 18,775 | 0 | 0 | 0 | For |
| JPMorgan | 11,652 | 0 | 0 | 0 | For |
| ENVESTNET ASSET MANAGEMENT INC | 6,845 | 0 | 0 | 0 | For |
| Indiana Trust & Investment Management CO | 6,765 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 6,585 | 0 | 0 | 0 | For |
| John Hancock | 5,935 | 0 | 0 | 0 | For |
| DF DENT & CO INC | 5,750 | 0 | 0 | 0 | For |
| NORDEN GROUP LLC | 5,750 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 5,084 | 0 | 0 | 0 | For |
| Allianz | 3,972 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,309 | 0 | 0 | 0 | For |
| OPPENHEIMER ASSET MANAGEMENT INC. | 2,972 | 0 | 0 | 0 | For |
| US BANK NATIONAL ASSOCIATION | 2,624 | 0 | 0 | 0 | For |
| First Trust | 2,573 | 0 | 0 | 0 | For |
| Perfromance Wealth Partners, LLC | 2,000 | 0 | 0 | 0 | For |
| PNC BANK, NATIONAL ASSOCIATION | 1,268 | 0 | 0 | 0 | For |
| VILLERE ST DENIS J & CO LLC | 1,100 | 0 | 0 | 0 | For |
| XPONANCE, INC. | 0 | 818 | 0 | 0 | Against |
Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (126,377 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| PARADIGM FUNDS | 119,400 | 0 | 0 | 0 | For |
| JPMorgan | 5,929 | 0 | 0 | 0 | For |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 1,048 | 0 | 0 | 0 | For |
Ranked by the number of ORTHOPEDIATRICS CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 23,828,882 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BROWN CAPITAL MANAGEMENT LLC | 7.02% |
| 2 | BROWN ADVISORY INC | 5.95% |
| 3 | Brown Capital Management Mutual Funds | 5.12% |
| 4 | BRAIDWELL LP | 4.28% |
| 5 | Vanguard | 3.72% |
| 6 | BlackRock | 3.33% |
| 7 | Wellington | 2.75% |
| 8 | Granahan Investment Management, LLC | 2.40% |
| 9 | NEW YORK STATE COMMON RETIREMENT FUND | 2.36% |
| 10 | State Street | 2.05% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| David R. Pelizzon | 29.06% | DEF14A |
| Squadron Capital LLC | 28.96% | DEF14A |
| Brown Capital Management, LLC | 13.93% | DEF14A |
| Brown Advisory Incorporated | 6.80% | DEF14A |
| BlackRock | 5.11% | 13F |
| Morgan Stanley | 4.66% | 13F |
| Vanguard Group | 4.03% | 13F |
| Dimensional Fund Advisors | 2.13% | 13F |
| State Street | 1.82% | 13F |
| Geode Capital | 1.54% | 13F |
Percentages above are of 23,828,882 shares outstanding, as reported by ORTHOPEDIATRICS CORP. on its Form 10-Q dated 2024-05-03 (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 ORTHOPEDIATRICS CORP.’s 10-Q dated 2024-05-03. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At ORTHOPEDIATRICS CORP.'s shareholder meeting held 2024-05-24, in the 2023-2024 proxy season, 177 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,143 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. ORTHOPEDIATRICS CORP.'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 — To approve, on an advisory basis, the compensation of our named executive officers. — the reporting funds cast 99% 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.
ORTHOPEDIATRICS CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.