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Compiled from SEC Form N-PX filings and TREACE MEDICAL CONCEPTS INC.’s Form 8-K, filed 2024-05-22 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore TREACE MEDICAL CONCEPTS INC. in the interactive database Compare manager voting policies
These tallies are TREACE MEDICAL CONCEPTS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-22 (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: John K. Bakewell | 39,111,657 | -- | -- | 9,678,827 | 5,994,650 | Majority: yes |
| Elect Director: Richard W. Mott | 40,173,787 | -- | -- | 8,616,697 | 5,994,650 | Majority: yes |
| Elect Director: John T. Treace | 44,023,225 | -- | -- | 4,767,259 | 5,994,650 | Majority: yes |
| Proposal 2: Advisory Vote on Executive Compensation | 44,766,561 | 4,009,999 | 13,924 | -- | 5,994,650 | Majority: yes |
| Proposal 4: Ratification of Selection of Independent Registered Public Accounting Firm | 52,692,649 | 2,089,850 | 2,635 | -- | 0 | Majority: yes |
Source: TREACE MEDICAL CONCEPTS INC., Form 8-K, filed with the SEC on 2024-05-22 — read the filing on EDGAR.
Each item below shows how the 162 asset managers that disclosed a TREACE MEDICAL CONCEPTS 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 TREACE MEDICAL CONCEPTS 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 10 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
TREACE MEDICAL CONCEPTS INC.’s own tally for this item (“Proposal 2: Advisory Vote on Executive Compensation”): 44,766,561 for, 4,009,999 against, per its Form 8-K filed 2024-05-22 (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 62,008,135 outstanding shares: 72% for, 6% against (79% of the company cast a for/against vote).
The 160 asset managers below cast 93% of the shares they voted on this item FOR (42,769,603 for, 3,064,518 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CIBC Private Wealth Group LLC | 14,730,114 | 0 | 0 | 0 | For |
| Vanguard | 4,298,855 | 0 | 0 | 0 | For |
| BlackRock | 3,349,545 | 13,265 | 0 | 0 | For |
| PERCEPTIVE ADVISORS LLC | 2,107,631 | 0 | 0 | 0 | For |
| ARMISTICE CAPITAL, LLC | 0 | 2,078,999 | 0 | 0 | Against |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,838,743 | 0 | 0 | 0 | For |
| State Street | 1,484,675 | 16,661 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 1,230,780 | 0 | 0 | 0 | For |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1,229,128 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 976,636 | 0 | 0 | 0 | For |
| Fidelity | 952,910 | 0 | 0 | 0 | For |
| EMERALD ADVISERS, LLC | 876,081 | 0 | 0 | 0 | For |
| Soleus Capital Management, L.P. | 861,664 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 787,719 | 0 | 0 | 0 | For |
| NEXT CENTURY GROWTH INVESTORS LLC | 760,427 | 0 | 0 | 0 | For |
| Charles Schwab | 716,318 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 677,733 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 645,799 | 0 | 0 | 0 | For |
| Candriam S.C.A. | 0 | 454,945 | 0 | 0 | Against |
| Principal | 434,104 | 0 | 0 | 0 | For |
| Northern Trust | 400,934 | 2,360 | 0 | 0 | For |
| Novo Holdings A/S | 360,000 | 0 | 0 | 0 | For |
| STATE OF WISCONSIN INVESTMENT BOARD | 326,335 | 0 | 0 | 0 | For |
| FORMULA GROWTH LTD | 323,069 | 0 | 0 | 0 | For |
| Invesco | 276,714 | 0 | 0 | 0 | For |
Showing the 25 largest of 160 asset managers. See all 160 in the interactive database.
Combines 7 wordings of this item as funds reported it.
100% fund support · no official result
The 148 asset managers below cast 100% of the shares they voted on this item FOR (137,892 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CIBC Private Wealth Group LLC | 0 | 0 | 0 | 0 | One Year |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| BlackRock | 0 | 0 | 0 | 0 | One Year |
| PERCEPTIVE ADVISORS LLC | 0 | 0 | 0 | 0 | 1 Year |
| ARMISTICE CAPITAL, LLC | 0 | 0 | 2,078,999 | 0 | Abstain |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| State Street | 0 | 0 | 0 | 0 | One Year |
| TimesSquare Capital Management, LLC | 0 | 0 | 0 | 0 | One Year |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0 | 0 | 0 | 0 | 1 Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| EMERALD ADVISERS, LLC | 0 | 0 | 0 | 0 | 1 Year |
| Soleus Capital Management, L.P. | 0 | 0 | 0 | 0 | 1 Year |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 0 | One Year |
| NEXT CENTURY GROWTH INVESTORS LLC | 0 | 0 | 0 | 0 | One Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| BUFFALO FUNDS | 0 | 0 | 0 | 0 | 1 Year |
| FINANCIAL INVESTORS TRUST | 0 | 0 | 0 | 0 | 1 Year |
| Candriam S.C.A. | 0 | 0 | 0 | 0 | One Year |
| Principal | 0 | 0 | 0 | 0 | One Year |
| Northern Trust | 0 | 0 | 0 | 0 | 1 Year |
| Novo Holdings A/S | 0 | 0 | 0 | 0 | One Year |
| STATE OF WISCONSIN INVESTMENT BOARD | 0 | 0 | 0 | 0 | One Year |
| Invesco | 0 | 0 | 0 | 0 | One Year |
| MARSHALL WACE, LLP | 0 | 0 | 0 | 0 | 1 Year |
Showing the 25 largest of 148 asset managers. See all 148 in the interactive database.
Combines 4 wordings of this item as funds reported it.
80% Majority: yes · of votes cast
TREACE MEDICAL CONCEPTS INC.’s own tally for this item (“Elect Director: John K. Bakewell”): 39,111,657 for, 9,678,827 withheld, per its Form 8-K filed 2024-05-22 (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 62,008,135 outstanding shares: 63% for, 16% withheld (79% of the company cast a for/withheld vote).
The 52 asset managers below cast 100% of the shares they voted on this item FOR (10,148,764 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,174,374 | 0 | 0 | 0 | For |
| BlackRock | 1,855,887 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 1,230,780 | 0 | 0 | 0 | For |
| Fidelity | 951,410 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 0 | 0 | 787,719 | 0 | Abstain |
| BUFFALO FUNDS | 677,733 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 0 | 645,799 | 0 | Abstain |
| Principal | 0 | 0 | 434,104 | 0 | Abstain |
| Charles Schwab | 358,159 | 0 | 0 | 0 | For |
| State Street | 326,945 | 0 | 897 | 0 | For |
| TIAA | 0 | 0 | 194,193 | 0 | Abstain |
| Prudential/PGIM | 0 | 0 | 154,495 | 0 | Abstain |
| GuideStone | 0 | 0 | 150,630 | 0 | Abstain |
| Invesco | 0 | 0 | 132,372 | 0 | Abstain |
| Equitable | 70,216 | 0 | 61,030 | 0 | For |
| AMG FUNDS | 108,250 | 0 | 0 | 0 | For |
| JPMorgan | 107,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 80,396 | 0 | 0 | 0 | For |
| Grandeur Peak Global Trust | 55,279 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 0 | 0 | 47,603 | 0 | Abstain |
| Lincoln Financial | 47,516 | 0 | 0 | 0 | For |
| Voya | 0 | 0 | 25,492 | 0 | Abstain |
| AIG/SunAmerica | 0 | 0 | 22,286 | 0 | Abstain |
| Global X | 0 | 0 | 20,725 | 0 | Abstain |
| PARADIGM FUNDS | 20,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.
Combines 4 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
TREACE MEDICAL CONCEPTS INC.’s own tally for this item (“Elect Director: Richard W. Mott”): 40,173,787 for, 8,616,697 withheld, per its Form 8-K filed 2024-05-22 (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 62,008,135 outstanding shares: 65% for, 14% withheld (79% of the company cast a for/withheld vote).
The 52 asset managers below cast 100% of the shares they voted on this item FOR (9,604,028 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,174,374 | 0 | 0 | 0 | For |
| BlackRock | 0 | 0 | 1,855,887 | 0 | Abstain |
| TimesSquare Capital Management, LLC | 1,230,780 | 0 | 0 | 0 | For |
| Fidelity | 927,797 | 0 | 23,613 | 0 | For |
| WILLIAM BLAIR FUNDS | 787,719 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 677,733 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 0 | 645,799 | 0 | Abstain |
| Principal | 5,270 | 0 | 428,834 | 0 | Abstain |
| Charles Schwab | 358,159 | 0 | 0 | 0 | For |
| State Street | 327,802 | 0 | 40 | 0 | For |
| TIAA | 194,193 | 0 | 0 | 0 | For |
| Prudential/PGIM | 0 | 0 | 154,495 | 0 | Abstain |
| GuideStone | 150,630 | 0 | 0 | 0 | For |
| Invesco | 132,372 | 0 | 0 | 0 | For |
| Equitable | 61,030 | 0 | 70,216 | 0 | Abstain |
| AMG FUNDS | 108,250 | 0 | 0 | 0 | For |
| JPMorgan | 107,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 80,396 | 0 | Abstain |
| Grandeur Peak Global Trust | 55,279 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 47,603 | 0 | 0 | 0 | For |
| Lincoln Financial | 47,516 | 0 | 0 | 0 | For |
| Voya | 25,492 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 22,286 | 0 | 0 | 0 | For |
| Global X | 20,725 | 0 | 0 | 0 | For |
| PARADIGM FUNDS | 20,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.
Combines 4 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
TREACE MEDICAL CONCEPTS INC.’s own tally for this item (“Elect Director: John T. Treace”): 44,023,225 for, 4,767,259 withheld, per its Form 8-K filed 2024-05-22 (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 62,008,135 outstanding shares: 71% for, 8% withheld (79% of the company cast a for/withheld vote).
The 52 asset managers below cast 100% of the shares they voted on this item FOR (11,666,649 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,174,374 | 0 | 0 | 0 | For |
| BlackRock | 1,855,887 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 1,230,780 | 0 | 0 | 0 | For |
| Fidelity | 951,410 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 787,719 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 677,733 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 0 | 0 | 645,799 | 0 | Abstain |
| Principal | 5,270 | 0 | 428,834 | 0 | Abstain |
| Charles Schwab | 358,159 | 0 | 0 | 0 | For |
| State Street | 327,802 | 0 | 40 | 0 | For |
| TIAA | 194,193 | 0 | 0 | 0 | For |
| Prudential/PGIM | 0 | 0 | 154,495 | 0 | Abstain |
| GuideStone | 150,630 | 0 | 0 | 0 | For |
| Invesco | 132,372 | 0 | 0 | 0 | For |
| Equitable | 131,246 | 0 | 0 | 0 | For |
| AMG FUNDS | 108,250 | 0 | 0 | 0 | For |
| JPMorgan | 107,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 80,396 | 0 | 0 | 0 | For |
| Grandeur Peak Global Trust | 55,279 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 47,603 | 0 | 0 | 0 | For |
| Lincoln Financial | 47,516 | 0 | 0 | 0 | For |
| Voya | 25,492 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 22,286 | 0 | 0 | 0 | For |
| Global X | 20,725 | 0 | 0 | 0 | For |
| PARADIGM FUNDS | 20,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
TREACE MEDICAL CONCEPTS INC.’s own tally for this item (“Proposal 4: Ratification of Selection of Independent Registered Public Accounting Firm”): 52,692,649 for, 2,089,850 against, per its Form 8-K filed 2024-05-22 (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 62,008,135 outstanding shares: 85% for, 3% against (88% of the company cast a for/against vote).
The 52 asset managers below cast 99.9% of the shares they voted on this item FOR (13,026,034 for, 135 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,174,374 | 0 | 0 | 0 | For |
| BlackRock | 1,855,887 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 1,230,780 | 0 | 0 | 0 | For |
| Fidelity | 951,410 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 787,719 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 677,733 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 645,799 | 0 | 0 | 0 | For |
| Principal | 434,104 | 0 | 0 | 0 | For |
| Charles Schwab | 358,159 | 0 | 0 | 0 | For |
| State Street | 327,842 | 0 | 0 | 0 | For |
| TIAA | 194,193 | 0 | 0 | 0 | For |
| Prudential/PGIM | 154,495 | 0 | 0 | 0 | For |
| GuideStone | 150,630 | 0 | 0 | 0 | For |
| Gabelli | 143,359 | 0 | 0 | 0 | For |
| Invesco | 132,372 | 0 | 0 | 0 | For |
| Equitable | 131,246 | 0 | 0 | 0 | For |
| AMG FUNDS | 108,250 | 0 | 0 | 0 | For |
| JPMorgan | 107,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 80,396 | 0 | 0 | 0 | For |
| Grandeur Peak Global Trust | 55,279 | 0 | 0 | 0 | For |
| Nushares ETF Trust | 47,603 | 0 | 0 | 0 | For |
| Lincoln Financial | 47,516 | 0 | 0 | 0 | For |
| Voya | 25,492 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 22,286 | 0 | 0 | 0 | For |
| Global X | 20,725 | 0 | 0 | 0 | For |
Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 0 | 0 | 0 | 0 | One Year |
| PARADIGM FUNDS | 0 | 0 | 0 | 0 | One Year |
| Desjardins Global Asset Management Inc. | 0 | 0 | 0 | 0 | One Year |
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 0 | 0 | 0 | 0 | One Year |
| Orion Portfolio Solutions, LLC | 0 | 0 | 0 | 0 | One Year |
Ranked by the number of TREACE MEDICAL CONCEPTS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 62,008,135 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 23.76% |
| 2 | Vanguard | 6.93% |
| 3 | BlackRock | 5.42% |
| 4 | PERCEPTIVE ADVISORS LLC | 3.40% |
| 5 | ARMISTICE CAPITAL, LLC | 3.35% |
| 6 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.97% |
| 7 | State Street | 2.42% |
| 8 | TimesSquare Capital Management, LLC | 1.98% |
| 9 | EMERALD MUTUAL FUND ADVISERS TRUST | 1.98% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.58% |
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 | 5.94% | 13F |
| Vanguard Group | 4.41% | 13F |
| Millennium Management | 3.29% | 13F |
| JPMorgan Chase | 2.60% | 13F |
| State Street | 2.02% | 13F |
| Norges Bank | 1.62% | 13F |
| Geode Capital | 1.59% | 13F |
| Morgan Stanley | 1.23% | 13F |
| Northern Trust | 0.64% | 13F |
| Charles Schwab | 0.58% | 13F |
Percentages above are of 62,008,135 shares outstanding, as reported by TREACE MEDICAL CONCEPTS INC. on its Form 10-Q dated 2024-05-01 (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 TREACE MEDICAL CONCEPTS INC.’s 10-Q dated 2024-05-01. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At TREACE MEDICAL CONCEPTS INC.'s shareholder meeting held 2024-05-21, in the 2023-2024 proxy season, 162 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,246 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 — Approval, on an advisory, non- binding basis, of the compensation of the Company's named… — FOR was 92% 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: TREACE MEDICAL CONCEPTS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-22.
TREACE MEDICAL CONCEPTS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.