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Compiled from SEC Form N-PX filings and CLEARWATER ANALYTICS HOLDINGS INC.’s Form 8-K, filed June 17, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of June 11, 2024: 5 items on CLEARWATER ANALYTICS HOLDINGS INC.’s Form 8-K, filed June 17, 2024: 3 elected · 1 approved · 1 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore CLEARWATER ANALYTICS HOLDINGS INC. in the interactive database Compare manager voting policies
These tallies are CLEARWATER ANALYTICS HOLDINGS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 17, 2024 (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 | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Eric Lee | 1,057,865,515 | -- | -- | 62,937,393 | 8,708,694 | 94% | Elected | — |
| Elect Director: Cary Davis | 1,066,579,273 | -- | -- | 54,223,635 | 8,708,694 | 95% | Elected | — |
| Elect Director: Andrew Young | 1,066,567,358 | -- | -- | 54,235,550 | 8,708,694 | 95% | Elected | — |
| 2. Ratification of Independent Registered Public Accounting Firm | 1,129,331,855 | 111,927 | -- | 67,820 | -- | 99.9% | Approved | — |
| 3. Advisory Non-Binding Vote Regarding the Company's Executive Compensation The results of the advisory non-binding vote regarding the Company's executive compensation | 1,027,622,383 | 93,099,433 | -- | 81,092 | 8,708,694 | 92% | Not verified | — |
Source: CLEARWATER ANALYTICS HOLDINGS INC., Form 8-K, filed with the SEC on June 17, 2024 — read the filing on EDGAR.
Each item below shows how the 215 asset managers that disclosed a CLEARWATER ANALYTICS HOLDINGS 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 CLEARWATER ANALYTICS HOLDINGS 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 5 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Elect the three persons named in the proxy statement as Class III directors for terms of three years: Eric Lee
CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“Elect Director: Eric Lee”): 1,057,865,515 for, 62,937,393 withheld, per its Form 8-K filed June 17, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The final results with respect to each proposal are set forth below: Proposal 1 – Election of Directors The stockholders elected each of the three persons named below to serve as Class III directors until the 2027 Annual Meeting and until their successors are duly elected and qualified, with the vo…”
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,961,128 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 9,264,272 | 0 | 0 | 0 | For |
| JPMorgan | 5,424,457 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 4,402,400 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 4,314,993 | 0 | 0 | 0 | For |
| Capital Group | 3,051,500 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 0 | 2,619,517 | Withhold |
| Fidelity | 1,809,423 | 0 | 0 | 705,602 | Mixed |
| Allspring | 0 | 0 | 0 | 2,461,729 | Withhold |
| AllianceBernstein | 0 | 0 | 0 | 2,345,076 | Withhold |
| Virtus | 0 | 0 | 0 | 2,071,602 | Withhold |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 1,991,492 | Withhold |
| Jackson National | 282,908 | 0 | 0 | 1,439,645 | Mixed |
| Brown Capital Management Mutual Funds | 1,552,388 | 0 | 0 | 0 | For |
| Calvert | 0 | 0 | 0 | 1,502,463 | Withhold |
| Delaware/Macquarie | 0 | 0 | 0 | 1,500,993 | Withhold |
| Artisan | 0 | 0 | 0 | 1,478,690 | Withhold |
| JANUS INVESTMENT FUND | 1,453,256 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 0 | 960,355 | Withhold |
| Brighthouse | 0 | 0 | 0 | 882,698 | Withhold |
| Charles Schwab | 818,628 | 0 | 0 | 0 | For |
| Principal | 2,184 | 0 | 0 | 687,422 | Withhold |
| Invesco | 0 | 0 | 0 | 665,375 | Withhold |
| Hartford | 557,334 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 0 | 520,580 | Withhold |
Fund voting reports, all 73 managers: 49,716,222 for, 26,540,912 withheld. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 1,674,319 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,674,319 for.
Combines 5 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Elect the three persons named in the proxy statement as Class III directors for terms of three years: Cary Davis
CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“Elect Director: Cary Davis”): 1,066,579,273 for, 54,223,635 withheld, per its Form 8-K filed June 17, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The final results with respect to each proposal are set forth below: Proposal 1 – Election of Directors The stockholders elected each of the three persons named below to serve as Class III directors until the 2027 Annual Meeting and until their successors are duly elected and qualified, with the vo…”
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,961,128 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 9,264,272 | 0 | 0 | 0 | For |
| JPMorgan | 5,424,457 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 4,402,400 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 4,314,993 | 0 | 0 | 0 | For |
| Capital Group | 3,051,500 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 0 | 2,619,517 | Withhold |
| Fidelity | 2,166,196 | 0 | 0 | 348,829 | Mixed |
| Allspring | 0 | 0 | 0 | 2,461,729 | Withhold |
| AllianceBernstein | 2,345,076 | 0 | 0 | 0 | For |
| Virtus | 0 | 0 | 0 | 2,071,602 | Withhold |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 1,991,492 | Withhold |
| Jackson National | 839,733 | 0 | 0 | 882,820 | Mixed |
| Brown Capital Management Mutual Funds | 1,552,388 | 0 | 0 | 0 | For |
| Calvert | 0 | 0 | 0 | 1,502,463 | Withhold |
| Delaware/Macquarie | 0 | 0 | 0 | 1,500,993 | Withhold |
| Artisan | 0 | 0 | 0 | 1,478,690 | Withhold |
| JANUS INVESTMENT FUND | 1,453,256 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 0 | 960,355 | Withhold |
| Brighthouse | 665,375 | 0 | 0 | 217,323 | Mixed |
| Charles Schwab | 818,628 | 0 | 0 | 0 | For |
| Principal | 561,764 | 0 | 0 | 127,842 | Mixed |
| Invesco | 665,375 | 0 | 0 | 0 | For |
| Hartford | 557,334 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 0 | 520,580 | Withhold |
Fund voting reports, all 73 managers: 54,947,278 for, 21,309,856 withheld. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 1,674,319 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,674,319 for.
Combines 5 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Elect the three persons named in the proxy statement as Class III directors for terms of three years: Andrew Young
CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“Elect Director: Andrew Young”): 1,066,567,358 for, 54,235,550 withheld, per its Form 8-K filed June 17, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The final results with respect to each proposal are set forth below: Proposal 1 – Election of Directors The stockholders elected each of the three persons named below to serve as Class III directors until the 2027 Annual Meeting and until their successors are duly elected and qualified, with the vo…”
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,961,128 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 9,264,272 | 0 | 0 | 0 | For |
| JPMorgan | 5,424,457 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 4,402,400 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 4,314,993 | 0 | 0 | 0 | For |
| Capital Group | 3,051,500 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 0 | 2,619,517 | Withhold |
| Fidelity | 2,166,196 | 0 | 0 | 348,829 | Mixed |
| Allspring | 0 | 0 | 0 | 2,461,729 | Withhold |
| AllianceBernstein | 2,345,076 | 0 | 0 | 0 | For |
| Virtus | 0 | 0 | 0 | 2,071,602 | Withhold |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 1,991,492 | Withhold |
| Jackson National | 839,733 | 0 | 0 | 882,820 | Mixed |
| Brown Capital Management Mutual Funds | 1,552,388 | 0 | 0 | 0 | For |
| Calvert | 0 | 0 | 0 | 1,502,463 | Withhold |
| Delaware/Macquarie | 0 | 0 | 0 | 1,500,993 | Withhold |
| Artisan | 0 | 0 | 0 | 1,478,690 | Withhold |
| JANUS INVESTMENT FUND | 1,453,256 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 0 | 960,355 | Withhold |
| Brighthouse | 665,375 | 0 | 0 | 217,323 | Mixed |
| Charles Schwab | 818,628 | 0 | 0 | 0 | For |
| Principal | 561,764 | 0 | 0 | 127,842 | Mixed |
| Invesco | 665,375 | 0 | 0 | 0 | For |
| Hartford | 557,334 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 0 | 520,580 | Withhold |
Fund voting reports, all 73 managers: 54,947,278 for, 21,309,856 withheld. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 1,674,319 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,674,319 for.
Combines 5 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Description as filed by funds: To approve, on a non-binding advisory basis, the compensation of our named executive officers.
CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“3. Advisory Non-Binding Vote Regarding the Company's Executive Compensation The results of the advisory non-binding vote regarding the Company's executive compensation”): 1,027,622,383 for, 93,099,433 against, per its Form 8-K filed June 17, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 92% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Also reported under other wordings, matched to the same row of CLEARWATER ANALYTICS HOLDINGS INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Advisory Vote to Ratify Named Executive Officers' Compensation” (5 managers, Fund and manager reports combined; may count the same shares twice; no share total shown); “14A Executive Compensation” (2 managers, 8,320 for, 312,034 against); “To approve, on a non-binding advisory basis, the H of our named executive officers.” (2 managers, 49,073 for, 115,180 against).
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 14,961,128 | 0 | 0 | Against |
| WASATCH FUNDS TRUST | 9,264,272 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 5,424,457 | 0 | 0 | Against |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 4,402,400 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 0 | 4,314,993 | 0 | 0 | Against |
| Artisan | 0 | 4,167,785 | 0 | 0 | Against |
| Capital Group | 0 | 3,051,500 | 0 | 0 | Against |
| ALGER FUNDS | 0 | 2,619,517 | 0 | 0 | Against |
| Fidelity | 0 | 2,515,025 | 0 | 0 | Against |
| Allspring | 0 | 2,461,729 | 0 | 0 | Against |
| AllianceBernstein | 0 | 2,345,076 | 0 | 0 | Against |
| Virtus | 2,071,602 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 0 | 1,991,492 | 0 | 0 | Against |
| Jackson National | 1,619,155 | 103,398 | 0 | 0 | Mixed |
| Brown Capital Management Mutual Funds | 0 | 1,552,388 | 0 | 0 | Against |
| Calvert | 0 | 1,502,463 | 0 | 0 | Against |
| Delaware/Macquarie | 0 | 1,500,993 | 0 | 0 | Against |
| JANUS INVESTMENT FUND | 1,453,256 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 960,355 | 0 | 0 | Against |
| Brighthouse | 665,375 | 181,955 | 35,368 | 0 | Mixed |
| Charles Schwab | 0 | 818,628 | 0 | 0 | Against |
| Principal | 0 | 689,606 | 0 | 0 | Against |
| Invesco | 665,375 | 0 | 0 | 0 | For |
| Hartford | 0 | 557,334 | 0 | 0 | Against |
| WisdomTree | 0 | 520,580 | 0 | 0 | Against |
Fund voting reports, all 71 managers: 20,936,554 for, 57,664,824 against, 35,368 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WARBURG PINCUS LLC | 251,920,590 | 0 | 0 | 0 | For |
| WASATCH ADVISORS LP | 11,810,626 | 103,013 | 0 | 0 | For |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0 | 9,182,753 | 0 | 0 | Against |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6,714,764 | 136,411 | 0 | 0 | For |
| BAMCO INC /NY/ | 5,080,177 | 0 | 0 | 0 | For |
| Allspring | 0 | 4,070,723 | 0 | 0 | Against |
| AllianceBernstein | 0 | 3,896,138 | 0 | 0 | Against |
| Capital Group | 26 | 3,051,500 | 0 | 0 | Against |
| FRED ALGER MANAGEMENT, LLC | 0 | 3,042,582 | 0 | 0 | Against |
| Wellington | 0 | 2,082,689 | 0 | 0 | Against |
| BlackRock | 38,491 | 2,016,472 | 0 | 0 | Against |
| BROWN CAPITAL MANAGEMENT LLC | 0 | 1,937,264 | 0 | 0 | Against |
| Conestoga Capital Advisors, LLC | 0 | 1,904,909 | 0 | 0 | Against |
| TimesSquare Capital Management, LLC | 0 | 1,674,319 | 0 | 0 | Against |
| MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | 0 | 1,624,471 | 0 | 0 | Against |
| Janus Henderson | 1,540,453 | 8,245 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 1,528,445 | 0 | 0 | Against |
| Calvert | 0 | 1,527,109 | 0 | 0 | Against |
| Utah Retirement Systems | 1,325,295 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 1,140,908 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 1,113,170 | 0 | 0 | Against |
| Shannon River Fund Management LLC | 962,799 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 0 | 962,702 | 0 | 0 | Against |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0 | 906,957 | 0 | 0 | Against |
| Charles Schwab | 0 | 904,422 | 0 | 0 | Against |
Institutional-manager reports, all 161 managers: 281,633,100 for, 54,143,160 against, 9,959 abstained, 1,667 not voted, 3,260 unknown. Showing the 25 largest; see all in the interactive database.
Combines 5 wordings of this item as funds reported it.
32% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: To approve, on a non-binding advisory basis, the frequency of future stockholder advisory votes on the compensation of our named executive officers every one, two or three years.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 0 | -- |
| WASATCH FUNDS TRUST | 0 | 0 | 0 | 0 | -- |
| JPMorgan | 0 | 0 | 0 | 0 | -- |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 0 | 0 | 0 | -- |
| CONESTOGA FUNDS | 0 | 0 | 0 | 0 | -- |
| Artisan | 0 | 0 | 0 | 0 | -- |
| Capital Group | 0 | 0 | 0 | 0 | -- |
| ALGER FUNDS | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Allspring | 0 | 0 | 0 | 0 | -- |
| AllianceBernstein | 0 | 0 | 0 | 0 | -- |
| Virtus | 0 | 0 | 0 | 0 | -- |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 0 | -- |
| Jackson National | 0 | 0 | 0 | 0 | -- |
| Brown Capital Management Mutual Funds | 0 | 0 | 0 | 0 | -- |
| Calvert | 0 | 0 | 0 | 0 | -- |
| Delaware/Macquarie | 0 | 0 | 0 | 0 | -- |
| JANUS INVESTMENT FUND | 0 | 0 | 0 | 0 | -- |
| Loomis Sayles | 0 | 0 | 0 | 0 | -- |
| Brighthouse | 0 | 0 | 35,368 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| Principal | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| Hartford | 0 | 0 | 0 | 0 | -- |
| WisdomTree | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 71 managers: 35,368 abstained, 78,304,293 1 year, 297,085 3 year. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WARBURG PINCUS LLC | 0 | 0 | 0 | 0 | -- |
| WASATCH ADVISORS LP | 0 | 0 | 0 | 0 | -- |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| BAMCO INC /NY/ | 0 | 0 | 0 | 0 | -- |
| Allspring | 0 | 0 | 0 | 0 | -- |
| AllianceBernstein | 0 | 0 | 0 | 0 | -- |
| Capital Group | 0 | 0 | 0 | 0 | -- |
| FRED ALGER MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Wellington | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| BROWN CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| Conestoga Capital Advisors, LLC | 0 | 0 | 0 | 0 | -- |
| TimesSquare Capital Management, LLC | 0 | 0 | 0 | 0 | -- |
| MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | 0 | 0 | 0 | 0 | -- |
| Janus Henderson | 0 | 0 | 0 | 0 | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Calvert | 0 | 0 | 0 | 0 | -- |
| Utah Retirement Systems | 0 | 0 | 0 | 0 | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 0 | 0 | 0 | -- |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | -- |
| Shannon River Fund Management LLC | 0 | 0 | 0 | 0 | -- |
| BROWN ADVISORY INC | 0 | 0 | 0 | 0 | -- |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | Not Voted |
Institutional-manager reports, all 157 managers: 237,435 for, 510,219 against, 1,667 not voted, 253,339,237 3 year, 81,697,836 1 year, 3,260 unknown, 190 2 year. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: Ratification of the appointment of KPMG LLP as our independent registered public accounting firm for 2024.
CLEARWATER ANALYTICS HOLDINGS INC.’s own tally for this item (“2. Ratification of Independent Registered Public Accounting Firm”): 1,129,331,855 for, 111,927 against — passed, per its Form 8-K filed June 17, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2 – Ratification of Independent Registered Public Accounting Firm The stockholders ratified the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024, based on the following votes:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 14,961,128 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 9,264,272 | 0 | 0 | 0 | For |
| JPMorgan | 5,424,457 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 4,402,400 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 4,314,993 | 0 | 0 | 0 | For |
| Capital Group | 3,051,500 | 0 | 0 | 0 | For |
| ALGER FUNDS | 2,619,517 | 0 | 0 | 0 | For |
| Fidelity | 2,515,025 | 0 | 0 | 0 | For |
| Allspring | 2,461,729 | 0 | 0 | 0 | For |
| AllianceBernstein | 2,345,076 | 0 | 0 | 0 | For |
| Virtus | 2,071,602 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 1,991,492 | 0 | 0 | 0 | For |
| Jackson National | 1,722,553 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 1,552,388 | 0 | 0 | 0 | For |
| Calvert | 1,502,463 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,500,993 | 0 | 0 | 0 | For |
| Artisan | 1,478,690 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 1,453,256 | 0 | 0 | 0 | For |
| Loomis Sayles | 960,355 | 0 | 0 | 0 | For |
| Brighthouse | 847,330 | 0 | 35,368 | 0 | For |
| Charles Schwab | 818,628 | 0 | 0 | 0 | For |
| Principal | 689,606 | 0 | 0 | 0 | For |
| Invesco | 665,375 | 0 | 0 | 0 | For |
| Hartford | 557,334 | 0 | 0 | 0 | For |
| WisdomTree | 520,580 | 0 | 0 | 0 | For |
Fund voting reports, all 73 managers: 76,221,766 for, 35,368 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 1,674,319 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,674,319 for.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 14,961,128 |
| 2 | WASATCH FUNDS TRUST | 9,264,272 |
| 3 | JPMorgan | 5,424,457 |
| 4 | BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 4,402,400 |
| 5 | CONESTOGA FUNDS | 4,314,993 |
| 6 | Capital Group | 3,051,500 |
| 7 | ALGER FUNDS | 2,619,517 |
| 8 | Fidelity | 2,515,025 |
| 9 | Allspring | 2,461,729 |
| 10 | AllianceBernstein | 2,345,076 |
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | WARBURG PINCUS LLC | 251,920,590 |
| 2 | WASATCH ADVISORS LP | 11,913,639 |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 9,182,753 |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6,851,175 |
| 5 | BAMCO INC /NY/ | 5,080,177 |
| 6 | Allspring | 4,070,723 |
| 7 | AllianceBernstein | 3,896,138 |
| 8 | Capital Group | 3,051,526 |
| 9 | FRED ALGER MANAGEMENT, LLC | 3,042,582 |
| 10 | Wellington | 2,082,689 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to CLEARWATER ANALYTICS HOLDINGS INC. for the 2023-2024 season, so there is no denominator to divide by.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At CLEARWATER ANALYTICS HOLDINGS INC.'s shareholder meeting held June 11, 2024, in the 2023-2024 proxy season, 215 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,525 separate fund positions. Their filings are grouped here into 6 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 of our named executive officers. — 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: CLEARWATER ANALYTICS HOLDINGS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 17, 2024.
CLEARWATER ANALYTICS HOLDINGS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.