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ENVESTNET INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and ENVESTNET INC.’s Form 8-K, filed May 10, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.

6Ballot items
291Asset managers
1,966Fund votes
May 8, 2024Meeting date

Results at a glance

Meeting of May 8, 2024: 6 items on ENVESTNET INC.’s Form 8-K, filed May 10, 2024: 6 without a stated outcome.

Material dissent

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

Proxy season: 2023-2024 2024-2025

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

Official 2023-2024 meeting results reported by ENVESTNET INC.

These tallies are ENVESTNET INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 10, 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.

ENVESTNET INC. — official shareholder meeting results, meeting held May 8, 2024
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Valerie Mosley	45,488,965	--	--	2,100,621	3,200,513	96%	Not verified	—
Elect Director: Gregory Smith	45,599,981	--	--	1,989,605	3,200,513	96%	Not verified	—
2. The approval, on an advisory basis, of 2023 executive compensation	45,195,182	2,064,280	330,124	--	3,200,513	96%	Not verified	—
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	--	--	99.3%	Not verified	—
4. The approval of the Envestnet, Inc. 2024 Long-Term Incentive Plan	44,115,345	3,153,063	321,177	--	3,200,514	93%	Not verified	—
5. The approval of an amendment to Envestnet's Fifth Amended and Restated Certificate of Incorporation to allow for exculpation of certain officers as permitted pursuant to recent amendments to Delaware law	40,638,918	6,614,762	335,905	--	3,200,514	86%	Not verified	—

Source: ENVESTNET INC., Form 8-K, filed with the SEC on May 10, 2024 — read the filing on EDGAR.

How asset managers voted at the ENVESTNET INC. 2023-2024 meeting

Each item below shows how the 291 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.

1. Elect Director: Gregory Smith

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 45,599,981WITHHELD: 1,989,605

Details: description as filed, official tally, votes by 85 asset managers

Description as filed by funds: The election as director of the nominees listed below (except as marked to the contrary below): Gregory Smith

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 May 10, 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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 85 asset managers below reported 23,614,674 for, 7,325 withheld, 45,362 abstained, 717 unknown.

FOR

FOR: 23,614,674ABSTAIN: 45,362WITHHOLD: 7,325UNKNOWN: 717

Largest asset managers voting on “The election as director of the nominees listed below (except as marked to the contrary below): Gregory Smith” at ENVESTNET INC., 2023-2024
Asset manager	For	Vote
Vanguard	6,693,674	For
BlackRock	2,648,928	For
JPMorgan	1,994,117	For
T. Rowe Price	1,274,173	For
JANUS INVESTMENT FUND	1,200,629	For
Calvert	1,138,891	For
Legg Mason	1,022,429	For
Fidelity	1,004,815	For
State Street	860,466	For
HARBOR FUNDS	575,808	For
Brown Advisory Funds	544,153	For
Invesco	509,842	For
Charles Schwab	504,675	For
FRANKLIN STRATEGIC SERIES	289,622	For
Principal	239,087	For
Columbia Threadneedle	225,666	For
Dimensional	211,099	For
AMERICAN BEACON FUNDS	205,289	For
Bridge Builder Trust	205,154	For
OLD WESTBURY FUNDS INC	148,625	For
TIAA	142,260	For
Equitable	138,861	For
Jackson National	120,180	For
Goldman Sachs	96,923	For
Nationwide	89,141	For

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

2. Elect Director: Valerie Mosley

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 45,488,965WITHHELD: 2,100,621

Details: description as filed, official tally, votes by 85 asset managers

Description as filed by funds: The election as director of the nominees listed below (except as marked to the contrary below): Valerie Mosley

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 May 10, 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.

The 85 asset managers below reported 22,766,539 for, 854,351 withheld, 46,471 abstained, 717 unknown.

FOR

FOR: 22,766,539ABSTAIN: 46,471WITHHOLD: 854,351UNKNOWN: 717

Largest asset managers voting on “The election as director of the nominees listed below (except as marked to the contrary below): Valerie Mosley” at ENVESTNET INC., 2023-2024
Asset manager	For	Withheld	Vote
Vanguard	6,693,674	0	For
BlackRock	2,648,928	0	For
JPMorgan	1,994,117	0	For
T. Rowe Price	1,274,173	0	For
JANUS INVESTMENT FUND	1,200,629	0	For
Calvert	1,138,891	0	For
Legg Mason	1,022,429	0	For
Fidelity	1,004,815	0	For
State Street	860,466	0	For
HARBOR FUNDS	575,808	0	For
Brown Advisory Funds	544,153	0	For
Invesco	0	509,842	Withhold
Charles Schwab	504,675	0	For
FRANKLIN STRATEGIC SERIES	289,622	0	For
Principal	239,087	0	For
Columbia Threadneedle	225,666	0	For
Dimensional	211,099	0	For
AMERICAN BEACON FUNDS	205,289	0	For
Bridge Builder Trust	205,154	0	For
OLD WESTBURY FUNDS INC	148,625	0	For
TIAA	0	142,260	Withhold
Equitable	138,861	0	For
Jackson National	120,180	0	For
Goldman Sachs	96,923	0	For
Nationwide	89,141	0	For

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

3. 5. The approval of an amendment to Envestnet's Fifth Amended and Restated Certificate of Incorporation to allow for…

Outcome not verifiedSHAREHOLDER RIGHTS AND DEFENSESReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%

FOR: 40,638,918AGAINST: 6,614,762

Details: description as filed, official tally, votes by 86 asset managers

Description as filed by funds: THE APPROVAL OF AN AMENDMENT TO THE COMPANY'S FIFTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO ALLOW FOR EXCULPATION OF CERTAIN OFFICERS AS PERMITTED PURSUANT TO RECENT AMENDMENTS TO DELAWARE LAW.

ENVESTNET INC.’s own tally for this item (“5. The approval of an amendment to Envestnet's Fifth Amended and Restated Certificate of Incorporation to allow for exculpation of certain officers as permitted pursuant to recent amendments to Delaware law”): 40,638,918 for, 6,614,762 against, per its Form 8-K filed May 10, 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: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 86 asset managers below reported 19,963,546 for, 3,697,114 against, 7,166 abstained, 717 unknown.

FORAGAINST

FOR: 19,963,546AGAINST: 3,697,114ABSTAIN: 7,166UNKNOWN: 717

Largest asset managers voting on “THE APPROVAL OF AN AMENDMENT TO THE COMPANY'S FIFTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO ALLOW” at ENVESTNET INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	6,693,674	0	For
BlackRock	2,648,928	0	For
JPMorgan	0	1,994,117	Against
T. Rowe Price	1,274,173	0	For
JANUS INVESTMENT FUND	1,200,629	0	For
Calvert	1,138,891	0	For
Legg Mason	0	1,022,429	Against
Fidelity	1,004,815	0	For
State Street	860,392	74	For
HARBOR FUNDS	575,808	0	For
Brown Advisory Funds	544,153	0	For
Invesco	509,842	0	For
Charles Schwab	504,675	0	For
FRANKLIN STRATEGIC SERIES	0	289,622	Against
Principal	239,087	0	For
Columbia Threadneedle	225,666	0	For
Dimensional	211,099	0	For
AMERICAN BEACON FUNDS	205,289	0	For
Bridge Builder Trust	204,752	402	For
OLD WESTBURY FUNDS INC	148,625	0	For
TIAA	142,260	0	For
Equitable	138,861	0	For
Jackson National	120,180	0	For
Goldman Sachs	96,923	0	For
Nationwide	4,533	84,608	Mixed

Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.

4. 4. The approval of the Envestnet, Inc. 2024 Long-Term Incentive Plan

Outcome not verifiedCOMPENSATIONReported outcome: Not verified

Combines 2 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 44,115,345AGAINST: 3,153,063

Details: description as filed, official tally, votes by 85 asset managers

Description as filed by funds: THE APPROVAL OF THE ENVESTNET, INC. 2024 LONG-TERM INCENTIVE PLAN.

ENVESTNET INC.’s own tally for this item (“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 May 10, 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: 93% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 85 asset managers below reported 22,375,570 for, 1,256,850 against, 717 unknown.

FOR

FOR: 22,375,570AGAINST: 1,256,850UNKNOWN: 717

Largest asset managers voting on “THE APPROVAL OF THE ENVESTNET, INC. 2024 LONG-TERM INCENTIVE PLAN.” at ENVESTNET INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	6,693,674	0	For
BlackRock	2,648,928	0	For
JPMorgan	1,994,117	0	For
T. Rowe Price	1,274,173	0	For
JANUS INVESTMENT FUND	1,200,629	0	For
Calvert	0	1,138,891	Against
Legg Mason	1,022,429	0	For
Fidelity	1,004,815	0	For
State Street	860,452	14	For
HARBOR FUNDS	575,808	0	For
Brown Advisory Funds	544,153	0	For
Invesco	509,842	0	For
Charles Schwab	504,675	0	For
FRANKLIN STRATEGIC SERIES	289,622	0	For
Principal	239,087	0	For
Columbia Threadneedle	225,666	0	For
Dimensional	211,099	0	For
AMERICAN BEACON FUNDS	205,289	0	For
Bridge Builder Trust	205,154	0	For
OLD WESTBURY FUNDS INC	148,625	0	For
TIAA	142,260	0	For
Equitable	138,861	0	For
Jackson National	120,180	0	For
Goldman Sachs	96,923	0	For
Nationwide	89,141	0	For

Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.

5. 2. The approval, on an advisory basis, of 2023 executive compensation

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 7 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 45,195,182AGAINST: 2,064,280

Details: description as filed, official tally, votes by 284 asset managers

Description as filed by funds: THE APPROVAL, ON AN ADVISORY BASIS, OF 2023 EXECUTIVE COMPENSATION.

ENVESTNET INC.’s own tally for this item (“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 May 10, 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: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Also reported under other wordings, matched to the same row of ENVESTNET 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).

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).

Fund voting reports: 85 asset managers voting on “THE APPROVAL, ON AN ADVISORY BASIS, OF 2023 EXECUTIVE COMPENSATION.” at ENVESTNET INC., 2023-2024
Asset manager	For	Vote
Vanguard	6,693,674	For
BlackRock	2,648,928	For
JPMorgan	1,994,117	For
T. Rowe Price	1,274,173	For
JANUS INVESTMENT FUND	1,200,629	For
Calvert	1,138,891	For
Legg Mason	1,022,429	For
Fidelity	1,004,815	For
State Street	860,466	For
HARBOR FUNDS	575,808	For
Brown Advisory Funds	544,153	For
Invesco	509,842	For
Charles Schwab	504,675	For
FRANKLIN STRATEGIC SERIES	289,622	For
Principal	239,087	For
Columbia Threadneedle	225,666	For
Dimensional	211,099	For
AMERICAN BEACON FUNDS	205,289	For
Bridge Builder Trust	205,154	For
OLD WESTBURY FUNDS INC	148,625	For
TIAA	142,260	For
Equitable	138,861	For
Jackson National	120,180	For
Goldman Sachs	96,923	For
Nationwide	89,141	For

Fund voting reports, all 85 managers: 23,495,530 for, 129,724 against, 7,166 abstained, 717 unknown. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 221 asset managers voting on “THE APPROVAL, ON AN ADVISORY BASIS, OF 2023 EXECUTIVE COMPENSATION.” at ENVESTNET INC., 2023-2024
Asset manager	For	Against	Abstain	Vote
Man Group plc	0	4,269,300	0	Against
Impactive Capital LP	4,182,195	0	0	For
BlackRock	3,232,538	0	0	For
T. Rowe Price	1,830,374	0	0	For
BROWN ADVISORY INC	1,407,191	0	0	For
RGM Capital, LLC	1,309,193	0	0	For
Stephens Investment Management Group LLC	1,277,556	0	0	For
Janus Henderson	1,275,930	0	0	For
Clearbridge Investments, LLC	1,202,894	0	0	For
Calvert	1,156,963	0	0	For
EARNEST PARTNERS LLC	1,078,821	0	0	For
GEODE CAPITAL MANAGEMENT, LLC	1,005,493	0	0	For
Invesco	622,838	0	0	For
SCHRODER INVESTMENT MANAGEMENT GROUP	0	592,937	0	Against
Charles Schwab	549,750	0	0	For
Van Berkom & Associates Inc.	536,179	0	0	For
Northern Trust	507,374	0	0	For
ATLANTA CAPITAL MANAGEMENT CO L L C	487,704	0	0	For
Greenhouse Funds LLLP	0	356,461	0	Against
Global Alpha Capital Management Ltd.	0	352,563	0	Against
Sunriver Management LLC	0	0	317,733	Abstain
Fisher Asset Management, LLC	311,688	0	0	For
MELLON INVESTMENTS Corp	310,376	0	0	For
Ensign Peak Advisors, Inc	300,048	0	0	For
FRANKLIN ADVISERS INC	293,006	0	0	For

Institutional-manager reports, all 221 managers: 27,990,245 for, 5,808,393 against, 317,733 abstained, 4,147 not voted, 16 unknown. Showing the 25 largest; see all in the interactive database.

6. 3. The ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for…

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%

FOR: 50,119,099AGAINST: 343,069

Details: description as filed, official tally, votes by 86 asset managers

Description as filed by funds: THE RATIFICATION OF KPMG LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2024.

ENVESTNET INC.’s own tally for this item (“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 May 10, 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: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 86 asset managers below reported 23,660,586 for, 74 against, 7,166 abstained, 717 unknown.

FOR

FOR: 23,660,586AGAINST: 74ABSTAIN: 7,166UNKNOWN: 717

Largest asset managers voting on “THE RATIFICATION OF KPMG LLP AS THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING D” at ENVESTNET INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	6,693,674	0	For
BlackRock	2,648,928	0	For
JPMorgan	1,994,117	0	For
T. Rowe Price	1,274,173	0	For
JANUS INVESTMENT FUND	1,200,629	0	For
Calvert	1,138,891	0	For
Legg Mason	1,022,429	0	For
Fidelity	1,004,815	0	For
State Street	860,392	74	For
HARBOR FUNDS	575,808	0	For
Brown Advisory Funds	544,153	0	For
Invesco	509,842	0	For
Charles Schwab	504,675	0	For
FRANKLIN STRATEGIC SERIES	289,622	0	For
Principal	239,087	0	For
Columbia Threadneedle	225,666	0	For
Dimensional	211,099	0	For
AMERICAN BEACON FUNDS	205,289	0	For
Bridge Builder Trust	205,154	0	For
OLD WESTBURY FUNDS INC	148,625	0	For
TIAA	142,260	0	For
Equitable	138,861	0	For
Jackson National	120,180	0	For
Goldman Sachs	96,923	0	For
Nationwide	89,141	0	For

Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.

Largest ENVESTNET INC. shareholders voting in 2023-2024

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, shown as a share of the 55,221,888 shares outstanding at the time of that meeting.

Fund voting reports: top ENVESTNET INC. shareholders by shares voted on “THE APPROVAL OF AN AMENDMENT TO THE COMPANY'S FIFTH AMENDED AND RESTATED CERTIFICATE OF…”, 2023-2024
#	Asset manager	% of shares outstanding
1	Vanguard	12.12%
2	BlackRock	4.80%
3	JPMorgan	3.61%
4	T. Rowe Price	2.31%
5	JANUS INVESTMENT FUND	2.17%
6	Calvert	2.06%
7	Legg Mason	1.85%
8	Fidelity	1.82%
9	State Street	1.56%
10	HARBOR FUNDS	1.04%

Institutional-manager reports: top ENVESTNET INC. shareholders by shares voted on “THE APPROVAL, ON AN ADVISORY BASIS, OF 2023 EXECUTIVE COMPENSATION.”, 2023-2024
#	Asset manager	% of shares outstanding
1	Man Group plc	7.73%
2	Impactive Capital LP	7.57%
3	BlackRock	5.85%
4	T. Rowe Price	3.31%
5	BROWN ADVISORY INC	2.55%
6	RGM Capital, LLC	2.37%
7	Stephens Investment Management Group LLC	2.31%
8	Janus Henderson	2.31%
9	Clearbridge Investments, LLC	2.18%
10	Calvert	2.10%

Reported ENVESTNET INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

ENVESTNET INC. holdings and ownership disclosed for the 2023-2024 proxy season
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 June 30, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

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. Shares outstanding are taken from ENVESTNET INC.’s 10-Q dated June 30, 2024. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At ENVESTNET INC.'s shareholder meeting held May 8, 2024, in the 2023-2024 proxy season, 291 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,966 separate fund positions. 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 May 10, 2024.

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

Download data (CSV): ballot items · votes by manager · column guide.