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TREACE MEDICAL CONCEPTS INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and TREACE MEDICAL CONCEPTS INC.’s Form 8-K, filed May 22, 2024 (Item 5.07 on EDGAR). Page generated October 25, 2026.

  • 6Reported items
  • 162Asset managers
  • 1,266Fund votes
  • May 21, 2024Meeting date

Results at a glance

Meeting of May 21, 2024: 5 items on TREACE MEDICAL CONCEPTS INC.’s Form 8-K, filed May 22, 2024: 3 elected · 2 approved.

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 2025-2026

Explore TREACE MEDICAL CONCEPTS INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by TREACE MEDICAL CONCEPTS INC.

These tallies are TREACE MEDICAL CONCEPTS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 22, 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.

TREACE MEDICAL CONCEPTS INC. — official shareholder meeting results, meeting held May 21, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: John K. Bakewell 39,111,657---- 9,678,8275,994,650 80%Elected—
Elect Director: Richard W. Mott 40,173,787---- 8,616,6975,994,650 82%Elected—
Elect Director: John T. Treace 44,023,225---- 4,767,2595,994,650 90%Elected—
2. Advisory Vote on Executive Compensation 44,766,5614,009,99913,924 --5,994,650 92%Approved—
4. Ratification of Selection of Independent Registered Public Accounting Firm 52,692,6492,089,8502,635 --0 96%Approved—

Source: TREACE MEDICAL CONCEPTS INC., Form 8-K, filed with the SEC on May 22, 2024 — read the filing on EDGAR.

How asset managers voted at the TREACE MEDICAL CONCEPTS INC. 2023-2024 meeting

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.

1. Elect Director: John K. Bakewell

Official resultFund totals may overlapDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

80% Majority: yes · of votes cast

FOR 80%WITHHELD
FOR: 39,111,657WITHHELD: 9,678,827
Details: description as filed, official tally, votes by 52 asset managers

Description as filed by funds: Election of Directors: John K. Bakewell

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 May 22, 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 stockholders elected, by the votes indicated below, the following nominees to the Company's Board of Directors to serve as Class III directors for a three-year term of office expiring at the 2027 annual meeting of the stockholders or until their respective successors have been duly elected and …”
Support: 80% 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).

Fund voting reports: 50 asset managers voting on “Election of Directors: John K. Bakewell” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard4,174,3740 00For
BlackRock1,855,8870 00For
Fidelity951,4100 00For
WILLIAM BLAIR FUNDS00 0787,719Withhold
BUFFALO FUNDS677,7330 00For
FINANCIAL INVESTORS TRUST00 645,7990Abstain
Principal00 0434,104Withhold
Charles Schwab358,1590 00For
State Street326,9450 0897For
TIAA00 0194,193Withhold
Prudential/PGIM00 0154,495Withhold
GuideStone00 0150,630Withhold
Invesco00 0132,372Withhold
Equitable70,2160 061,030Mixed
AMG FUNDS108,2500 00For
JPMorgan107,1000 00For
QUANTITATIVE MASTER SERIES LLC80,3960 00For
Grandeur Peak Global Trust55,2790 00For
Nushares ETF Trust00 047,603Withhold
Lincoln Financial47,5160 00For
Voya00 025,492Withhold
AIG/SunAmerica00 022,286Withhold
Global X00 020,725Withhold
PARADIGM FUNDS20,0000 00For
Northern Trust19,9970 00For

Fund voting reports, all 50 managers: 8,917,984 for, 2,083,001 withheld, 671,045 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1 asset manager voting on “Election of Directors: John K. Bakewell” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TimesSquare Capital Management, LLC1,230,7800 00For

Institutional-manager reports, all 1 managers: 1,230,780 for.

2. Elect Director: Richard W. Mott

Official resultFund totals may overlapDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

82% Majority: yes · of votes cast

FOR 82%WITHHELD
FOR: 40,173,787WITHHELD: 8,616,697
Details: description as filed, official tally, votes by 52 asset managers

Description as filed by funds: Election of Directors: Richard W. Mott

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 May 22, 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 stockholders elected, by the votes indicated below, the following nominees to the Company's Board of Directors to serve as Class III directors for a three-year term of office expiring at the 2027 annual meeting of the stockholders or until their respective successors have been duly elected and …”
Support: 82% 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).

Fund voting reports: 50 asset managers voting on “Election of Directors: Richard W. Mott” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard4,174,3740 00For
BlackRock00 01,855,887Withhold
Fidelity927,7970 023,613For
WILLIAM BLAIR FUNDS787,7190 00For
BUFFALO FUNDS677,7330 00For
FINANCIAL INVESTORS TRUST00 645,7990Abstain
Principal5,2700 0428,834Withhold
Charles Schwab358,1590 00For
State Street327,8020 040For
TIAA194,1930 00For
Prudential/PGIM00 0154,495Withhold
GuideStone150,6300 00For
Invesco132,3720 00For
Equitable61,0300 070,216Mixed
AMG FUNDS108,2500 00For
JPMorgan107,1000 00For
QUANTITATIVE MASTER SERIES LLC00 080,396Withhold
Grandeur Peak Global Trust55,2790 00For
Nushares ETF Trust47,6030 00For
Lincoln Financial47,5160 00For
Voya25,4920 00For
AIG/SunAmerica22,2860 00For
Global X20,7250 00For
PARADIGM FUNDS20,0000 00For
Northern Trust19,9970 00For

Fund voting reports, all 50 managers: 8,373,248 for, 2,637,914 withheld, 660,868 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1 asset manager voting on “Election of Directors: Richard W. Mott” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TimesSquare Capital Management, LLC1,230,7800 00For

Institutional-manager reports, all 1 managers: 1,230,780 for.

3. Elect Director: John T. Treace

Official resultFund totals may overlapDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

90% Majority: yes · of votes cast

FOR 90%
FOR: 44,023,225WITHHELD: 4,767,259
Details: description as filed, official tally, votes by 52 asset managers

Description as filed by funds: Election of Directors: John T. Treace

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 May 22, 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 stockholders elected, by the votes indicated below, the following nominees to the Company's Board of Directors to serve as Class III directors for a three-year term of office expiring at the 2027 annual meeting of the stockholders or until their respective successors have been duly elected and …”
Support: 90% 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).

Fund voting reports: 50 asset managers voting on “Election of Directors: John T. Treace” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard4,174,3740 00For
BlackRock1,855,8870 00For
Fidelity951,4100 00For
WILLIAM BLAIR FUNDS787,7190 00For
BUFFALO FUNDS677,7330 00For
FINANCIAL INVESTORS TRUST00 645,7990Abstain
Principal5,2700 0428,834Withhold
Charles Schwab358,1590 00For
State Street327,8020 040For
TIAA194,1930 00For
Prudential/PGIM00 0154,495Withhold
GuideStone150,6300 00For
Invesco132,3720 00For
Equitable131,2460 00For
AMG FUNDS108,2500 00For
JPMorgan107,1000 00For
QUANTITATIVE MASTER SERIES LLC80,3960 00For
Grandeur Peak Global Trust55,2790 00For
Nushares ETF Trust47,6030 00For
Lincoln Financial47,5160 00For
Voya25,4920 00For
AIG/SunAmerica22,2860 00For
Global X20,7250 00For
PARADIGM FUNDS20,0000 00For
Northern Trust19,9970 00For

Fund voting reports, all 50 managers: 10,435,869 for, 583,371 withheld, 652,790 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1 asset manager voting on “Election of Directors: John T. Treace” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TimesSquare Capital Management, LLC1,230,7800 00For

Institutional-manager reports, all 1 managers: 1,230,780 for.

4. 2. Advisory Vote on Executive Compensation

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 10 wordings of this item as funds reported it.

92% Approved · of votes cast

FOR 92%
FOR: 44,766,561AGAINST: 4,009,999
Details: description as filed, official tally, votes by 161 asset managers

Description as filed by funds: Approval, on an advisory, non- binding basis, of the compensation of the Company's named executive officers.

TREACE MEDICAL CONCEPTS INC.’s own tally for this item (“2. Advisory Vote on Executive Compensation”): 44,766,561 for, 4,009,999 against — passed, per its Form 8-K filed May 22, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “By the vote stated below, the stockholders approved, on an advisory, non-binding basis, the compensation of the Company's named executive officers:”
Support: 92% 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).

Fund voting reports: 51 asset managers voting on “Approval, on an advisory, non- binding basis, of the compensation of the Company's named executive officers.” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard4,174,3740 00For
BlackRock1,855,8870 00For
Fidelity951,4100 00For
WILLIAM BLAIR FUNDS787,7190 00For
BUFFALO FUNDS677,7330 00For
FINANCIAL INVESTORS TRUST645,7990 00For
Principal434,1040 00For
Charles Schwab358,1590 00For
State Street327,384458 00For
TIAA194,1930 00For
Prudential/PGIM154,4950 00For
GuideStone150,6300 00For
Gabelli143,3590 00For
Invesco132,3720 00For
Equitable131,2460 00For
AMG FUNDS108,2500 00For
JPMorgan107,1000 00For
QUANTITATIVE MASTER SERIES LLC80,3960 00For
Grandeur Peak Global Trust55,2790 00For
Nushares ETF Trust47,6030 00For
Lincoln Financial47,5160 00For
Voya25,4920 00For
AIG/SunAmerica22,2860 00For
Global X20,7250 00For
PARADIGM FUNDS20,0000 00For

Fund voting reports, all 51 managers: 11,792,776 for, 22,613 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 125 asset managers voting on “Approval, on an advisory, non- binding basis, of the compensation of the Company's named executive officers.” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
CIBC Private Wealth Group LLC14,730,1140 00For
PERCEPTIVE ADVISORS LLC2,107,6310 00For
ARMISTICE CAPITAL, LLC02,078,999 00Against
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,838,7430 00For
BlackRock1,493,65813,265 00For
TimesSquare Capital Management, LLC1,230,7800 00For
EMERALD MUTUAL FUND ADVISERS TRUST1,229,1280 00For
State Street1,157,29116,203 00For
GEODE CAPITAL MANAGEMENT, LLC976,6360 00For
EMERALD ADVISERS, LLC876,0810 00For
Soleus Capital Management, L.P.861,6640 00For
NEXT CENTURY GROWTH INVESTORS LLC760,4270 00For
Candriam S.C.A.0454,945 00Against
Northern Trust380,9372,360 00For
Charles Schwab358,1590 00For
Novo Holdings A/S360,0000 00For
STATE OF WISCONSIN INVESTMENT BOARD326,3350 00For
FORMULA GROWTH LTD323,0690 00For
MARSHALL WACE, LLP0262,812 00Against
Nuveen243,3050 00For
MELLON INVESTMENTS Corp193,8950 00For
Point72172,6770 00For
Goldman Sachs151,0250 00For
Invesco144,3420 00For
JPMorgan136,8990 00For

Institutional-manager reports, all 125 managers: 30,976,971 for, 3,041,906 against, 5,000 not voted, 23,492 1 year. Showing the 25 largest; see all in the interactive database.

5. Approval, on an advisory, non- binding basis, of the frequency of future advisory votes on the compensation of the…

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 7 wordings of this item as funds reported it.

100% Fund and manager reports combined; may count the same shares twice · no official result

1 YEAR
Details: description as filed, votes by 149 asset managers

Description as filed by funds: Approval, on an advisory, non- binding basis, of the frequency of future advisory votes on the compensation of the Company's named executive officers.

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.

Fund voting reports: 50 asset managers voting on “Approval, on an advisory, non- binding basis, of the frequency of future advisory votes on the compensation of” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard00 00--
BlackRock00 00--
Fidelity00 00--
WILLIAM BLAIR FUNDS00 00--
BUFFALO FUNDS00 00--
FINANCIAL INVESTORS TRUST00 00--
Principal00 00--
Charles Schwab00 00--
State Street00 00--
TIAA00 00--
Prudential/PGIM00 00--
GuideStone00 00--
Gabelli00 00--
Invesco00 00--
Equitable00 00--
AMG FUNDS00 00--
JPMorgan00 00--
QUANTITATIVE MASTER SERIES LLC00 00--
Grandeur Peak Global Trust00 00--
Nushares ETF Trust00 00--
Lincoln Financial00 00--
Voya00 00--
AIG/SunAmerica00 00--
Global X00 00--
Northern Trust00 00--

Fund voting reports, all 50 managers: 11,788,396 1 year, 6,993 3 year. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 114 asset managers voting on “Approval, on an advisory, non- binding basis, of the frequency of future advisory votes on the compensation of” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
CIBC Private Wealth Group LLC00 00--
PERCEPTIVE ADVISORS LLC00 00--
ARMISTICE CAPITAL, LLC00 2,078,9990Abstain
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC00 00--
BlackRock00 00--
TimesSquare Capital Management, LLC00 00--
EMERALD MUTUAL FUND ADVISERS TRUST00 00--
State Street00 00--
GEODE CAPITAL MANAGEMENT, LLC00 00--
EMERALD ADVISERS, LLC00 00--
Soleus Capital Management, L.P.00 00--
NEXT CENTURY GROWTH INVESTORS LLC00 00--
Candriam S.C.A.00 00--
Northern Trust00 00--
Charles Schwab00 00Not Voted
Novo Holdings A/S00 00--
STATE OF WISCONSIN INVESTMENT BOARD00 00--
MARSHALL WACE, LLP00 00--
Nuveen00 00--
MELLON INVESTMENTS Corp00 00--
Point7200 00--
Goldman Sachs00 00--
Invesco00 00--
Vanguard00 00--
Divisadero Street Capital Management, LP114,4000 00For

Institutional-manager reports, all 114 managers: 137,892 for, 2,078,999 abstained, 5,000 not voted, 31,322,337 1 year, 31,181 3 year. Showing the 25 largest; see all in the interactive database.

6. 4. Ratification of Selection of Independent Registered Public Accounting Firm

Official resultFund totals may overlapAUDIT-RELATEDReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

96% Approved · of votes cast

FOR 96%
FOR: 52,692,649AGAINST: 2,089,850
Details: description as filed, official tally, votes by 52 asset managers

Description as filed by funds: RATIFICATION OF THE APPOINTMENT OF GRANT THORNTON LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE YEAR ENDING DECEMBER 31, 2024.

TREACE MEDICAL CONCEPTS INC.’s own tally for this item (“4. Ratification of Selection of Independent Registered Public Accounting Firm”): 52,692,649 for, 2,089,850 against — passed, per its Form 8-K filed May 22, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “By the vote stated below, the stockholders ratified the appointment of Grant Thornton LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.”
Support: 96% 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).

Fund voting reports: 50 asset managers voting on “RATIFICATION OF THE APPOINTMENT OF GRANT THORNTON LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTIN” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard4,174,3740 00For
BlackRock1,855,8870 00For
Fidelity951,4100 00For
WILLIAM BLAIR FUNDS787,7190 00For
BUFFALO FUNDS677,7330 00For
FINANCIAL INVESTORS TRUST645,7990 00For
Principal434,1040 00For
Charles Schwab358,1590 00For
State Street327,8420 00For
TIAA194,1930 00For
Prudential/PGIM154,4950 00For
GuideStone150,6300 00For
Gabelli143,3590 00For
Invesco132,3720 00For
Equitable131,2460 00For
AMG FUNDS108,2500 00For
JPMorgan107,1000 00For
QUANTITATIVE MASTER SERIES LLC80,3960 00For
Grandeur Peak Global Trust55,2790 00For
Nushares ETF Trust47,6030 00For
Lincoln Financial47,5160 00For
Voya25,4920 00For
AIG/SunAmerica22,2860 00For
Global X20,7250 00For
Northern Trust19,9970 00For

Fund voting reports, all 50 managers: 11,795,254 for, 135 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1 asset manager voting on “RATIFICATION OF THE APPOINTMENT OF GRANT THORNTON LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTIN” at TREACE MEDICAL CONCEPTS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TimesSquare Capital Management, LLC1,230,7800 00For

Institutional-manager reports, all 1 managers: 1,230,780 for.

Largest TREACE MEDICAL CONCEPTS 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 62,008,135 shares outstanding at the time of that meeting.

Fund voting reports: top TREACE MEDICAL CONCEPTS INC. shareholders by shares voted on “Approval, on an advisory, non- binding basis, of the compensation of the Company's named…”, 2023-2024
#Asset manager % of shares outstanding
1Vanguard 6.73%
2BlackRock 2.99%
3Fidelity 1.53%
4WILLIAM BLAIR FUNDS 1.27%
5BUFFALO FUNDS 1.09%
6FINANCIAL INVESTORS TRUST 1.04%
7Principal 0.70%
8Charles Schwab 0.58%
9State Street 0.53%
10TIAA 0.31%
Institutional-manager reports: top TREACE MEDICAL CONCEPTS INC. shareholders by shares voted on “Approval, on an advisory, non- binding basis, of the compensation of the Company's named…”, 2023-2024
#Asset manager % of shares outstanding
1CIBC Private Wealth Group LLC 23.76%
2PERCEPTIVE ADVISORS LLC 3.40%
3ARMISTICE CAPITAL, LLC 3.35%
4WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.97%
5BlackRock 2.43%
6TimesSquare Capital Management, LLC 1.98%
7EMERALD MUTUAL FUND ADVISERS TRUST 1.98%
8State Street 1.89%
9GEODE CAPITAL MANAGEMENT, LLC 1.58%
10EMERALD ADVISERS, LLC 1.41%

Reported TREACE MEDICAL CONCEPTS 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.

TREACE MEDICAL CONCEPTS INC. holdings and ownership disclosed for the 2023-2024 proxy season
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 May 1, 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 TREACE MEDICAL CONCEPTS INC.’s 10-Q dated May 1, 2024. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At TREACE MEDICAL CONCEPTS INC.'s shareholder meeting held May 21, 2024, in the 2023-2024 proxy season, 162 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,266 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 — Approval, on an advisory, non- binding basis, of the compensation of the Company's named… — TREACE MEDICAL CONCEPTS INC.'s filing reports the proposal as approved, with 92% support 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). Source: TREACE MEDICAL CONCEPTS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 22, 2024.

TREACE MEDICAL CONCEPTS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

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