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Form N-PX · fund registrantSEC filer no. 1075065

SA FUNDS INVESTMENT TRUST

fund voting report

Vote records reported
52,719year to 30 June 2026
Against management
13.4%7,037 of 52,617 marked votes
Say-on-pay support
81.8%for, of for + against + abstain
Shareholder-proposal support
44.6%for, of for + against + abstain
85.2% for11.4% against3.4% other13.4% against management52,794 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

In its Form N-PX for the year to 30 June 2026, SA FUNDS INVESTMENT TRUST listed 52,719 vote records. Votes against management made up 13.4% of those marked either way (7,037 of 52,617); the median fund registrant stood at 6.2%.

Weighted by the number of shares voted, the against-management share is 9.2%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 81.8% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 44.6% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in EXTRAORDINARY TRANSACTIONS (34.6% of 846), SHAREHOLDER RIGHTS AND DEFENSES (28.0% of 118) and SECTION 14A SAY-ON-PAY VOTES (22.9% of 2,811).

It reported 165.5 million shares out on loan at record dates, 9.23% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.

year to 30 June 2026This filerMedian fund registrantAll filers pooled
Against-management share13.4%6.2%10.6%
Say-on-pay support rate81.8%91.6%86.0%
Shareholder-proposal support rate44.6%27.5%33.9%
Shares on loan, share of shares held9.23%0.00%3.12%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS27,29424,5841,1909.8%
SECTION 14A SAY-ON-PAY VOTES2,8142,14847822.9%
AUDIT-RELATED3,9003,7931052.6%
INVESTMENT COMPANY MATTERS1310323.1%
SHAREHOLDER RIGHTS AND DEFENSES1211002128.0%
EXTRAORDINARY TRANSACTIONS84655129534.6%
CAPITAL STRUCTURE5,4404,74968712.9%
COMPENSATION4,4093,71069815.3%
CORPORATE GOVERNANCE9,3046,9372,30521.7%
ENVIRONMENT OR CLIMATE195311614.2%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE7831472.6%
DIVERSITY, EQUITY, AND INCLUSION9931682.0%
OTHER SOCIAL ISSUES255731803.2%
OTHER607553236.8%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 202453,10412.7%80.3%51.2%
year to 30 June 202550,83010.9%80.6%48.3%
year to 30 June 202652,71913.4%81.8%44.6%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, SA FUNDS INVESTMENT TRUST voted against management on 363 of the 1,969 it marked either way (18.4%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

A further 2 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 649 proposals from security holders that could be told apart in the filings and on which it cast a vote, SA FUNDS INVESTMENT TRUST voted for 147 (22.7%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Tesla, Inc.6 Nov 2025A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to...
Tesla, Inc.6 Nov 2025Declassify the Board of Directors
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Govern by Majority Vote.
Starbucks Corporation25 Mar 2026Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority...
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding...
EXXON MOBIL CORPORATION27 May 2026Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not...
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding disclosure of voting results by share class.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding dual class capital structure.
United Parcel Service, Inc.7 May 2026To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
Illinois Tool Works Inc.8 May 2026Corporate governance
FORD MOTOR COMPANY14 May 2026A shareholder proposal relating to a request that the Board take steps to implement one vote per share for...
FORD MOTOR COMPANY14 May 2026A shareholder proposal relating to public disclosure by share class of voting results on matters subject...
Snowflake Inc.29 Jun 2026To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal...
AppLovin Corporation3 Jun 2026Stockholder proposal regarding disclosure of voting results by class of shares
WEC Energy Group, Inc.7 May 2026Stockholder proposal to govern by majority vote
Airbnb, Inc.5 Jun 2026Dual-class sunset; and
Datadog, Inc.15 Jun 2026The stockholder proposal, if properly presented at the Annual Meeting, requesting the adoption of a simple...
Edison International23 Apr 2026Shareholder Proposal Regarding Retention of Equity
Workday, Inc.16 Jun 2026To consider and vote upon a stockholder proposal regarding disclosure of voting results based on share class.
Humana Inc.16 Apr 2026The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes
Lennar Corporation8 Apr 2026Vote on a stockholder proposal on Disclosure of Voting Result by Share Class.
Lennar Corporation8 Apr 2026Shareholder proposal: SHAREHOLDER RIGHTS AND DEFENSES
ON Semiconductor Corporation14 May 2026To vote on a stockholder proposal regarding simple majority voting
CMS Energy Corporation8 May 2026Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent.
lululemon athletica inc.25 Jun 2026Declassify the Board of Directors
CF Industries Holdings, Inc.28 Apr 2026Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes
Zscaler, Inc.12 Jan 2026To vote on a non-binding stockholder proposal requesting the declassification of our board of directors.
Tyson Foods, Inc.5 Feb 2026Shareholder proposal regarding disclosure of voting results based on class of shares.
Markel Group Inc.20 May 2026Shareholder proposal for a report on the Company's strategies and action plans to mitigate material...
Norwegian Cruise Line Holdings Ltd.11 Jun 2026A shareholder proposal requesting the declassification of our board of directors
Campbell Soup Company18 Nov 2025To vote on a shareholder proposal regarding simple majority voting.
Universal Health Services, Inc.20 May 2026Disclosure of Voting Results Based on Shareholders' Money at Risk
Reliance, Inc.20 May 2026Company articles
Fortune Brands Innovations, Inc.5 May 2026Advisory vote to approve named executive officer compensation
Henry Schein, Inc.21 May 2026Proposal to approve, by non-binding vote, a shareholder proposal to Govern by Majority Vote.
Five Below, Inc.16 Jun 2026Shareholder proposal requesting that provisions in the Company's governance documents requiring greater...

Shares on loan

SA FUNDS INVESTMENT TRUST reported 165.5 million shares on loan at record dates against 1.63 billion shares voted: 9.23% of the two together. Median fund registrant: 0.00%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Fund series in this filing

6 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.

SeriesVote recordsAgainst managementSay-on-pay supportShareholder-proposal support
SA Emerging Markets Value Fund19,36218.2%not reported56.2%
SA U.S. Small Company Fund14,02514.5%81.5%22.5%
SA U.S. Core Market Fund9,5379.3%83.6%12.6%
SA International Value Fund4,9274.8%not reported6.3%
SA U.S. Value Fund3,6306.8%84.6%11.6%
SA Real Estates Securities Fund1,23810.4%81.1%not reported

The filings

These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.

Questions

How did SA FUNDS INVESTMENT TRUST vote on executive pay?

In the year to 30 June 2026 SA FUNDS INVESTMENT TRUST reported 2,626 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 2,148 were for (81.8%), 478 against and 0 abstentions. Counting one item per company meeting, it voted against management on 363 of the 1,969 say-on-pay items it marked either way. A further 2 say-on-pay items were reported without a management mark and are not counted in that figure.

How often does SA FUNDS INVESTMENT TRUST vote against management?

13.4% of the time in the year to 30 June 2026: 7,037 of the 52,617 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did SA FUNDS INVESTMENT TRUST support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 157 votes on proposals from security holders in the year to 30 June 2026 and voted for 2 of them (1.3%). Across every category it voted for 44.6% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by SA FUNDS INVESTMENT TRUST (filer no. 1075065), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.