Home / Filers / Ensemble Capital Management, LLC
Ensemble Capital Management, LLC
institutional manager voting report
- Vote records reported
- 145year to 30 June 2024
- Against management
- 17.9%26 of 145 marked votes
- Say-on-pay support
- 80.5%for, of for + against + abstain
- Shareholder-proposal support
- not reportednot reported by managers
foragainstabstain, withhold or otheramber tick: the portion cast against management
In its Form N-PX for the year to 30 June 2024, Ensemble Capital Management, LLC listed 145 vote records. Votes against management made up 17.9% of those marked either way (26 of 145); the median institutional manager stood at 7.4%.
Weighted by the number of shares voted, the against-management share is 1.6%. 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 80.5% of the section 14A say-on-pay items it reported (the median institutional manager: 91.2%).
By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (17.9% of 145).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 2,487 institutional managers with at least 25 vote records in the season.
| year to 30 June 2024 | This filer | Median institutional manager | All filers pooled |
|---|---|---|---|
| Against-management share | 17.9% | 7.4% | 10.2% |
| Say-on-pay support rate | 80.5% | 91.2% | 84.6% |
| Shareholder-proposal support rate | not reported | 33.3% | 37.0% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 0.08% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 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) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| SECTION 14A SAY-ON-PAY VOTES | 145 | 103 | 25 | 17.9% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 145 | 17.9% | 80.5% | not reported |
Only one season is on file for this entry so far. The structured Form N-PX began with the year to 30 June 2024.
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Ensemble Capital Management, LLC voted against management on 25 of the 127 it marked either way (19.7%) in the year to 30 June 2024.
- Cisco Systems, Inc. 6 Dec 2023
- Salesforce, Inc. 27 Jun 2024
- Broadcom Inc. 22 Apr 2024
- Oracle Corporation 15 Nov 2023
- Advanced Micro Devices, Inc. 8 May 2024
- BlackRock, Inc. 15 May 2024
- Palo Alto Networks, Inc. 12 Dec 2023
- WARNER BROS. DISCOVERY, INC. 3 Jun 2024
- Carrier Global Corporation 18 Apr 2024
- DUPONT DE NEMOURS, INC. 5 Jun 2024
- Micron Technology, Inc. 18 Jan 2024
- CrowdStrike Holdings, Inc. 18 Jun 2024
- Ross Stores, Inc. 22 May 2024
- Workday, Inc. 18 Jun 2024
- Alexandria Real Estate Equities, Inc. 14 May 2024
- Atlassian Corporation 6 Dec 2023
- Watsco, Inc. 3 Jun 2024
- Zoom Communications, Inc. 13 Jun 2024
- Paycom Software, Inc. 29 Apr 2024
- SHOPIFY INC. 4 Jun 2024
- Rithm Capital Corp. 23 May 2024
- VODAFONE GROUP PLC 25 Jul 2023
- JetBlue Airways Corporation 17 May 2024
- CANOPY GROWTH CORPORATION 25 Sep 2023
- Upstart Holdings, Inc. 29 May 2024
Shareholder proposals it supported
Institutional managers report say-on-pay votes only, so no shareholder proposals appear here.
Shares on loan
Ensemble Capital Management, LLC reported no shares on loan for the year to 30 June 2024. 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.
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.
- N-PX filed 27 Aug 2024 accession 0001085146-24-004270
- Every N-PX filing by this filer on EDGAR
Questions
How did Ensemble Capital Management, LLC vote on executive pay?
In the year to 30 June 2024 Ensemble Capital Management, LLC reported 128 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 103 were for (80.5%), 25 against and 0 abstentions. Counting one item per company meeting, it voted against management on 25 of the 127 say-on-pay items it marked either way.
How often does Ensemble Capital Management, LLC vote against management?
17.9% of the time in the year to 30 June 2024: 26 of the 145 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.
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 30 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Ensemble Capital Management, LLC (filer no. 1387366), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 30 Sep 2026; page built 1 Oct 2026.