# EDGAR Filing Document

**Accession Number:** 0001749611
**File Stem:** 0001420506-25-002366
**Filing Date:** 2025-8
**Character Count:** 6144
**Document Hash:** 3958d28859d53ea6b48e19aa42e512d8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-002366.hdr.sgml**: 20250825

**ACCESSION NUMBER**: 0001420506-25-002366

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250825

**EFFECTIVENESS DATE**: 20250825

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Toronado Partners, LLC
- **CENTRAL INDEX KEY:** 0001749611

**ORGANIZATION NAME:**
- **EIN:** 812057109
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19097
- **FILM NUMBER:** 251249753

**BUSINESS ADDRESS:**
- **STREET 1:** 50 CALIFORNIA ST.
- **STREET 2:** SUITE 1500
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111
- **BUSINESS PHONE:** 415-969-8681

**MAIL ADDRESS:**
- **STREET 1:** 50 CALIFORNIA ST.
- **STREET 2:** SUITE 1500
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001749611

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Toronado Partners, LLC

**Address:** 50 CALIFORNIA ST., SAN FRANCISCO, CA 94111

**Telephone number:** 415-969-8681

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-19097

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 254900RJ52C9IOIR2G02

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER     | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                              | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Mitek Systems Inc  | 606710200 | 9/10/2024      | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as presented in the Proxy Statement accompanying this notice | SECTION 14A SAY-ON-PAY VOTES |        1230264 |                0 | AGAINST     |                                  1230264 | AGAINST                     |  |
| Elastic N.V.       | N14506104 | 10/1/2024      | Non-binding advisory vote on the compensation of the Company's named executive officers as described in the proxy statement                                   | SECTION 14A SAY-ON-PAY VOTES |         149094 |                0 | AGAINST     |                                   149094 | AGAINST                     |  |
| Fabrinet           | G3323L100 | 12/12/2024     | Approval, on a non-binding, advisory basis, of the compensation of Fabrinet's named executive officers                                                        | SECTION 14A SAY-ON-PAY VOTES |          90046 |                0 | FOR         |                                    90046 | FOR                         |  |
| SiTime Corporation | 82982T106 | 5/30/2025      | To approve, on an advisory bais, the compensation of SiTime's named executive officers as disclosed in SiTime's proxy statement                               | SECTION 14A SAY-ON-PAY VOTES |         127986 |                0 | FOR         |                                   127986 | FOR                         |  |
| Impinj, Inc.       | 453204109 | 6/5/2025       | To approve, on an advisory basis, the compensation of our named executive officers                                                                            | SECTION 14A SAY-ON-PAY VOTES |         258705 |                0 | FOR         |                                   258705 | FOR                         |  |
| Twilio Inc.        | 90138F102 | 6/10/2025      | To approve, on a non-binding basis, the compensation of our named executive officers.                                                                         | SECTION 14A SAY-ON-PAY VOTES |         147654 |                0 | FOR         |                                   147654 | FOR                         |  |
| JAMF Holding Corp  | 47074L105 | 6/10/2025      | To approve, by an advisory vote, Jamf Holding Corp's executive compensation (i.e. "say-on-pay" pproposal).                                                    | SECTION 14A SAY-ON-PAY VOTES |         967963 |                0 | AGAINST     |                                   967963 | AGAINST                     |  |
| Harmonic Inc.      | 413160102 | 6/12/2025      | To approve, on an advisory basis, the compensation of the named executive officers                                                                            | SECTION 14A SAY-ON-PAY VOTES |        1196640 |                0 | FOR         |                                  1196640 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Toronado Partners, LLC

**By (Signature):** Michele Clifford

**By (Printed Signature):** Michele Clifford

**By (Title):** Chief Operating Officer and Chief Compliance Officer

**Date:** 07/29/2025