# EDGAR Filing Document

**Accession Number:** 0001764725
**File Stem:** 0001085146-26-000433
**Filing Date:** 2026-6
**Character Count:** 10811
**Document Hash:** e5362cc9a93ba932e7b4cb7e3fbb6ec2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-26-000433.hdr.sgml**: 20260604

**ACCESSION NUMBER**: 0001085146-26-000433

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20260604

**EFFECTIVENESS DATE**: 20260604

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Blue Grotto Capital, LLC
- **CENTRAL INDEX KEY:** 0001764725

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20114
- **FILM NUMBER:** 261066023

**BUSINESS ADDRESS:**
- **STREET 1:** 2000 RIVEREDGE PARKWAY, SUITE 500
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30328
- **BUSINESS PHONE:** 404-381-1862

**MAIL ADDRESS:**
- **STREET 1:** 2000 RIVEREDGE PARKWAY, SUITE 500
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30328

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

## N-PX: Filer Information

**Filer CIK:** 0001764725

**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:** Blue Grotto Capital, LLC

**Address:** 2000 RIVEREDGE PARKWAY, SUITE 500, ATLANTA, GA 30328

**Telephone number:** 404-567-6989

**Name of agent for service:** —

**Agent Address:** —, —, — —

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

**SEC File Number:** 028-20114

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**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   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ARROW ELECTRONICS, INC.          | 042735100 | 05/06/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          14331 |                0 | FOR         |                                    14331 | FOR                         |  |
| ARROW ELECTRONICS, INC.          | 042735100 | 05/06/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          26051 |                0 | FOR         |                                    26051 | FOR                         |  |
| ARROW ELECTRONICS, INC.          | 042735100 | 05/06/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          30217 |                0 | FOR         |                                    30217 | FOR                         |  |
| CARPENTER TECHNOLOGY CORPORATION | 144285103 | 10/07/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |           1113 |                0 | FOR         |                                     1113 | FOR                         |  |
| CARPENTER TECHNOLOGY CORPORATION | 144285103 | 10/07/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          22746 |                0 | FOR         |                                    22746 | FOR                         |  |
| CARPENTER TECHNOLOGY CORPORATION | 144285103 | 10/07/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          40376 |                0 | FOR         |                                    40376 | FOR                         |  |
| CARPENTER TECHNOLOGY CORPORATION | 144285103 | 10/07/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          50613 |                0 | FOR         |                                    50613 | FOR                         |  |
| TWILIO INC.                      | 90138F102 | 06/10/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |           5794 |                0 | FOR         |                                     5794 | FOR                         |  |
| TWILIO INC.                      | 90138F102 | 06/10/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          19734 |                0 | FOR         |                                    19734 | FOR                         |  |
| TWILIO INC.                      | 90138F102 | 06/10/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          35871 |                0 | FOR         |                                    35871 | FOR                         |  |
| TWILIO INC.                      | 90138F102 | 06/10/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          41605 |                0 | FOR         |                                    41605 | FOR                         |  |
| MITEK SYSTEMS, INC.              | 606710200 | 09/10/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |         188282 |                0 | AGAINST     |                                   188282 | AGAINST                     |  |
| MITEK SYSTEMS, INC.              | 606710200 | 09/10/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |         346332 |                0 | AGAINST     |                                   346332 | AGAINST                     |  |
| MITEK SYSTEMS, INC.              | 606710200 | 09/10/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |         875529 |                0 | AGAINST     |                                   875529 | AGAINST                     |  |
| MITEK SYSTEMS, INC.              | 606710200 | 09/10/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |        1124313 |                0 | AGAINST     |                                  1124313 | AGAINST                     |  |
| NUTANIX, INC.                    | 67059N108 | 12/13/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          23999 |                0 | FOR         |                                    23999 | FOR                         |  |
| NUTANIX, INC.                    | 67059N108 | 12/13/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          43240 |                0 | FOR         |                                    43240 | FOR                         |  |
| NUTANIX, INC.                    | 67059N108 | 12/13/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          53399 |                0 | FOR         |                                    53399 | FOR                         |  |
| CACI INTERNATIONAL INC           | 127190304 | 10/17/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |           5573 |                0 | FOR         |                                     5573 | FOR                         |  |
| CACI INTERNATIONAL INC           | 127190304 | 10/17/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |           9780 |                0 | FOR         |                                     9780 | FOR                         |  |
| CACI INTERNATIONAL INC           | 127190304 | 10/17/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          10097 |                0 | FOR         |                                    10097 | FOR                         |  |
| CACI INTERNATIONAL INC           | 127190304 | 10/17/2024     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          13820 |                0 | FOR         |                                    13820 | FOR                         |  |
| AMAZON.COM, INC.                 | 023135106 | 05/21/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          19806 |                0 | FOR         |                                    19806 | FOR                         |  |
| AMAZON.COM, INC.                 | 023135106 | 05/21/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          36164 |                0 | FOR         |                                    36164 | FOR                         |  |
| AMAZON.COM, INC.                 | 023135106 | 05/21/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          42819 |                0 | FOR         |                                    42819 | FOR                         |  |
| OKTA, INC.                       | 679295105 | 06/24/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          10650 |                0 | FOR         |                                    10650 | FOR                         |  |
| OKTA, INC.                       | 679295105 | 06/24/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          25374 |                0 | FOR         |                                    25374 | FOR                         |  |
| OKTA, INC.                       | 679295105 | 06/24/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          50933 |                0 | FOR         |                                    50933 | FOR                         |  |
| OKTA, INC.                       | 679295105 | 06/24/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |          64877 |                0 | FOR         |                                    64877 | FOR                         |  |
| META PLATFORMS, INC.             | 30303M102 | 05/28/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |           4132 |                0 | FOR         |                                     4132 | FOR                         |  |
| META PLATFORMS, INC.             | 30303M102 | 05/28/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |           7310 |                0 | FOR         |                                     7310 | FOR                         |  |
| META PLATFORMS, INC.             | 30303M102 | 05/28/2025     | Annual             | SECTION 14A SAY-ON-PAY VOTES |           8594 |                0 | FOR         |                                     8594 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Blue Grotto Capital, LLC

**By (Signature):** Greg Deese

**By (Printed Signature):** Greg Deese

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

**Date:** 06/02/2026