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TRUBRIDGE INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and TRUBRIDGE INC.’s Form 8-K, filed 2025-05-08 (Item 5.07 on EDGAR). Page generated 02 October 2026.

8Ballot items
105Asset managers
592Fund votes
2025-05-08Meeting date

Proxy season: 2023-2024 2024-2025

Explore TRUBRIDGE INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by TRUBRIDGE INC.

These tallies are TRUBRIDGE INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-08 (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.

TRUBRIDGE INC. — official shareholder meeting results, meeting held 2025-05-08
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Jerry G. Canada	9,032,648	13,400	15,653	--	1,922,331	Majority: yes
Elect Director: Christopher L. Fowler	8,807,620	50,898	203,183	--	1,922,331	Majority: yes
Elect Director: Amy K. O'Keefe	8,839,512	37,471	184,718	--	1,922,331	Majority: yes
Elect Director: Andris Upitis	9,029,314	17,574	14,813	--	1,922,331	Majority: yes
Proposal 2 - Approval of the Second Amendment to the Certificate of Incorporation to Declassify our Board of Directors . The stockholders approved the Declassification Amendment to the Company's Certificate of Incorporation to declassify th	9,044,451	8,748	8,502	--	1,922,331	Majority: yes
1 Proposal 3 - Approval of the Second Amended and Restated 2019 Incentive Plan . The stockholders approved the Second Amended and Restated 2019 Incentive Plan in order to increase the number of shares of common stock available for issuance	8,611,802	430,299	19,600	--	1,922,331	Majority: yes
Proposal 4 - Advisory Vote on Executive Compensation . The stockholders adopted a resolution approving, on an advisory basis, the compensation paid to the Company's named executive officers, as disclosed in the 2025 Proxy Statement in accor	8,769,664	257,144	34,893	--	1,922,331	Majority: yes
Proposal 5 - Ratification of Appointment of Independent Registered Public Accountants . The stockholders ratified the appointment of Grant Thornton LLP as the independent registered public accountants of the Company for the year ending Dece	10,630,984	179,521	173,527	--	--	Majority: yes

Source: TRUBRIDGE INC., Form 8-K, filed with the SEC on 2025-05-08 — read the filing on EDGAR.

How asset managers voted at the TRUBRIDGE INC. 2024-2025 meeting

Each item below shows how the 105 asset managers that disclosed a TRUBRIDGE 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.

1. To approve on a non-binding advisory basis the compensation of the Company's named executive officers ("NEOs");

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 8 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 8,769,664AGAINST: 257,144

TRUBRIDGE INC.’s own tally for this item (“Proposal 4 - Advisory Vote on Executive Compensation . The stockholders adopted a resolution approving, on an advisory basis, the compensation paid to the Company's named executive officers, as disclosed in the 2025 Prox”): 8,769,664 for, 257,144 against, per its Form 8-K filed 2025-05-08 (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. Of all 15,007,262 outstanding shares: 58% for, 2% against (60% of the company cast a for/against vote).

The 103 asset managers below cast 99.7% of the shares they voted on this item FOR (4,602,903 for, 10,671 against).

FOR 99.7%

FOR: 4,602,903 (99.8%)AGAINST: 10,671 (0.2%)

Largest asset managers voting on “To approve on a non-binding advisory basis the compensation of the Company's named executive officers ("NEOs")” at TRUBRIDGE INC., 2024-2025
Asset manager	For	Vote
Federated Hermes	870,335	For
Vanguard	659,239	For
Columbia Threadneedle	388,986	For
MARTIN & CO INC /TN/	323,971	For
Dimensional	313,485	For
BlackRock	214,491	For
KENNEDY CAPITAL MANAGEMENT LLC	169,109	For
Hillsdale Investment Management Inc.	147,984	For
GEODE CAPITAL MANAGEMENT, LLC	147,171	For
Charles Schwab	142,793	For
Fidelity	133,002	For
MARSHALL WACE, LLP	88,790	For
Point72	85,023	For
RICE HALL JAMES & ASSOCIATES, LLC	79,508	For
Invesco	77,906	For
AQR	73,422	For
CONNORS INVESTOR SERVICES INC	71,533	For
Two Sigma	61,941	For
AMERIPRISE FINANCIAL INC	59,253	For
DE Shaw	54,730	For
Forest Hill Capital, LLC	51,183	For
PARAMETRIC PORTFOLIO ASSOCIATES LLC	50,702	For
OMERS ADMINISTRATION Corp	41,500	For
Universal-Investment-Gesellschaft mbH	40,400	For
Lazard	36,171	For

Showing the 25 largest of 103 asset managers. See all 103 in the interactive database.

2. To approve the Second Amended and Restated 2019 Incentive Plan in order to increase the number of shares of common stock available for issuance under the plan;

COMPENSATIONMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 8,611,802AGAINST: 430,299

TRUBRIDGE INC.’s own tally for this item (“1 Proposal 3 - Approval of the Second Amended and Restated 2019 Incentive Plan . The stockholders approved the Second Amended and Restated 2019 Incentive Plan in order to increase the number of shares of common stock ava”): 8,611,802 for, 430,299 against, per its Form 8-K filed 2025-05-08 (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. Of all 15,007,262 outstanding shares: 57% for, 3% against (60% of the company cast a for/against vote).

The 30 asset managers below cast 99.7% of the shares they voted on this item FOR (2,062,109 for, 5,318 against).

FOR 99.7%

FOR: 2,062,109 (99.7%)AGAINST: 5,318 (0.3%)

Largest asset managers voting on “To approve the Second Amended and Restated 2019 Incentive Plan in order to increase the number of shares of co” at TRUBRIDGE INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	653,060	0	For
Federated Hermes	420,246	0	For
Columbia Threadneedle	388,986	0	For
Dimensional	258,012	0	For
Fidelity	126,148	0	For
Charles Schwab	71,295	0	For
Forest Hill Capital, LLC	51,183	0	For
Invesco	38,953	0	For
CLEARWATER INVESTMENT TRUST	11,453	0	For
Northern Trust	6,684	0	For
American Century	0	5,318	Against
Exchange Place Advisors Trust	4,669	0	For
Jackson National	4,302	0	For
BRIDGEWAY FUNDS INC	3,524	0	For
Lazard	3,173	0	For
Goldman Sachs	3,021	0	For
Lattice Strategies Trust	2,461	0	For
Equitable	2,447	0	For
Prudential/PGIM	2,330	0	For
MASTER INVESTMENT PORTFOLIO	1,986	0	For
Victory Capital	1,699	0	For
SA FUNDS INVESTMENT TRUST	1,636	0	For
John Hancock	1,310	0	For
Lincoln Financial	1,284	0	For
Blackstone Alternative Investment Funds	1,200	0	For

Showing the 25 largest of 30 asset managers. See all 30 in the interactive database.

3. Election of directors for (i) one year if Proposal 2 is approved and (ii) three years if Proposal 2 is not approved: Amy K. O'Keefe

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99.5% Majority: yes · of votes cast

FOR 99.5%

FOR: 8,839,512AGAINST: 37,471

TRUBRIDGE INC.’s own tally for this item (“Elect Director: Amy K. O'Keefe”): 8,839,512 for, 37,471 against, per its Form 8-K filed 2025-05-08 (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. Of all 15,007,262 outstanding shares: 59% for, 0.3% against (59% of the company cast a for/against vote).

The 30 asset managers below cast 100% of the shares they voted on this item FOR (2,067,427 for, 0 against).

FOR 100%

FOR: 2,067,427 (100.0%)

Largest asset managers voting on “Election of directors for (i) one year if Proposal 2 is approved and (ii) three years if Proposal 2 is not app” at TRUBRIDGE INC., 2024-2025
Asset manager	For	Vote
Vanguard	653,060	For
Federated Hermes	420,246	For
Columbia Threadneedle	388,986	For
Dimensional	258,012	For
Fidelity	126,148	For
Charles Schwab	71,295	For
Forest Hill Capital, LLC	51,183	For
Invesco	38,953	For
CLEARWATER INVESTMENT TRUST	11,453	For
Northern Trust	6,684	For
American Century	5,318	For
Exchange Place Advisors Trust	4,669	For
Jackson National	4,302	For
BRIDGEWAY FUNDS INC	3,524	For
Lazard	3,173	For
Goldman Sachs	3,021	For
Lattice Strategies Trust	2,461	For
Equitable	2,447	For
Prudential/PGIM	2,330	For
MASTER INVESTMENT PORTFOLIO	1,986	For
Victory Capital	1,699	For
SA FUNDS INVESTMENT TRUST	1,636	For
John Hancock	1,310	For
Lincoln Financial	1,284	For
Blackstone Alternative Investment Funds	1,200	For

Showing the 25 largest of 30 asset managers. See all 30 in the interactive database.

4. Election of directors for (i) one year if Proposal 2 is approved and (ii) three years if Proposal 2 is not approved: Andris Upitis

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 9,029,314AGAINST: 17,574

TRUBRIDGE INC.’s own tally for this item (“Elect Director: Andris Upitis”): 9,029,314 for, 17,574 against, per its Form 8-K filed 2025-05-08 (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. Of all 15,007,262 outstanding shares: 60% for, 0.2% against (60% of the company cast a for/against vote).

The 30 asset managers below cast 100% of the shares they voted on this item FOR (2,067,427 for, 0 against).

FOR 100%

FOR: 2,067,427 (100.0%)

Largest asset managers voting on “Election of directors for (i) one year if Proposal 2 is approved and (ii) three years if Proposal 2 is not app” at TRUBRIDGE INC., 2024-2025
Asset manager	For	Vote
Vanguard	653,060	For
Federated Hermes	420,246	For
Columbia Threadneedle	388,986	For
Dimensional	258,012	For
Fidelity	126,148	For
Charles Schwab	71,295	For
Forest Hill Capital, LLC	51,183	For
Invesco	38,953	For
CLEARWATER INVESTMENT TRUST	11,453	For
Northern Trust	6,684	For
American Century	5,318	For
Exchange Place Advisors Trust	4,669	For
Jackson National	4,302	For
BRIDGEWAY FUNDS INC	3,524	For
Lazard	3,173	For
Goldman Sachs	3,021	For
Lattice Strategies Trust	2,461	For
Equitable	2,447	For
Prudential/PGIM	2,330	For
MASTER INVESTMENT PORTFOLIO	1,986	For
Victory Capital	1,699	For
SA FUNDS INVESTMENT TRUST	1,636	For
John Hancock	1,310	For
Lincoln Financial	1,284	For
Blackstone Alternative Investment Funds	1,200	For

Showing the 25 largest of 30 asset managers. See all 30 in the interactive database.

5. Election of directors for (i) one year if Proposal 2 is approved and (ii) three years if Proposal 2 is not approved: Christopher L. Fowler

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%

FOR: 8,807,620AGAINST: 50,898

TRUBRIDGE INC.’s own tally for this item (“Elect Director: Christopher L. Fowler”): 8,807,620 for, 50,898 against, per its Form 8-K filed 2025-05-08 (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. Of all 15,007,262 outstanding shares: 59% for, 0.4% against (59% of the company cast a for/against vote).

The 30 asset managers below cast 100% of the shares they voted on this item FOR (2,067,427 for, 0 against).

FOR 100%

FOR: 2,067,427 (100.0%)

Largest asset managers voting on “Election of directors for (i) one year if Proposal 2 is approved and (ii) three years if Proposal 2 is not app” at TRUBRIDGE INC., 2024-2025
Asset manager	For	Vote
Vanguard	653,060	For
Federated Hermes	420,246	For
Columbia Threadneedle	388,986	For
Dimensional	258,012	For
Fidelity	126,148	For
Charles Schwab	71,295	For
Forest Hill Capital, LLC	51,183	For
Invesco	38,953	For
CLEARWATER INVESTMENT TRUST	11,453	For
Northern Trust	6,684	For
American Century	5,318	For
Exchange Place Advisors Trust	4,669	For
Jackson National	4,302	For
BRIDGEWAY FUNDS INC	3,524	For
Lazard	3,173	For
Goldman Sachs	3,021	For
Lattice Strategies Trust	2,461	For
Equitable	2,447	For
Prudential/PGIM	2,330	For
MASTER INVESTMENT PORTFOLIO	1,986	For
Victory Capital	1,699	For
SA FUNDS INVESTMENT TRUST	1,636	For
John Hancock	1,310	For
Lincoln Financial	1,284	For
Blackstone Alternative Investment Funds	1,200	For

Showing the 25 largest of 30 asset managers. See all 30 in the interactive database.

6. Election of directors for (i) one year if Proposal 2 is approved and (ii) three years if Proposal 2 is not approved: Jerry G. Canada

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 9,032,648AGAINST: 13,400

TRUBRIDGE INC.’s own tally for this item (“Elect Director: Jerry G. Canada”): 9,032,648 for, 13,400 against, per its Form 8-K filed 2025-05-08 (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. Of all 15,007,262 outstanding shares: 60% for, 0.1% against (60% of the company cast a for/against vote).

The 30 asset managers below cast 100% of the shares they voted on this item FOR (2,067,427 for, 0 against).

FOR 100%

FOR: 2,067,427 (100.0%)

Largest asset managers voting on “Election of directors for (i) one year if Proposal 2 is approved and (ii) three years if Proposal 2 is not app” at TRUBRIDGE INC., 2024-2025
Asset manager	For	Vote
Vanguard	653,060	For
Federated Hermes	420,246	For
Columbia Threadneedle	388,986	For
Dimensional	258,012	For
Fidelity	126,148	For
Charles Schwab	71,295	For
Forest Hill Capital, LLC	51,183	For
Invesco	38,953	For
CLEARWATER INVESTMENT TRUST	11,453	For
Northern Trust	6,684	For
American Century	5,318	For
Exchange Place Advisors Trust	4,669	For
Jackson National	4,302	For
BRIDGEWAY FUNDS INC	3,524	For
Lazard	3,173	For
Goldman Sachs	3,021	For
Lattice Strategies Trust	2,461	For
Equitable	2,447	For
Prudential/PGIM	2,330	For
MASTER INVESTMENT PORTFOLIO	1,986	For
Victory Capital	1,699	For
SA FUNDS INVESTMENT TRUST	1,636	For
John Hancock	1,310	For
Lincoln Financial	1,284	For
Blackstone Alternative Investment Funds	1,200	For

Showing the 25 largest of 30 asset managers. See all 30 in the interactive database.

7. To approve the Second Amendment (the "Declassification Amendment") to the Company's Certificate of Incorporation to declassify the Board of Directors beginning with the Company's 2026 Annual Meeting of Stockholders;

SHAREHOLDER RIGHTS AND DEFENSESMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 9,044,451AGAINST: 8,748

TRUBRIDGE INC.’s own tally for this item (“Proposal 2 - Approval of the Second Amendment to the Certificate of Incorporation to Declassify our Board of Directors . The stockholders approved the Declassification Amendment to the Company's Certificate of Incorporat”): 9,044,451 for, 8,748 against, per its Form 8-K filed 2025-05-08 (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. Of all 15,007,262 outstanding shares: 60% for, 0.1% against (60% of the company cast a for/against vote).

The 29 asset managers below cast 100% of the shares they voted on this item FOR (2,067,371 for, 0 against).

FOR 100%

FOR: 2,067,371 (100.0%)

Largest asset managers voting on “To approve the Second Amendment (the "Declassification Amendment") to the Company's Certificate of Incorporati” at TRUBRIDGE INC., 2024-2025
Asset manager	For	Vote
Vanguard	653,060	For
Federated Hermes	420,246	For
Columbia Threadneedle	388,986	For
Dimensional	258,012	For
Fidelity	126,148	For
Charles Schwab	71,295	For
Forest Hill Capital, LLC	51,183	For
Invesco	38,953	For
CLEARWATER INVESTMENT TRUST	11,453	For
Northern Trust	6,684	For
American Century	5,318	For
Exchange Place Advisors Trust	4,669	For
Jackson National	4,302	For
BRIDGEWAY FUNDS INC	3,524	For
Lazard	3,173	For
Goldman Sachs	3,021	For
Lattice Strategies Trust	2,461	For
Equitable	2,447	For
Prudential/PGIM	2,330	For
MASTER INVESTMENT PORTFOLIO	1,986	For
Victory Capital	1,699	For
SA FUNDS INVESTMENT TRUST	1,636	For
John Hancock	1,310	For
Lincoln Financial	1,284	For
Blackstone Alternative Investment Funds	1,200	For

Showing the 25 largest of 29 asset managers. See all 29 in the interactive database.

8. To ratify the appointment of Grant Thornton LLP as the Company's independent registered public accountants for the year ending December 31, 2025; and

AUDIT-RELATEDMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 10,630,984AGAINST: 179,521

TRUBRIDGE INC.’s own tally for this item (“Proposal 5 - Ratification of Appointment of Independent Registered Public Accountants . The stockholders ratified the appointment of Grant Thornton LLP as the independent registered public accountants of the Company for ”): 10,630,984 for, 179,521 against, per its Form 8-K filed 2025-05-08 (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. Of all 15,007,262 outstanding shares: 71% for, 1% against (72% of the company cast a for/against vote).

The 29 asset managers below cast 99.8% of the shares they voted on this item FOR (2,064,198 for, 3,173 against).

FOR 99.8%

FOR: 2,064,198 (99.8%)AGAINST: 3,173 (0.2%)

Largest asset managers voting on “To ratify the appointment of Grant Thornton LLP as the Company's independent registered public accountants for” at TRUBRIDGE INC., 2024-2025
Asset manager	For	Against	Vote
Vanguard	653,060	0	For
Federated Hermes	420,246	0	For
Columbia Threadneedle	388,986	0	For
Dimensional	258,012	0	For
Fidelity	126,148	0	For
Charles Schwab	71,295	0	For
Forest Hill Capital, LLC	51,183	0	For
Invesco	38,953	0	For
CLEARWATER INVESTMENT TRUST	11,453	0	For
Northern Trust	6,684	0	For
American Century	5,318	0	For
Exchange Place Advisors Trust	4,669	0	For
Jackson National	4,302	0	For
BRIDGEWAY FUNDS INC	3,524	0	For
Lazard	0	3,173	Against
Goldman Sachs	3,021	0	For
Lattice Strategies Trust	2,461	0	For
Equitable	2,447	0	For
Prudential/PGIM	2,330	0	For
MASTER INVESTMENT PORTFOLIO	1,986	0	For
Victory Capital	1,699	0	For
SA FUNDS INVESTMENT TRUST	1,636	0	For
John Hancock	1,310	0	For
Lincoln Financial	1,284	0	For
Blackstone Alternative Investment Funds	1,200	0	For

Showing the 25 largest of 29 asset managers. See all 29 in the interactive database.

Largest TRUBRIDGE INC. shareholders voting in 2024-2025

Ranked by the number of TRUBRIDGE INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 15,007,262 shares outstanding at the time of that meeting.

Top TRUBRIDGE INC. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Federated Hermes	5.80%
2	Vanguard	4.39%
3	Columbia Threadneedle	2.59%
4	MARTIN & CO INC /TN/	2.16%
5	Dimensional	2.09%
6	BlackRock	1.43%
7	KENNEDY CAPITAL MANAGEMENT LLC	1.13%
8	Hillsdale Investment Management Inc.	0.99%
9	GEODE CAPITAL MANAGEMENT, LLC	0.98%
10	Charles Schwab	0.95%

Reported TRUBRIDGE INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

TRUBRIDGE INC. beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
Leonard Group	17.30%	DEF14A
L6 Holdings Inc.	14.19%	13D
Andris Upitis	7.42%	DEF14A
Ocho Investments LLC	7.42%	13D
Camac Partners, LLC	5.74%	13G
Glazer Capital, LLC	5.36%	13G
Vanguard Group	4.42%	13F
Dimensional Fund Advisors	2.30%	13F
BlackRock	1.98%	13F
Millennium Management	1.51%	13F

Percentages above are of 15,007,262 shares outstanding, as reported by TRUBRIDGE INC. on its Form 10-Q/A dated 2024-05-09 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from TRUBRIDGE INC.’s 10-Q/A dated 2024-05-09. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At TRUBRIDGE INC.'s shareholder meeting held 2025-05-08, in the 2024-2025 proxy season, 105 asset managers reported how they voted on 8 ballot items in their SEC Form N-PX filings, covering 592 separate fund positions. On the most widely held item on that ballot — To approve on a non-binding advisory basis the compensation of the Company's named executive… — FOR was 97% 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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: TRUBRIDGE INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-05-08.

TRUBRIDGE INC. proxy season coverage: 2023-2024 · 2024-2025 (this page).