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UPSTART HOLDINGS INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and UPSTART HOLDINGS INC.’s Form 8-K, filed 2025-05-23 (Item 5.07 on EDGAR). Page generated 04 October 2026.

  • 9Reported items
  • 368Asset managers
  • 1,271Fund votes
  • 2025-05-23Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore UPSTART HOLDINGS INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by UPSTART HOLDINGS INC.

These tallies are UPSTART HOLDINGS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-23 (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.

UPSTART HOLDINGS INC. — official shareholder meeting results, meeting held 2025-05-23
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Peter Bernard 42,901,568---- 1,507,55820,209,653 Majority: yes
Elect Director: Paul Gu 33,863,396---- 10,545,73020,209,653 Majority: yes

Source: UPSTART HOLDINGS INC., Form 8-K, filed with the SEC on 2025-05-23 — read the filing on EDGAR.

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

Each item below shows how the 368 asset managers that disclosed a UPSTART HOLDINGS 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of UPSTART HOLDINGS INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. The approval, on an advisory basis, of the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-23.

Combines 6 wordings of this item as funds reported it.

62% fund support · no official result

FOR 62%AGAINST 38%

The 350 asset managers below cast 62% of the shares they voted on this item FOR (21,002,800 for, 12,929,500 against).

FOR: 21,002,800 (61.8%)AGAINST: 12,929,500 (38.0%)ABSTAIN: 62,079 (0.2%)NOT VOTED: 1,081 (0.0%)
Largest asset managers voting on “The approval, on an advisory basis, of the compensation of our named executive officers.” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard8,086,9305,473 00For
BlackRock3,725,75831,581 00For
State Street1,868,67138,732 00For
Two Sigma01,575,105 00Against
Charles Schwab1,316,0960 00For
Invesco01,193,129 00Against
Global X1,149,7137,685 00For
GEODE CAPITAL MANAGEMENT, LLC1,042,6500 00For
Fidelity950,9810 00For
COATUE MANAGEMENT LLC0870,947 00Against
FULLER & THALER ASSET MANAGEMENT, INC.0867,622 00Against
WEATHERBIE CAPITAL, LLC0837,159 00Against
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC799,5550 00For
ALGER FUNDS0671,423 00Against
DRIEHAUS CAPITAL MANAGEMENT LLC0660,272 00Against
Northern Trust0592,765 00Against
FRED ALGER MANAGEMENT, LLC0484,548 00Against
Nuveen0435,713 00Against
Goldman Sachs0427,598 00Against
TIAA0386,709 00Against
STRS OHIO0295,567 00Against
MELLON INVESTMENTS Corp235,5690 00For
CAPITAL FUND MANAGEMENT S.A.0220,648 00Against
Equitable127,18389,010 00For
DRIEHAUS MUTUAL FUNDS0212,136 00Against

Showing the 25 largest of 350 asset managers. See all 350 in the interactive database.

2. Ratification of the appointment of Deloitte & Touche LLP as Upstart's independent registered public accounting firm for the fiscal year ending December 31, 2025.

AUDIT-RELATED

Meeting held 2025-05-23.

99.9% fund support · no official result

FOR 99.8%

The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (16,579,780 for, 14,784 against).

FOR: 16,579,780 (99.9%)AGAINST: 14,784 (0.1%)ABSTAIN: 6,843 (0.0%)
Largest asset managers voting on “Ratification of the appointment of Deloitte & Touche LLP as Upstart's independent registered public accounting” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard7,776,0780 00For
BlackRock1,394,9270 00For
Global X1,149,7130 00For
Fidelity945,3160 00For
ALGER FUNDS671,4230 00For
Charles Schwab658,0190 00For
Capitol Series Trust610,5000 00For
Invesco514,3900 00For
TIAA386,7090 00For
State Street220,3740 00For
Equitable216,1930 00For
DRIEHAUS MUTUAL FUNDS212,1360 00For
Bridge Builder Trust195,4090 00For
First Trust139,4350 00For
JPMorgan117,9470 00For
Goldman Sachs117,6790 00For
Tidal Trust II95,6790 00For
LIBERTY ALL STAR GROWTH FUND INC.93,0220 00For
Jackson National77,1450 00For
OPTIMUM FUND TRUST76,6490 00For
Nationwide72,0290 00For
ALGER FUNDS II69,2160 00For
Lincoln Financial66,1390 00For
SEI64,4260 00For
TRUST FOR PROFESSIONAL MANAGERS47,8590 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

3. Election of Directors: Peter Bernard

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-23.

Combines 7 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 42,901,568WITHHELD: 1,507,558

UPSTART HOLDINGS INC.’s own tally for this item (“Elect Director: Peter Bernard”): 42,901,568 for, 1,507,558 withheld, per its Form 8-K filed 2025-05-23 (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 95,071,582 outstanding shares: 45.1% for, 2% withheld (46.7% of the company cast a for/withheld vote).

The 70 asset managers below cast 100% of the shares they voted on this item FOR (15,982,232 for, 0 against).

FOR 96%
FOR: 15,982,232 (96.3%)ABSTAIN: 620,802 (3.7%)
Largest asset managers voting on “Election of Directors: Peter Bernard” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard7,776,0780 00For
BlackRock1,394,9270 00For
Global X1,149,7130 00For
Fidelity945,3160 00For
ALGER FUNDS671,4230 00For
Charles Schwab658,0190 00For
Capitol Series Trust610,5000 00For
Invesco00 514,3900Abstain
TIAA386,7090 00For
State Street220,3740 00For
Equitable216,1930 00For
DRIEHAUS MUTUAL FUNDS212,1360 00For
Bridge Builder Trust195,4090 00For
First Trust139,4350 00For
JPMorgan117,9470 00For
Goldman Sachs117,6790 00For
Tidal Trust II95,6790 00For
LIBERTY ALL STAR GROWTH FUND INC.93,0220 00For
Jackson National49,5770 27,5680For
OPTIMUM FUND TRUST76,6490 00For
Nationwide38,1510 33,8780For
ALGER FUNDS II69,2160 00For
Lincoln Financial66,1390 00For
SEI64,4260 00For
TRUST FOR PROFESSIONAL MANAGERS47,8590 00For

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

4. Election of Directors: Paul Gu

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-23.

Combines 7 wordings of this item as funds reported it.

76% Majority: yes · of votes cast

FOR 76%WITHHELD 24%
FOR: 33,863,396WITHHELD: 10,545,730

UPSTART HOLDINGS INC.’s own tally for this item (“Elect Director: Paul Gu”): 33,863,396 for, 10,545,730 withheld, per its Form 8-K filed 2025-05-23 (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 95,071,582 outstanding shares: 36% for, 11% withheld (46.7% of the company cast a for/withheld vote).

The 70 asset managers below cast 100% of the shares they voted on this item FOR (13,795,135 for, 0 against).

FOR 83%ABSTAIN 17%
FOR: 13,795,135 (83.1%)ABSTAIN: 2,807,899 (16.9%)
Largest asset managers voting on “Election of Directors: Paul Gu” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard7,776,0780 00For
BlackRock1,394,9270 00For
Global X1,149,7130 00For
Fidelity945,3160 00For
ALGER FUNDS00 671,4230Abstain
Charles Schwab658,0190 00For
Capitol Series Trust00 610,5000Abstain
Invesco514,3900 00For
TIAA386,7090 00For
State Street750 220,2990Abstain
Equitable127,1830 89,0100For
DRIEHAUS MUTUAL FUNDS00 212,1360Abstain
Bridge Builder Trust15,5630 179,8460Abstain
First Trust00 139,4350Abstain
JPMorgan117,9470 00For
Goldman Sachs117,6790 00For
Tidal Trust II95,6790 00For
LIBERTY ALL STAR GROWTH FUND INC.00 93,0220Abstain
Jackson National27,5680 49,5770Abstain
OPTIMUM FUND TRUST00 76,6490Abstain
Nationwide72,0290 00For
ALGER FUNDS II00 69,2160Abstain
Lincoln Financial8,3390 57,8000Abstain
SEI64,4260 00For
TRUST FOR PROFESSIONAL MANAGERS00 47,8590Abstain

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

5. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-23.

88% fund support · no official result

FOR 88%12%

The 8 asset managers below cast 88% of the shares they voted on this item FOR (290,819 for, 40,795 against).

FOR: 290,819 (87.7%)AGAINST: 40,795 (12.3%)
Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
JPMorgan290,6020 00For
APG Asset Management US Inc.026,181 00Against
Brighthouse013,564 00Against
Desjardins Global Asset Management Inc.0685 00Against
TD Waterhouse Canada Inc.0311 00Against
Cornerstone Investment Partners, LLC1670 00For
BEACON INVESTMENT ADVISORY SERVICES, INC.054 00Against
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma500 00For

6. DIRECTOR

DIRECTOR ELECTIONS

Meeting held 2025-05-23.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (12,584 for, 0 against).

FOR: 12,584 (100.0%)
Largest asset managers voting on “DIRECTOR” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Zacks Trust10,1330 00For
Jackson Creek Investment Advisors LLC1,2920 00For
SARATOGA ADVANTAGE TRUST1,1590 00For

7. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-23.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (3,535 for, 0 against).

FOR: 3,535 (100.0%)
Largest asset managers voting on “14A Executive Compensation” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Bramshill Investments, LLC3,5000 00For
HARBOUR INVESTMENT MANAGEMENT LLC350 00For

8. The approval, on an advisory basis, of the H of our named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-23.

2% fund support · no official result

AGAINST 98%

The 2 asset managers below cast 2% of the shares they voted on this item FOR (14,239 for, 610,500 against).

FOR: 14,239 (2.3%)AGAINST: 610,500 (97.7%)
Largest asset managers voting on “The approval, on an advisory basis, of the H of our named executive officers.” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Capitol Series Trust0610,500 00Against
NORTHERN LIGHTS FUND TRUST III14,2390 00For

9. The approval, on an advisory basis, of the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-29 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).

0% fund support · no official result

AGAINST 100%

The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 8 against).

AGAINST: 8 (100.0%)
Largest asset managers voting on “The approval, on an advisory basis, of the compensation of our named executive officers.” at UPSTART HOLDINGS INC., 2024-2025
Asset managerForAgainst AbstainWithheldVote
COLDSTREAM CAPITAL MANAGEMENT INC08 00Against
Echo45 Advisors LLC00 00--

Largest UPSTART HOLDINGS INC. shareholders voting in 2024-2025

Ranked by the number of UPSTART HOLDINGS INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 95,071,582 shares outstanding at the time of that meeting.

Top UPSTART HOLDINGS INC. shareholders by shares voted, 2024-2025
#Asset manager % of shares outstanding
1Vanguard 8.51%
2BlackRock 3.95%
3State Street 2.01%
4Two Sigma 1.66%
5Charles Schwab 1.39%
6Invesco 1.25%
7Global X 1.22%
8GEODE CAPITAL MANAGEMENT, LLC 1.10%
9Fidelity 1.00%
10COATUE MANAGEMENT LLC 0.92%

Reported UPSTART HOLDINGS INC. ownership

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

UPSTART HOLDINGS INC. beneficial owners on record for the 2024-2025 proxy season
Holder % outstanding Disclosure
Dave Girouard 13.76% DEF14A
Vanguard Group 8.43% 13F
Entities affiliated with The Vanguard Group 7.38% DEF14A
BlackRock 6.85% 13F
Entities affiliated with BlackRock, Inc. 5.84% DEF14A
G1 Execution Services, LLC 4.79% 13G
Citadel Advisors 4.11% 13F
State Street 2.11% 13F
Geode Capital 2.04% 13F
Goldman Sachs 2.00% 13F

Percentages above are of 95,071,582 shares outstanding, as reported by UPSTART HOLDINGS INC. on its Form 10-Q dated 2025-03-31 (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 UPSTART HOLDINGS INC.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At UPSTART HOLDINGS INC.'s shareholder meeting held 2025-05-23, in the 2024-2025 proxy season, 368 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,271 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. UPSTART HOLDINGS INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — The approval, on an advisory basis, of the compensation of our named executive officers. — the reporting funds cast 62% of the shares they voted in favour (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). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

UPSTART HOLDINGS INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.