Boardroom Alpha
Meeting calendar
BMBL · Annual meeting · Thursday, June 4, 2026

Bumble Inc

3 nominees · 3 ballot items.

Stockholders will vote to elect three Class II directors, ratify Ernst & Young LLP as the Company’s independent registered public accounting firm for 2026, and cast a non-binding advisory vote to approve the compensation of the Company’s named executive officers (Say-on-Pay).

Market cap
$443M
1Y TSR
-57.9%
Board grade
D
Record date
Apr 6, 2026
Filing
DEF 14A
Meeting concluded · Jun 4, 2026

Follow how the vote landed and what changed on Bumble Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.

Proposals

On the ballot3

  1. 1

    Election of the three Class II director nominees

    ManagementBoard: FOR

    Elect three Class II director nominees—R. Lynn Atchison, Amy M. Griffin, and Sissie L. Hsiao—to hold office for three-year terms.

  2. 2

    Ratification of Ernst & Young LLP as independent registered public accounting firm for 2026

    ManagementBoard: FOR

    Ratify the appointment of Ernst & Young LLP as Bumble Inc.’s independent registered public accounting firm for the fiscal year ending December 31, 2026.

  3. 3

    Advisory (non-binding) vote to approve named executive officer compensation

    ManagementBoard: FOR

    A non-binding, advisory 'say-on-pay' vote to approve the compensation of the Company’s named executive officers as disclosed in the Proxy Statement (including the Compensation Discussion and Analysis, tables and related narratives).

    More detail

    This management-sponsored advisory proposal asks stockholders to cast a non-binding vote to approve the compensation of Bumble’s named executive officers as disclosed in the Proxy Statement (the CD&A, compensation tables and narratives). Management seeks this vote to reaffirm its compensation philosophy and practices, to obtain shareholder feedback on pay-for-performance alignment, and because Dodd-Frank/SEC rules require an advisory vote; the Board and Compensation Committee emphasize that the outcome will inform future compensation decisions. The proposal comes amid significant leadership transition in 2025—Whitney Wolfe Herd resumed the CEO role and the Company hired a new CFO and CLO—resulting in sizable new-hire and retention equity awards (notably a $9.0M target RSU grant for the CEO and multi-million-dollar sign-on grants for the CFO and CLO) and time-based RSUs used to promote retention during the transformation. Short-term incentives in 2025 were tied to a three-part company scorecard (Revenue, Adjusted EBITDA Margin, and Strategic Metrics); the Company achieved above-target results on Revenue and Adjusted EBITDA Margin but recorded a 0% payout for the undisclosed Strategic Metrics component, producing a mixed payout profile. The Compensation Committee used an independent consultant (Semler Brossy) and a peer group benchmark, and highlighted governance features such as clawback policy, prohibition on hedging, no single-trigger change-in-control (except a legacy CEO provision), and use of RSUs to align long-term interests. Key investor questions center on the size and timing of large equity grants and sign-on awards, the opacity around Strategic Metrics, the interaction of historically granted incentive units and realized pay, and whether the pay mix sufficiently ties realized pay to sustained shareholder value given recent impairments and other non-GAAP adjustments. Although the vote is non-binding, the Board’s explicit commitment to consider the result, combined with the Company’s controlled-company structure and outsized founder/Sponsor voting power, means the practical influence of the vote depends on shareholder engagement and subsequent Board action. For a sophisticated evaluation: weigh the compensation design (time-based RSUs vs performance awards), the rigor and disclosure of metric-setting (particularly Strategic Metrics), the retention/ recruitment rationale for large one-time grants, and the company’s longer-term commitment to aligning realized executive pay with stockholder returns.

Director elections

Nominees on the ballot3

Independent
Tenure on this board
5.8 yrs
Also a director at
Q2 Holdings Inc (QTWO)Einride AB (ENRD)
Ownership

Top institutional holders10

Latest 13F quarter
1Blackstone Inc.13.5%20,441,010$67M
2Blackstone Inc.5.2%7,848,699$26M
3Saba Capital Management, L.P.3.5%5,337,549$17M
4Accel Growth Fund V Associates L.L.C.3.3%5,054,531$16M
5VANGUARD PORTFOLIO MANAGEMENT LLC3.2%4,791,259$16M
6AQR CAPITAL MANAGEMENT LLC2.8%4,234,846$14M
7RENAISSANCE TECHNOLOGIES LLC2.8%4,213,887$14M
8DIMENSIONAL FUND ADVISORS LP2.7%4,074,446$13M
9VANGUARD CAPITAL MANAGEMENT LLC2.2%3,286,728$11M
10PRUDENTIAL FINANCIAL INC2.1%3,182,472$10M
Filings

Recent key filings

Periodic reports
Definitive proxies
Reference

Frequently asked questions

When is the Bumble Inc 2026 annual meeting?
Bumble Inc (BMBL) holds its 2026 annual shareholder meeting on Thursday, June 4, 2026.
What is the record date for the Bumble Inc 2026 meeting?
The record date for the Bumble Inc 2026 meeting is Monday, April 6, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Bumble Inc's 2026 meeting?
The board is presenting 3 director nominees at the Bumble Inc 2026 meeting, listed with their independence status and background.
What proposals will shareholders vote on at the Bumble Inc 2026 meeting?
Shareholders will vote on 3 proposals at the Bumble Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
Disclaimer

The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Boardroom Alpha cannot guarantee its accuracy and completeness, and that of the opinions based thereon.

This report contains opinions and is provided for informational purposes only – it does not constitute investment, legal or tax advice. You should not rely solely upon the research herein for purposes of transacting securities or other investments, and you are encouraged to conduct your own research and due diligence, and to seek the advice of a qualified securities professional before you make any investment.

None of the information contained in this report constitutes, or is intended to constitute a recommendation by Boardroom Alpha of any particular security or trading strategy or a determination by Boardroom Alpha that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.

No representation or warranty, expressed or implied, is made on behalf of Boardroom Alpha as to the accuracy or completeness of the information contained herein. Boardroom Alpha does not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this research and any liability is expressly disclaimed.

Full disclaimer