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Model N, Inc.

MODNDelisted Jun 27, 2024
Industry
Services-Computer Programming, Data Processing, Etc.
SEC CIK
0001118417

Model N, Inc. was delisted on Jun 27, 2024; its insiders filed their last Form 4 on Jun 27, 2024; 163 institutions reported holding it in 13F filings for Q1 2024, worth $1.13B in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Model N, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
147
0 vs. Q2 2021
Shares held
34.4M
+561.2K (+1.7%) vs. Q2 2021
Total value
$1.15B
−$11.7M (−1.0%) vs. Q2 2021
New holders
17
63 more added
Sold out
17
41 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MODN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 147 institutions
Q1 2021: 155 institutionsQ2 2021: 147 institutionsQ3 2021: 147 institutionsQ4 2021: 141 institutionsQ1 2022: 136 institutionsQ2 2022: 146 institutionsQ3 2022: 163 institutionsQ4 2022: 184 institutionsQ1 2023: 184 institutionsQ2 2023: 177 institutionsQ3 2023: 174 institutionsQ4 2023: 168 institutionsQ1 2024: 163 institutionsQ2 2024: 2 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $1.15B
Q1 2021: $1.20BQ2 2021: $1.16BQ3 2021: $1.15BQ4 2021: $1.04BQ1 2022: $940.1MQ2 2022: $931.2MQ3 2022: $1.24BQ4 2022: $1.53BQ1 2023: $1.28BQ2 2023: $1.39BQ3 2023: $946.3MQ4 2023: $1.04BQ1 2024: $1.13BQ2 2024: $65.5KQ3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MODN and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20242$65.5K
Q1 2024163$1.13B
Q4 2023168$1.04B
Q3 2023174$946.3M
Q2 2023177$1.39B
Q1 2023184$1.28B
Q4 2022184$1.53B
Q3 2022163$1.24B
Q2 2022146$931.2M
Q1 2022136$940.1M
Q4 2021141$1.04B
Q3 2021147$1.15B
Q2 2021147$1.16B
Q1 2021155$1.20B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q2 2021.

Institutions holding MODN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.26$00.00%00.0%Unchanged
Arkadios Wealth Advisors8$00.00%−1−11.1%Reduced
Column Capital Advisors, LLC32$1.00K0.00%00.0%Unchanged
Point72 Hong Kong Ltd33$1.00K0.00%+33New
Manchester Capital Management LLC125$4.00K0.00%+125New
Private Capital Group, LLC113$4.00K0.00%+113New
Advisor Group Holdings, Inc.149$5.00K0.00%+23+18.3%Added
Bessemer Group Inc137$5.00K0.00%+137New
Parallel Advisors, LLC171$6.00K0.00%+127+288.6%Added
Total Clarity Wealth Management, Inc.179$6.00K0.00%+179New
Migdal Insurance & Financial Holdings Ltd.211$7.00K0.00%00.0%Unchanged
Key Financial Inc296$10.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.400$13.0K0.00%00.0%Unchanged
Signaturefd, LLC376$13.0K0.00%+300+394.7%Added
Alpha Paradigm Partners, LLC424$14.0K0.01%+424New
First Horizon Advisors, Inc.628$21.0K0.00%00.0%Unchanged
Macquarie Group Ltd712$24.0K0.00%00.0%Unchanged
Sonora Investment Management, LLC750$25.0K0.00%00.0%Unchanged
State of Wyoming797$27.0K0.02%+410+105.9%Added
Northwestern Mutual Wealth Management Co852$29.0K0.00%00.0%Unchanged
Solstein Capital, LLC1,181$40.0K0.02%00.0%Unchanged
Simplex Trading, LLC1,380$48.0K0.00%−18−1.3%Reduced
Great West Life Assurance Co1,603$54.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC2,033$68.0K0.00%00.0%Unchanged
First Mercantile Trust Co2,740$92.0K0.01%−188−6.4%Reduced
Ameritas Investment Partners, Inc.2,795$94.0K0.00%00.0%Unchanged
Fifth Third Bancorp3,253$109.0K0.00%−10−0.3%Reduced
Quantbot Technologies LP3,300$110.0K0.01%+3,300New
Zurcher Kantonalbank (Zurich Cantonalbank)3,308$111.0K0.00%00.0%Unchanged
SG Americas Securities, LLC4,595$154.0K0.00%−3,106−40.3%Reduced
Susquehanna Fundamental Investments, LLC6,060$203.0K0.00%−19,986−76.7%Reduced
The PNC Financial Services Group, Inc.6,059$203.0K0.00%+201+3.4%Added
Summit Global Investments6,100$204.0K0.02%+6,100New
Amalgamated Bank6,189$207.0K0.00%−242−3.8%Reduced
Dynamic Technology Lab Private Ltd6,311$211.0K0.03%−13,139−67.6%Reduced
HSBC Holdings PLC6,320$213.0K0.00%+157+2.5%Added
Prelude Capital Management, LLC6,704$225.0K0.01%+6,704New
Principal Financial Group Inc7,139$239.0K0.00%+7,139New
Hardy Reed LLC7,961$267.0K0.05%00.0%Unchanged
Schonfeld Strategic Advisors LLC8,300$278.0K0.00%+700+9.2%Added
Arizona State Retirement System8,719$292.0K0.00%+144+1.7%Added
Metropolitan Life Insurance Co9,433$316.0K0.00%−1,343−12.5%Reduced
Tower Research Capital LLC (TRC)9,714$325.0K0.01%−4,177−30.1%Reduced
Baird Financial Group, Inc.10,880$364.0K0.00%+10,880New
Oppenheimer Asset Management Inc.10,884$365.0K0.01%+132+1.2%Added
MetLife Investment Management11,531$386.3K0.00%00.0%Unchanged
M&T Bank Corp11,740$393.0K0.00%00.0%Unchanged
LPL Financial LLC11,911$399.0K0.00%−2,787−19.0%Reduced
Los Angeles Capital Management LLC12,310$412.0K0.00%+12,310New
Connor, Clark & Lunn Investment Management Ltd.12,593$422.0K0.00%+12,593New
Hancock Whitney Corp12,702$426.0K0.01%+388+3.2%Added
Susquehanna International Group, LLP13,869$465.0K0.00%+2,739+24.6%Added
NJ State Employees Deferred Compensation Plan14,000$469.0K0.06%00.0%Unchanged
Synovus Financial Corp14,302$479.0K0.01%−95−0.7%Reduced
Stifel Financial Corp14,329$481.0K0.00%+13+0.1%Added
Voya Investment Management LLC14,437$484.0K0.00%00.0%Unchanged
First Trust Advisors LP14,995$502.0K0.00%−1,137−7.0%Reduced
Legal & General Group Plc14,981$502.0K0.00%+6,278+72.1%Added
HRT Financial LP15,038$503.0K0.00%−124−0.8%Reduced
Invesco Ltd.15,238$510.0K0.00%+2,968+24.2%Added
Algert Global LLC16,427$550.0K0.07%+16,427New
Citigroup Inc16,544$554.0K0.00%+2,784+20.2%Added
Blueshift Asset Management, LLC16,613$557.0K0.03%−256−1.5%Reduced
Glenmede Trust Co NA16,999$569.0K0.00%−80−0.5%Reduced
Manufacturers Life Insurance Company, The18,404$617.0K0.00%−1,232−6.3%Reduced
CIBC Private Wealth Group, LLC18,415$617.0K0.00%00.0%Unchanged
Greenwood Capital Associates LLC18,469$619.0K0.10%+2,756+17.5%Added
American International Group, Inc.19,433$651.0K0.00%−54−0.3%Reduced
US Bancorp19,602$657.0K0.00%+280+1.4%Added
State Board of Administration of Florida Retirement System19,980$669.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC20,073$672.0K0.49%+11,350+130.1%Added
ExodusPoint Capital Management, LP20,110$674.0K0.01%−19,774−49.6%Reduced
Occudo Quantitative Strategies LP20,387$683.0K0.08%+20,387New
D. E. Shaw & Co., Inc.21,670$726.0K0.00%+5,962+38.0%Added
FMR LLC21,971$736.0K0.00%+200+0.9%Added
Credit Suisse AG23,046$771.0K0.00%−1,056,351−97.9%Reduced
Royce & Associates LP25,000$838.0K0.01%00.0%Unchanged
New York State Common Retirement Fund25,080$840.0K0.00%−4,508−15.2%Reduced
Raymond James & Associates25,525$855.0K0.00%+740+3.0%Added
Envestnet Asset Management Inc27,775$930.0K0.00%+3,599+14.9%Added
Barclays PLC29,243$979.0K0.00%+14,922+104.2%Added
Martingale Asset Management L P30,315$1.02M0.01%+17,800+142.2%Added
UBS Asset Management Americas Inc30,855$1.03M0.00%+4,238+15.9%Added
Deutsche Bank AG31,857$1.07M0.00%+7,196+29.2%Added
Pier 88 Investment Partners LLC32,499$1.09M0.33%+400+1.2%Added
Select Equity Group, L.P.32,870$1.10M0.00%+2,274+7.4%Added
Squarepoint Ops LLC33,402$1.12M0.01%−30,110−47.4%Reduced
Engineers Gate Manager LP33,419$1.12M0.06%+1,922+6.1%Added
Rhumbline Advisers37,190$1.25M0.00%+1,525+4.3%Added
JPMorgan Chase & Co39,681$1.33M0.00%−14,222−26.4%Reduced
Alliancebernstein L.P.39,700$1.33M0.00%00.0%Unchanged
Goldman Sachs Group Inc41,224$1.38M0.00%+10,229+33.0%Added
Stanley-Laman Group, Ltd.42,774$1.43M0.19%+4,077+10.5%Added
BNP Paribas Arbitrage, SA44,895$1.50M0.00%+3,717+9.0%Added
California State Teachers Retirement System45,173$1.51M0.00%−2,771−5.8%Reduced
SEI Investments Co48,805$1.63M0.00%−5,390−9.9%Reduced
Cubist Systematic Strategies, LLC53,183$1.78M0.02%+36,992+228.5%Added
Swiss National Bank70,700$2.37M0.00%+1,200+1.7%Added
Oberweis Asset Management Inc90,140$3.02M0.63%−3,170−3.4%Reduced
Advantage Alpha Capital Partners LP99,686$3.34M0.61%+32,134+47.6%Added