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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, Q4 2021

Institutional positions in Model N, Inc. as of Dec 31, 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
141
−4 vs. Q3 2021
Shares held
34.8M
+369.2K (+1.1%) vs. Q3 2021
Total value
$1.04B
−$109.4M (−9.5%) vs. Q3 2021
New holders
19
58 more added
Sold out
23
45 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 141 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 heldQ4 2021: $1.04B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q3 2021.

Institutions holding MODN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Conestoga Capital Advisors, LLC4,943,592$148.5M1.93%+1,067,495+27.5%Added
Neuberger Berman Group LLC3,319,642$99.7M0.08%+161,076+5.1%Added
Artisan Partners Limited Partnership3,256,314$97.8M0.12%−46,540−1.4%Reduced
First Light Asset Management, LLC2,547,930$76.5M5.48%+69,398+2.8%Added
BlackRock Inc.2,491,068$74.8M0.00%+131,984+5.6%Added
Clearbridge Investments, LLC2,284,732$68.6M0.05%−8,514−0.4%Reduced
Vanguard Group Inc1,849,064$55.5M0.00%+60,323+3.4%Added
Riverbridge Partners LLC1,316,772$39.5M0.39%+25,597+2.0%Added
Renaissance Technologies LLC904,526$27.2M0.03%−141,900−13.6%Reduced
State Street Corp745,392$22.4M0.00%+1340.0%Added
Emerald Mutual Fund Advisers Trust688,422$20.7M0.73%+49,881+7.8%Added
Emerald Advisers, LLC665,160$20.0M0.74%+420+0.1%Added
Bares Capital Management, Inc.567,000$17.0M0.34%+160,000+39.3%Added
Geode Capital Management, LLC564,697$17.0M0.00%+18,544+3.4%Added
Millennium Management LLC564,389$16.9M0.02%+260,170+85.5%Added
Polar Asset Management Partners Inc.515,133$15.5M0.19%00.0%Unchanged
Northern Trust Corp465,209$14.0M0.00%−26,445−5.4%Reduced
Royal Bank of Canada463,775$13.9M0.00%+10,917+2.4%Added
ArrowMark Colorado Holdings LLC430,302$12.9M0.10%+19,325+4.7%Added
Comerica Bank381,147$9.98M0.07%+45,536+13.6%Added
Nicholas Company, Inc.272,884$8.20M0.13%+8,660+3.3%Added
Ranger Investment Management, L.P.255,618$7.68M0.42%+102,436+66.9%Added
Charles Schwab Investment Management Inc236,378$7.10M0.00%+3,452+1.5%Added
Ameriprise Financial Inc235,716$7.08M0.00%+30,000+14.6%Added
Dimensional Fund Advisors LP233,417$7.01M0.00%+49,843+27.2%Added
American Century Companies Inc226,088$6.79M0.00%−278,112−55.2%Reduced
Two Sigma Investments, LP222,729$6.69M0.02%−15,484−6.5%Reduced
Rice Hall James & Associates, LLC212,702$6.39M0.23%+49,792+30.6%Added
Bank of America Corp197,108$5.92M0.00%−23,982−10.8%Reduced
Nuveen Asset Management, LLC174,856$5.25M0.00%−60,676−25.8%Reduced
Russell Investments Group, Ltd.173,107$5.20M0.01%+49,840+40.4%Added
Eagle Asset Management Inc169,559$5.15M0.02%+67,150+65.6%Added
Two Sigma Advisers, LP166,600$5.00M0.01%−57,613−25.7%Reduced
Segall Bryant & Hamill, LLC140,853$4.23M0.04%−261−0.2%Reduced
Bank of New York Mellon Corp136,115$4.09M0.00%+8,378+6.6%Added
Frontier Capital Management Co LLC133,798$4.02M0.03%−26,624−16.6%Reduced
Morgan Stanley133,011$4.00M0.00%+7,633+6.1%Added
King Luther Capital Management Corp129,915$3.90M0.02%+5,452+4.4%Added
RE Advisers Corp118,600$3.56M0.08%+9,000+8.2%Added
Advantage Alpha Capital Partners LP113,113$3.40M0.48%+13,427+13.5%Added
Parametric Portfolio Associates LLC112,315$3.37M0.00%+8,897+8.6%Added
Herald Investment Management Ltd111,000$3.33M0.54%00.0%Unchanged
Assenagon Asset Management S.A.107,943$3.24M0.01%+107,943New
Citadel Advisors LLC103,396$3.10M0.00%−159,913−60.7%Reduced
Oberweis Asset Management Inc88,190$2.65M0.48%−1,950−2.2%Reduced
Marshall Wace, LLP71,099$2.13M0.00%+71,099New
Swiss National Bank70,700$2.12M0.00%00.0%Unchanged
JPMorgan Chase & Co69,286$2.08M0.00%+29,605+74.6%Added
BNP Paribas Arbitrage, SA56,132$1.69M0.00%+11,237+25.0%Added
Goldman Sachs Group Inc53,967$1.62M0.00%+12,743+30.9%Added
Barclays PLC53,863$1.62M0.00%+24,620+84.2%Added
EFG Asset Management (North America) Corp.52,585$1.58M0.21%+52,585New
SEI Investments Co48,433$1.46M0.00%−372−0.8%Reduced
California State Teachers Retirement System46,722$1.40M0.00%+1,549+3.4%Added
Select Equity Group, L.P.42,412$1.27M0.00%+9,542+29.0%Added
Alliancebernstein L.P.39,700$1.19M0.00%00.0%Unchanged
Engineers Gate Manager LP39,112$1.18M0.05%+5,693+17.0%Added
Rhumbline Advisers36,581$1.10M0.00%−609−1.6%Reduced
HighMark Wealth Management LLC36,134$1.08M0.69%+16,061+80.0%Added
Algert Global LLC35,437$1.06M0.13%+19,010+115.7%Added
Wells Fargo & Company33,913$1.02M0.00%−101,934−75.0%Reduced
Cubist Systematic Strategies, LLC33,129$995.0K0.01%−20,054−37.7%Reduced
UBS Asset Management Americas Inc30,855$926.6K0.00%00.0%Unchanged
Thrive Wealth Management, LLC28,615$859.0K0.29%+28,615New
ExodusPoint Capital Management, LP26,079$783.0K0.01%+5,969+29.7%Added
New York State Common Retirement Fund25,083$753.0K0.00%+30.0%Added
Royce & Associates LP25,000$751.0K0.01%00.0%Unchanged
Deutsche Bank AG24,964$750.0K0.00%−6,893−21.6%Reduced
Raymond James & Associates23,669$711.0K0.00%−1,856−7.3%Reduced
Credit Suisse AG23,032$691.0K0.00%−14−0.1%Reduced
FMR LLC22,981$690.0K0.00%+1,010+4.6%Added
Martingale Asset Management L P21,909$659.0K0.01%−8,406−27.7%Reduced
Citigroup Inc20,901$628.0K0.00%+4,357+26.3%Added
Glenmede Trust Co NA19,554$587.0K0.00%+2,555+15.0%Added
Greenwood Capital Associates LLC19,475$585.0K0.08%+1,006+5.4%Added
American International Group, Inc.18,868$567.0K0.00%−565−2.9%Reduced
State Board of Administration of Florida Retirement System18,359$551.0K0.00%−1,621−8.1%Reduced
Manufacturers Life Insurance Company, The18,324$550.0K0.00%−80−0.4%Reduced
UBS Group AG17,061$513.0K0.00%+17,061New
Connor, Clark & Lunn Investment Management Ltd.16,021$481.0K0.00%+3,428+27.2%Added
Synovus Financial Corp16,031$480.0K0.00%+1,729+12.1%Added
Los Angeles Capital Management LLC15,735$473.0K0.00%+3,425+27.8%Added
Occudo Quantitative Strategies LP15,693$471.0K0.04%−4,694−23.0%Reduced
Squarepoint Ops LLC15,577$468.0K0.00%−17,825−53.4%Reduced
Invesco Ltd.15,028$452.0K0.00%−210−1.4%Reduced
Legal & General Group Plc15,048$452.0K0.00%+67+0.4%Added
D. E. Shaw & Co., Inc.14,726$442.0K0.00%−6,944−32.0%Reduced
Voya Investment Management LLC14,135$424.0K0.00%−302−2.1%Reduced
NJ State Employees Deferred Compensation Plan14,000$420.0K0.05%00.0%Unchanged
Envestnet Asset Management Inc13,703$412.0K0.00%−14,072−50.7%Reduced
Susquehanna International Group, LLP13,460$404.0K0.00%−409−2.9%Reduced
US Bancorp13,219$397.0K0.00%−6,383−32.6%Reduced
Baird Financial Group, Inc.13,030$391.0K0.00%+2,150+19.8%Added
M&T Bank Corp12,417$373.0K0.00%+677+5.8%Added
LPL Financial LLC11,911$358.0K0.00%00.0%Unchanged
Hancock Whitney Corp11,691$351.0K0.01%−1,011−8.0%Reduced
MetLife Investment Management11,531$346.3K0.00%00.0%Unchanged
Pier 88 Investment Partners LLC10,139$305.0K0.06%−22,360−68.8%Reduced
Ziegler Capital Management, LLC9,627$289.0K0.01%−176,065−94.8%Reduced
Metropolitan Life Insurance Co9,433$283.3K0.00%00.0%Unchanged