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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, Q2 2022

Institutional positions in Model N, Inc. as of Jun 30, 2022. 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
146
+13 vs. Q1 2022
Shares held
35.9M
+1.08M (+3.1%) vs. Q1 2022
Total value
$931.2M
−$5.76M (−0.6%) vs. Q1 2022
New holders
19
53 more added
Sold out
6
52 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 146 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 heldQ2 2022: $931.2M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q1 2022.

Institutions holding MODN in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.26$00.00%00.0%Unchanged
Lindbrook Capital, LLC14$00.00%+14New
Covestor Ltd8$00.00%+8New
Manchester Capital Management LLC49$1.00K0.00%−50−50.5%Reduced
Signaturefd, LLC76$2.00K0.00%−23−23.2%Reduced
Advisor Group Holdings, Inc.96$2.00K0.00%−24−20.0%Reduced
Quantbot Technologies LP156$3.00K0.00%−244−61.0%Reduced
Concord Wealth Partners170$4.00K0.00%+170New
Migdal Insurance & Financial Holdings Ltd.193$5.00K0.00%−25−11.5%Reduced
Private Capital Group, LLC204$5.00K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.216$6.00K0.00%+216New
UBS Group AG290$7.00K0.00%−4,683−94.2%Reduced
Parallel Advisors, LLC260$7.00K0.00%+218+519.0%Added
Byrne Asset Management LLC301$8.00K0.01%−660−68.7%Reduced
Group One Trading, L.P.355$9.00K0.00%+355New
First Horizon Advisors, Inc.628$16.0K0.00%+628New
Macquarie Group Ltd712$18.0K0.00%00.0%Unchanged
State of Wyoming746$19.0K0.01%−2,622−77.9%Reduced
Nisa Investment Advisors, LLC800$20.0K0.00%−1,200−60.0%Reduced
Solstein Capital, LLC1,181$30.0K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,246$31.0K0.00%−8,904−87.7%Reduced
Tower Research Capital LLC (TRC)1,233$32.0K0.00%+863+233.2%Added
Great West Life Assurance Co1,603$41.0K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc2,240$57.0K0.00%+1,980+761.5%Added
Metropolitan Life Insurance Co2,379$60.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,795$71.0K0.00%00.0%Unchanged
Fifth Third Bancorp3,960$101.0K0.00%−82−2.0%Reduced
The PNC Financial Services Group, Inc.4,255$109.0K0.00%−825−16.2%Reduced
Simplex Trading, LLC5,003$127.0K0.00%+4,493+881.0%Added
SG Americas Securities, LLC4,970$127.0K0.00%+4,970New
Zurcher Kantonalbank (Zurich Cantonalbank)5,539$142.0K0.00%+2,231+67.4%Added
Amalgamated Bank5,660$145.0K0.00%+3+0.1%Added
Wells Fargo & Company7,637$196.0K0.00%−13,502−63.9%Reduced
Versor Investments LP7,800$200.0K0.01%+7,800New
Martingale Asset Management L P7,902$203.0K0.00%+7,902New
Citigroup Inc8,735$223.0K0.00%−552−5.9%Reduced
Lindenwold Advisors8,783$225.0K0.16%+50+0.6%Added
Arizona State Retirement System8,886$227.0K0.00%+113+1.3%Added
Hardy Reed LLC8,923$228.0K0.05%−63−0.7%Reduced
HRT Financial LP9,033$231.0K0.00%+9,033New
Ziegler Capital Management, LLC9,213$236.0K0.01%00.0%Unchanged
Oppenheimer Asset Management Inc.9,324$239.0K0.00%−1,312−12.3%Reduced
Dynamic Technology Lab Private Ltd9,340$239.0K0.03%+9,340New
Gagnon Securities LLC10,862$278.0K0.06%+10.0%Added
Mirae Asset Global Investments Co., Ltd.10,957$280.0K0.00%+10,957New
Hancock Whitney Corp10,966$281.0K0.01%−395−3.5%Reduced
Schonfeld Strategic Advisors LLC11,400$292.0K0.00%−1,200−9.5%Reduced
HSBC Holdings PLC11,944$306.0K0.00%+538+4.7%Added
Baird Financial Group, Inc.12,620$323.0K0.00%−240−1.9%Reduced
Gsa Capital Partners LLP13,191$337.0K0.05%−30,993−70.1%Reduced
American Century Companies Inc13,826$354.0K0.00%−2,762−16.7%Reduced
NJ State Employees Deferred Compensation Plan14,000$358.0K0.06%00.0%Unchanged
Barclays PLC14,194$363.0K0.00%−3,364−19.2%Reduced
Manufacturers Life Insurance Company, The14,461$369.9K0.00%−347−2.3%Reduced
Invesco Ltd.14,705$376.0K0.00%00.0%Unchanged
Voya Investment Management LLC14,809$379.0K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP14,999$384.0K0.03%−694−4.4%Reduced
Legal & General Group Plc15,592$399.0K0.00%+191+1.2%Added
Los Angeles Capital Management LLC16,245$416.0K0.00%+690+4.4%Added
American International Group, Inc.16,880$432.0K0.00%−1,068−6.0%Reduced
Engineers Gate Manager LP17,163$439.0K0.02%−12,257−41.7%Reduced
Cubist Systematic Strategies, LLC17,308$443.0K0.00%+17,308New
State Board of Administration of Florida Retirement System18,359$470.0K0.00%00.0%Unchanged
MetLife Investment Management18,585$475.4K0.00%00.0%Unchanged
PDT Partners, LLC18,869$483.0K0.04%+18,869New
US Bancorp19,721$505.0K0.00%+346+1.8%Added
Graham Capital Management, L.P.19,944$510.0K0.02%+9,475+90.5%Added
CIBC Private Wealth Group, LLC20,610$527.0K0.00%−120−0.6%Reduced
Deutsche Bank AG21,430$548.0K0.00%−1,391−6.1%Reduced
LMCG Investments, LLC22,129$566.0K0.04%00.0%Unchanged
Glenmede Trust Co NA23,014$588.0K0.00%−2,615−10.2%Reduced
Prelude Capital Management, LLC23,072$590.0K0.03%+3,898+20.3%Added
Greenwood Capital Associates LLC23,413$599.0K0.10%+390+1.7%Added
Synovus Financial Corp24,579$630.0K0.01%+3,040+14.1%Added
Royce & Associates LP25,000$640.0K0.01%00.0%Unchanged
Credit Suisse AG25,237$646.0K0.00%−1,435−5.4%Reduced
Castleark Management LLC25,649$656.0K0.04%+25,649New
D. E. Shaw & Co., Inc.26,915$688.0K0.00%+763+2.9%Added
Raymond James & Associates27,155$695.0K0.00%−3,190−10.5%Reduced
M&T Bank Corp28,184$720.0K0.00%+14,642+108.1%Added
Thrive Wealth Management, LLC28,615$732.0K0.26%00.0%Unchanged
FMR LLC31,248$799.0K0.00%+1,377+4.6%Added
UBS Asset Management Americas Inc34,862$891.8K0.00%+1,444+4.3%Added
Squarepoint Ops LLC35,748$914.0K0.01%+6,702+23.1%Added
HighMark Wealth Management LLC36,134$924.0K0.74%00.0%Unchanged
JPMorgan Chase & Co37,018$947.0K0.00%+322+0.9%Added
SEI Investments Co37,808$966.0K0.00%−11,013−22.6%Reduced
Alliancebernstein L.P.40,800$1.04M0.00%+1,000+2.5%Added
Rhumbline Advisers41,501$1.06M0.00%+4,412+11.9%Added
Envestnet Asset Management Inc41,573$1.06M0.00%+5,483+15.2%Added
State of Wisconsin Investment Board41,716$1.07M0.00%+21,416+105.5%Added
California State Teachers Retirement System43,118$1.10M0.00%+353+0.8%Added
Boothbay Fund Management, LLC43,442$1.11M0.04%+43,442New
Herald Investment Management Ltd50,000$1.28M0.30%−20,000−28.6%Reduced
Select Equity Group, L.P.53,479$1.37M0.01%+6,942+14.9%Added
Pier 88 Investment Partners LLC55,179$1.41M0.33%+11,070+25.1%Added
Goldman Sachs Group Inc57,148$1.46M0.00%+3,254+6.0%Added
BNP Paribas Arbitrage, SA65,075$1.66M0.00%+5,827+9.8%Added
EFG Asset Management (North America) Corp.68,641$1.75M0.37%+16,521+31.7%Added
Two Sigma Investments, LP75,768$1.94M0.01%−64,125−45.8%Reduced