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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 2022

Institutional positions in Model N, Inc. as of Sep 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
163
+18 vs. Q2 2022
Shares held
36.1M
+177.3K (+0.5%) vs. Q2 2022
Total value
$1.24B
+$304.9M (+32.7%) vs. Q2 2022
New holders
32
69 more added
Sold out
14
48 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 163 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 2022: $1.24B
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 2022

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q2 2022.

Institutions holding MODN in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.40,800$1.40M0.00%00.0%Unchanged
Creative Planning42,215$1.45M0.00%+42,215New
California State Teachers Retirement System42,998$1.47M0.00%−120−0.3%Reduced
Renaissance Group LLC43,355$1.48M0.08%+43,355New
Rhumbline Advisers45,917$1.57M0.00%+4,416+10.6%Added
Millennium Management LLC46,378$1.59M0.00%−152,800−76.7%Reduced
Envestnet Asset Management Inc46,995$1.61M0.00%+5,422+13.0%Added
Two Sigma Investments, LP48,544$1.66M0.01%−27,224−35.9%Reduced
EAM Global Investors LLC50,007$1.71M0.46%+50,007New
Select Equity Group, L.P.56,626$1.94M0.01%+3,147+5.9%Added
SEI Investments Co59,147$2.02M0.00%+21,339+56.4%Added
Citadel Advisors LLC62,711$2.15M0.00%−34,017−35.2%Reduced
EAM Investors, LLC71,335$2.44M0.53%+71,335New
EFG Asset Management (North America) Corp.72,515$2.48M0.57%+3,874+5.6%Added
Swiss National Bank78,600$2.69M0.00%+1,800+2.3%Added
Goldman Sachs Group Inc86,078$2.95M0.00%+28,930+50.6%Added
Oak Ridge Investments LLC90,760$3.11M0.47%+90,760New
Two Sigma Advisers, LP97,500$3.34M0.01%−700−0.7%Reduced
G2 Investment Partners Management LLC115,000$3.94M1.23%+115,000New
Castleark Management LLC115,483$3.95M0.22%+89,834+350.2%Added
Silvercrest Asset Management Group LLC119,003$4.07M0.03%+119,003New
RE Advisers Corp134,900$4.62M0.14%+16,300+13.7%Added
King Luther Capital Management Corp140,880$4.82M0.03%+1,145+0.8%Added
Oberweis Asset Management Inc141,740$4.85M1.14%+21,630+18.0%Added
New York State Common Retirement Fund145,719$4.99M0.01%+4,479+3.2%Added
Marshall Wace, LLP145,795$4.99M0.01%+38,005+35.3%Added
Lisanti Capital Growth, LLC146,160$5.00M0.67%+146,160New
Bank of New York Mellon Corp157,644$5.40M0.00%+24,038+18.0%Added
Madison Asset Management, LLC170,440$5.83M0.10%+38,612+29.3%Added
Nuveen Asset Management, LLC179,064$6.13M0.00%+20,504+12.9%Added
Segall Bryant & Hamill, LLC192,757$6.60M0.08%+15,399+8.7%Added
Russell Investments Group, Ltd.193,735$6.63M0.01%+2,640+1.4%Added
Eagle Asset Management Inc195,155$6.68M0.04%+22,999+13.4%Added
Rice Hall James & Associates, LLC208,962$7.15M0.41%−758−0.4%Reduced
Bank of America Corp226,226$7.74M0.00%−4,001−1.7%Reduced
Ophir Asset Management Pty Ltd232,841$7.97M1.45%−593,932−71.8%Reduced
Assenagon Asset Management S.A.239,234$8.19M0.04%−1,330−0.6%Reduced
Morgan Stanley250,935$8.59M0.00%+10,582+4.4%Added
Ameriprise Financial Inc259,091$8.87M0.00%−8,775−3.3%Reduced
Stephens Investment Management Group LLC272,469$9.33M0.18%+272,469New
Ranger Investment Management, L.P.273,408$9.36M0.73%−5,000−1.8%Reduced
Charles Schwab Investment Management Inc280,976$9.62M0.00%+12,251+4.6%Added
ArrowMark Colorado Holdings LLC301,106$10.3M0.13%−74,219−19.8%Reduced
Nicholas Company, Inc.334,339$11.4M0.26%+31,295+10.3%Added
Dimensional Fund Advisors LP380,588$13.0M0.01%+19,046+5.3%Added
Royal Bank of Canada413,131$14.1M0.00%+22,265+5.7%Added
Comerica Bank395,400$14.1M0.12%+330.0%Added
Northern Trust Corp442,184$15.1M0.00%−235−0.1%Reduced
Polar Asset Management Partners Inc.452,133$15.5M0.20%−63,000−12.2%Reduced
Emerald Mutual Fund Advisers Trust592,161$20.3M1.28%−43,300−6.8%Reduced
Geode Capital Management, LLC601,405$20.6M0.00%+5,159+0.9%Added
Bares Capital Management, Inc.607,000$20.8M0.81%−150,000−19.8%Reduced
Emerald Advisers, LLC722,762$24.7M1.28%+2710.0%Added
State Street Corp758,345$26.0M0.00%+5,665+0.8%Added
Renaissance Technologies LLC811,826$27.8M0.04%−103,700−11.3%Reduced
Riverbridge Partners LLC1,432,173$49.0M0.73%−2,041−0.1%Reduced
Vanguard Group Inc1,999,864$68.5M0.00%+123,878+6.6%Added
Clearbridge Investments, LLC2,320,779$79.4M0.08%+10,894+0.5%Added
First Light Asset Management, LLC2,608,221$89.3M9.04%−145,537−5.3%Reduced
BlackRock Inc.2,949,847$101.0M0.00%+343,775+13.2%Added
Artisan Partners Limited Partnership3,100,904$106.1M0.19%+7,026+0.2%Added
Neuberger Berman Group LLC3,146,721$107.7M0.11%−19,385−0.6%Reduced
Conestoga Capital Advisors, LLC4,869,648$166.7M3.26%−114,720−2.3%Reduced
B. Riley Asset Management, LLC0$00.00%−163,522−100.0%Sold out
Herald Investment Management Ltd0$00.00%−50,000−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−43,442−100.0%Sold out
Engineers Gate Manager LP0$00.00%−17,163−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−12,620−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−9,340−100.0%Sold out
HRT Financial LP0$00.00%−9,033−100.0%Sold out
Versor Investments LP0$00.00%−7,800−100.0%Sold out
Simplex Trading, LLC0$00.00%−5,003−100.0%Sold out
Group One Trading, L.P.0$00.00%−355−100.0%Sold out
Byrne Asset Management LLC0$00.00%−301−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−216−100.0%Sold out
Concord Wealth Partners0$00.00%−170−100.0%Sold out
Quantbot Technologies LP0$00.00%−156−100.0%Sold out
Private Capital Group, LLC––––Not filed