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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 2022

Institutional positions in Model N, Inc. as of Dec 31, 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
184
+22 vs. Q3 2022
Shares held
37.6M
+1.54M (+4.3%) vs. Q3 2022
Total value
$1.53B
+$290.7M (+23.5%) vs. Q3 2022
New holders
37
69 more added
Sold out
15
59 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 184 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 2022: $1.53B
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 2022

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q3 2022.

Institutions holding MODN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Conestoga Capital Advisors, LLC3,772,912$153.0M2.86%−1,096,736−22.5%Reduced
BlackRock Inc.3,731,322$151.3M0.00%+781,475+26.5%Added
Neuberger Berman Group LLC2,996,440$121.5M0.12%−150,281−4.8%Reduced
Artisan Partners Limited Partnership2,591,033$105.1M0.19%−509,871−16.4%Reduced
Clearbridge Investments, LLC2,345,946$95.2M0.09%+25,167+1.1%Added
First Light Asset Management, LLC2,282,621$92.6M8.59%−325,600−12.5%Reduced
Vanguard Group Inc2,073,841$84.1M0.00%+73,977+3.7%Added
Riverbridge Partners LLC1,416,011$57.4M0.86%−16,162−1.1%Reduced
Fred Alger Management, LLC783,987$31.8M0.17%+783,987New
Renaissance Technologies LLC761,426$30.9M0.04%−50,400−6.2%Reduced
State Street Corp744,466$30.2M0.00%−13,879−1.8%Reduced
Emerald Advisers, LLC719,600$29.2M1.41%−3,162−0.4%Reduced
Millennium Management LLC702,471$28.5M0.03%+656,093+1,414.7%Added
Geode Capital Management, LLC624,419$25.3M0.00%+23,014+3.8%Added
Emerald Mutual Fund Advisers Trust592,161$24.0M1.49%00.0%Unchanged
Loomis Sayles & Co L P494,265$20.0M0.04%+494,265New
Northern Trust Corp443,629$18.0M0.00%+1,445+0.3%Added
Nuveen Asset Management, LLC430,655$17.5M0.01%+251,591+140.5%Added
Bares Capital Management, Inc.407,000$16.5M0.63%−200,000−32.9%Reduced
Royal Bank of Canada388,202$15.7M0.00%−24,929−6.0%Reduced
G2 Investment Partners Management LLC385,684$15.6M4.65%+270,684+235.4%Added
Dimensional Fund Advisors LP376,716$15.3M0.01%−3,872−1.0%Reduced
Comerica Bank303,124$12.9M0.10%−92,276−23.3%Reduced
Stephens Investment Management Group LLC290,745$11.7M0.21%+18,276+6.7%Added
Charles Schwab Investment Management Inc287,044$11.6M0.00%+6,068+2.2%Added
Morgan Stanley276,415$11.2M0.00%+25,480+10.2%Added
Citadel Advisors LLC261,689$10.6M0.01%+198,978+317.3%Added
Two Sigma Advisers, LP252,850$10.3M0.03%+155,350+159.3%Added
Nicholas Company, Inc.248,204$10.1M0.22%−86,135−25.8%Reduced
Two Sigma Investments, LP247,973$10.1M0.03%+199,429+410.8%Added
Driehaus Capital Management LLC231,737$9.40M0.14%+231,737New
Ranger Investment Management, L.P.220,475$8.94M0.66%−52,933−19.4%Reduced
Eversept Partners, LP217,880$8.84M0.84%+217,880New
Assenagon Asset Management S.A.213,773$8.67M0.04%−25,461−10.6%Reduced
Bank of America Corp211,010$8.56M0.00%−15,216−6.7%Reduced
Rice Hall James & Associates, LLC202,298$8.21M0.47%−6,664−3.2%Reduced
Ameriprise Financial Inc200,432$8.13M0.00%−58,659−22.6%Reduced
Lisanti Capital Growth, LLC194,415$7.89M1.08%+48,255+33.0%Added
Segall Bryant & Hamill, LLC193,715$7.86M0.09%+958+0.5%Added
Eagle Asset Management Inc183,832$7.48M0.05%−11,323−5.8%Reduced
Madison Asset Management, LLC155,192$6.29M0.10%−15,248−8.9%Reduced
Bank of New York Mellon Corp153,840$6.24M0.00%−3,804−2.4%Reduced
Goldman Sachs Group Inc151,511$6.15M0.00%+65,433+76.0%Added
Oberweis Asset Management Inc145,340$5.89M1.25%+3,600+2.5%Added
Invesco Ltd.144,995$5.88M0.00%+128,187+762.7%Added
Silvercrest Asset Management Group LLC142,726$5.79M0.04%+23,723+19.9%Added
Russell Investments Group, Ltd.139,385$5.65M0.01%−54,350−28.1%Reduced
Ophir Asset Management Pty Ltd135,855$5.51M1.06%−96,986−41.7%Reduced
RE Advisers Corp134,900$5.47M0.15%00.0%Unchanged
Castleark Management LLC127,303$5.16M0.27%+11,820+10.2%Added
New York State Common Retirement Fund126,005$5.11M0.01%−19,714−13.5%Reduced
Squarepoint Ops LLC109,632$4.45M0.03%+81,630+291.5%Added
King Luther Capital Management Corp108,340$4.39M0.02%−32,540−23.1%Reduced
Graham Capital Management, L.P.99,300$4.03M0.15%+68,808+225.7%Added
Oak Ridge Investments LLC89,305$3.62M0.54%−1,455−1.6%Reduced
Swiss National Bank80,500$3.27M0.00%+1,900+2.4%Added
SEI Investments Co77,308$3.14M0.01%+18,161+30.7%Added
Cubist Systematic Strategies, LLC77,051$3.13M0.03%+62,830+441.8%Added
EAM Investors, LLC72,764$2.95M0.61%+1,429+2.0%Added
Penserra Capital Management LLC65,160$2.64M0.06%+65,160New
JPMorgan Chase & Co55,569$2.25M0.00%+24,749+80.3%Added
Marshall Wace, LLP54,094$2.19M0.01%−91,701−62.9%Reduced
Envestnet Asset Management Inc51,874$2.10M0.00%+4,879+10.4%Added
EFG Asset Management (North America) Corp.51,880$2.09M0.47%−20,635−28.5%Reduced
Federated Hermes, Inc.50,790$2.06M0.01%+50,790New
D. E. Shaw & Co., Inc.50,690$2.06M0.00%+33,548+195.7%Added
EAM Global Investors LLC50,007$2.03M0.52%00.0%Unchanged
Rhumbline Advisers48,106$1.95M0.00%+2,189+4.8%Added
BNP Paribas Arbitrage, SA46,265$1.88M0.00%+10,744+30.2%Added
Renaissance Group LLC44,204$1.79M0.09%+849+2.0%Added
Pier 88 Investment Partners LLC43,859$1.78M0.43%+9,280+26.8%Added
California State Teachers Retirement System43,622$1.77M0.00%+624+1.5%Added
Susquehanna Fundamental Investments, LLC43,464$1.76M0.03%+12,313+39.5%Added
Mutual of America Capital Management LLC43,430$1.76M0.02%+43,430New
UBS Asset Management Americas Inc43,241$1.75M0.00%+8,104+23.1%Added
Alliancebernstein L.P.41,961$1.70M0.00%+1,161+2.8%Added
Kopp Family Office, LLC41,519$1.68M1.01%+41,519New
FMR LLC40,502$1.64M0.00%+8,805+27.8%Added
Raymond James & Associates40,344$1.64M0.00%+12,971+47.4%Added
Credit Suisse AG37,086$1.50M0.00%+9,237+33.2%Added
HighMark Wealth Management LLC36,134$1.47M1.11%−625−1.7%Reduced
Balyasny Asset Management LLC34,024$1.38M0.00%+34,024New
Voloridge Investment Management, LLC31,178$1.26M0.01%+31,178New
Creative Planning30,748$1.25M0.00%−11,467−27.2%Reduced
Globeflex Capital L P29,948$1.21M0.15%+18,660+165.3%Added
Jackson Creek Investment Advisors LLC27,710$1.12M0.50%−1,216−4.2%Reduced
Susquehanna International Group, LLP26,727$1.08M0.00%+9,377+54.0%Added
Thrive Wealth Management, LLC25,980$1.05M0.30%−2,635−9.2%Reduced
Synovus Financial Corp25,121$1.02M0.01%+345+1.4%Added
Royce & Associates LP25,000$1.01M0.01%00.0%Unchanged
Occudo Quantitative Strategies LP24,890$1.01M0.12%+13,993+128.4%Added
Greenwood Capital Associates LLC24,770$1.00M0.16%−45−0.2%Reduced
Barclays PLC24,507$994.0K0.00%+8,404+52.2%Added
HSBC Holdings PLC24,607$992.3K0.00%+1,940+8.6%Added
Caxton Associates LP22,484$912.0K0.07%+22,484New
LMCG Investments, LLC21,985$891.7K0.06%+41+0.2%Added
Trexquant Investment LP20,672$838.5K0.02%+14,691+245.6%Added
Deutsche Bank AG20,121$816.1K0.00%+3,539+21.3%Added
MetLife Investment Management19,704$799.2K0.01%00.0%Unchanged
Jane Street Group, LLC19,689$798.6K0.00%+19,689New