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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
American Century Companies Inc19,386$786.3K0.00%00.0%Unchanged
Select Equity Group, L.P.18,791$762.2K0.00%−37,835−66.8%Reduced
Glenmede Trust Co NA18,638$756.0K0.00%−3,991−17.6%Reduced
Martingale Asset Management L P18,419$747.1K0.01%+1,310+7.7%Added
Ensign Peak Advisors, Inc17,540$711.4K0.00%+11,300+181.1%Added
American International Group, Inc.17,344$703.5K0.00%−63−0.4%Reduced
Legal & General Group Plc16,736$678.8K0.00%+64+0.4%Added
Teacher Retirement System of Texas15,929$646.0K0.00%+15,929New
Public Employees Retirement Association of Colorado15,562$631.0K0.00%−7,684−33.1%Reduced
Mirae Asset Global Investments Co., Ltd.15,547$630.6K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC15,520$629.5K0.00%−4,415−22.1%Reduced
Gsa Capital Partners LLP15,225$618.0K0.08%+5,799+61.5%Added
State Board of Administration of Florida Retirement System14,999$608.4K0.00%−3,360−18.3%Reduced
Voya Investment Management LLC14,813$600.8K0.00%00.0%Unchanged
Los Angeles Capital Management LLC14,634$593.6K0.00%−1,611−9.9%Reduced
Manufacturers Life Insurance Company, The14,087$571.4K0.00%−149−1.0%Reduced
NJ State Employees Deferred Compensation Plan14,000$567.8K0.09%00.0%Unchanged
Schonfeld Strategic Advisors LLC13,205$535.6K0.00%+5,005+61.0%Added
US Bancorp12,118$491.5K0.00%−7,792−39.1%Reduced
Oppenheimer Asset Management Inc.11,980$485.9K0.01%+545+4.8%Added
Ziegler Capital Management, LLC11,701$474.6K0.02%−7−0.1%Reduced
Pathstone Family Office, LLC11,449$464.4K0.01%+122+1.1%Added
Hancock Whitney Corp10,663$432.0K0.02%−22−0.2%Reduced
Bayesian Capital Management, LP9,833$398.8K0.06%+9,833New
Quadrature Capital Ltd9,689$392.9K0.01%+9,689New
Arizona State Retirement System9,406$381.5K0.00%+400+4.4%Added
Citigroup Inc9,035$366.5K0.00%+2,778+44.4%Added
Prelude Capital Management, LLC8,226$333.6K0.02%−961−10.5%Reduced
Stifel Financial Corp8,049$326.5K0.00%+1,017+14.5%Added
Hardy Reed LLC7,749$314.3K0.06%−1,174−13.2%Reduced
Lindenwold Advisors7,213$292.6K0.20%−1,820−20.1%Reduced
State of Wyoming6,970$282.7K0.09%−545−7.3%Reduced
Algert Global LLC6,905$280.1K0.02%+6,905New
LPL Financial LLC6,578$266.8K0.00%+6,578New
Gagnon Securities LLC6,555$265.9K0.06%−4,327−39.8%Reduced
First Republic Investment Management, Inc.6,494$263.4K0.00%+6,494New
Price T Rowe Associates Inc6,447$261.0K0.00%+383+6.3%Added
Janus Henderson Group PLC6,430$260.8K0.00%+6,430New
Amalgamated Bank5,951$241.0K0.00%+131+2.3%Added
Walleye Trading LLC5,407$219.3K0.01%+5,407New
Campbell & CO Investment Adviser LLC5,393$218.7K0.05%+5,393New
Zurcher Kantonalbank (Zurich Cantonalbank)5,171$209.7K0.00%−368−6.6%Reduced
Marco Investment Management LLC5,100$206.9K0.02%−1,400−21.5%Reduced
Quantbot Technologies LP5,078$206.0K0.01%+5,078New
Harvest Fund Management Co., Ltd4,708$191.0K0.05%+4,708New
Alpha Paradigm Partners, LLC4,700$191.0K0.08%+4,700New
The PNC Financial Services Group, Inc.4,580$185.8K0.00%+363+8.6%Added
UBS Group AG4,547$184.4K0.00%+4,433+3,888.6%Added
Truvestments Capital LLC4,527$183.6K0.10%+4,527New
Fifth Third Bancorp3,213$130.3K0.00%−615−16.1%Reduced
Stephens Inc3,204$130.0K0.00%+1,190+59.1%Added
Wells Fargo & Company3,139$127.3K0.00%−754−19.4%Reduced
Simplex Trading, LLC3,019$122.0K0.01%+3,019New
Ameritas Investment Partners, Inc.2,795$115.3K0.00%00.0%Unchanged
Metropolitan Life Insurance Co2,379$96.5K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC2,368$96.0K0.00%−52−2.1%Reduced
Tradition Wealth Management, LLC2,285$93.0K0.01%00.0%Unchanged
Castleview Partners, LLC1,662$67.4K0.07%−558−25.1%Reduced
Great West Life Assurance Co1,603$65.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd1,572$63.8K0.00%+695+79.2%Added
Proequities, Inc.901$36.5K0.00%+86+10.6%Added
Nisa Investment Advisors, LLC838$34.0K0.00%+11+1.3%Added
Advisor Group Holdings, Inc.666$27.0K0.00%−17,590−96.4%Reduced
Park Place Capital Corp635$26.0K0.01%+635New
First Horizon Advisors, Inc.628$25.5K0.00%00.0%Unchanged
Allworth Financial LP376$15.3K0.00%00.0%Unchanged
Quadrant Capital Group LLC235$9.53K0.00%+223+1,858.3%Added
Tower Research Capital LLC (TRC)212$8.00K0.00%−1,452−87.3%Reduced
Migdal Insurance & Financial Holdings Ltd.193$8.00K0.00%00.0%Unchanged
Concord Wealth Partners170$6.89K0.00%+170New
Hanseatic Management Services Inc145$6.00K0.02%+145New
Signaturefd, LLC137$5.56K0.00%−33−19.4%Reduced
Northwestern Mutual Wealth Management Co129$5.23K0.00%+129New
Colonial Trust Co116$4.67K0.00%+116New
Manchester Capital Management LLC107$4.34K0.00%00.0%Unchanged
IFP Advisors, Inc200$4.00K0.00%+200New
Private Trust Co NA77$3.00K0.00%+77New
Lindbrook Capital, LLC42$1.70K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC29$1.18K0.00%+29New
CWM, LLC27$1.00K0.00%+27New
Ellevest, Inc.24$9730.00%+24New
Capital Advisors, Ltd. LLC6$00.00%00.0%Unchanged
Covestor Ltd4$00.00%−3−42.9%Reduced
Tfo-TDC, LLC9––+9New
Polar Asset Management Partners Inc.0$00.00%−452,133−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−301,106−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−28,383−100.0%Sold out
M&T Bank Corp0$00.00%−17,454−100.0%Sold out
PDT Partners, LLC0$00.00%−12,483−100.0%Sold out
SG Americas Securities, LLC0$00.00%−10,407−100.0%Sold out
Inspire Advisors, LLC0$00.00%−9,920−100.0%Sold out
Walleye Capital LLC0$00.00%−7,814−100.0%Sold out
Cornerstone Investment Partners, LLC0$00.00%−6,925−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−3,400−100.0%Sold out
Solstein Capital, LLC0$00.00%−1,181−100.0%Sold out
Macquarie Group Ltd0$00.00%0Sold out
Rockefeller Capital Management L.P.0$00.00%−542−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−38−100.0%Sold out
Parallel Advisors, LLC0$00.00%−42−100.0%Sold out
Wipfli Financial Advisors LLC,––––Not filed