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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 2023

Institutional positions in Model N, Inc. as of Jun 30, 2023. 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
177
−7 vs. Q1 2023
Shares held
39.3M
+978.1K (+2.5%) vs. Q1 2023
Total value
$1.39B
+$107.7M (+8.4%) vs. Q1 2023
New holders
19
77 more added
Sold out
26
54 more reduced

Compare with Q1 2023: 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 2023: 177 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 2023: $1.39B
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 2023

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q1 2023.

Institutions holding MODN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
LMCG Investments, LLC39,830$1.41M0.09%+17,367+77.3%Added
ExodusPoint Capital Management, LP40,042$1.42M0.02%−56,269−58.4%Reduced
Voloridge Investment Management, LLC41,554$1.47M0.01%−67,890−62.0%Reduced
Alliancebernstein L.P.41,664$1.47M0.00%+334+0.8%Added
Thrive Wealth Management, LLC42,495$1.50M0.39%+16,515+63.6%Added
Credit Suisse AG43,772$1.55M0.00%+4,197+10.6%Added
UBS Asset Management Americas Inc46,322$1.55M0.00%00.0%Unchanged
California State Teachers Retirement System43,965$1.55M0.00%+540+1.2%Added
Select Equity Group, L.P.45,660$1.61M0.01%+2,320+5.4%Added
Envestnet Asset Management Inc47,001$1.66M0.00%+126+0.3%Added
Wells Fargo & Company48,666$1.72M0.00%+4,366+9.9%Added
Renaissance Group LLC50,309$1.78M0.08%+2,883+6.1%Added
Rhumbline Advisers53,705$1.90M0.00%+3,594+7.2%Added
EFG Asset Management (North America) Corp.56,853$2.01M0.43%+3,869+7.3%Added
Susquehanna International Group, LLP59,978$2.12M0.00%+15,076+33.6%Added
Mutual of America Capital Management LLC65,469$2.31M0.03%−4,998−7.1%Reduced
Jane Street Group, LLC65,613$2.32M0.00%+55,678+560.4%Added
JPMorgan Chase & Co68,695$2.43M0.00%+7,273+11.8%Added
D. E. Shaw & Co., Inc.75,488$2.67M0.00%+19,704+35.3%Added
Swiss National Bank78,100$2.76M0.00%+5,600+7.7%Added
SEI Investments Co78,241$2.77M0.00%+7,231+10.2%Added
Oak Ridge Investments LLC82,195$2.91M0.36%−2,295−2.7%Reduced
Goldman Sachs Group Inc84,596$2.99M0.00%−25,549−23.2%Reduced
Citadel Advisors LLC92,459$3.27M0.00%−308,478−76.9%Reduced
Squarepoint Ops LLC105,532$3.73M0.02%+73,924+233.9%Added
Madison Asset Management, LLC118,785$4.20M0.06%+138+0.1%Added
Balyasny Asset Management LLC119,736$4.23M0.01%+119,736New
King Luther Capital Management Corp121,250$4.29M0.02%+9,817+8.8%Added
RE Advisers Corp134,900$4.77M0.13%00.0%Unchanged
Marshall Wace, LLP142,613$5.04M0.01%+91,737+180.3%Added
Bank of New York Mellon Corp148,137$5.24M0.00%+3,561+2.5%Added
Assenagon Asset Management S.A.154,485$5.46M0.02%−198,520−56.2%Reduced
Morgan Stanley158,965$5.62M0.00%−126,679−44.3%Reduced
Rice Hall James & Associates, LLC164,113$5.80M0.33%−10,267−5.9%Reduced
New York State Common Retirement Fund174,949$6.19M0.01%+56,342+47.5%Added
Eagle Asset Management Inc180,556$6.38M0.04%−4,902−2.6%Reduced
Ophir Asset Management Pty Ltd184,000$6.51M1.36%+9,277+5.3%Added
Bank of America Corp188,547$6.67M0.00%−14,124−7.0%Reduced
Segall Bryant & Hamill, LLC191,536$6.77M0.07%−467−0.2%Reduced
Oberweis Asset Management Inc194,818$6.89M0.84%+48,578+33.2%Added
Ameriprise Financial Inc214,416$7.58M0.00%−62,625−22.6%Reduced
Two Sigma Investments, LP220,457$7.80M0.02%−103,882−32.0%Reduced
Eversept Partners, LP223,168$7.89M0.83%−18,702−7.7%Reduced
Kopp Family Office, LLC224,335$7.93M4.26%+104,369+87.0%Added
Driehaus Capital Management LLC234,609$8.30M0.10%+8,435+3.7%Added
Silvercrest Asset Management Group LLC240,257$8.50M0.06%+33,555+16.2%Added
Two Sigma Advisers, LP246,700$8.72M0.02%−80,800−24.7%Reduced
Nicholas Company, Inc.250,264$8.85M0.17%+7,770+3.2%Added
Nordea Investment Management AB252,822$9.08M0.01%+14,688+6.2%Added
Russell Investments Group, Ltd.262,256$9.27M0.02%+62,275+31.1%Added
Charles Schwab Investment Management Inc270,149$9.55M0.00%−8,412−3.0%Reduced
Millennium Management LLC316,362$11.2M0.01%−252,262−44.4%Reduced
Bares Capital Management, Inc.345,000$12.2M0.42%+10,000+3.0%Added
Stephens Investment Management Group LLC367,453$13.0M0.20%+71,485+24.2%Added
Federated Hermes, Inc.372,283$13.2M0.03%−9,093−2.4%Reduced
Dimensional Fund Advisors LP402,002$14.2M0.00%+38,712+10.7%Added
Royal Bank of Canada405,578$14.3M0.00%+11,653+3.0%Added
Summit Creek Advisors LLC434,366$15.4M1.92%+159,228+57.9%Added
Northern Trust Corp477,735$16.9M0.00%+13,112+2.8%Added
Nuveen Asset Management, LLC537,146$19.0M0.01%+1,468+0.3%Added
Wellington Management Group LLP643,623$22.8M0.00%+634,282+6,790.3%Added
Emerald Mutual Fund Advisers Trust671,014$23.7M1.29%+30,107+4.7%Added
Geode Capital Management, LLC694,724$24.6M0.00%+31,182+4.7%Added
Loomis Sayles & Co L P705,564$24.9M0.04%−6,653−0.9%Reduced
Renaissance Technologies LLC780,426$27.6M0.04%−1,100−0.1%Reduced
State Street Corp804,926$28.5M0.00%+27,515+3.5%Added
Emerald Advisers, LLC821,970$29.1M1.27%+52,287+6.8%Added
Fred Alger Management, LLC852,422$30.1M0.15%+186,398+28.0%Added
Ranger Investment Management, L.P.904,023$32.0M1.92%+256,347+39.6%Added
Riverbridge Partners LLC1,357,097$48.0M0.60%−7,115−0.5%Reduced
First Light Asset Management, LLC1,865,525$66.0M5.17%+11,852+0.6%Added
Vanguard Group Inc2,516,500$89.0M0.00%+469,725+22.9%Added
Clearbridge Investments, LLC2,523,261$89.2M0.08%+8,950+0.4%Added
Neuberger Berman Group LLC2,691,924$95.2M0.09%−81,329−2.9%Reduced
Artisan Partners Limited Partnership2,888,255$102.1M0.16%+340,964+13.4%Added
BlackRock Inc.3,467,241$122.6M0.00%−148,424−4.1%Reduced
Conestoga Capital Advisors, LLC3,801,196$134.4M2.13%+9,042+0.2%Added
Castleark Management LLC0$00.00%−170,397−100.0%Sold out
Mount Capital Ltd0$00.00%−69,414−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−40,497−100.0%Sold out
Rational Advisors LLC0$00.00%−40,037−100.0%Sold out
G2 Investment Partners Management LLC0$00.00%−25,696−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−25,539−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−20,100−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−17,759−100.0%Sold out
Caxton Associates LP0$00.00%−14,724−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−14,200−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,676−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−10,123−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−10,101−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−8,389−100.0%Sold out
Engineers Gate Manager LP0$00.00%−7,081−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−6,111−100.0%Sold out
SG Americas Securities, LLC0$00.00%−5,998−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,900−100.0%Sold out
State of Wyoming0$00.00%−777−100.0%Sold out
Hollencrest Capital Management0$00.00%−555−100.0%Sold out
Quarry LP0$00.00%−550−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−299−100.0%Sold out
Hanseatic Management Services Inc0$00.00%−145−100.0%Sold out