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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 2023

Institutional positions in Model N, Inc. as of Sep 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
174
−3 vs. Q2 2023
Shares held
38.8M
−585.0K (−1.5%) vs. Q2 2023
Total value
$946.3M
−$445.0M (−32.0%) vs. Q2 2023
New holders
23
76 more added
Sold out
26
51 more reduced

Compare with Q2 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 holdersQ3 2023: 174 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 2023: $946.3M
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 2023

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q2 2023.

Institutions holding MODN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.3,690,175$90.1M0.00%+222,934+6.4%Added
Neuberger Berman Group LLC3,445,091$84.1M0.08%+753,167+28.0%Added
Conestoga Capital Advisors, LLC3,317,804$81.0M1.39%−483,392−12.7%Reduced
Artisan Partners Limited Partnership3,310,207$80.8M0.14%+421,952+14.6%Added
Vanguard Group Inc2,644,961$64.6M0.00%+128,461+5.1%Added
Clearbridge Investments, LLC2,512,468$61.3M0.06%−10,793−0.4%Reduced
First Light Asset Management, LLC1,886,218$46.0M4.37%+20,693+1.1%Added
Riverbridge Partners LLC1,317,191$32.2M0.44%−39,906−2.9%Reduced
Renaissance Technologies LLC885,726$21.6M0.04%+105,300+13.5%Added
Ranger Investment Management, L.P.866,978$21.2M1.41%−37,045−4.1%Reduced
State Street Corp854,166$20.9M0.00%+49,240+6.1%Added
Geode Capital Management, LLC720,449$17.6M0.00%+25,725+3.7%Added
Millennium Management LLC696,198$17.0M0.02%+379,836+120.1%Added
Loomis Sayles & Co L P684,207$16.7M0.03%−21,357−3.0%Reduced
Wellington Management Group LLP616,547$15.0M0.00%−27,076−4.2%Reduced
Emerald Advisers, LLC615,374$15.0M0.73%−206,596−25.1%Reduced
Northern Trust Corp479,768$11.7M0.00%+2,033+0.4%Added
Emerald Mutual Fund Advisers Trust444,605$10.9M0.65%−226,409−33.7%Reduced
Summit Creek Advisors LLC436,097$10.6M1.45%+1,731+0.4%Added
Dimensional Fund Advisors LP412,452$10.1M0.00%+10,450+2.6%Added
Stephens Investment Management Group LLC367,033$8.96M0.15%−420−0.1%Reduced
Royal Bank of Canada364,334$8.89M0.00%−41,244−10.2%Reduced
Nuveen Asset Management, LLC361,121$8.81M0.00%−176,025−32.8%Reduced
Bares Capital Management, Inc.345,000$8.42M0.36%00.0%Unchanged
Comerica Bank294,332$7.18M0.04%+294,332New
Nicholas Company, Inc.283,914$6.93M0.14%+33,650+13.4%Added
Charles Schwab Investment Management Inc273,323$6.67M0.00%+3,174+1.2%Added
New York State Common Retirement Fund260,948$6.37M0.01%+85,999+49.2%Added
Nordea Investment Management AB250,245$6.07M0.01%−2,577−1.0%Reduced
Oberweis Asset Management Inc241,430$5.89M0.63%+46,612+23.9%Added
Russell Investments Group, Ltd.226,665$5.53M0.01%−35,591−13.6%Reduced
Kopp Family Office, LLC224,335$5.48M3.47%00.0%Unchanged
Morgan Stanley217,420$5.31M0.00%+58,455+36.8%Added
Bank of America Corp216,580$5.29M0.00%+28,033+14.9%Added
Ameriprise Financial Inc207,876$5.07M0.00%−6,540−3.1%Reduced
Ophir Asset Management Pty Ltd176,454$4.31M1.02%−7,546−4.1%Reduced
Eagle Asset Management Inc176,202$4.30M0.03%−4,354−2.4%Reduced
Rice Hall James & Associates, LLC162,966$3.98M0.25%−1,147−0.7%Reduced
Two Sigma Advisers, LP159,500$3.89M0.01%−87,200−35.3%Reduced
Federated Hermes, Inc.150,749$3.68M0.01%−221,534−59.5%Reduced
Bank of New York Mellon Corp149,771$3.66M0.00%+1,634+1.1%Added
Segall Bryant & Hamill, LLC146,337$3.57M0.04%−45,199−23.6%Reduced
RE Advisers Corp134,900$3.29M0.09%00.0%Unchanged
Madison Asset Management, LLC129,688$3.17M0.05%+10,903+9.2%Added
King Luther Capital Management Corp124,276$3.03M0.02%+3,026+2.5%Added
Two Sigma Investments, LP118,587$2.89M0.01%−101,870−46.2%Reduced
Bank of Montreal106,730$2.75M0.00%+99,241+1,325.2%Added
Goldman Sachs Group Inc106,417$2.60M0.00%+21,821+25.8%Added
Cubist Systematic Strategies, LLC103,362$2.52M0.03%+103,362New
SEI Investments Co87,888$2.15M0.00%+9,647+12.3%Added
JPMorgan Chase & Co85,819$2.09M0.00%+17,124+24.9%Added
Swiss National Bank79,600$1.94M0.00%+1,500+1.9%Added
BNP Paribas Arbitrage, SA71,170$1.74M0.00%+41,028+136.1%Added
Citadel Advisors LLC66,430$1.62M0.00%−26,029−28.2%Reduced
Envestnet Asset Management Inc63,624$1.55M0.00%+16,623+35.4%Added
Mutual of America Capital Management LLC61,794$1.51M0.02%−3,675−5.6%Reduced
Squarepoint Ops LLC59,423$1.45M0.01%−46,109−43.7%Reduced
Rhumbline Advisers54,003$1.32M0.00%+298+0.6%Added
Select Equity Group, L.P.53,031$1.29M0.01%+7,371+16.1%Added
D. E. Shaw & Co., Inc.52,752$1.29M0.00%−22,736−30.1%Reduced
Marshall Wace, LLP52,263$1.28M0.00%−90,350−63.4%Reduced
Renaissance Group LLC51,792$1.26M0.06%+1,483+2.9%Added
Connor, Clark & Lunn Investment Management Ltd.50,177$1.22M0.01%+40,079+396.9%Added
ExodusPoint Capital Management, LP46,561$1.14M0.01%+6,519+16.3%Added
Skandinaviska Enskilda Banken AB (publ)44,400$1.08M0.01%+18,400+70.8%Added
Jump Financial, LLC43,508$1.06M0.04%+23,086+113.0%Added
Credit Suisse AG42,370$1.03M0.00%−1,402−3.2%Reduced
Alliancebernstein L.P.41,658$1.02M0.00%−60.0%Reduced
LMCG Investments, LLC40,660$992.5K0.07%+830+2.1%Added
California State Teachers Retirement System40,240$982.3K0.00%−3,725−8.5%Reduced
Dynamic Technology Lab Private Ltd40,162$980.0K0.10%+40,162New
Thrive Wealth Management, LLC39,623$967.2K0.26%−2,872−6.8%Reduced
UBS Asset Management Americas Inc39,187$956.6K0.00%−7,135−15.4%Reduced
Martingale Asset Management L P39,144$955.5K0.02%00.0%Unchanged
Jane Street Group, LLC39,096$954.3K0.00%−26,517−40.4%Reduced
UBS Group AG38,752$945.9K0.00%+12,605+48.2%Added
Occudo Quantitative Strategies LP38,212$932.8K0.12%+2,895+8.2%Added
Pier 88 Investment Partners LLC38,179$931.9K0.23%+11,180+41.4%Added
Raymond James & Associates37,721$920.8K0.00%−1,262−3.2%Reduced
Legal & General Group Plc36,512$891.3K0.00%+1,291+3.7%Added
Qube Research & Technologies Ltd36,426$889.2K0.00%+36,426New
HighMark Wealth Management LLC36,134$882.0K0.73%00.0%Unchanged
Wells Fargo & Company35,876$875.7K0.00%−12,790−26.3%Reduced
First Trust Advisors LP35,846$875.0K0.00%+26,007+264.3%Added
Roubaix Capital, LLC34,591$844.4K0.62%+34,591New
EFG Asset Management (North America) Corp.33,510$818.3K0.19%−23,343−41.1%Reduced
Captrust Financial Advisors32,858$802.1K0.00%−3,701−10.1%Reduced
Barclays PLC31,056$758.1K0.00%+10,202+48.9%Added
Creative Planning30,901$754.3K0.00%+117+0.4%Added
Quantbot Technologies LP30,260$738.6K0.05%+21,136+231.7%Added
Jackson Creek Investment Advisors LLC29,620$723.0K0.31%−20−0.1%Reduced
Campbell & CO Investment Adviser LLC29,437$718.6K0.09%+29,437New
Globeflex Capital L P27,962$682.6K0.08%−557−2.0%Reduced
Janus Henderson Group PLC27,297$666.6K0.00%+12,904+89.7%Added
Y-Intercept (Hong Kong) Ltd27,102$661.6K0.06%+27,102New
Invesco Ltd.26,183$639.1K0.00%+3,789+16.9%Added
Schonfeld Strategic Advisors LLC25,800$629.8K0.01%−1,556−5.7%Reduced
HSBC Holdings PLC25,456$620.2K0.00%+25,456New
Royce & Associates LP25,000$610.3K0.01%00.0%Unchanged
Balyasny Asset Management LLC24,655$601.8K0.00%−95,081−79.4%Reduced