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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
Covestor Ltd3$00.00%−1−25.0%Reduced
Parallel Advisors, LLC11$2690.00%+11New
Elequin Capital LP12$2930.00%+12New
Lindbrook Capital, LLC42$1.02K0.00%+17+68.0%Added
Macroview Investment Management LLC92$2.25K0.00%+92New
Manchester Capital Management LLC107$2.61K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.164$4.00K0.00%00.0%Unchanged
Concord Wealth Partners170$4.15K0.00%00.0%Unchanged
Quadrant Capital Group LLC288$7.03K0.00%+53+22.6%Added
Signaturefd, LLC303$7.40K0.00%+205+209.2%Added
Nisa Investment Advisors, LLC578$14.1K0.00%−17−2.9%Reduced
First Horizon Advisors, Inc.628$15.3K0.00%00.0%Unchanged
Park Place Capital Corp635$15.5K0.00%00.0%Unchanged
FMR LLC763$18.6K0.00%+47+6.6%Added
Proequities, Inc.850$20.7K0.00%00.0%Unchanged
Simplex Trading, LLC1,145$27.0K0.00%+884+338.7%Added
C M Bidwell & Associates Ltd1,374$33.5K0.03%+1,374New
Healthcare of Ontario Pension Plan Trust Fund2,000$48.8K0.00%00.0%Unchanged
Metropolitan Life Insurance Co2,086$50.9K0.00%00.0%Unchanged
Tradition Wealth Management, LLC2,285$56.0K0.01%00.0%Unchanged
Allspring Global Investments Holdings, LLC2,507$61.2K0.00%−1,609−39.1%Reduced
Tower Research Capital LLC (TRC)2,507$61.2K0.00%−197−7.3%Reduced
Group One Trading, L.P.3,216$78.5K0.00%+2,916+972.0%Added
Quarry LP3,339$81.5K0.05%+3,339New
Great West Life Assurance Co3,413$83.0K0.00%+1,810+112.9%Added
Fifth Third Bancorp3,514$85.8K0.00%00.0%Unchanged
State of Wyoming3,656$89.2K0.02%+3,656New
Ameritas Investment Partners, Inc.3,710$90.6K0.00%+627+20.3%Added
Point72 Asset Management, L.P.3,901$95.2K0.00%+3,901New
Citigroup Inc4,439$108.4K0.00%−22,192−83.3%Reduced
Advisor Group Holdings, Inc.4,812$117.5K0.00%+656+15.8%Added
Lazard Asset Management LLC5,232$127.0K0.00%+856+19.6%Added
Amalgamated Bank5,745$140.0K0.00%00.0%Unchanged
Truvestments Capital LLC6,872$167.7K0.09%+282+4.3%Added
Public Employees Retirement Association of Colorado7,391$180.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)8,054$196.6K0.00%+1,743+27.6%Added
Aquatic Capital Management LLC9,300$227.0K0.01%+9,300New
Aigen Investment Management, LP9,394$229.3K0.04%+1,778+23.3%Added
Prelude Capital Management, LLC9,811$239.5K0.02%+9,811New
The PNC Financial Services Group, Inc.9,900$241.7K0.00%−1,188−10.7%Reduced
Legal Advantage Investments, Inc.10,000$244.1K0.17%00.0%Unchanged
CenterBook Partners LP10,129$247.2K0.03%+1,979+24.3%Added
Arizona State Retirement System10,307$251.6K0.00%+238+2.4%Added
Franklin Resources Inc10,415$254.2K0.00%−6−0.1%Reduced
Centiva Capital, LP10,427$254.5K0.01%+10,427New
State Board of Administration of Florida Retirement System10,689$260.9K0.00%+90+0.8%Added
US Bancorp11,272$275.1K0.00%+9+0.1%Added
Oppenheimer Asset Management Inc.11,608$283.4K0.00%−143−1.2%Reduced
Deltec Asset Management LLC12,000$292.9K0.07%+12,000New
Stephens Inc12,180$297.3K0.01%+8,973+279.8%Added
CWM Advisors, LLC12,644$308.6K0.04%+12,644New
Ziegler Capital Management, LLC13,018$317.8K0.01%+493+3.9%Added
American Century Companies Inc13,656$333.3K0.00%+855+6.7%Added
NJ State Employees Deferred Compensation Plan14,000$341.7K0.05%00.0%Unchanged
Price T Rowe Associates Inc15,437$377.0K0.00%+2,284+17.4%Added
Woodline Partners LP15,772$385.0K0.00%+1,541+10.8%Added
Graham Capital Management, L.P.15,957$389.5K0.01%+15,957New
Mirae Asset Global Investments Co., Ltd.16,087$392.7K0.00%00.0%Unchanged
Quadrature Capital Ltd16,349$399.2K0.01%+5,218+46.9%Added
Los Angeles Capital Management LLC16,823$410.6K0.00%+321+1.9%Added
Ensign Peak Advisors, Inc17,540$428.2K0.00%00.0%Unchanged
Glenmede Trust Co NA18,213$444.6K0.00%−218−1.2%Reduced
Principal Financial Group Inc18,307$446.9K0.00%+4,619+33.7%Added
Manufacturers Life Insurance Company, The18,453$450.4K0.00%+3,557+23.9%Added
Synovus Financial Corp18,552$452.9K0.01%+2,726+17.2%Added
American International Group, Inc.18,636$454.9K0.00%+663+3.7%Added
Susquehanna International Group, LLP18,806$459.1K0.00%−41,172−68.6%Reduced
MetLife Investment Management19,704$481.0K0.00%00.0%Unchanged
Deutsche Bank AG20,879$509.7K0.00%+2,325+12.5%Added
Engineers Gate Manager LP21,254$518.8K0.02%+21,254New
Voya Investment Management LLC21,425$523.0K0.00%+6,091+39.7%Added
Algert Global LLC21,510$525.1K0.02%00.0%Unchanged
Stifel Financial Corp23,562$575.1K0.00%−353−1.5%Reduced
XTX Topco Ltd23,839$581.9K0.10%+23,839New
Balyasny Asset Management LLC24,655$601.8K0.00%−95,081−79.4%Reduced
Royce & Associates LP25,000$610.3K0.01%00.0%Unchanged
HSBC Holdings PLC25,456$620.2K0.00%+25,456New
Schonfeld Strategic Advisors LLC25,800$629.8K0.01%−1,556−5.7%Reduced
Invesco Ltd.26,183$639.1K0.00%+3,789+16.9%Added
Y-Intercept (Hong Kong) Ltd27,102$661.6K0.06%+27,102New
Janus Henderson Group PLC27,297$666.6K0.00%+12,904+89.7%Added
Globeflex Capital L P27,962$682.6K0.08%−557−2.0%Reduced
Campbell & CO Investment Adviser LLC29,437$718.6K0.09%+29,437New
Jackson Creek Investment Advisors LLC29,620$723.0K0.31%−20−0.1%Reduced
Quantbot Technologies LP30,260$738.6K0.05%+21,136+231.7%Added
Creative Planning30,901$754.3K0.00%+117+0.4%Added
Barclays PLC31,056$758.1K0.00%+10,202+48.9%Added
Captrust Financial Advisors32,858$802.1K0.00%−3,701−10.1%Reduced
EFG Asset Management (North America) Corp.33,510$818.3K0.19%−23,343−41.1%Reduced
Roubaix Capital, LLC34,591$844.4K0.62%+34,591New
First Trust Advisors LP35,846$875.0K0.00%+26,007+264.3%Added
Wells Fargo & Company35,876$875.7K0.00%−12,790−26.3%Reduced
HighMark Wealth Management LLC36,134$882.0K0.73%00.0%Unchanged
Qube Research & Technologies Ltd36,426$889.2K0.00%+36,426New
Legal & General Group Plc36,512$891.3K0.00%+1,291+3.7%Added
Raymond James & Associates37,721$920.8K0.00%−1,262−3.2%Reduced
Pier 88 Investment Partners LLC38,179$931.9K0.23%+11,180+41.4%Added
Occudo Quantitative Strategies LP38,212$932.8K0.12%+2,895+8.2%Added
UBS Group AG38,752$945.9K0.00%+12,605+48.2%Added
Jane Street Group, LLC39,096$954.3K0.00%−26,517−40.4%Reduced