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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 2023

Institutional positions in Model N, Inc. as of Dec 31, 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
168
−6 vs. Q3 2023
Shares held
38.7M
−44.9K (−0.1%) vs. Q3 2023
Total value
$1.04B
+$96.0M (+10.1%) vs. Q3 2023
New holders
29
58 more added
Sold out
35
59 more reduced

Compare with Q3 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 holdersQ4 2023: 168 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 2023: $1.04B
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 2023

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q3 2023.

Institutions holding MODN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,104,328$110.5M0.00%+414,153+11.2%Added
Conestoga Capital Advisors, LLC3,824,894$103.0M1.55%+507,090+15.3%Added
Neuberger Berman Group LLC3,415,219$92.0M0.08%−29,872−0.9%Reduced
Artisan Partners Limited Partnership3,168,453$85.3M0.13%−141,754−4.3%Reduced
Clearbridge Investments, LLC2,718,760$73.2M0.06%+206,292+8.2%Added
Vanguard Group Inc2,710,820$73.0M0.00%+65,859+2.5%Added
First Light Asset Management, LLC1,540,708$41.5M3.34%−345,510−18.3%Reduced
Riverbridge Partners LLC1,268,146$34.2M0.43%−49,045−3.7%Reduced
T. Rowe Price Investment Management, Inc.1,100,742$29.6M0.02%+1,100,742New
State Street Corp939,581$25.3M0.00%+85,415+10.0%Added
Ranger Investment Management, L.P.937,846$25.3M1.53%+70,868+8.2%Added
Renaissance Technologies LLC778,926$21.0M0.03%−106,800−12.1%Reduced
Geode Capital Management, LLC767,755$20.7M0.00%+47,306+6.6%Added
Morgan Stanley610,974$16.5M0.00%+393,554+181.0%Added
Bares Capital Management, Inc.565,000$15.2M0.60%+220,000+63.8%Added
Stephens Investment Management Group LLC506,371$13.6M0.20%+139,338+38.0%Added
Northern Trust Corp466,586$12.6M0.00%−13,182−2.7%Reduced
Dimensional Fund Advisors LP414,532$11.2M0.00%+2,080+0.5%Added
Millennium Management LLC405,601$10.9M0.01%−290,597−41.7%Reduced
Nuveen Asset Management, LLC329,936$8.89M0.00%−31,185−8.6%Reduced
Royal Bank of Canada316,955$8.54M0.00%−47,379−13.0%Reduced
Assenagon Asset Management S.A.295,724$7.96M0.02%+295,724New
Nicholas Company, Inc.283,914$7.65M0.14%00.0%Unchanged
Comerica Bank282,096$7.60M0.03%−12,236−4.2%Reduced
Charles Schwab Investment Management Inc277,874$7.48M0.00%+4,551+1.7%Added
Ameriprise Financial Inc261,031$7.03M0.00%+53,155+25.6%Added
New York State Common Retirement Fund260,321$7.01M0.01%−627−0.2%Reduced
Nordea Investment Management AB245,206$6.65M0.01%−5,039−2.0%Reduced
Summit Creek Advisors LLC243,984$6.57M0.88%−192,113−44.1%Reduced
Russell Investments Group, Ltd.233,312$6.28M0.01%+6,647+2.9%Added
Sea Cliff Partners Management, LP225,709$6.08M2.37%+225,709New
B. Riley Asset Management, LLC239,936$6.02M2.18%+239,936New
Kopp Family Office, LLC214,335$5.77M3.37%−10,000−4.5%Reduced
Bank of America Corp190,956$5.14M0.00%−25,624−11.8%Reduced
Segall Bryant & Hamill, LLC188,029$5.06M0.10%+41,692+28.5%Added
Rice Hall James & Associates, LLC181,247$4.88M0.28%+18,281+11.2%Added
Two Sigma Investments, LP178,907$4.82M0.01%+60,320+50.9%Added
Bank of New York Mellon Corp162,851$4.39M0.00%+13,080+8.7%Added
Madison Asset Management, LLC161,989$4.36M0.06%+32,301+24.9%Added
Goldman Sachs Group Inc147,785$3.98M0.00%+41,368+38.9%Added
Sixth Street Partners Management Company, L.P.145,000$3.90M0.38%+145,000New
Two Sigma Advisers, LP135,500$3.65M0.01%−24,000−15.0%Reduced
RE Advisers Corp134,900$3.63M0.09%00.0%Unchanged
Squarepoint Ops LLC120,697$3.25M0.01%+61,274+103.1%Added
Boothbay Fund Management, LLC117,911$3.18M0.12%+117,911New
King Luther Capital Management Corp113,776$3.06M0.01%−10,500−8.4%Reduced
JPMorgan Chase & Co101,001$2.72M0.00%+15,182+17.7%Added
Citadel Advisors LLC99,794$2.69M0.00%+33,364+50.2%Added
SEI Investments Co88,630$2.39M0.00%+742+0.8%Added
Barclays PLC84,691$2.28M0.00%+53,635+172.7%Added
UBS Group AG84,175$2.27M0.00%+45,423+117.2%Added
Swiss National Bank72,000$1.94M0.00%−7,600−9.5%Reduced
Select Equity Group, L.P.69,754$1.88M0.01%+16,723+31.5%Added
Federated Hermes, Inc.69,532$1.87M0.00%−81,217−53.9%Reduced
Balyasny Asset Management LLC65,020$1.75M0.00%+40,365+163.7%Added
Mutual of America Capital Management LLC59,083$1.59M0.02%−2,711−4.4%Reduced
BNP Paribas Arbitrage, SA56,433$1.52M0.00%−14,737−20.7%Reduced
Algert Global LLC54,440$1.47M0.06%+32,930+153.1%Added
Rhumbline Advisers53,816$1.45M0.00%−187−0.3%Reduced
Envestnet Asset Management Inc50,723$1.37M0.00%−12,901−20.3%Reduced
Renaissance Group LLC49,756$1.34M0.06%−2,036−3.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund47,000$1.27M0.00%+45,000+2,250.0%Added
Skandinaviska Enskilda Banken AB (publ)44,400$1.20M0.01%00.0%Unchanged
Credit Suisse AG44,174$1.19M0.00%+1,804+4.3%Added
Connor, Clark & Lunn Investment Management Ltd.42,893$1.16M0.01%−7,284−14.5%Reduced
D. E. Shaw & Co., Inc.42,234$1.14M0.00%−10,518−19.9%Reduced
Alliancebernstein L.P.41,607$1.12M0.00%−51−0.1%Reduced
LMCG Investments, LLC40,660$1.09M0.07%00.0%Unchanged
UBS Asset Management Americas Inc39,976$1.08M0.00%+789+2.0%Added
Thrive Wealth Management, LLC39,623$1.07M0.24%00.0%Unchanged
California State Teachers Retirement System38,771$1.04M0.00%−1,469−3.7%Reduced
Legal & General Group Plc38,095$1.03M0.00%+1,583+4.3%Added
Prescott Group Capital Management, L.L.C.38,000$1.02M0.18%+38,000New
Martingale Asset Management L P36,724$989.0K0.02%−2,420−6.2%Reduced
HighMark Wealth Management LLC36,134$973.1K0.72%00.0%Unchanged
Occudo Quantitative Strategies LP34,260$922.6K0.13%−3,952−10.3%Reduced
Wells Fargo & Company34,170$920.2K0.00%−1,706−4.8%Reduced
Schonfeld Strategic Advisors LLC34,045$916.8K0.01%+8,245+32.0%Added
Campbell & CO Investment Adviser LLC31,638$852.0K0.08%+2,201+7.5%Added
HSBC Holdings PLC31,308$847.8K0.00%+5,852+23.0%Added
TD Asset Management Inc31,400$845.6K0.00%+31,400New
Raymond James & Associates29,119$784.2K0.00%−8,602−22.8%Reduced
Globeflex Capital L P27,962$753.0K0.08%00.0%Unchanged
Royce & Associates LP25,000$673.3K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc24,740$666.2K0.00%+7,200+41.0%Added
Principal Financial Group Inc24,008$646.5K0.00%+5,701+31.1%Added
Quadrature Capital Ltd23,532$634.9K0.01%+7,183+43.9%Added
Jump Financial, LLC23,132$622.9K0.02%−20,376−46.8%Reduced
Quantbot Technologies LP22,837$615.0K0.04%−7,423−24.5%Reduced
Petrus Trust Company, LTA22,477$605.3K0.06%+22,477New
Synovus Financial Corp22,047$593.7K0.01%+3,495+18.8%Added
Voya Investment Management LLC21,153$569.6K0.00%−272−1.3%Reduced
Janus Henderson Group PLC21,068$567.5K0.00%−6,229−22.8%Reduced
Deutsche Bank AG20,503$552.1K0.00%−376−1.8%Reduced
Aigen Investment Management, LP20,172$543.2K0.10%+10,778+114.7%Added
Los Angeles Capital Management LLC20,153$542.7K0.00%+3,330+19.8%Added
MetLife Investment Management19,704$530.6K0.00%00.0%Unchanged
Susquehanna International Group, LLP18,945$510.2K0.00%+139+0.7%Added
American International Group, Inc.18,906$509.1K0.00%+270+1.4%Added
Manufacturers Life Insurance Company, The18,884$508.5K0.00%+431+2.3%Added