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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
Covestor Ltd3$00.00%00.0%Unchanged
Elequin Capital LP8$2150.00%−4−33.3%Reduced
GAMMA Investing LLC11$2960.00%+11New
Glassman Wealth Services18$4850.00%+18New
Signaturefd, LLC56$1.51K0.00%−247−81.5%Reduced
Principal Securities, Inc.130$3.50K0.00%+130New
Migdal Insurance & Financial Holdings Ltd.153$4.00K0.00%−11−6.7%Reduced
Concord Wealth Partners170$4.58K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.229$6.00K0.00%+229New
Park Place Capital Corp232$6.25K0.00%−403−63.5%Reduced
Nisa Investment Advisors, LLC560$15.1K0.00%−18−3.1%Reduced
First Horizon Advisors, Inc.628$16.9K0.00%00.0%Unchanged
Silicon Valley Capital Partners650$17.5K0.00%+650New
Quarry LP764$20.6K0.01%−2,575−77.1%Reduced
Proequities, Inc.879$23.7K0.00%+29+3.4%Added
C M Bidwell & Associates Ltd1,299$35.0K0.03%−75−5.5%Reduced
Simplex Trading, LLC1,761$47.0K0.00%+616+53.8%Added
Metropolitan Life Insurance Co2,086$56.2K0.00%00.0%Unchanged
Tradition Wealth Management, LLC2,285$62.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.2,768$74.5K0.00%−2,044−42.5%Reduced
EntryPoint Capital, LLC2,982$80.3K0.08%+2,982New
FMR LLC3,257$87.7K0.00%+2,494+326.9%Added
Great West Life Assurance Co3,413$91.0K0.00%00.0%Unchanged
Fifth Third Bancorp3,514$94.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,710$99.9K0.00%00.0%Unchanged
SG Americas Securities, LLC4,288$115.0K0.00%+4,288New
Stephens Inc4,679$126.0K0.00%−7,501−61.6%Reduced
Amalgamated Bank5,351$144.0K0.00%−394−6.9%Reduced
Public Employees Retirement Association of Colorado7,391$199.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.7,571$203.9K0.00%−2,329−23.5%Reduced
Gagnon Securities LLC7,748$208.7K0.05%+7,748New
Captrust Financial Advisors7,990$215.2K0.00%−24,868−75.7%Reduced
Truvestments Capital LLC8,427$226.9K0.10%+1,555+22.6%Added
US Bancorp8,515$229.3K0.00%−2,757−24.5%Reduced
Tower Research Capital LLC (TRC)8,725$235.0K0.00%+6,218+248.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)9,235$248.7K0.00%+1,181+14.7%Added
AQR Capital Management LLC9,413$253.5K0.00%+9,413New
State of Wisconsin Investment Board9,862$265.6K0.00%+9,862New
Legal Advantage Investments, Inc.10,100$272.0K0.16%+100+1.0%Added
Arizona State Retirement System10,208$274.9K0.00%−99−1.0%Reduced
Citigroup Inc10,305$277.5K0.00%+5,866+132.1%Added
Jane Street Group, LLC10,311$277.7K0.00%−28,785−73.6%Reduced
Franklin Resources Inc10,335$278.3K0.00%−80−0.8%Reduced
American Century Companies Inc10,375$279.4K0.00%−3,281−24.0%Reduced
Quest Partners LLC10,398$280.0K0.06%+10,398New
State Board of Administration of Florida Retirement System10,689$287.9K0.00%00.0%Unchanged
Marshall Wace, LLP11,030$297.0K0.00%−41,233−78.9%Reduced
Ardsley Advisory Partners LP11,250$303.0K0.07%+11,250New
Deltec Asset Management LLC12,000$323.2K0.07%00.0%Unchanged
Voloridge Investment Management, LLC12,740$343.1K0.00%+12,740New
Ziegler Capital Management, LLC13,018$350.6K0.02%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC13,024$350.7K0.01%+13,024New
Verition Fund Management LLC13,300$358.2K0.00%+13,300New
Oppenheimer Asset Management Inc.13,510$363.8K0.01%+1,902+16.4%Added
Pier 88 Investment Partners LLC13,849$373.0K0.09%−24,330−63.7%Reduced
NJ State Employees Deferred Compensation Plan14,000$377.0K0.05%00.0%Unchanged
Lombard Odier Asset Management (Europe) Ltd14,000$377.0K0.03%+14,000New
CWM Advisors, LLC14,237$383.4K0.04%+1,593+12.6%Added
Nebula Research & Development LLC14,303$385.2K0.12%+14,303New
Landscape Capital Management, L.L.C.15,167$408.4K0.04%+15,167New
Numerai GP LLC15,516$417.8K0.15%+15,516New
Trust Point Inc.15,803$425.6K0.04%+15,803New
Stifel Financial Corp16,221$436.8K0.00%−7,341−31.2%Reduced
Qube Research & Technologies Ltd16,540$445.4K0.00%−19,886−54.6%Reduced
Price T Rowe Associates Inc16,825$454.0K0.00%+1,388+9.0%Added
Mirae Asset Global Investments Co., Ltd.17,130$461.3K0.00%+1,043+6.5%Added
Invesco Ltd.17,135$461.4K0.00%−9,048−34.6%Reduced
Glenmede Trust Co NA18,236$491.1K0.00%+23+0.1%Added
Manufacturers Life Insurance Company, The18,884$508.5K0.00%+431+2.3%Added
American International Group, Inc.18,906$509.1K0.00%+270+1.4%Added
Susquehanna International Group, LLP18,945$510.2K0.00%+139+0.7%Added
MetLife Investment Management19,704$530.6K0.00%00.0%Unchanged
Los Angeles Capital Management LLC20,153$542.7K0.00%+3,330+19.8%Added
Aigen Investment Management, LP20,172$543.2K0.10%+10,778+114.7%Added
Deutsche Bank AG20,503$552.1K0.00%−376−1.8%Reduced
Janus Henderson Group PLC21,068$567.5K0.00%−6,229−22.8%Reduced
Voya Investment Management LLC21,153$569.6K0.00%−272−1.3%Reduced
Synovus Financial Corp22,047$593.7K0.01%+3,495+18.8%Added
Petrus Trust Company, LTA22,477$605.3K0.06%+22,477New
Quantbot Technologies LP22,837$615.0K0.04%−7,423−24.5%Reduced
Jump Financial, LLC23,132$622.9K0.02%−20,376−46.8%Reduced
Quadrature Capital Ltd23,532$634.9K0.01%+7,183+43.9%Added
Principal Financial Group Inc24,008$646.5K0.00%+5,701+31.1%Added
Ensign Peak Advisors, Inc24,740$666.2K0.00%+7,200+41.0%Added
Royce & Associates LP25,000$673.3K0.01%00.0%Unchanged
Globeflex Capital L P27,962$753.0K0.08%00.0%Unchanged
Raymond James & Associates29,119$784.2K0.00%−8,602−22.8%Reduced
TD Asset Management Inc31,400$845.6K0.00%+31,400New
HSBC Holdings PLC31,308$847.8K0.00%+5,852+23.0%Added
Campbell & CO Investment Adviser LLC31,638$852.0K0.08%+2,201+7.5%Added
Schonfeld Strategic Advisors LLC34,045$916.8K0.01%+8,245+32.0%Added
Wells Fargo & Company34,170$920.2K0.00%−1,706−4.8%Reduced
Occudo Quantitative Strategies LP34,260$922.6K0.13%−3,952−10.3%Reduced
HighMark Wealth Management LLC36,134$973.1K0.72%00.0%Unchanged
Martingale Asset Management L P36,724$989.0K0.02%−2,420−6.2%Reduced
Prescott Group Capital Management, L.L.C.38,000$1.02M0.18%+38,000New
Legal & General Group Plc38,095$1.03M0.00%+1,583+4.3%Added
California State Teachers Retirement System38,771$1.04M0.00%−1,469−3.7%Reduced
Thrive Wealth Management, LLC39,623$1.07M0.24%00.0%Unchanged
UBS Asset Management Americas Inc39,976$1.08M0.00%+789+2.0%Added