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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
Glenmede Trust Co NA18,236$491.1K0.00%+23+0.1%Added
Invesco Ltd.17,135$461.4K0.00%−9,048−34.6%Reduced
Mirae Asset Global Investments Co., Ltd.17,130$461.3K0.00%+1,043+6.5%Added
Price T Rowe Associates Inc16,825$454.0K0.00%+1,388+9.0%Added
Qube Research & Technologies Ltd16,540$445.4K0.00%−19,886−54.6%Reduced
Stifel Financial Corp16,221$436.8K0.00%−7,341−31.2%Reduced
Trust Point Inc.15,803$425.6K0.04%+15,803New
Numerai GP LLC15,516$417.8K0.15%+15,516New
Landscape Capital Management, L.L.C.15,167$408.4K0.04%+15,167New
Nebula Research & Development LLC14,303$385.2K0.12%+14,303New
CWM Advisors, LLC14,237$383.4K0.04%+1,593+12.6%Added
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
Pier 88 Investment Partners LLC13,849$373.0K0.09%−24,330−63.7%Reduced
Oppenheimer Asset Management Inc.13,510$363.8K0.01%+1,902+16.4%Added
Verition Fund Management LLC13,300$358.2K0.00%+13,300New
Susquehanna Portfolio Strategies, LLC13,024$350.7K0.01%+13,024New
Ziegler Capital Management, LLC13,018$350.6K0.02%00.0%Unchanged
Voloridge Investment Management, LLC12,740$343.1K0.00%+12,740New
Deltec Asset Management LLC12,000$323.2K0.07%00.0%Unchanged
Ardsley Advisory Partners LP11,250$303.0K0.07%+11,250New
Marshall Wace, LLP11,030$297.0K0.00%−41,233−78.9%Reduced
State Board of Administration of Florida Retirement System10,689$287.9K0.00%00.0%Unchanged
Quest Partners LLC10,398$280.0K0.06%+10,398New
American Century Companies Inc10,375$279.4K0.00%−3,281−24.0%Reduced
Franklin Resources Inc10,335$278.3K0.00%−80−0.8%Reduced
Jane Street Group, LLC10,311$277.7K0.00%−28,785−73.6%Reduced
Citigroup Inc10,305$277.5K0.00%+5,866+132.1%Added
Arizona State Retirement System10,208$274.9K0.00%−99−1.0%Reduced
Legal Advantage Investments, Inc.10,100$272.0K0.16%+100+1.0%Added
State of Wisconsin Investment Board9,862$265.6K0.00%+9,862New
AQR Capital Management LLC9,413$253.5K0.00%+9,413New
Zurcher Kantonalbank (Zurich Cantonalbank)9,235$248.7K0.00%+1,181+14.7%Added
Tower Research Capital LLC (TRC)8,725$235.0K0.00%+6,218+248.0%Added
US Bancorp8,515$229.3K0.00%−2,757−24.5%Reduced
Truvestments Capital LLC8,427$226.9K0.10%+1,555+22.6%Added
Captrust Financial Advisors7,990$215.2K0.00%−24,868−75.7%Reduced
Gagnon Securities LLC7,748$208.7K0.05%+7,748New
The PNC Financial Services Group, Inc.7,571$203.9K0.00%−2,329−23.5%Reduced
Public Employees Retirement Association of Colorado7,391$199.0K0.00%00.0%Unchanged
Amalgamated Bank5,351$144.0K0.00%−394−6.9%Reduced
Stephens Inc4,679$126.0K0.00%−7,501−61.6%Reduced
SG Americas Securities, LLC4,288$115.0K0.00%+4,288New
Ameritas Investment Partners, Inc.3,710$99.9K0.00%00.0%Unchanged
Fifth Third Bancorp3,514$94.6K0.00%00.0%Unchanged
Great West Life Assurance Co3,413$91.0K0.00%00.0%Unchanged
FMR LLC3,257$87.7K0.00%+2,494+326.9%Added
EntryPoint Capital, LLC2,982$80.3K0.08%+2,982New
Advisor Group Holdings, Inc.2,768$74.5K0.00%−2,044−42.5%Reduced
Tradition Wealth Management, LLC2,285$62.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co2,086$56.2K0.00%00.0%Unchanged
Simplex Trading, LLC1,761$47.0K0.00%+616+53.8%Added
C M Bidwell & Associates Ltd1,299$35.0K0.03%−75−5.5%Reduced
Proequities, Inc.879$23.7K0.00%+29+3.4%Added
Quarry LP764$20.6K0.01%−2,575−77.1%Reduced
Silicon Valley Capital Partners650$17.5K0.00%+650New
First Horizon Advisors, Inc.628$16.9K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC560$15.1K0.00%−18−3.1%Reduced
Park Place Capital Corp232$6.25K0.00%−403−63.5%Reduced
Harel Insurance Investments & Financial Services Ltd.229$6.00K0.00%+229New
Concord Wealth Partners170$4.58K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.153$4.00K0.00%−11−6.7%Reduced
Principal Securities, Inc.130$3.50K0.00%+130New
Signaturefd, LLC56$1.51K0.00%−247−81.5%Reduced
Glassman Wealth Services18$4850.00%+18New
GAMMA Investing LLC11$2960.00%+11New
Elequin Capital LP8$2150.00%−4−33.3%Reduced
Covestor Ltd3$00.00%00.0%Unchanged
Loomis Sayles & Co L P0$00.00%−684,207−100.0%Sold out
Wellington Management Group LLP0$00.00%−616,547−100.0%Sold out
Emerald Advisers, LLC0$00.00%−615,374−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−444,605−100.0%Sold out
Oberweis Asset Management Inc0$00.00%−241,430−100.0%Sold out
Ophir Asset Management Pty Ltd0$00.00%−176,454−100.0%Sold out
Eagle Asset Management Inc0$00.00%−176,202−100.0%Sold out
Bank of Montreal0$00.00%−106,730−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−103,362−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−46,561−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−40,162−100.0%Sold out
First Trust Advisors LP0$00.00%−35,846−100.0%Sold out
Roubaix Capital, LLC0$00.00%−34,591−100.0%Sold out
EFG Asset Management (North America) Corp.0$00.00%−33,510−100.0%Sold out
Creative Planning0$00.00%−30,901−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−29,620−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−27,102−100.0%Sold out
XTX Topco Ltd0$00.00%−23,839−100.0%Sold out
Engineers Gate Manager LP0$00.00%−21,254−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−15,957−100.0%Sold out
Woodline Partners LP0$00.00%−15,772−100.0%Sold out
Centiva Capital, LP0$00.00%−10,427−100.0%Sold out
CenterBook Partners LP0$00.00%−10,129−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−9,811−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−9,300−100.0%Sold out
Lazard Asset Management LLC0$00.00%−5,232−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3,901−100.0%Sold out
State of Wyoming0$00.00%−3,656−100.0%Sold out
Group One Trading, L.P.0$00.00%−3,216−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−2,507−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−288−100.0%Sold out
Manchester Capital Management LLC0$00.00%−107−100.0%Sold out