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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, Q1 2024

Institutional positions in Model N, Inc. as of Mar 31, 2024. 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

MODN is no longer listed, so this page shows Q1 2024. 13F filings for later quarters list far fewer holders.

Institutional holders
163
−5 vs. Q4 2023
Shares held
39.5M
+831.7K (+2.1%) vs. Q4 2023
Total value
$1.13B
+$83.8M (+8.0%) vs. Q4 2023
New holders
19
58 more added
Sold out
24
63 more reduced

Compare with Q4 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 holdersQ1 2024: 163 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 heldQ1 2024: $1.13B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Model N, Inc.; share changes are against Q4 2023.

Institutions holding MODN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd3$00.00%00.0%Unchanged
CWM, LLC6$00.00%+6New
Rothschild Investment LLC5$1420.00%+5New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$1990.00%+7New
Northwestern Mutual Wealth Management Co17$4840.00%+17New
GAMMA Investing LLC35$9960.00%+24+218.2%Added
Signaturefd, LLC61$1.74K0.00%+5+8.9%Added
Federated Hermes, Inc.72$2.05K0.00%−69,460−99.9%Reduced
Migdal Insurance & Financial Holdings Ltd.154$4.00K0.00%+1+0.7%Added
Concord Wealth Partners170$4.84K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.167$5.00K0.00%−62−27.1%Reduced
Elequin Capital LP184$5.24K0.00%+176+2,200.0%Added
Quadrant Capital Group LLC381$10.8K0.00%+381New
CIBC Private Wealth Group, LLC409$11.3K0.00%+409New
Advisor Group Holdings, Inc.409$11.6K0.00%−2,359−85.2%Reduced
Tower Research Capital LLC (TRC)449$12.8K0.00%−8,276−94.9%Reduced
Park Place Capital Corp595$16.9K0.01%+363+156.5%Added
Nisa Investment Advisors, LLC626$17.8K0.00%+66+11.8%Added
First Horizon Advisors, Inc.628$17.9K0.00%00.0%Unchanged
Proequities, Inc.997$28.4K0.00%+118+13.4%Added
Amalgamated Bank1,323$38.0K0.00%−4,028−75.3%Reduced
Simplex Trading, LLC1,795$51.0K0.00%+34+1.9%Added
Metropolitan Life Insurance Co2,086$59.4K0.00%00.0%Unchanged
Qube Research & Technologies Ltd3,198$91.0K0.00%−13,342−80.7%Reduced
Quantbot Technologies LP3,258$92.8K0.01%−19,579−85.7%Reduced
Great West Life Assurance Co3,413$97.0K0.00%00.0%Unchanged
Fifth Third Bancorp3,686$104.9K0.00%+172+4.9%Added
Ameritas Investment Partners, Inc.3,710$105.6K0.00%00.0%Unchanged
EntryPoint Capital, LLC3,723$106.0K0.10%+741+24.8%Added
Truvestments Capital LLC4,225$120.3K0.05%−4,202−49.9%Reduced
Stephens Inc4,714$134.2K0.00%+35+0.7%Added
Captrust Financial Advisors7,173$204.2K0.00%−817−10.2%Reduced
Public Employees Retirement Association of Colorado7,391$210.0K0.00%00.0%Unchanged
US Bancorp7,428$211.5K0.00%−1,087−12.8%Reduced
Point72 Asset Management, L.P.7,500$213.5K0.00%+7,500New
XTX Topco Ltd7,692$219.0K0.03%+7,692New
Portfolio Strategies, Inc.7,700$219.2K0.01%+7,700New
Hardy Reed LLC7,700$219.2K0.03%+7,700New
Gagnon Securities LLC8,425$239.9K0.06%+677+8.7%Added
The PNC Financial Services Group, Inc.8,778$249.9K0.00%+1,207+15.9%Added
Martingale Asset Management L P8,800$250.5K0.00%−27,924−76.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)9,235$262.9K0.00%00.0%Unchanged
Jane Street Group, LLC9,671$275.3K0.00%−640−6.2%Reduced
Susquehanna International Group, LLP9,870$281.0K0.00%−9,075−47.9%Reduced
Legal Advantage Investments, Inc.10,100$287.5K0.16%00.0%Unchanged
Franklin Resources Inc10,335$294.2K0.00%00.0%Unchanged
American Century Companies Inc10,375$295.4K0.00%00.0%Unchanged
Citigroup Inc10,620$302.4K0.00%+315+3.1%Added
FMR LLC10,704$304.7K0.00%+7,447+228.6%Added
Campbell & CO Investment Adviser LLC10,710$304.9K0.03%−20,928−66.1%Reduced
Arizona State Retirement System10,727$305.4K0.00%+519+5.1%Added
Occudo Quantitative Strategies LP11,019$313.7K0.05%−23,241−67.8%Reduced
Numerai GP LLC11,808$336.2K0.15%−3,708−23.9%Reduced
Deltec Asset Management LLC12,000$341.6K0.07%00.0%Unchanged
Pathstone Holdings, LLC12,055$343.2K0.00%+12,055New
CWM Advisors, LLC12,584$358.3K0.04%−1,653−11.6%Reduced
HSBC Holdings PLC12,800$364.4K0.00%−18,508−59.1%Reduced
Ziegler Capital Management, LLC12,837$365.5K0.01%−181−1.4%Reduced
Voya Investment Management LLC12,875$366.6K0.00%−8,278−39.1%Reduced
Susquehanna Portfolio Strategies, LLC13,024$370.8K0.01%00.0%Unchanged
Pier 88 Investment Partners LLC13,299$378.6K0.09%−550−4.0%Reduced
Oppenheimer Asset Management Inc.13,865$394.7K0.01%+355+2.6%Added
NJ State Employees Deferred Compensation Plan14,000$398.6K0.05%00.0%Unchanged
Lombard Odier Asset Management (Europe) Ltd14,000$398.6K0.03%00.0%Unchanged
Quadrature Capital Ltd14,465$412.1K0.01%−9,067−38.5%Reduced
Stifel Financial Corp15,785$449.4K0.00%−436−2.7%Reduced
Invesco Ltd.16,923$481.8K0.00%−212−1.2%Reduced
State Board of Administration of Florida Retirement System14,999$502.0K0.00%+4,310+40.3%Added
Price T Rowe Associates Inc18,018$513.0K0.00%+1,193+7.1%Added
Synovus Financial Corp18,169$517.3K0.01%−3,878−17.6%Reduced
Mirae Asset Global Investments Co., Ltd.16,087$526.7K0.00%−1,043−6.1%Reduced
Jump Financial, LLC18,851$536.7K0.01%−4,281−18.5%Reduced
American International Group, Inc.19,036$542.0K0.00%+130+0.7%Added
Deutsche Bank AG19,281$548.9K0.00%−1,222−6.0%Reduced
Manufacturers Life Insurance Company, The19,371$551.5K0.00%+487+2.6%Added
MetLife Investment Management19,704$561.0K0.00%00.0%Unchanged
Balyasny Asset Management LLC19,878$565.9K0.00%−45,142−69.4%Reduced
Wells Fargo & Company20,252$576.6K0.00%−13,918−40.7%Reduced
Trust Point Inc.20,919$595.6K0.05%+5,116+32.4%Added
Janus Henderson Group PLC21,074$600.4K0.00%+60.0%Added
Glenmede Trust Co NA21,374$608.5K0.00%+3,138+17.2%Added
Harbor Capital Advisors, Inc.21,865$622.0K0.08%+21,865New
Ensign Peak Advisors, Inc23,552$670.5K0.00%−1,188−4.8%Reduced
Globeflex Capital L P24,904$709.0K0.07%−3,058−10.9%Reduced
Royce & Associates LP25,000$711.8K0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.27,542$784.1K0.00%−14,692−34.8%Reduced
LMCG Investments, LLC29,337$835.2K0.05%−11,323−27.8%Reduced
TD Asset Management Inc31,400$894.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC36,134$1.03M0.64%00.0%Unchanged
Prescott Group Capital Management, L.L.C.38,000$1.08M0.17%00.0%Unchanged
Thrive Wealth Management, LLC38,143$1.09M0.22%−1,480−3.7%Reduced
California State Teachers Retirement System38,988$1.11M0.00%+217+0.6%Added
Legal & General Group Plc39,067$1.11M0.00%+972+2.6%Added
Alliancebernstein L.P.41,620$1.18M0.00%+130.0%Added
UBS Group AG42,828$1.22M0.00%−41,347−49.1%Reduced
UBS Asset Management Americas Inc46,085$1.31M0.00%+6,109+15.3%Added
BNP Paribas Arbitrage, SA46,415$1.32M0.00%−10,018−17.8%Reduced
Credit Suisse AG46,970$1.34M0.00%+2,796+6.3%Added
Raymond James & Associates47,967$1.37M0.00%+18,848+64.7%Added
Connor, Clark & Lunn Investment Management Ltd.51,724$1.47M0.01%+8,831+20.6%Added