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Model N shares owned by CWM

Quarter-by-quarter ownership of Model N (MODN) shares owned by CWM from 13F filings

Historical chart of CWM investment in Model N

Tip: Access up to 7 years of quarterly data

All positions including Model N held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Model N by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 6 0.00
2023-03-31 $0 14 0.00
2022-12-31 $999 27 37.04

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Model N

Conestoga Capital Advisors
Neuberger Berman Group
Artisan Partners Limited Partnership
ClearBridge Advisors
Vanguard Group
First Light Asset Management
Riverbrige Partners
Bares Capital Management
Dimensional Fund Advisors
Millennium Management
Royal Bank of Canada
Charles Schwab Investment Management
New York State Common Retirement Fund
Summit Creek Advisors
Nordea Investment Management Ab

View all funds holding Model N