← Top Holdings

MANHMANHATTAN ASSOCIATES INC

CUSIP: 562750109

3

Guru Owners

$27.4M

Total Value Held

196,612

Total Shares

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$17.5M$35.0M$52.5M$70.0MQ2 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Quarter-by-Quarter Activity

Q2 '263 owners · $27.4M
INCREASEDTerry Smith$24.1M
NEWRay Dalio$2.7M
REDUCEDJensen Investment Management$565K
Q1 '262 owners · $16.7M
REDUCEDTerry Smith$16.1M
SOLDRay Dalio
Q4 '253 owners · $70.0M
REDUCEDRay Dalio$19.2M
REDUCEDJensen Investment Management$766K
Q3 '253 owners · $67.4M
NEWRay Dalio$7.2M
INCREASEDJensen Investment Management$1.1M
Q2 '252 owners · $59.5M
NEWTerry Smith$56.9M
REDUCEDJensen Investment Management$2.6M
SOLDPolen Capital
Q1 '252 owners · $2.8M
NEWJensen Investment Management$2.4M
NEWPolen Capital$385K
SOLDRay Dalio

🏛️ Congressional Trades

MANH: Held by 3 superinvestors · 2 congress member trades

SELLRob BresnahanR
$1,001 - $15,0002025-01-29
SELLRob BresnahanR
$1,001 - $15,0002025-01-13