MANH (MANHATTAN ASSOCIATES INC) is held by 2 tracked superinvestors with an aggregate position value of $17M based on the most recent SEC 13F filings. Top institutional holders include: Terry Smith, Jensen Investment Management.

How much MANH do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $17M in MANH positions worth 125,308 shares.

What is the largest holder of MANH?

The largest tracked holder of MANH is Terry Smith (Fundsmith) with 120,888 shares worth $16M, representing 0.13% of their portfolio.

← Top Holdings

MANHMANHATTAN ASSOCIATES INC

CUSIP: 562750109

Guru Owners

$16.7M

Total Value Held

125,308

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Terry Smith	Fundsmith	120888	$16.1M	0.13%	$133.12	Q1 2026
Jensen Investment Management	Jensen Investment Management	4420	$588K	0.01%	$133.12	Q1 2026

Terry Smith

$16.1M

0.13%

Jensen Investment Management

$588K

0.01%

📊 Fundamentals

Market Cap$9.4B

P/E Ratio44.2x

Above market avg

Forward P/E26.6x

P/FCF31.7x

EPS (TTM)$3.58

Revenue (TTM)$1.1B

Profit Margin19.68%

Beta0.97

52-Week Range

$119.06

$247.22

Current: $158.17

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 44.2x trailing earnings → 26.6x forward · 19.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

Q2 '241 owners · $524K

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

9%analyst est. 8.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

26.8%current: 26.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MANH: Held by 2 superinvestors · 2 congress member trades

SELLRob BresnahanR

$1,001 - $15,0002025-01-29

SELLRob BresnahanR

$1,001 - $15,0002025-01-13