← Top Holdings
MANHMANHATTAN ASSOCIATES INC
CUSIP: 562750109
3
Guru Owners
$70.0M
Total Value Held
403,668
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Fundsmith | 288332 | $50.0M | 0.29% | $173.31 | Q4 2025 | |
| Bridgewater Associates | 110916 | $19.2M | 0.07% | $173.31 | Q4 2025 | |
| Jensen Investment Management | 4420 | $766K | 0.01% | $173.31 | Q4 2025 |
📊 Fundamentals
Market Cap$8.2B
P/E Ratio38.0x
Above market avg
Forward P/E23.2x
P/FCF26.2x
EPS (TTM)$3.60
Revenue (TTM)$1.1B
Profit Margin20.34%
Beta1.05
52-Week Range
$119.06
$247.22
Current: $136.69
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 38.0x trailing earnings → 23.2x forward · 20.3% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '253 owners · $70.0M
Q3 '253 owners · $67.4M
Q2 '252 owners · $59.5M
Q1 '252 owners · $2.8M
Q2 '241 owners · $524K
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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. 8.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
28.9%current: 28.9%
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 3 superinvestors · 2 congress member trades
$1,001 - $15,0002025-01-29
$1,001 - $15,0002025-01-13