Follow-The-Filings

Security · featured owners

MANH Manhattan Associates Inc.

COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.2%
  • $25M
  • 1 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 0.2% (Terry Smith - Fundsmith) · not free-float ownership

  1. Terry Smith add 0.18%
  2. Jensen Investment Management reduce 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Terry Smith - Fundsmith 2026 Q2 0.18% Add +43.1% 172,977 $24M history
Jensen Investment Management 2026 Q2 0.01% Reduce −8.1% 4,060 $565K history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% Hold 1,550 $216K history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $928.72M $1.04B $1.08B
Net income $176.57M $218.36M $219.95M
Net margin * 19.0% 20.9% 20.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $479.19M $503.26M $583.34M
Total non-current assets * $194.16M $254.29M $256.05M
Total assets $673.35M $757.55M $839.39M
Total current liabilities $365.92M $400.3M $455.91M
Total equity $278.28M $299.13M $314.76M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $246.22M $295M $389.47M
Cash from investing -$4.73M -$8.68M -$15.46M
Cash from financing -$196.05M -$286.37M -$315.16M
Net change in cash $45.28M -$4.51M $62.52M

ownership over time

filing count by report period · click a bar for that quarter’s holders