What smart money is saying about Manhattan Associates, Inc.
4 funds in our archive have pitched Manhattan Associates, Inc., most recently Artisan Partners U.S. Small-Cap Growth Strategy in September 2026.
Manhattan Associates, Inc. develops comprehensive software solutions to manage and optimize supply chains, inventory, and omni-channel operations. Their product portfolio features Manhattan SCALE, a suite of logistics execution tools covering aspects like trading partner management, yard optimization, warehouse management, and transportation execution. Additionally, they offer Manhattan Active, which provides integrated enterprise and in-store omni-channel solutions. The company also supplies specialized solutions for inventory optimization, planning, and allocation. Supporting these offerings are a range of services, including ongoing maintenance (customer support and software enhancements), professional services (solution planning, implementation, and consulting), and training and change management programs. Beyond software, Manhattan Associates also resells complementary hardware such as computer equipment, radio frequency (RF) terminal networks, RFID readers, barcode printers and scanners, and other peripherals. They distribute their products through a direct sales force and via strategic partnership agreements. Serving a diverse global clientele, their industry reach includes grocery, food and beverage, manufacturing, medical and pharmaceutical, retail, third-party logistics (3PLs), and wholesale. With operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific, Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia.
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Fund signal · last 12 months
7 lettersFunds are split between buying and selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 8 fund letters reported a position in Manhattan Associates, Inc., with 3 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 7 | 3 | 2 | 3 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 6 moves
- New positionArtisan Partners Global Discovery StrategySeptember 2026
“Manhattan Associates is a leading provider of supply chain and warehouse management software that helps customers optimize the movement of goods through increasingly complex distribution networks. We initiated a GardenSM position and later elevated it to a CropSM as our conviction increased.”
Manhattan Associates, Inc. - New positionArtisan Partners U.S. Small-Cap Growth StrategySeptember 2026
“During the quarter, we initiated new GardenSM positions in Glaukos, 10x Genomics and Manhattan Associates.”
Manhattan Associates, Inc. - New positionArtisan Partners Global Discovery FundSeptember 2026
“During the quarter, we initiated new positions in Manhattan Associates, Okta and Clean Harbors.”
Manhattan Associates, Inc. - New positionArtisan Partners U.S. Mid-Cap Growth StrategySeptember 2026
“Portfolio Activity During the quarter, we initiated new positions in Manhattan Associates, Okta and Clean Harbors.”
Manhattan Associates, Inc. - September 2026
Listed in Tributary Capital Management Small/Mid Cap Strategy’s reported holdings.
Manhattan Associates, Inc. - August 2026
“The most notable exits from the portfolio this month included, among others- Manhattan Associates- The leading supply chain software solutions company materially outperformed in August, extending its strong re-rating following better-than-expected Q2 results that reinforced confidence in the company’s cloud transition and improving growth outlook. Following the rally, we exited our position as the higher valuation reduced our expected upside and we identified more attractive opportunities elsewhere in the portfolio.”
Manhattan Associates, Inc. - July 2026
“Having said that, we have reduced the position size following the recent strong share price performance.”
Manhattan Associates, Inc. - September 2025
Listed in Brown Capital Small Company Fund’s reported holdings.
Manhattan Associates, Inc.
Fund coverage · 4 theses
- Artisan Partners U.S. Small-Cap Growth StrategySeptember 2026
Manhattan Associates offers supply chain software and could be an early beneficiary of AI-enabled software monetization.
Read the full thesis - Artisan Partners U.S. Mid-Cap Growth StrategySeptember 2026
Manhattan Associates, Inc. offers supply chain and warehouse software and has an emerging agentic AI monetization opportunity.
Read the full thesis Manhattan Associates is a category-leading supply chain software company with strong bookings, cloud compounding and high switching costs.
Read the full thesis- Polen US Smid Company GrowthMarch 2025
Manhattan Associates is the leading provider of warehouse and distribution center software, successfully transitioning to a cloud-based SaaS model that has enhanced its growth potential and created attractive investment opportunities.
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