
What smart money is saying about Manhattan Associates
2 funds in our archive have pitched Manhattan Associates — most recently Bell Global Equities Fund Wholesale Class in July 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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Position history
Between Q1 2025 and Q3 2026, 2 fund letters reported a position in Manhattan Associates — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- 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 - July 2026
“Having said that, we have reduced the position size following the recent strong share price performance.”
Manhattan Associates
Fund coverage · 2 theses
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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