Manhattan AssociatesMANH
About: Manhattan Associates provides software that helps users manage their supply chains, inventory, and omnichannel operations. Customers are generally retailers, wholesalers, manufacturers, and logistics providers. The company was founded in 1990 and serves more than 1,200 customers around the world.
Employees: 4,530
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
10% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 205
4.59% less ownership
Funds ownership: 100.72% [Q4 2024] → 96.13% (-4.59%) [Q1 2025]
10% less funds holding
Funds holding: 656 [Q4 2024] → 589 (-67) [Q1 2025]
35% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 138
39% less capital invested
Capital invested by funds: $16.6B [Q4 2024] → $10.2B (-$6.47B) [Q1 2025]
44% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $32.7M
75% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 1 (-3) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Truist Securities Terry Tillman | 12%upside $210 | Buy Maintained | 22 May 2025 |
DA Davidson Gil Luria | 20%upside $225 | Buy Maintained | 21 May 2025 |
Baird Joe Vruwink | 13%upside $212 | Outperform Maintained | 21 May 2025 |
Loop Capital Mark Schappel | 9%downside $170 | Hold Downgraded | 10 Apr 2025 |
Citigroup George Kurosawa | 2%downside $184 | Neutral Maintained | 14 Mar 2025 |
Financial journalist opinion
Based on 44 articles about MANH published over the past 30 days









