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User

Terry Smith

Fundsmith

Terry Smith Manhattan Associates Inc stake

total: 91

Fundsmith MANH trades

Total transactions:
3
New positions:
1
Added:
1
Reduced:
1
Held since:
2025 Q2
Held for:
5 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Terry Smith holds 172,977 Manhattan Associates Inc (MANH) shares with a market value of roughly $24.09M accounting for 0.18% of the overall portfolio. To date, the estimated cost basis is nearly $188.56 for "buy" trades and estimated average "sell" price is $133.12. Fundsmith first purchased MANH in 2025 Q2, initially acquiring 288,332 shares. Since the initial investment in Manhattan Associates Inc (MANH), Fundsmith has made 2 more transactions.

How many MANH shares does Terry Smith currently hold?

According to 2026 Q2 report, Terry Smith holds 172,977 shares of Manhattan Associates Inc (MANH), valued at around $24.09M.

When did Terry Smith buy Manhattan Associates Inc (MANH)?

Terry Smith first invested in Manhattan Associates Inc (MANH) in 2025 Q2 at the reported quarter-end price of $197.47 per share.

What's the cost basis of Fundsmith's MANH stake?

The estimated cost basis for Manhattan Associates Inc (MANH) stake is around $188.56 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$188.56
Weighted AVG sell price:
$133.12

Terry Smith's historical trades in Manhattan Associates Inc

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.18%
172,977
$139.25
$24,087,047
+43.09% (+52,089)
+0.05%
2026 Q1
0.13%
120,888
$133.12
$16,092,611
-58.07% (-167,444)
-0.13%
2025 Q2
0.25%
288,332
$197.47
$56,936,920
new
+0.25%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.