Baker Avenue Asset Management, LP
Position in MANH — Manhattan Associates Inc
CIK 1432529
SAN FRANCISCO, CA
Position in MANH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$200,937
-$64,371 QoQ
Shares Held
1,443
-27.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 504 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in MANH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $85,619,022 across 32 Software - Application names. MANH ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
165,795 | $18,930,473 | |
| 2 | UBER |
Uber Technologies, Inc
|
219,694 | $15,853,119 | |
| 3 | NOW |
ServiceNow, Inc.
|
93,072 | $9,240,188 | |
| 4 | CRM |
Salesforce, Inc.
|
41,230 | $6,459,091 | |
| 5 | SNOW |
Snowflake Inc.
|
23,834 | $6,065,753 | |
| 6 | ZM |
Zoom Communications, Inc.
|
55,422 | $4,783,472 | |
| 7 | APPF |
Appfolio Inc
|
27,360 | $4,387,176 | |
| 8 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 |
All Filings in MANH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,937 | 1,443 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $265,308 | 1,993 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $217,483 | 1,061 | Shares | Sole | 2025-10-31 | |
| 2023-09-30 | $13,440 | 68 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||