Manhattan Associates INC

• AP Artisan Partners Artisan Mid Cap Fund Quarterly Commentary ↗ Artisan Mid Cap Fund favored company-specific profit cycles, adding to Lattice Semiconductor, Robinhood, Compass and Twilio while initiating Manhattan Associates, Okta and Clean Harbors. The portfolio exited Monolithic Power Systems, FTAI Aviation and Ionis Pharmaceuticals, and reduced AI-infrastructure exposure in favor of higher-conviction franchises and selective vertical software holdings. Q3 2026 CLH $17BCOMP $6.8BFTAI $17B +13

All coverage of MANH →