Kennedy Capital Management LLC Grows Stock Holdings in JFrog Ltd. $FROG

Kennedy Capital Management LLC lifted its stake in shares of JFrog Ltd. (NASDAQ:FROG) by 50.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 349,249 shares of the company’s stock after purchasing an additional 117,187 shares during the period. Kennedy Capital Management LLC owned 0.30% of JFrog worth $16,530,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Arrowstreet Capital Limited Partnership lifted its position in JFrog by 13.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 329,493 shares of the company’s stock worth $15,595,000 after buying an additional 38,359 shares in the last quarter. Shannon River Fund Management LLC grew its holdings in JFrog by 298.5% in the 3rd quarter. Shannon River Fund Management LLC now owns 863,924 shares of the company’s stock valued at $40,890,000 after buying an additional 647,140 shares in the last quarter. RiverPark Advisors LLC purchased a new stake in JFrog in the 3rd quarter valued at $103,000. Franklin Resources Inc. raised its holdings in shares of JFrog by 30.3% during the 3rd quarter. Franklin Resources Inc. now owns 519,046 shares of the company’s stock worth $24,566,000 after acquiring an additional 120,643 shares during the period. Finally, Legal & General Group Plc boosted its position in shares of JFrog by 13.7% during the 3rd quarter. Legal & General Group Plc now owns 547,757 shares of the company’s stock valued at $25,925,000 after acquiring an additional 66,174 shares during the last quarter. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have commented on FROG. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $80.00 target price on shares of JFrog in a research note on Wednesday, February 4th. BTIG Research cut their price target on shares of JFrog from $83.00 to $70.00 and set a “buy” rating for the company in a report on Friday, February 13th. Barclays lifted their price target on shares of JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. Canaccord Genuity Group decreased their price objective on JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Finally, Wall Street Zen raised JFrog from a “hold” rating to a “buy” rating in a research note on Sunday, February 15th. Sixteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, JFrog has an average rating of “Moderate Buy” and an average target price of $67.42.

JFrog Price Performance

Shares of FROG stock traded up $0.27 during trading hours on Friday, hitting $42.16. The company had a trading volume of 117,705 shares, compared to its average volume of 3,327,301. The stock has a market capitalization of $5.04 billion, a PE ratio of -67.99 and a beta of 1.20. The company’s fifty day moving average is $50.69 and its 200 day moving average is $53.41. JFrog Ltd. has a fifty-two week low of $27.00 and a fifty-two week high of $70.43.

JFrog (NASDAQ:FROG) last posted its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, beating the consensus estimate of $0.19 by $0.03. The firm had revenue of $145.31 million during the quarter, compared to the consensus estimate of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The firm’s revenue for the quarter was up 25.2% on a year-over-year basis. During the same quarter last year, the firm earned $0.19 EPS. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. Equities analysts forecast that JFrog Ltd. will post -0.33 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO Ben Haim Shlomi sold 25,363 shares of the business’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $41.50, for a total value of $1,052,564.50. Following the sale, the chief executive officer owned 4,790,249 shares in the company, valued at approximately $198,795,333.50. The trade was a 0.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CRO Tali Notman sold 21,097 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $41.28, for a total transaction of $870,884.16. Following the sale, the executive owned 752,598 shares in the company, valued at $31,067,245.44. This trade represents a 2.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 351,960 shares of company stock valued at $17,367,657. Insiders own 14.10% of the company’s stock.

JFrog Profile

JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company’s platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.

Among JFrog’s flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.