JFrog Ltd. $FROG Stock Position Lowered by SG Americas Securities LLC

SG Americas Securities LLC decreased its position in JFrog Ltd. (NASDAQ:FROG) by 65.6% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 9,061 shares of the company’s stock after selling 17,241 shares during the period. SG Americas Securities LLC’s holdings in JFrog were worth $425,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. UBS Group AG boosted its position in shares of JFrog by 293.8% during the 4th quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after purchasing an additional 221,155 shares in the last quarter. Dana Investment Advisors Inc. bought a new stake in shares of JFrog in the 4th quarter worth approximately $2,013,000. Summit Partners Public Asset Management LLC lifted its stake in JFrog by 77.8% during the fourth quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock valued at $99,157,000 after purchasing an additional 694,700 shares during the last quarter. Robeco Schweiz AG acquired a new stake in JFrog during the fourth quarter valued at approximately $11,293,000. Finally, J. Safra Sarasin Holding AG boosted its holdings in JFrog by 29.1% during the fourth quarter. J. Safra Sarasin Holding AG now owns 193,467 shares of the company’s stock worth $12,084,000 after buying an additional 43,633 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

JFrog Trading Down 3.6%

Shares of JFrog stock opened at $92.73 on Thursday. The stock has a 50-day moving average price of $76.46 and a 200 day moving average price of $59.59. The company has a market cap of $11.23 billion, a P/E ratio of -174.96 and a beta of 1.20. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $99.22.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. The company had revenue of $153.98 million for the quarter, compared to analysts’ expectations of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The business’s revenue for the quarter was up 25.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.20 EPS. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, equities analysts forecast that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

Insider Buying and Selling at JFrog

In related news, CRO Tali Notman sold 22,015 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $83.95, for a total transaction of $1,848,159.25. Following the transaction, the executive directly owned 706,629 shares of the company’s stock, valued at approximately $59,321,504.55. The trade was a 3.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 65,999 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $90.03, for a total transaction of $5,941,889.97. Following the completion of the transaction, the chief executive officer owned 4,592,237 shares in the company, valued at approximately $413,439,097.11. This represents a 1.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 916,699 shares of company stock valued at $72,787,302 in the last 90 days. Corporate insiders own 11.80% of the company’s stock.

Wall Street Analyst Weigh In

FROG has been the topic of several recent research reports. Morgan Stanley restated an “overweight” rating and issued a $80.00 price target on shares of JFrog in a research report on Friday, May 8th. UBS Group increased their price objective on JFrog from $92.00 to $110.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Stifel Nicolaus raised their price objective on JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Guggenheim lifted their target price on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Barclays boosted their target price on JFrog from $75.00 to $88.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 10th. Twenty-one analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $82.48.

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.