Y.D. More Investments Ltd Reduces Stock Position in JFrog Ltd. $FROG

Y.D. More Investments Ltd decreased its stake in shares of JFrog Ltd. (NASDAQ:FROG) by 58.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,000 shares of the company’s stock after selling 38,350 shares during the quarter. Y.D. More Investments Ltd’s holdings in JFrog were worth $1,278,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its stake in shares of JFrog by 2.5% in the 3rd quarter. Vanguard Group Inc. now owns 9,143,178 shares of the company’s stock worth $432,747,000 after acquiring an additional 224,513 shares during the last quarter. Wasatch Advisors LP grew its holdings in shares of JFrog by 3.0% in the second quarter. Wasatch Advisors LP now owns 2,557,603 shares of the company’s stock valued at $112,228,000 after purchasing an additional 74,153 shares during the period. JPMorgan Chase & Co. increased its position in JFrog by 3.0% during the second quarter. JPMorgan Chase & Co. now owns 1,903,396 shares of the company’s stock worth $83,521,000 after purchasing an additional 56,213 shares during the last quarter. Ensign Peak Advisors Inc raised its stake in JFrog by 15.4% during the second quarter. Ensign Peak Advisors Inc now owns 1,504,950 shares of the company’s stock worth $66,037,000 after purchasing an additional 200,995 shares during the period. Finally, Bank of America Corp DE boosted its holdings in JFrog by 0.4% in the 2nd quarter. Bank of America Corp DE now owns 1,437,352 shares of the company’s stock valued at $63,071,000 after purchasing an additional 6,161 shares during the last quarter. Institutional investors and hedge funds own 85.02% of the company’s stock.

Analyst Ratings Changes

FROG has been the subject of several analyst reports. Truist Financial reissued a “buy” rating and issued a $70.00 price target (up previously from $55.00) on shares of JFrog in a research note on Friday, November 7th. DA Davidson lowered their price objective on JFrog from $75.00 to $65.00 and set a “buy” rating for the company in a research report on Friday, February 13th. TD Cowen lifted their target price on JFrog from $75.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Barclays increased their price target on JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Finally, Canaccord Genuity Group reduced their price objective on shares of JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Fifteen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $65.94.

Insider Transactions at JFrog

In related news, Director Frederic Simon sold 80,000 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $59.51, for a total transaction of $4,760,800.00. Following the completion of the transaction, the director owned 3,660,786 shares in the company, valued at approximately $217,853,374.86. The trade was a 2.14% 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. Also, Director Yvonne Wassenaar sold 1,957 shares of the firm’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $58.70, for a total value of $114,875.90. Following the completion of the sale, the director owned 20,495 shares in the company, valued at approximately $1,203,056.50. This represents a 8.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 407,814 shares of company stock valued at $24,969,260 over the last quarter. Insiders own 14.10% of the company’s stock.

JFrog Trading Up 1.7%

FROG traded up $0.86 during trading hours on Friday, hitting $51.15. 85,993 shares of the company’s stock were exchanged, compared to its average volume of 2,633,785. JFrog Ltd. has a 12-month low of $27.00 and a 12-month high of $70.43. The firm has a market cap of $6.12 billion, a P/E ratio of -83.13 and a beta of 1.13. The firm has a 50 day moving average of $58.41 and a 200 day moving average of $53.76.

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

JFrog Company 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.