JFrog Ltd. $FROG Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. boosted its holdings in JFrog Ltd. (NASDAQ:FROG) by 2.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,143,178 shares of the company’s stock after acquiring an additional 224,513 shares during the period. Vanguard Group Inc. owned 7.83% of JFrog worth $432,747,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Public Sector Pension Investment Board acquired a new position in JFrog during the 3rd quarter worth about $3,247,000. Sound View Wealth Advisors Group LLC acquired a new stake in shares of JFrog during the second quarter worth about $233,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of JFrog by 3,033.8% in the second quarter. Arrowstreet Capital Limited Partnership now owns 291,134 shares of the company’s stock valued at $12,775,000 after purchasing an additional 281,844 shares during the period. Federated Hermes Inc. acquired a new position in shares of JFrog in the third quarter valued at approximately $6,697,000. Finally, Clal Insurance Enterprises Holdings Ltd increased its stake in JFrog by 5.4% during the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 976,812 shares of the company’s stock worth $42,863,000 after buying an additional 50,000 shares during the period. Institutional investors and hedge funds own 85.02% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Ben Haim Shlomi sold 25,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $51.92, for a total transaction of $1,298,000.00. Following the transaction, the chief executive officer owned 4,741,893 shares in the company, valued at $246,199,084.56. This trade represents a 0.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CTO Yoav Landman sold 45,000 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $57.71, for a total value of $2,596,950.00. Following the completion of the sale, the chief technology officer owned 5,868,641 shares of the company’s stock, valued at approximately $338,679,272.11. This represents a 0.76% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 327,814 shares of company stock worth $20,028,460. Corporate insiders own 14.10% of the company’s stock.

JFrog Trading Up 4.2%

Shares of NASDAQ:FROG opened at $38.76 on Thursday. The firm has a 50 day simple moving average of $56.09 and a 200-day simple moving average of $53.70. JFrog Ltd. has a twelve month low of $27.00 and a twelve month high of $70.43. The company has a market capitalization of $4.64 billion, a PE ratio of -62.52 and a beta of 1.13.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, topping the consensus estimate of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The firm had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. During the same period last year, the business earned $0.19 EPS. JFrog’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, equities research analysts predict that JFrog Ltd. will post -0.33 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on FROG shares. KeyCorp upped their price objective on JFrog from $71.00 to $79.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. UBS Group set a $60.00 price target on JFrog in a research report on Friday, February 13th. Stifel Nicolaus lowered their price objective on JFrog from $64.00 to $52.00 and set a “buy” rating for the company in a research report on Monday. Truist Financial reaffirmed a “buy” rating and issued a $70.00 target price (up from $55.00) on shares of JFrog in a report on Friday, November 7th. Finally, BTIG Research dropped their price objective on shares of JFrog from $83.00 to $70.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Sixteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $65.89.

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.