Ninepoint Partners LP Invests $2.26 Million in JFrog Ltd. $FROG

Ninepoint Partners LP acquired a new stake in JFrog Ltd. (NASDAQ:FROG) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 24,887 shares of the company’s stock, valued at approximately $2,262,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Millstone Evans Group LLC grew its position in shares of JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after buying an additional 427 shares in the last quarter. Western Wealth Management LLC bought a new position in JFrog during the 1st quarter worth about $30,000. Bessemer Group Inc. bought a new stake in shares of JFrog in the 1st quarter valued at about $36,000. Farther Finance Advisors LLC raised its holdings in shares of JFrog by 318.7% in the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after purchasing an additional 478 shares in the last quarter. Finally, Employees Retirement System of Texas bought a new position in shares of JFrog during the fourth quarter valued at approximately $44,000. 85.02% of the stock is owned by institutional investors.

Insider Activity at JFrog

In related news, Director Frederic Simon sold 120,000 shares of JFrog stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $85.84, for a total value of $10,300,800.00. Following the completion of the sale, the director directly owned 3,224,328 shares in the company, valued at $276,776,315.52. This trade represents a 3.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 93,072 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the transaction, the chief executive officer owned 4,658,236 shares in the company, valued at $394,086,765.60. The trade was a 1.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 924,097 shares of company stock valued at $80,245,512 in the last three months. 11.80% of the stock is owned by insiders.

JFrog Price Performance

JFrog stock opened at $89.72 on Friday. The stock has a market capitalization of $11.06 billion, a price-to-earnings ratio of -242.48 and a beta of 1.22. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $99.22. The business has a fifty day moving average price of $86.41 and a 200-day moving average price of $65.30.

JFrog (NASDAQ:FROG) last announced its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.03. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.The company had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. During the same period in the prior year, the company posted $0.18 EPS. The firm’s quarterly revenue was up 28.7% compared to the same quarter last year. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, equities research analysts anticipate that JFrog Ltd. will post -0.11 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts have weighed in on FROG shares. Stifel Nicolaus upped their target price on JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. JPMorgan Chase & Co. lifted their price target on JFrog from $100.00 to $115.00 and gave the company an “overweight” rating in a report on Friday, August 7th. TD Cowen upped their price objective on JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Benchmark raised their price objective on JFrog from $100.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Finally, Piper Sandler boosted their target price on shares of JFrog from $65.00 to $90.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Twenty-one analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $105.81.

About JFrog

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.