Atreides Management LP Acquires 7,032 Shares of JFrog Ltd. $FROG

Atreides Management LP increased its holdings in JFrog Ltd. (NASDAQ:FROG) by 1.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 404,276 shares of the company’s stock after purchasing an additional 7,032 shares during the period. Atreides Management LP’s holdings in JFrog were worth $25,251,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. boosted its position in JFrog by 4.0% during the fourth quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after acquiring an additional 362,654 shares during the last quarter. Whale Rock Capital Management LLC boosted its position in JFrog by 82.2% during the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock valued at $330,901,000 after acquiring an additional 2,389,415 shares during the last quarter. Wasatch Advisors LP boosted its position in JFrog by 6.0% during the third quarter. Wasatch Advisors LP now owns 2,710,886 shares of the company’s stock valued at $128,306,000 after acquiring an additional 153,283 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in JFrog by 30.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock valued at $167,590,000 after acquiring an additional 633,231 shares during the last quarter. Finally, Fiera Capital Corp boosted its position in JFrog by 37.5% during the fourth quarter. Fiera Capital Corp now owns 2,253,450 shares of the company’s stock valued at $140,750,000 after acquiring an additional 614,383 shares during the last quarter. Institutional investors own 85.02% of the company’s stock.

JFrog Trading Up 3.7%

Shares of NASDAQ FROG opened at $81.35 on Thursday. The firm’s 50-day moving average price is $63.71 and its 200-day moving average price is $57.18. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $89.16. The firm has a market capitalization of $9.85 billion, a P/E ratio of -153.49 and a beta of 1.23.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data 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. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The firm had revenue of $153.98 million for the quarter, compared to analyst estimates of $147.45 million. During the same quarter in the prior year, the business earned $0.20 earnings per share. The business’s quarterly revenue was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Equities research analysts forecast that JFrog Ltd. will post -0.17 EPS for the current year.

Insider Activity

In related news, CEO Ben Haim Shlomi sold 93,072 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $84.60, for a total value of $7,873,891.20. Following the sale, the chief executive officer owned 4,658,236 shares in the company, valued at $394,086,765.60. This represents a 1.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $85.84, for a total transaction of $10,300,800.00. Following the completion of the sale, the director owned 3,224,328 shares in the company, valued at $276,776,315.52. This represents a 3.59% 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. Over the last 90 days, insiders have sold 805,700 shares of company stock worth $58,486,362. Company insiders own 11.80% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on FROG shares. DA Davidson set a $90.00 price target on shares of JFrog in a research report on Friday, May 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of JFrog in a research report on Tuesday, April 21st. Guggenheim upped their price target on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, May 8th. UBS Group upped their price target on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Finally, KeyCorp upped their price target on shares of JFrog from $83.00 to $86.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Twenty equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $78.45.

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.