Bradley Foster & Sargent Inc. CT Grows Stock Holdings in JFrog Ltd. $FROG

Bradley Foster & Sargent Inc. CT grew its position in JFrog Ltd. (NASDAQ:FROG) by 126.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 34,131 shares of the company’s stock after purchasing an additional 19,075 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in JFrog were worth $1,615,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in FROG. Norges Bank purchased a new stake in JFrog during the 2nd quarter worth approximately $50,968,000. Sumitomo Mitsui Trust Group Inc. acquired a new stake in shares of JFrog during the third quarter worth $51,443,000. Marshall Wace LLP lifted its stake in shares of JFrog by 4,233.4% during the second quarter. Marshall Wace LLP now owns 980,179 shares of the company’s stock worth $43,010,000 after buying an additional 957,560 shares during the period. Artisan Partners Limited Partnership purchased a new stake in shares of JFrog during the second quarter valued at $26,890,000. Finally, Voya Investment Management LLC increased its position in shares of JFrog by 89.7% in the 3rd quarter. Voya Investment Management LLC now owns 1,057,257 shares of the company’s stock valued at $50,040,000 after acquiring an additional 500,059 shares during the period. 85.02% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Ben Haim Shlomi sold 25,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $51.92, for a total value of $1,298,000.00. Following the completion of the transaction, the chief executive officer owned 4,741,893 shares of the company’s stock, valued at approximately $246,199,084.56. This trade represents a 0.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CRO Tali Notman sold 13,357 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $64.80, for a total transaction of $865,533.60. Following the completion of the transaction, the executive directly owned 631,325 shares of the company’s stock, valued at $40,909,860. This represents a 2.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 327,814 shares of company stock valued at $20,028,460 over the last three months. Company insiders own 14.10% of the company’s stock.

JFrog Stock Performance

Shares of FROG stock opened at $41.56 on Friday. JFrog Ltd. has a fifty-two week low of $27.00 and a fifty-two week high of $70.43. The stock’s fifty day moving average is $55.61 and its two-hundred day moving average is $53.62. The firm has a market capitalization of $4.97 billion, a P/E ratio of -67.03 and a beta of 1.13.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. During the same period last year, the company posted $0.19 EPS. The business’s revenue was up 25.2% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. On average, equities analysts forecast that JFrog Ltd. will post -0.33 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have issued reports on FROG. Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a research report on Thursday, January 22nd. KeyCorp raised their target price on shares of JFrog from $71.00 to $79.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Morgan Stanley set a $70.00 price target on shares of JFrog in a report on Monday. Stifel Nicolaus reduced their price objective on JFrog from $64.00 to $52.00 and set a “buy” rating for the company in a research note on Monday. Finally, William Blair restated an “outperform” rating on shares of JFrog in a research note on Monday. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $67.42.

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.