Arrowstreet Capital Limited Partnership Increases Stake in JFrog Ltd. $FROG

Arrowstreet Capital Limited Partnership boosted its stake in shares of JFrog Ltd. (NASDAQ:FROG) by 78.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,964,925 shares of the company’s stock after purchasing an additional 861,835 shares during the period. Arrowstreet Capital Limited Partnership owned approximately 1.62% of JFrog worth $92,214,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of FROG. Millstone Evans Group LLC lifted its position in 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 acquiring an additional 427 shares during the period. Blue Trust Inc. purchased a new position in JFrog during the 4th quarter worth approximately $30,000. Bessemer Group Inc. acquired a new stake in JFrog during the 1st quarter valued at approximately $36,000. Farther Finance Advisors LLC boosted 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 acquiring an additional 478 shares during the last quarter. Finally, Employees Retirement System of Texas purchased a new stake in shares of JFrog in the 4th quarter valued at $44,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

Insider Activity at JFrog

In related news, CTO Yoav Landman sold 700 shares of the business’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $99.00, for a total transaction of $69,300.00. Following the transaction, the chief technology officer directly owned 5,538,338 shares in the company, valued at approximately $548,295,462. The trade was a 0.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 15,000 shares of the business’s stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $94.37, for a total transaction of $1,415,550.00. Following the transaction, the chief executive officer owned 4,577,237 shares in the company, valued at $431,953,855.69. The trade was a 0.33% decrease in their ownership of the stock. 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 have sold a total of 917,399 shares of company stock worth $73,629,102 over the last 90 days. Corporate insiders own 11.80% of the company’s stock.

Wall Street Analyst Weigh In

FROG has been the subject of several recent research reports. Cantor Fitzgerald reissued an “overweight” rating on shares of JFrog in a report on Monday, June 15th. Truist Financial raised their target price on JFrog from $80.00 to $105.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. DA Davidson set a $90.00 price target on JFrog in a report on Friday, May 8th. Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a research report on Friday, July 17th. Finally, BTIG Research raised their price objective on JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a report on Friday, May 8th. Twenty-one analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, JFrog has a consensus rating of “Moderate Buy” and an average target price of $86.76.

JFrog Trading Down 1.3%

FROG stock opened at $80.16 on Friday. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $99.22. The business’s 50-day moving average is $83.42 and its 200 day moving average is $61.53. The stock has a market cap of $9.71 billion, a price-to-earnings ratio of -151.25 and a beta of 1.20.

JFrog (NASDAQ:FROG) last announced its earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The business had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. During the same quarter in the prior year, the firm earned $0.20 earnings per share. The business’s 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. As a group, equities analysts forecast that JFrog Ltd. will post -0.15 EPS for the current fiscal year.

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.