Fieldview Capital Management LLC Takes $622,000 Position in JFrog Ltd. $FROG

Fieldview Capital Management LLC bought a new stake in JFrog Ltd. (NASDAQ:FROG) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 9,955 shares of the company’s stock, valued at approximately $622,000.

A number of other institutional investors have also modified their holdings of FROG. Royal Bank of Canada raised its stake in shares of JFrog by 48.4% in the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock valued at $6,053,000 after purchasing an additional 61,685 shares in the last quarter. Cubist Systematic Strategies LLC acquired a new stake in JFrog during the first quarter worth about $205,000. AQR Capital Management LLC acquired a new stake in JFrog during the first quarter worth about $368,000. Integrated Wealth Concepts LLC acquired a new stake in JFrog during the first quarter worth about $203,000. Finally, Goldman Sachs Group Inc. raised its stake in JFrog by 14.7% during the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock worth $22,173,000 after acquiring an additional 88,784 shares during the period. Institutional investors and hedge funds own 85.02% of the company’s stock.

JFrog Trading Up 3.4%

Shares of NASDAQ:FROG opened at $80.39 on Tuesday. The firm’s 50 day moving average is $62.51 and its two-hundred day moving average is $56.92. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $89.16. The firm has a market capitalization of $9.74 billion, a P/E ratio of -151.68 and a beta of 1.23.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.22 by $0.05. The company had revenue of $153.98 million for the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. JFrog’s revenue was up 25.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.20 earnings per share. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Analysts predict that JFrog Ltd. will post -0.17 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on FROG shares. Raymond James Financial reiterated an “outperform” rating and set a $70.00 price objective on shares of JFrog in a research note on Thursday, February 26th. Morgan Stanley reiterated an “overweight” rating and set a $80.00 price objective on shares of JFrog in a research note on Friday, May 8th. Stifel Nicolaus increased their price objective on shares of JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. KeyCorp increased their price objective on shares of JFrog from $83.00 to $86.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Finally, JPMorgan Chase & Co. increased their price objective on shares of JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Twenty equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, JFrog currently has a consensus rating of “Moderate Buy” and an average price target of $78.45.

Insider Activity

In other news, CTO Yoav Landman sold 100,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $81.47, for a total value of $8,147,000.00. Following the completion of the transaction, the chief technology officer directly owned 5,734,038 shares in the company, valued at $467,152,075.86. This trade represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through 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 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 completion of the transaction, the chief executive officer owned 4,658,236 shares of the company’s stock, valued at $394,086,765.60. This trade represents a 1.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 805,700 shares of company stock worth $58,486,362 over the last three months. Corporate insiders own 11.80% of the company’s stock.

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.