JFrog Ltd. $FROG Shares Sold by Y.D. More Investments Ltd

Y.D. More Investments Ltd trimmed its stake in JFrog Ltd. (NASDAQ:FROG) by 58.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,000 shares of the company’s stock after selling 38,350 shares during the period. Y.D. More Investments Ltd’s holdings in JFrog were worth $1,278,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Wilmington Savings Fund Society FSB grew its holdings in shares of JFrog by 1,086.8% during the third quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock worth $60,000 after purchasing an additional 1,152 shares during the last quarter. Tower Research Capital LLC TRC increased its position in JFrog by 7,185.4% during the second quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company’s stock worth $131,000 after buying an additional 2,946 shares during the period. Elevation Point Wealth Partners LLC purchased a new stake in JFrog in the second quarter valued at approximately $136,000. Northwest & Ethical Investments L.P. purchased a new position in shares of JFrog during the second quarter worth approximately $171,000. Finally, Headlands Technologies LLC purchased a new position in shares of JFrog during the second quarter worth approximately $181,000. 85.02% of the stock is owned by hedge funds and other institutional investors.

JFrog Trading Up 1.7%

Shares of NASDAQ:FROG traded up $0.86 on Friday, reaching $51.15. 85,993 shares of the company were exchanged, compared to its average volume of 2,633,785. The company has a 50-day moving average of $58.41 and a 200-day moving average of $53.76. The firm has a market cap of $6.12 billion, a price-to-earnings ratio of -83.13 and a beta of 1.13. JFrog Ltd. has a 1-year low of $27.00 and a 1-year high of $70.43.

JFrog (NASDAQ:FROG) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. The company had revenue of $145.31 million during the quarter, compared to the consensus estimate of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company’s revenue for the quarter was up 25.2% on a year-over-year basis. During the same period last year, the firm earned $0.19 EPS. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. As a group, analysts forecast that JFrog Ltd. will post -0.33 earnings per share for the current year.

Insider Activity at JFrog

In related news, CTO Yoav Landman sold 45,000 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $57.71, for a total value of $2,596,950.00. Following the sale, the chief technology officer directly owned 5,868,641 shares of the company’s stock, valued at approximately $338,679,272.11. This represents a 0.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Yvonne Wassenaar sold 1,957 shares of JFrog stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $58.70, for a total transaction of $114,875.90. Following the transaction, the director owned 20,495 shares of the company’s stock, valued at approximately $1,203,056.50. The trade was a 8.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 407,814 shares of company stock valued at $24,969,260 in the last 90 days. 14.10% of the stock is owned by corporate insiders.

Analyst Ratings Changes

FROG has been the subject of several research reports. DA Davidson reduced their price target on shares of JFrog from $75.00 to $65.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Truist Financial reaffirmed a “buy” rating and set a $70.00 price objective (up from $55.00) on shares of JFrog in a research note on Friday, November 7th. BTIG Research lowered their target price on JFrog from $83.00 to $70.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a research note on Thursday, January 22nd. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $80.00 price objective on shares of JFrog in a research note on Wednesday, February 4th. Fifteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, JFrog has a consensus rating of “Moderate Buy” and a consensus price target of $65.94.

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.