Vanguard Group Inc. Grows Stock Holdings in JFrog Ltd. $FROG

Vanguard Group Inc. boosted its stake in JFrog Ltd. (NASDAQ:FROG) by 2.5% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 9,143,178 shares of the company’s stock after purchasing an additional 224,513 shares during the period. Vanguard Group Inc. owned approximately 0.08% of JFrog worth $432,747,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Wilmington Savings Fund Society FSB grew its stake in shares of JFrog by 1,086.8% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock valued at $60,000 after purchasing an additional 1,152 shares during the last quarter. Tower Research Capital LLC TRC lifted its holdings in shares of 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 purchasing an additional 2,946 shares during the period. Elevation Point Wealth Partners LLC purchased a new position in JFrog in the 2nd quarter valued at $136,000. Acadian Asset Management LLC acquired a new position in JFrog in the 1st quarter valued at $162,000. Finally, Northwest & Ethical Investments L.P. purchased a new position in JFrog during the 2nd quarter worth $171,000. 85.02% of the stock is owned by institutional investors and hedge funds.

JFrog Stock Up 4.2%

JFrog stock opened at $38.76 on Thursday. The firm has a market capitalization of $4.64 billion, a PE ratio of -62.52 and a beta of 1.13. JFrog Ltd. has a 52 week low of $27.00 and a 52 week high of $70.43. The firm’s 50-day simple moving average is $56.09 and its 200 day simple moving average is $53.70.

JFrog (NASDAQ:FROG) last announced its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) 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 company had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. During the same quarter in the previous year, the business posted $0.19 earnings per share. The firm’s quarterly revenue was up 25.2% compared to the same quarter last year. 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, research analysts expect that JFrog Ltd. will post -0.33 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Wall Street Zen raised shares of JFrog from a “hold” rating to a “buy” rating in a report on Sunday, February 15th. Piper Sandler cut their target price on JFrog from $70.00 to $65.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Truist Financial reissued a “buy” rating and issued a $70.00 price target (up from $55.00) on shares of JFrog in a report on Friday, November 7th. Barclays upped their price objective on JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $80.00 target price on shares of JFrog in a research report on Wednesday, February 4th. Sixteen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, JFrog has a consensus rating of “Moderate Buy” and an average price target of $65.89.

Insider Transactions at JFrog

In related news, CTO Yoav Landman sold 45,000 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $57.71, for a total transaction of $2,596,950.00. Following the sale, the chief technology officer owned 5,868,641 shares of the company’s stock, valued at $338,679,272.11. This trade represents a 0.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ben Haim Shlomi sold 25,000 shares of JFrog stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $51.92, for a total value of $1,298,000.00. Following the sale, the chief executive officer owned 4,741,893 shares of the company’s stock, valued at approximately $246,199,084.56. This represents a 0.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 327,814 shares of company stock worth $20,028,460 in the last quarter. Insiders own 14.10% 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.