Kennedy Capital Management LLC Boosts Stock Holdings in JFrog Ltd. $FROG

Kennedy Capital Management LLC lifted its stake in JFrog Ltd. (NASDAQ:FROG) by 50.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 349,249 shares of the company’s stock after purchasing an additional 117,187 shares during the period. Kennedy Capital Management LLC’s holdings in JFrog were worth $16,530,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Aster Capital Management DIFC Ltd purchased a new position in shares of JFrog in the 3rd quarter valued at about $56,000. Wilmington Savings Fund Society FSB lifted its stake in JFrog by 1,086.8% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock worth $60,000 after acquiring an additional 1,152 shares during the last quarter. RiverPark Advisors LLC purchased a new position in JFrog in the third quarter worth approximately $103,000. Tower Research Capital LLC TRC increased its position in shares of JFrog by 7,185.4% in the 2nd quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company’s stock valued at $131,000 after purchasing an additional 2,946 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC purchased a new stake in shares of JFrog in the 2nd quarter valued at approximately $136,000. 85.02% of the stock is owned by institutional investors and hedge funds.

JFrog Stock Performance

NASDAQ FROG traded up $0.27 during trading hours on Friday, hitting $42.16. The company had a trading volume of 117,705 shares, compared to its average volume of 3,327,301. The business has a 50 day moving average of $50.69 and a 200-day moving average of $53.41. The company has a market cap of $5.04 billion, a PE ratio of -67.99 and a beta of 1.20. JFrog Ltd. has a 1-year low of $27.00 and a 1-year high of $70.43.

JFrog (NASDAQ:FROG) last posted its earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The business had revenue of $145.31 million for the quarter, compared to analysts’ expectations of $138.09 million. During the same quarter in the previous year, the firm earned $0.19 earnings per share. The business’s 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. Sell-side analysts expect that JFrog Ltd. will post -0.33 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on FROG shares. TD Cowen lifted their price objective on shares of JFrog from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a report on Thursday, January 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $80.00 price target on shares of JFrog in a report on Wednesday, February 4th. Morgan Stanley set a $70.00 price objective on JFrog in a research report on Monday, February 23rd. Finally, Stifel Nicolaus dropped their price objective on JFrog from $64.00 to $52.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, JFrog currently has a consensus rating of “Moderate Buy” and a consensus target price of $67.42.

Insider Activity at JFrog

In other JFrog news, Director Frederic Simon sold 80,000 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $59.51, for a total value of $4,760,800.00. Following the completion of the sale, the director owned 3,660,786 shares in the company, valued at approximately $217,853,374.86. The trade was a 2.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CRO Tali Notman sold 21,097 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $41.28, for a total value of $870,884.16. Following the completion of the sale, the executive directly owned 752,598 shares of the company’s stock, valued at $31,067,245.44. The trade was a 2.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 351,960 shares of company stock valued at $17,367,657 over the last 90 days. 14.10% of the stock is owned by insiders.

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.