JFrog Ltd. $FROG Shares Acquired by Fox Run Management L.L.C.

Fox Run Management L.L.C. grew its stake in JFrog Ltd. (NASDAQ:FROG) by 36.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 39,488 shares of the company’s stock after purchasing an additional 10,643 shares during the quarter. JFrog makes up approximately 0.4% of Fox Run Management L.L.C.’s holdings, making the stock its 12th biggest holding. Fox Run Management L.L.C.’s holdings in JFrog were worth $2,466,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Norges Bank acquired a new stake in JFrog during the fourth quarter worth about $76,427,000. Assenagon Asset Management S.A. raised its stake in JFrog by 378.8% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,543,011 shares of the company’s stock worth $96,376,000 after acquiring an additional 1,220,768 shares during the period. Lazard Asset Management LLC raised its stake in JFrog by 1,669.6% during the third quarter. Lazard Asset Management LLC now owns 1,185,416 shares of the company’s stock worth $56,106,000 after acquiring an additional 1,118,427 shares during the period. Shannon River Fund Management LLC raised its stake in JFrog by 298.5% during the third quarter. Shannon River Fund Management LLC now owns 863,924 shares of the company’s stock worth $40,890,000 after acquiring an additional 647,140 shares during the period. Finally, Fiera Capital Corp raised its stake in JFrog by 37.5% during the fourth quarter. Fiera Capital Corp now owns 2,253,450 shares of the company’s stock worth $140,750,000 after acquiring an additional 614,383 shares during the period. Institutional investors and hedge funds own 85.02% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on FROG. Guggenheim increased their price objective on shares of JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. DA Davidson set a $90.00 price objective on shares of JFrog in a research note on Friday, May 8th. Bank of America increased their price objective on shares of JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a research note on Monday. Evercore set a $80.00 price objective on shares of JFrog in a research note on Thursday, February 26th. Finally, 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. Twenty analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $77.80.

Insider Activity

In other JFrog news, CTO Yoav Landman sold 100,000 shares of the business’s stock in a transaction dated 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 sale, the chief technology officer directly owned 5,734,038 shares in the company, valued at approximately $467,152,075.86. The trade was a 1.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 48,763 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $75.04, for a total transaction of $3,659,175.52. Following the completion of the sale, the chief executive officer owned 4,845,601 shares in the company, valued at approximately $363,613,899.04. This trade represents a 1.00% 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 689,363 shares of company stock worth $48,658,874 over the last three months. Corporate insiders own 11.80% of the company’s stock.

JFrog Trading Up 2.0%

NASDAQ FROG opened at $85.67 on Tuesday. The company has a 50-day moving average price of $59.19 and a two-hundred day moving average price of $56.25. The stock has a market cap of $10.38 billion, a price-to-earnings ratio of -161.64 and a beta of 1.23. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $89.16.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.22 by $0.05. The business had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The business’s revenue was up 25.8% on a year-over-year basis. During the same period last year, the firm posted $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. As a group, equities research analysts expect that JFrog Ltd. will post -0.17 earnings per share 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.