82,764 Shares in JFrog Ltd. $FROG Purchased by Melqart Asset Management UK Ltd

Melqart Asset Management UK Ltd acquired a new stake in JFrog Ltd. (NASDAQ:FROG) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 82,764 shares of the company’s stock, valued at approximately $5,169,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in FROG. Royal Bank of Canada lifted its holdings in shares of JFrog by 12.6% in the fourth quarter. Royal Bank of Canada now owns 173,942 shares of the company’s stock valued at $10,864,000 after purchasing an additional 19,434 shares in the last quarter. Graham Capital Management L.P. lifted its stake in JFrog by 32.0% in the 4th quarter. Graham Capital Management L.P. now owns 6,525 shares of the company’s stock valued at $408,000 after buying an additional 1,582 shares in the last quarter. Polar Capital Holdings Plc grew its holdings in JFrog by 3.5% during the 4th quarter. Polar Capital Holdings Plc now owns 548,383 shares of the company’s stock valued at $34,252,000 after buying an additional 18,547 shares during the last quarter. Public Employees Retirement Association of Colorado increased its position in JFrog by 23.0% during the fourth quarter. Public Employees Retirement Association of Colorado now owns 411,440 shares of the company’s stock worth $25,699,000 after buying an additional 76,900 shares in the last quarter. Finally, MML Investors Services LLC purchased a new position in JFrog during the fourth quarter worth $280,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

Insiders Place Their Bets

In other JFrog news, CRO Tali Notman sold 22,015 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $83.95, for a total transaction of $1,848,159.25. Following the transaction, the executive owned 706,629 shares of the company’s stock, valued at $59,321,504.55. This trade represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Eduard Grabscheid sold 5,654 shares of JFrog stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $84.69, for a total transaction of $478,837.26. Following the completion of the transaction, the chief financial officer owned 209,658 shares in the company, valued at approximately $17,755,936.02. This trade represents a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 805,700 shares of company stock valued at $58,486,362. 11.80% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. William Blair restated an “outperform” rating on shares of JFrog in a research report on Monday, February 23rd. Barclays upped their target price on shares of JFrog from $75.00 to $88.00 and gave the company an “overweight” rating in a report on Wednesday, June 10th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of JFrog in a research note on Tuesday, April 21st. Morgan Stanley reiterated an “overweight” rating and set a $80.00 price target on shares of JFrog in a report on Friday, May 8th. Finally, Citigroup reissued a “buy” rating on shares of JFrog in a research report on Monday, June 8th. Twenty analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, JFrog presently has a consensus rating of “Moderate Buy” and a consensus price target of $78.45.

JFrog Trading Down 2.4%

JFrog stock opened at $78.48 on Wednesday. The stock has a fifty day moving average price of $63.07 and a 200 day moving average price of $57.04. 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 $9.51 billion, a P/E ratio of -148.08 and a beta of 1.23.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. The firm had revenue of $153.98 million for the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm’s quarterly revenue was up 25.8% on a year-over-year basis. During the same period last year, the company earned $0.20 EPS. 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 analysts predict that JFrog Ltd. will post -0.17 EPS for the current year.

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.