Swedbank AB Takes $78.87 Million Position in JFrog Ltd. $FROG

Swedbank AB purchased a new stake in shares of JFrog Ltd. (NASDAQ:FROG) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 1,680,640 shares of the company’s stock, valued at approximately $78,872,000.

Other institutional investors also recently bought and sold shares of the company. Stephens Inc. AR bought a new position in JFrog during the 1st quarter valued at about $379,000. Stephens Investment Management Group LLC bought a new stake in JFrog in the first quarter worth about $41,956,000. Praxis Investment Management Inc. boosted its position in shares of JFrog by 8.0% during the first quarter. Praxis Investment Management Inc. now owns 4,430 shares of the company’s stock valued at $208,000 after buying an additional 330 shares during the period. Keybank National Association OH raised its holdings in shares of JFrog by 29.6% in the first quarter. Keybank National Association OH now owns 5,292 shares of the company’s stock worth $248,000 after buying an additional 1,210 shares during the period. Finally, Peregrine Capital Management LLC lifted its stake in shares of JFrog by 15.0% during the 1st quarter. Peregrine Capital Management LLC now owns 313,988 shares of the company’s stock worth $14,735,000 after acquiring an additional 40,846 shares during the last quarter. 85.02% of the stock is currently owned by institutional investors.

JFrog Stock Down 1.9%

NASDAQ FROG opened at $96.20 on Wednesday. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $99.22. The company has a 50 day moving average price of $75.53 and a 200 day moving average price of $59.40. The firm has a market cap of $11.65 billion, a PE ratio of -181.51 and a beta of 1.20.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.22 by $0.05. The business had revenue of $153.98 million for the quarter, compared to analyst estimates 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 for the quarter was up 25.8% on a year-over-year basis. During the same period in the previous year, the company earned $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. On average, equities research analysts anticipate that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

Insider Activity at JFrog

In related news, CEO Ben Haim Shlomi sold 93,072 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the transaction, the chief executive officer directly owned 4,658,236 shares of the company’s stock, valued at $394,086,765.60. This represents a 1.96% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of the stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $89.99, for a total value of $13,498,500.00. Following the completion of the sale, the chief technology officer owned 5,539,038 shares of the company’s stock, valued at approximately $498,458,029.62. This trade represents a 2.64% 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 have sold 916,699 shares of company stock valued at $72,787,302 in the last ninety days. Corporate insiders own 11.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on FROG shares. Bank of America increased their target price on JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Stifel Nicolaus boosted their price objective on shares of JFrog from $75.00 to $85.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Citigroup restated a “buy” rating on shares of JFrog in a research note on Monday, June 8th. Wall Street Zen lowered shares of JFrog from a “buy” rating to a “hold” rating in a research report on Saturday, March 21st. Finally, BTIG Research lifted their price target on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Twenty-one investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, JFrog has an average rating of “Moderate Buy” and a consensus target price of $82.48.

JFrog Company 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.