22,290 Shares in JFrog Ltd. $FROG Purchased by Lavelle Capital LP

Lavelle Capital LP acquired a new stake in JFrog Ltd. (NASDAQ:FROG) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 22,290 shares of the company’s stock, valued at approximately $1,046,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of FROG. Royal Bank of Canada lifted its holdings in JFrog by 48.4% during the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock worth $6,053,000 after buying an additional 61,685 shares during the last quarter. Cubist Systematic Strategies LLC bought a new stake in shares of JFrog in the 1st quarter valued at approximately $205,000. AQR Capital Management LLC bought a new stake in shares of JFrog in the 1st quarter valued at approximately $368,000. Integrated Wealth Concepts LLC acquired a new stake in shares of JFrog during the 1st quarter valued at approximately $203,000. Finally, Goldman Sachs Group Inc. raised its position in shares of JFrog by 14.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock valued at $22,173,000 after acquiring an additional 88,784 shares in the last quarter. 85.02% of the stock is owned by institutional investors.

Insider Activity

In related news, Director Frederic Simon sold 120,000 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $85.84, for a total value of $10,300,800.00. Following the sale, the director owned 3,224,328 shares of the company’s stock, valued at $276,776,315.52. This trade represents a 3.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of JFrog stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $89.99, for a total transaction of $13,498,500.00. Following the completion of the sale, the chief technology officer owned 5,539,038 shares in the company, valued at approximately $498,458,029.62. This represents a 2.64% decrease in their ownership of the stock. 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. Over the last quarter, insiders sold 963,649 shares of company stock valued at $77,654,577. 11.80% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. TD Cowen raised their price objective on JFrog from $80.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, June 18th. Barclays boosted their target price on shares of JFrog from $75.00 to $88.00 and gave the company an “overweight” rating in a research note on Wednesday, June 10th. Stifel Nicolaus increased their target price on shares of JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. JPMorgan Chase & Co. raised their price target on shares of JFrog from $76.00 to $100.00 and gave the stock an “overweight” rating in a research report on Monday, July 27th. Finally, Oppenheimer restated an “outperform” rating and issued a $105.00 price target on shares of JFrog in a research report on Wednesday, July 22nd. Twenty-one investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $88.86.

JFrog Price Performance

NASDAQ:FROG opened at $79.79 on Friday. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $99.22. The firm has a market capitalization of $9.66 billion, a P/E ratio of -150.55 and a beta of 1.20. The business has a 50 day simple moving average of $84.05 and a 200 day simple moving average of $62.15.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. During the same period in the prior year, the business earned $0.20 EPS. The firm’s revenue was up 25.8% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Research analysts anticipate that JFrog Ltd. will post -0.15 EPS for the current fiscal year.

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.