10,658 JFrog Ltd. $FROG Shares Acquired by Calamos Advisors LLC

Key Points

• Calamos Advisors increased its JFrog position by 23.8% in the third quarter, buying 10,658 shares to hold 55,469 shares valued at about $5.4 million. Institutional investors and hedge funds own 85.02% of the stock.
• JFrog reported quarterly revenue of $179.2 million, up 30.9% year over year and above expectations; adjusted EPS of $0.32 also beat consensus of $0.23.
• The company raised its 2026 revenue outlook to $680–$682 million, while analyst views remain broadly positive: the consensus rating is “Moderate Buy” with an average price target of $112.19.

Calamos Advisors LLC increased its position in shares of JFrog Ltd. (NASDAQ:FROG - Free Report) by 23.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 55,469 shares of the company's stock after purchasing an additional 10,658 shares during the quarter. Calamos Advisors LLC's holdings in JFrog were worth $5,383,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of FROG. Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of JFrog by 1.1% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 904,403 shares of the company's stock worth $87,763,000 after acquiring an additional 9,520 shares during the period. Mirae Asset Global Investments Co. Ltd. bought a new position in JFrog in the third quarter valued at approximately $3,209,000. State of Wyoming bought a new position in JFrog in the third quarter valued at approximately $125,000. Moody Aldrich Partners LLC bought a new position in JFrog in the third quarter valued at approximately $4,408,000. Finally, Oppenheimer & Co. Inc. raised its position in JFrog by 7.2% during the third quarter. Oppenheimer & Co. Inc. now owns 20,304 shares of the company's stock valued at $1,970,000 after purchasing an additional 1,355 shares in the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported third-quarter adjusted EPS of $0.32, above the $0.23 consensus, while revenue of $179.2 million beat expectations of $165.9 million and grew 31% year over year. JFrog Shares Rally on Outlook Boost, 3Q Beat
• Positive Sentiment: AI-driven coding activity is boosting demand for JFrog’s software tools. Reports highlight cloud revenue growth of about 60%, reinforcing the view that the company is benefiting from wider adoption of AI coding agents. JFrog Cloud Revenue Surges 60% Amid AI-Driven Software Growth
• Positive Sentiment: The company raised its 2026 revenue outlook to $680–$682 million and projected cloud baseline growth of 52%–54%, signaling continued momentum beyond the quarterly beat. JFrog Projects 2026 Revenue and Cloud Growth
• Positive Sentiment: Several firms raised price targets and kept bullish ratings: RBC to $121, Truist to $120, KeyCorp to $118 and Canaccord to $110. These revisions reflect stronger analyst expectations after the results. Truist Raises JFrog Price Target
• Negative Sentiment: Piper Sandler raised its target from $90 to $95 but maintained a neutral rating; the target remains below the stock’s recent trading level, suggesting some analysts see limited near-term upside after the rally.

Insider Activity

In related news, CRO Tali Notman sold 18,794 shares of the firm's stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $86.98, for a total transaction of $1,634,702.12. Following the sale, the executive owned 668,678 shares of the company's stock, valued at $58,161,612.44. This trade represents a 2.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 45,000 shares of the firm's stock in a transaction on Monday, October 5th. The shares were sold at an average price of $97.27, for a total value of $4,377,150.00. Following the sale, the chief technology officer directly owned 5,109,038 shares in the company, valued at approximately $496,956,126.26. This trade represents a 0.87% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 900,453 shares of company stock valued at $85,299,266. 11.80% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on FROG shares. Canaccord Genuity Group upped their target price on JFrog from $105.00 to $110.00 and gave the stock a "buy" rating in a research note on Friday. Wall Street Zen downgraded JFrog from a "buy" rating to a "hold" rating in a report on Saturday, October 24th. BTIG Research reiterated a "buy" rating and issued a $115.00 price target on shares of JFrog in a research note on Friday, September 4th. JPMorgan Chase & Co. boosted their price target on JFrog from $100.00 to $115.00 and gave the stock an "overweight" rating in a report on Friday, August 7th. Finally, Barclays reissued an "overweight" rating and set a $110.00 price target on shares of JFrog in a report on Friday, August 7th. Twenty-one equities research 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.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $112.19.

JFrog Stock Performance

Shares of JFrog stock opened at $100.98 on Monday. The firm's 50 day moving average is $93.42 and its 200 day moving average is $72.58. The firm has a market capitalization of $12.45 billion, a PE ratio of -561.00 and a beta of 1.31. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $105.76.

JFrog (NASDAQ:FROG - Get Free Report) last issued its quarterly earnings data on Thursday, November 5th. The company reported $0.32 EPS for the quarter, beating the consensus estimate of $0.23 by $0.09. JFrog had a negative net margin of 3.29% and a negative return on equity of 1.58%. The business had revenue of $179.17 million during the quarter, compared to the consensus estimate of $165.92 million. During the same quarter in the prior year, the firm earned $0.22 EPS. The firm's revenue was up 30.9% compared to the same quarter last year. As a group, research analysts anticipate that JFrog Ltd. will post -0.11 earnings per share for the current year.

JFrog Profile

JFrog Ltd. develops software delivery and supply-chain tools for organizations building and deploying applications. Its platform helps teams manage software packages and other binary artifacts throughout the development lifecycle, from creation and testing to distribution and deployment.

Its products include JFrog Artifactory, a repository manager for storing and managing software artifacts, and JFrog Xray, which scans software components for security vulnerabilities and policy issues.

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