American Capital Management Inc. Makes New Investment in JFrog Ltd. $FROG

Key Points

• American Capital Management acquired 13,479 JFrog shares during the second quarter, worth approximately $1.225 million. Institutional investors collectively own 85.02% of the company.
• JFrog reported quarterly EPS of $0.27, beating estimates of $0.24, while revenue rose 28.7% year over year to $163.77 million. The company issued fiscal 2026 EPS guidance of $0.96–$1.00.
• Analyst sentiment remains positive, with 22 Buy ratings and an average price target of $106.36 versus the stock’s reported $92.80 price. Meanwhile, JFrog’s CEO and CTO sold shares under pre-arranged Rule 10b5-1 trading plans.

American Capital Management Inc. acquired a new stake in shares of JFrog Ltd. (NASDAQ:FROG - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 13,479 shares of the company's stock, valued at approximately $1,225,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of FROG. Millstone Evans Group LLC raised its position in shares of JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company's stock valued at $28,000 after buying an additional 427 shares in the last quarter. Western Wealth Management LLC bought a new position in shares of JFrog during the 1st quarter valued at about $30,000. Bessemer Group Inc. bought a new position in shares of JFrog during the 1st quarter valued at about $36,000. Farther Finance Advisors LLC raised its holdings in shares of JFrog by 318.7% during the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company's stock valued at $39,000 after buying an additional 478 shares in the last quarter. Finally, Employees Retirement System of Texas purchased a new position in shares of JFrog during the 4th quarter valued at about $44,000. Institutional investors own 85.02% of the company's stock.

JFrog Trading Up 3.7%

Shares of FROG opened at $92.80 on Thursday. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $99.22. The business's 50 day moving average is $87.34 and its 200 day moving average is $66.41. The company has a market capitalization of $11.44 billion, a PE ratio of -250.80 and a beta of 1.22.

JFrog (NASDAQ:FROG - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.24 by $0.03. The company had revenue of $163.77 million during the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.The firm's revenue was up 28.7% on a year-over-year basis. During the same quarter last year, the business posted $0.18 earnings per share. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. Equities research analysts predict that JFrog Ltd. will post -0.11 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Oppenheimer raised their price objective on JFrog from $105.00 to $115.00 and gave the company an "outperform" rating in a research note on Friday, August 7th. Stifel Nicolaus upped their price objective on shares of JFrog from $75.00 to $85.00 and gave the company a "buy" rating in a research note on Tuesday, May 26th. Citigroup reissued a "buy" rating on shares of JFrog in a research note on Monday, June 8th. Cantor Fitzgerald boosted their target price on JFrog from $80.00 to $100.00 and gave the company an "overweight" rating in a research note on Monday, August 3rd. Finally, DA Davidson upped their target price on JFrog from $90.00 to $115.00 and gave the company a "buy" rating in a report on Friday, August 7th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $106.36.

Insider Transactions at JFrog

In other news, CEO Ben Haim Shlomi sold 15,000 shares of the company's stock in a transaction on Friday, August 7th. The stock was sold at an average price of $91.00, for a total transaction of $1,365,000.00. Following the transaction, the chief executive officer directly owned 4,562,237 shares of the company's stock, valued at approximately $415,163,567. This represents a 0.33% decrease in their ownership of the stock. The sale 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, CTO Yoav Landman sold 45,000 shares of the stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $90.86, for a total value of $4,088,700.00. Following the completion of the sale, the chief technology officer owned 5,448,338 shares of the company's stock, valued at approximately $495,035,990.68. This trade represents a 0.82% 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. In the last quarter, insiders sold 875,334 shares of company stock valued at $76,586,337. Company insiders own 11.80% of the company's stock.

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.

Want to see what other hedge funds are holding FROG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JFrog Ltd. (NASDAQ:FROG - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source