Amundi Has $39.25 Million Position in JFrog Ltd. $FROG

Key Points

• Amundi increased its JFrog stake by 27% in the first quarter, purchasing 177,973 additional shares and bringing its position to 836,389 shares worth approximately $39.25 million. Institutional investors collectively own 85.02% of the company.
• JFrog reported quarterly revenue of $153.98 million, up 25.8% year over year, and adjusted EPS of $0.27, exceeding analysts’ estimates of $0.22. The company issued fiscal 2026 EPS guidance of $0.93–$0.97.
• Analyst sentiment remains broadly positive, with 21 Buy ratings, one Hold and one Sell, resulting in a “Moderate Buy” consensus and an average price target of $88.86. However, insiders sold $77.7 million of stock over the past three months.

Amundi increased its holdings in shares of JFrog Ltd. (NASDAQ:FROG - Free Report) by 27.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 836,389 shares of the company's stock after purchasing an additional 177,973 shares during the period. Amundi owned approximately 0.69% of JFrog worth $39,252,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of JFrog by 4.0% in the fourth quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company's stock valued at $593,734,000 after purchasing an additional 362,654 shares in the last quarter. Whale Rock Capital Management LLC grew its holdings in shares of JFrog by 82.2% during the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company's stock worth $330,901,000 after buying an additional 2,389,415 shares in the last quarter. Wasatch Advisors LP raised its position in JFrog by 187.4% in the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company's stock valued at $195,043,000 after buying an additional 2,710,167 shares during the last quarter. First Trust Advisors LP lifted its stake in JFrog by 85,066.4% in the 1st quarter. First Trust Advisors LP now owns 3,362,370 shares of the company's stock valued at $157,796,000 after acquiring an additional 3,358,422 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its stake in JFrog by 30.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company's stock valued at $167,590,000 after acquiring an additional 633,231 shares in the last quarter. Institutional investors own 85.02% of the company's stock.

JFrog Price Performance

Shares of FROG opened at $79.79 on Monday. The firm has a market capitalization of $9.66 billion, a PE ratio of -150.55 and a beta of 1.22. The company's 50-day moving average is $84.05 and its 200-day moving average is $62.18. JFrog Ltd. has a fifty-two week low of $34.05 and a fifty-two week high of $99.22.

JFrog (NASDAQ:FROG - Get Free Report) last posted its 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. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The company had revenue of $153.98 million during the quarter, compared to analysts' expectations of $147.45 million. During the same quarter last year, the company posted $0.20 EPS. JFrog's quarterly revenue was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Analysts predict that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Raymond James Financial reiterated an "outperform" rating on shares of JFrog in a report on Wednesday, July 22nd. Weiss Ratings reissued a "sell (d-)" rating on shares of JFrog in a research report on Friday, July 17th. Morgan Stanley restated an "overweight" rating and issued a $80.00 price objective on shares of JFrog in a report on Friday, May 8th. Citigroup reaffirmed a "buy" rating on shares of JFrog in a research report on Monday, June 8th. Finally, KeyCorp reiterated an "overweight" rating on shares of JFrog in a report on Friday. Twenty-one analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, JFrog currently has a consensus rating of "Moderate Buy" and an average price target of $88.86.

Insider Activity

In other news, CEO Ben Haim Shlomi sold 15,000 shares of the stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $94.37, for a total transaction of $1,415,550.00. Following the transaction, the chief executive officer owned 4,577,237 shares in the company, valued at approximately $431,953,855.69. This trade represents a 0.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 that occurred on Wednesday, June 3rd. The stock was sold at an average price of $84.69, for a total value of $478,837.26. Following the sale, the chief financial officer directly owned 209,658 shares of the company's stock, valued at approximately $17,755,936.02. The trade was a 2.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Over the last three months, insiders sold 963,649 shares of company stock valued at $77,654,577. Company insiders own 11.80% of the company's stock.

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.

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