Baillie Gifford & Co. Sells 102,296 Shares of JFrog Ltd. $FROG

Baillie Gifford & Co. reduced its stake in JFrog Ltd. (NASDAQ:FROG - Free Report) by 10.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 871,028 shares of the company's stock after selling 102,296 shares during the quarter. Baillie Gifford & Co. owned about 0.74% of JFrog worth $54,404,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Massachusetts Financial Services Co. MA raised its holdings in JFrog by 32.7% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,345,935 shares of the company's stock valued at $84,067,000 after acquiring an additional 331,457 shares during the period. Perpetual Ltd bought a new position in JFrog in the 4th quarter valued at about $496,000. Blue Trust Inc. bought a new position in JFrog in the 4th quarter valued at about $30,000. J. Safra Sarasin Holding AG raised its holdings in JFrog by 29.1% in the 4th quarter. J. Safra Sarasin Holding AG now owns 193,467 shares of the company's stock valued at $12,084,000 after acquiring an additional 43,633 shares during the period. Finally, Pallas Capital Advisors LLC bought a new position in JFrog in the 4th quarter valued at about $218,000. 85.02% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on FROG. Morgan Stanley set a $70.00 target price on shares of JFrog in a report on Monday, February 23rd. Barclays raised their target price on shares of JFrog from $67.00 to $70.00 and gave the stock an "overweight" rating in a report on Monday, January 12th. UBS Group raised shares of JFrog from a "neutral" rating to a "buy" rating and set a $60.00 target price on the stock in a report on Tuesday, March 24th. BTIG Research lowered their target price on shares of JFrog from $83.00 to $70.00 and set a "buy" rating on the stock in a report on Friday, February 13th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and set a $80.00 target price on shares of JFrog in a report on Wednesday, February 4th. Eighteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $67.05.

JFrog Trading Up 4.7%

Shares of FROG opened at $45.23 on Tuesday. JFrog Ltd. has a 12 month low of $29.50 and a 12 month high of $70.43. The firm's 50 day moving average is $45.15 and its 200-day moving average is $52.88. The stock has a market capitalization of $5.48 billion, a PE ratio of -72.95 and a beta of 1.14.

JFrog (NASDAQ:FROG - Get Free Report) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.19 by $0.03. The business had revenue of $145.31 million for the quarter, compared to analysts' expectations of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The firm's quarterly revenue was up 25.2% compared to the same quarter last year. During the same period last year, the firm posted $0.19 earnings per share. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. Equities research analysts predict that JFrog Ltd. will post -0.33 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Eduard Grabscheid sold 15,639 shares of JFrog stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $40.15, for a total value of $627,905.85. Following the transaction, the chief financial officer directly owned 239,902 shares of the company's stock, valued at $9,632,065.30. This trade represents a 6.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CRO Tali Notman sold 21,097 shares of JFrog stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $41.28, for a total transaction of $870,884.16. Following the completion of the transaction, the executive directly owned 752,598 shares in the company, valued at $31,067,245.44. This trade represents a 2.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 350,003 shares of company stock valued at $16,139,931 over the last three months. 14.10% of the stock is owned by corporate insiders.

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.

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