Cinctive Capital Management LP Invests $13.20 Million in JFrog Ltd. $FROG

Key Points

• Cinctive Capital opened a new position in JFrog by buying 278,924 shares valued at approximately $13.20 million, representing about 0.24% of the company at quarter end.
• Company insiders have been net sellers recently — the CEO sold 71,841 shares at $40.15 and a director sold 80,000 shares at $59.51 — with insiders disposing of 351,960 shares (~$17.37 million) in the past 90 days while insiders still own 14.10%.
• JFrog beat Q results (EPS $0.22 vs. $0.19 est., revenue $145.31M, up 25.2%), issued FY2026 EPS guidance of 0.880–0.920, and carries a consensus “Moderate Buy” rating with a ~$67.42 price target; the stock trades near $41 with a ~$4.9B market cap.

Cinctive Capital Management LP bought a new position in shares of JFrog Ltd. (NASDAQ:FROG - Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 278,924 shares of the company's stock, valued at approximately $13,201,000. Cinctive Capital Management LP owned about 0.24% of JFrog at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Aster Capital Management DIFC Ltd bought a new position in JFrog during the third quarter worth $56,000. Wilmington Savings Fund Society FSB raised its position in shares of JFrog by 1,086.8% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company's stock valued at $60,000 after purchasing an additional 1,152 shares during the period. RiverPark Advisors LLC bought a new position in shares of JFrog in the third quarter valued at about $103,000. Tower Research Capital LLC TRC lifted its stake in shares of JFrog by 7,185.4% during the 2nd quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company's stock worth $131,000 after buying an additional 2,946 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC acquired a new stake in shares of JFrog during the 2nd quarter worth about $136,000. Institutional investors own 85.02% of the company's stock.

Insider Transactions at JFrog

In other JFrog news, CEO Ben Haim Shlomi sold 71,841 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $40.15, for a total value of $2,884,416.15. Following the completion of the transaction, the chief executive officer directly owned 4,815,612 shares in the company, valued at approximately $193,346,821.80. This trade represents a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frederic Simon sold 80,000 shares of JFrog stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $59.51, for a total value of $4,760,800.00. Following the sale, the director directly owned 3,660,786 shares in the company, valued at $217,853,374.86. The trade was a 2.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 351,960 shares of company stock valued at $17,367,657. 14.10% of the stock is currently owned by corporate insiders.

JFrog Stock Performance

NASDAQ FROG opened at $41.07 on Friday. The firm's fifty day moving average price is $50.32 and its two-hundred day moving average price is $53.42. The stock has a market cap of $4.91 billion, a PE ratio of -66.24 and a beta of 1.20. JFrog Ltd. has a fifty-two week low of $27.00 and a fifty-two week high of $70.43.

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

Analysts Set New Price Targets

A number of research analysts recently commented on FROG shares. Cantor Fitzgerald reiterated an "overweight" rating and issued a $80.00 price target on shares of JFrog in a research note on Wednesday, February 4th. Evercore set a $80.00 price objective on shares of JFrog in a research report on Thursday, February 26th. Weiss Ratings restated a "sell (d-)" rating on shares of JFrog in a report on Thursday, January 22nd. Stifel Nicolaus decreased their target price on JFrog from $64.00 to $52.00 and set a "buy" rating on the stock in a research report on Monday, February 23rd. Finally, Canaccord Genuity Group lowered their target price on JFrog from $75.00 to $66.00 and set a "buy" rating on the stock in a research note on Friday, February 13th. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, JFrog currently has a consensus rating of "Moderate Buy" and a consensus price target of $67.42.

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.

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