JFrog Ltd. $FROG Shares Acquired by Jennison Associates LLC

Key Points

• Jennison Associates LLC increased its stake in JFrog by 11,579.9% in Q4, buying 533,834 shares to hold 538,444 shares (about 0.46% of the company) valued at ~$33.6M, while other institutions (Assenagon, Lazard, Amundi, Sumitomo Mitsui) also added large positions, leaving institutional ownership at 85.02%.
• EPS beat and guidance: JFrog reported Q4 EPS of $0.22 vs. $0.19 expected and revenue of $145.3M (up 25.2% YoY), and set FY2026 EPS guidance of $0.88–$0.92, although the company still shows a negative net margin (-13.5%) and negative ROE.
• Insider selling: Director Frederic Simon sold 55,000 shares and CFO Eduard Grabscheid sold 15,639 shares; insiders have sold 320,003 shares (~$14.19M) over the past 90 days, with corporate insiders owning 11.80% of the stock.

Jennison Associates LLC grew its position in JFrog Ltd. (NASDAQ:FROG - Free Report) by 11,579.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 538,444 shares of the company's stock after acquiring an additional 533,834 shares during the period. Jennison Associates LLC owned about 0.46% of JFrog worth $33,631,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of FROG. Assenagon Asset Management S.A. lifted its holdings in JFrog by 378.8% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,543,011 shares of the company's stock valued at $96,376,000 after purchasing an additional 1,220,768 shares in the last quarter. Lazard Asset Management LLC lifted its holdings in JFrog by 1,669.6% during the third quarter. Lazard Asset Management LLC now owns 1,185,416 shares of the company's stock valued at $56,106,000 after purchasing an additional 1,118,427 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. purchased a new position in JFrog during the third quarter valued at $51,443,000. Shannon River Fund Management LLC lifted its holdings in JFrog by 298.5% during the third quarter. Shannon River Fund Management LLC now owns 863,924 shares of the company's stock valued at $40,890,000 after purchasing an additional 647,140 shares in the last quarter. Finally, Amundi lifted its holdings in JFrog by 1,320.8% during the third quarter. Amundi now owns 550,906 shares of the company's stock valued at $26,697,000 after purchasing an additional 512,131 shares in the last quarter. Institutional investors and hedge funds own 85.02% of the company's stock.

Insider Activity at JFrog

In other JFrog news, Director Frederic Simon sold 55,000 shares of JFrog stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $48.34, for a total transaction of $2,658,700.00. Following the transaction, the director directly owned 3,483,286 shares of the company's stock, valued at $168,382,045.24. The trade was a 1.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Eduard Grabscheid sold 15,639 shares of JFrog stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $40.15, for a total transaction of $627,905.85. Following the transaction, the chief financial officer directly owned 239,902 shares in the company, valued at $9,632,065.30. This trade represents a 6.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 320,003 shares of company stock valued at $14,186,031 over the last ninety days. Corporate insiders own 11.80% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on FROG. BTIG Research decreased their price objective on shares of JFrog from $70.00 to $60.00 and set a "buy" rating on the stock in a report on Thursday. Barclays increased their price objective on shares of JFrog from $67.00 to $70.00 and gave the company an "overweight" rating in a report on Monday, January 12th. Morgan Stanley set a $70.00 price objective on shares of JFrog in a report on Monday, February 23rd. Stifel Nicolaus decreased their price objective on shares of JFrog from $64.00 to $52.00 and set a "buy" rating on the stock in a report on Monday, February 23rd. Finally, Wall Street Zen downgraded shares of JFrog from a "buy" rating to a "hold" rating in a report on Saturday, March 21st. Eighteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $67.63.

JFrog Price Performance

Shares of FROG stock opened at $49.89 on Friday. The firm's 50-day moving average is $43.73 and its two-hundred day moving average is $52.55. JFrog Ltd. has a 12 month low of $33.33 and a 12 month high of $70.43. The company has a market capitalization of $6.04 billion, a PE ratio of -80.47 and a beta of 1.02.

JFrog (NASDAQ:FROG - Get Free Report) last issued its earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, topping analysts' consensus estimates of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company had revenue of $145.31 million for the quarter, compared to the consensus estimate of $138.09 million. During the same period in the previous year, the firm earned $0.19 earnings per share. JFrog's quarterly 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. Sell-side analysts forecast that JFrog Ltd. will post -0.21 EPS for the current year.

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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