JFrog Ltd. $FROG Shares Bought by Diversify Advisory Services LLC

Diversify Advisory Services LLC boosted its holdings in shares of JFrog Ltd. (NASDAQ:FROG - Free Report) by 538.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,881 shares of the company's stock after acquiring an additional 15,923 shares during the period. Diversify Advisory Services LLC's holdings in JFrog were worth $1,785,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the business. First Trust Advisors LP raised its stake in JFrog by 85,066.4% in the first quarter. First Trust Advisors LP now owns 3,362,370 shares of the company's stock worth $157,796,000 after buying an additional 3,358,422 shares in the last quarter. Wasatch Advisors LP increased its holdings in shares of 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 acquiring an additional 2,710,167 shares during the period. Swedbank AB bought a new position in shares of JFrog in the 1st quarter worth $78,872,000. Stephens Investment Management Group LLC purchased a new stake in shares of JFrog during the 1st quarter worth $41,956,000. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of JFrog by 78.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company's stock worth $92,214,000 after purchasing an additional 861,835 shares during the last quarter. Hedge funds and other institutional investors own 85.02% of the company's stock.

Key JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s new AI-SEC products strengthen its growth narrative. The company introduced tools for detecting “shadow AI,” scanning AI assets and enforcing policies across development and production environments. The offering expands JFrog beyond artifact management into the potentially higher-value AI-security market. JFrog AI Security article
• Positive Sentiment: New DevGovOps and compliance capabilities could support enterprise adoption. Features including signed compliance evidence, repository-level policies and DORA-related controls position JFrog as a broader software governance platform and may improve customer retention. JFrog DevGovOps announcement
• Positive Sentiment: Analyst sentiment remains supportive. Truist raised its price target to $115 while maintaining a Buy rating, citing confidence in JFrog’s growth outlook. Recent institutional filings also showed substantial share additions by BlackRock, JPMorgan and other investors.
• Neutral Sentiment: The upcoming earnings report is the next major catalyst. JFrog previously beat quarterly revenue and EPS expectations, with revenue up 28.7% year over year, but investors will look for confirmation that cloud momentum and fiscal-year guidance remain on track. JFrog pre-earnings sentiment article
• Negative Sentiment: Insider selling is a risk signal. Director Barry Zwarenstein sold 1,250 shares under a pre-arranged Rule 10b5-1 plan. Separately, company insiders have reported numerous sales and no open-market purchases in the past six months, which could temper enthusiasm despite the recent product and analyst catalysts.

JFrog Stock Performance

Shares of FROG opened at $100.62 on Friday. The stock has a 50-day moving average of $93.30 and a two-hundred day moving average of $80.67. The stock has a market cap of $12.41 billion, a P/E ratio of -271.94 and a beta of 1.24. JFrog Ltd. has a one year low of $34.05 and a one year high of $105.76.

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

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Weiss Ratings reiterated a "sell (d-)" rating on shares of JFrog in a research note on Thursday, October 15th. TD Cowen reissued a "buy" rating and set a $120.00 price target on shares of JFrog in a research report on Thursday, September 3rd. BTIG Research restated a "buy" rating and issued a $115.00 price target on shares of JFrog in a report on Friday, September 4th. Oppenheimer lifted their price objective on shares of JFrog from $105.00 to $115.00 and gave the stock an "outperform" rating in a research report on Friday, August 7th. Finally, Wall Street Zen lowered shares of JFrog from a "buy" rating to a "hold" rating in a research note on Saturday. Twenty-one research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $109.48.

Insider Buying and Selling at JFrog

In other JFrog news, CRO Tali Notman sold 19,157 shares of the stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $90.51, for a total transaction of $1,733,900.07. Following the sale, the executive directly owned 687,472 shares of the company's stock, valued at approximately $62,223,090.72. This trade represents a 2.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Frederic Simon sold 120,000 shares of JFrog stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $93.21, for a total value of $11,185,200.00. Following the transaction, the director owned 2,864,328 shares of the company's stock, valued at $266,984,012.88. The trade was a 4.02% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 915,453 shares of company stock worth $86,664,266. 11.80% of the stock is currently owned by company insiders.

About JFrog

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company's products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.

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