Katamaran Capital LLP Invests $894,000 in JFrog Ltd. $FROG

Key Points

• Katamaran Capital LLP opened a new position in JFrog, buying 14,317 shares worth about $894,000 in the fourth quarter.
• JFrog’s latest earnings topped expectations, with Q1 EPS of $0.27 and revenue of $153.98 million, both ahead of estimates, while revenue rose 25.8% year over year.
• Analysts remain largely positive: several firms raised price targets, and the stock now carries a Moderate Buy consensus with an average target of $74.47.

Katamaran Capital LLP purchased a new position in JFrog Ltd. (NASDAQ:FROG - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 14,317 shares of the company's stock, valued at approximately $894,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of FROG. Blue Trust Inc. acquired a new position in shares of JFrog in the 4th quarter worth approximately $30,000. Farther Finance Advisors LLC lifted its position in shares of JFrog by 318.7% during the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company's stock valued at $39,000 after acquiring an additional 478 shares during the period. First Horizon Corp acquired a new position in shares of JFrog during the 4th quarter valued at $47,000. Aster Capital Management DIFC Ltd acquired a new position in shares of JFrog during the 3rd quarter valued at $56,000. Finally, Wilmington Savings Fund Society FSB lifted its position in shares of JFrog by 1,086.8% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company's stock valued at $60,000 after acquiring an additional 1,152 shares during the period. Institutional investors and hedge funds own 85.02% of the company's stock.

Insider Activity

In other JFrog news, Director Frederic Simon sold 55,000 shares of the company's stock in a transaction on 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 owned 3,483,286 shares in the company, valued at approximately $168,382,045.24. This represents a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Eduard Grabscheid sold 15,639 shares of the company's stock in a transaction on 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 owned 239,902 shares in the company, valued at approximately $9,632,065.30. The trade was a 6.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 320,003 shares of company stock valued at $14,194,781. 11.80% of the stock is currently owned by insiders.

JFrog Stock Performance

FROG opened at $70.55 on Monday. The company's fifty day moving average price is $44.84 and its two-hundred day moving average price is $52.80. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $72.06. The company has a market cap of $8.55 billion, a price-to-earnings ratio of -133.11 and a beta of 1.02.

JFrog (NASDAQ:FROG - Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.05. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.70%. The firm had revenue of $153.98 million for the quarter, compared to the consensus estimate of $147.45 million. During the same quarter in the prior year, the company posted $0.20 earnings per share. The business's revenue was up 25.8% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, equities analysts forecast that JFrog Ltd. will post -0.21 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on FROG shares. Needham & Company LLC boosted their target price on shares of JFrog from $70.00 to $80.00 and gave the company a "buy" rating in a research report on Friday. Canaccord Genuity Group dropped their target price on shares of JFrog from $75.00 to $66.00 and set a "buy" rating on the stock in a research report on Friday, February 13th. Barclays boosted their target price on shares of JFrog from $67.00 to $70.00 and gave the company an "overweight" rating in a research report on Monday, January 12th. Morgan Stanley reiterated an "overweight" rating and set a $80.00 target price on shares of JFrog in a research report on Friday. Finally, Cantor Fitzgerald reiterated an "overweight" rating and set a $80.00 target price on shares of JFrog in a research report on Wednesday, April 22nd. Eighteen analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, JFrog has an average rating of "Moderate Buy" and an average price target of $74.47.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported Q1 revenue of about $154.0 million and non-GAAP EPS of $0.27, both ahead of estimates, signaling continued execution and healthy growth. JFrog Announces First Quarter 2026 Results
• Positive Sentiment: The company raised its Q2 2026 outlook to EPS of $0.23-$0.25 and revenue of $154 million-$156 million, both above consensus, which supports expectations for accelerating near-term performance. JFrog forecasts $628M-$632M FY 2026 revenue as cloud mix passes 50%
• Positive Sentiment: JFrog lifted full-year 2026 guidance to EPS of $0.93-$0.97 and revenue of $628 million-$632 million, reinforcing the view that momentum is improving into the rest of the year. JFrog Ltd. (FROG) Q1 2026 Earnings Call Transcript
• Positive Sentiment: Several analysts turned more bullish after the report, with JPMorgan, BTIG and Needham raising price targets, which can add to investor confidence and buying pressure. Analyst price target updates
• Neutral Sentiment: Coverage also highlighted JFrog as a way to play demand tied to AI development tools, an ongoing narrative that could support the stock if cloud usage continues to accelerate. JFrog emerges as prime way to play AI coding agent demand: analysts

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.

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.