Massachusetts Financial Services Co. MA Purchases 331,457 Shares of JFrog Ltd. $FROG

Key Points

• Massachusetts Financial Services increased its stake in JFrog by 32.7%, buying 331,457 shares to hold 1,345,935 shares (about 1.14% of the company) worth roughly $84.07 million at quarter-end.
• JFrog beat Q4 estimates with EPS of $0.22 vs. $0.19 and revenue of $145.31M vs. $138.09M, raised FY2026 guidance to $0.880–0.920 EPS, and the stock traded higher on the results.
• Insiders have been net sellers, disposing of 350,003 shares in the past 90 days (about $16.14M), including Director Frederic Simon and CRO Tali Notman, while insiders still own 14.10% of the company.

Massachusetts Financial Services Co. MA increased its stake in shares of JFrog Ltd. (NASDAQ:FROG - Free Report) by 32.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,345,935 shares of the company's stock after purchasing an additional 331,457 shares during the quarter. Massachusetts Financial Services Co. MA owned approximately 1.14% of JFrog worth $84,067,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in FROG. Blue Trust Inc. acquired a new position in JFrog during the 4th quarter worth approximately $30,000. Aster Capital Management DIFC Ltd acquired a new position in JFrog during the 3rd quarter worth approximately $56,000. Wilmington Savings Fund Society FSB increased its position in JFrog by 1,086.8% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company's stock worth $60,000 after purchasing an additional 1,152 shares in the last quarter. RiverPark Advisors LLC acquired a new position in JFrog during the 3rd quarter worth approximately $103,000. Finally, Tower Research Capital LLC TRC increased its position in 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 purchasing an additional 2,946 shares in the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at JFrog

In related news, Director Frederic Simon sold 25,000 shares of JFrog stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $50.35, for a total value of $1,258,750.00. Following the completion of the sale, the director owned 3,458,286 shares of the company's stock, valued at approximately $174,124,700.10. This trade represents a 0.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 21,097 shares of JFrog stock in a transaction 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 sale, the executive directly owned 752,598 shares of the company's stock, valued at approximately $31,067,245.44. The trade was a 2.73% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 350,003 shares of company stock worth $16,139,931. 14.10% of the stock is owned by insiders.

JFrog Stock Up 4.7%

NASDAQ:FROG opened at $45.23 on Tuesday. The company has a fifty day moving average of $45.15 and a 200-day moving average of $52.88. The firm has a market capitalization of $5.48 billion, a P/E ratio of -72.95 and a beta of 1.14. JFrog Ltd. has a twelve month low of $29.50 and a twelve month high of $70.43.

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

Analysts Set New Price Targets

FROG has been the subject of a number of research analyst reports. Weiss Ratings reiterated a "sell (d-)" rating on shares of JFrog in a research report on Thursday, January 22nd. KeyCorp boosted their target price on shares of JFrog from $71.00 to $79.00 and gave the stock an "overweight" rating in a report on Tuesday, December 16th. Barclays boosted 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. Wall Street Zen lowered shares of JFrog from a "buy" rating to a "hold" rating in a report on Saturday, March 21st. Finally, William Blair reissued an "outperform" rating on shares of JFrog in a report on Monday, February 23rd. Eighteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $67.05.

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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