Vanguard Group Inc. Has $593.73 Million Stake in JFrog Ltd. $FROG

Key Points

• Vanguard Group increased its stake in JFrog by 4.0% to 9,505,832 shares, representing about a 8.03% ownership worth roughly $593.73 million.
• JFrog beat quarterly expectations with $0.22 EPS versus a $0.19 estimate and revenue of $145.31 million (up 25.2% YoY), and set FY2026 guidance at $0.880–0.920 EPS with Q1 guidance of $0.200–0.220 EPS.
• Institutional investors hold about 85.02% of the stock while insiders have sold 320,003 shares (≈$14.19 million) in the last three months, and analysts maintain an average "Moderate Buy" rating with a mean target of $67.63.

Vanguard Group Inc. raised its holdings in JFrog Ltd. (NASDAQ:FROG - Free Report) by 4.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,505,832 shares of the company's stock after acquiring an additional 362,654 shares during the period. Vanguard Group Inc. owned about 8.03% of JFrog worth $593,734,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in FROG. Assenagon Asset Management S.A. grew its stake in JFrog by 378.8% in 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 acquiring an additional 1,220,768 shares during the period. Lazard Asset Management LLC grew its stake in JFrog by 1,669.6% in the third quarter. Lazard Asset Management LLC now owns 1,185,416 shares of the company's stock valued at $56,106,000 after acquiring an additional 1,118,427 shares during the period. Sumitomo Mitsui Trust Group Inc. acquired a new position in JFrog in the third quarter valued at about $51,443,000. Shannon River Fund Management LLC grew its stake in JFrog by 298.5% in the third quarter. Shannon River Fund Management LLC now owns 863,924 shares of the company's stock valued at $40,890,000 after acquiring an additional 647,140 shares during the period. Finally, Amundi grew its stake in JFrog by 1,320.8% in the third quarter. Amundi now owns 550,906 shares of the company's stock valued at $26,697,000 after acquiring an additional 512,131 shares during the period. 85.02% of the stock is owned by institutional investors and hedge funds.

JFrog Stock Performance

FROG opened at $52.58 on Tuesday. The business's 50-day simple moving average is $43.73 and its 200 day simple moving average is $52.63. JFrog Ltd. has a 52-week low of $33.33 and a 52-week high of $70.43. The firm has a market capitalization of $6.37 billion, a PE ratio of -84.81 and a beta of 1.02.

JFrog (NASDAQ:FROG - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. During the same quarter in the previous year, the firm earned $0.19 EPS. The business's quarterly revenue was up 25.2% on a year-over-year basis. 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, research analysts forecast that JFrog Ltd. will post -0.21 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on FROG shares. Guggenheim reissued a "buy" rating and issued a $60.00 target price on shares of JFrog in a research note on Tuesday, April 21st. Barclays upped their price objective on JFrog from $67.00 to $70.00 and gave the stock an "overweight" rating in a research report on Monday, January 12th. William Blair reissued an "outperform" rating on shares of JFrog in a research report on Monday, February 23rd. Piper Sandler cut their target price on JFrog from $70.00 to $65.00 and set a "neutral" rating on the stock in a research note on Friday, February 13th. Finally, DA Davidson reduced their price target on JFrog from $75.00 to $65.00 and set a "buy" rating for the company in a research report on Friday, February 13th. 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 stock. According to MarketBeat.com, JFrog has an average rating of "Moderate Buy" and an average price target of $67.63.

Insider Activity

In other JFrog news, CRO Tali Notman sold 21,097 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $41.28, for a total value of $870,884.16. Following the completion of the sale, the executive owned 752,598 shares in the company, valued at $31,067,245.44. This trade represents a 2.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Ben Haim Shlomi sold 25,000 shares of JFrog stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $48.88, for a total transaction of $1,222,000.00. Following the completion of the transaction, the chief executive officer directly owned 4,740,249 shares of the company's stock, valued at approximately $231,703,371.12. This trade represents a 0.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 320,003 shares of company stock valued at $14,186,031. 11.80% of the stock is owned by corporate insiders.

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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