JFrog Ltd. $FROG Shares Sold by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership cut its holdings in JFrog Ltd. (NASDAQ:FROG) by 3.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 589,243 shares of the company’s stock after selling 23,564 shares during the quarter. Artisan Partners Limited Partnership owned 0.50% of JFrog worth $27,889,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of FROG. Bradley Foster & Sargent Inc. CT boosted its position in shares of JFrog by 126.7% during the 3rd quarter. Bradley Foster & Sargent Inc. CT now owns 34,131 shares of the company’s stock worth $1,615,000 after purchasing an additional 19,075 shares in the last quarter. TD Asset Management Inc lifted its stake in shares of JFrog by 2.2% in the third quarter. TD Asset Management Inc now owns 48,576 shares of the company’s stock valued at $2,299,000 after purchasing an additional 1,060 shares during the period. Counterpoint Mutual Funds LLC purchased a new stake in JFrog during the third quarter worth about $473,000. Hillsdale Investment Management Inc. boosted its holdings in JFrog by 30.9% during the third quarter. Hillsdale Investment Management Inc. now owns 62,700 shares of the company’s stock worth $2,968,000 after buying an additional 14,800 shares in the last quarter. Finally, Beirne Wealth Consulting Services LLC acquired a new position in JFrog during the third quarter worth about $367,000. Hedge funds and other institutional investors own 85.02% of the company’s stock.

JFrog Stock Performance

Shares of NASDAQ:FROG opened at $40.15 on Friday. The business’s fifty day moving average price is $55.08 and its two-hundred day moving average price is $53.69. The stock has a market cap of $4.80 billion, a PE ratio of -64.76 and a beta of 1.13. JFrog Ltd. has a one year low of $27.00 and a one year high of $70.43.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.03. The business had revenue of $145.31 million for the quarter, compared to the consensus estimate of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The business’s revenue was up 25.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.19 earnings per share. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. As a group, equities research analysts predict that JFrog Ltd. will post -0.33 earnings per share for the current fiscal year.

Insider Activity at JFrog

In other JFrog news, CRO Tali Notman sold 13,357 shares of the business’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $64.80, for a total value of $865,533.60. Following the completion of the transaction, the executive directly owned 631,325 shares in the company, valued at approximately $40,909,860. The trade was a 2.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Ben Haim Shlomi sold 25,000 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $51.92, for a total value of $1,298,000.00. Following the transaction, the chief executive officer directly owned 4,741,893 shares in the company, valued at approximately $246,199,084.56. This represents a 0.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 327,814 shares of company stock worth $20,028,460 over the last three months. Company insiders own 14.10% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on FROG. Piper Sandler reduced their price target on shares of JFrog from $70.00 to $65.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Truist Financial reaffirmed a “buy” rating and issued a $70.00 price objective (up from $55.00) on shares of JFrog in a research note on Friday, November 7th. DA Davidson reduced their price objective on JFrog from $75.00 to $65.00 and set a “buy” rating for the company in a report on Friday, February 13th. Canaccord Genuity Group lowered their target price on JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Finally, JPMorgan Chase & Co. raised their price target on JFrog from $55.00 to $65.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $67.42.

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.