Assenagon Asset Management S.A. Purchases 1,220,768 Shares of JFrog Ltd. $FROG

Assenagon Asset Management S.A. increased its position in JFrog Ltd. (NASDAQ:FROG) by 378.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,543,011 shares of the company’s stock after buying an additional 1,220,768 shares during the quarter. Assenagon Asset Management S.A.’s holdings in JFrog were worth $96,376,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in FROG. Public Sector Pension Investment Board purchased a new stake in shares of JFrog during the third quarter worth about $3,247,000. HighTower Advisors LLC increased its holdings in JFrog by 452.1% during the 3rd quarter. HighTower Advisors LLC now owns 56,821 shares of the company’s stock valued at $2,689,000 after purchasing an additional 46,529 shares during the period. Arrowstreet Capital Limited Partnership increased its holdings in JFrog by 3,033.8% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 291,134 shares of the company’s stock valued at $12,775,000 after purchasing an additional 281,844 shares during the period. Federated Hermes Inc. bought a new position in JFrog during the 3rd quarter valued at approximately $6,697,000. Finally, Wilson Asset Management International PTY Ltd. purchased a new stake in JFrog in the 3rd quarter worth approximately $3,133,000. 85.02% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, CTO Yoav Landman sold 45,000 shares of JFrog stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $57.71, for a total transaction of $2,596,950.00. Following the completion of the transaction, the chief technology officer directly owned 5,868,641 shares in the company, valued at approximately $338,679,272.11. This trade represents a 0.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CRO Tali Notman sold 21,097 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $41.28, for a total value of $870,884.16. Following the completion of the sale, the executive directly owned 752,598 shares in the company, valued at approximately $31,067,245.44. This represents a 2.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 351,960 shares of company stock valued at $17,367,657. Insiders own 14.10% of the company’s stock.

JFrog Trading Up 0.9%

FROG opened at $42.64 on Tuesday. The company has a market cap of $5.10 billion, a price-to-earnings ratio of -68.77 and a beta of 1.20. The stock has a fifty day simple moving average of $48.34 and a two-hundred day simple moving average of $53.21. JFrog Ltd. has a 12-month low of $27.00 and a 12-month high of $70.43.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. The firm had revenue of $145.31 million for the quarter, compared to the consensus estimate of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company’s revenue was up 25.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $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 predict that JFrog Ltd. will post -0.33 EPS for the current year.

Wall Street Analyst Weigh In

FROG has been the topic of a number of recent analyst reports. Stifel Nicolaus cut their price objective on JFrog from $64.00 to $52.00 and set a “buy” rating on the stock in a research report on Monday, February 23rd. Guggenheim assumed coverage on JFrog in a report on Monday, March 16th. They set a “buy” rating and a $60.00 target price for the company. Raymond James Financial reaffirmed an “outperform” rating and issued a $70.00 price target on shares of JFrog in a research note on Thursday, February 26th. Canaccord Genuity Group reduced their price objective 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. Finally, Cantor Fitzgerald restated an “overweight” rating and issued a $80.00 price objective on shares of JFrog in a report on Wednesday, February 4th. Seventeen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, JFrog currently has a consensus rating of “Moderate Buy” and an average price target 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.