Hel Ved Capital Management Ltd Boosts Holdings in JFrog Ltd. $FROG

Hel Ved Capital Management Ltd grew its holdings in JFrog Ltd. (NASDAQ:FROG) by 80.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,400 shares of the company’s stock after purchasing an additional 9,100 shares during the quarter. Hel Ved Capital Management Ltd’s holdings in JFrog were worth $1,274,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Public Sector Pension Investment Board purchased a new position in shares of JFrog in the third quarter valued at approximately $3,247,000. UBS Group AG boosted its stake in shares of JFrog by 293.8% in the fourth quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after purchasing an additional 221,155 shares during the period. HighTower Advisors LLC boosted its stake in shares of JFrog by 452.1% in the third 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. Dana Investment Advisors Inc. purchased a new position in shares of JFrog in the fourth quarter valued at approximately $2,013,000. Finally, Robeco Schweiz AG purchased a new position in shares of JFrog in the fourth quarter valued at approximately $11,293,000. Hedge funds and other institutional investors own 85.02% of the company’s stock.

JFrog Stock Down 0.9%

Shares of NASDAQ:FROG opened at $77.74 on Friday. JFrog Ltd. has a fifty-two week low of $34.05 and a fifty-two week high of $89.16. The firm’s 50 day moving average price is $61.92 and its 200 day moving average price is $56.82. The stock has a market cap of $9.42 billion, a price-to-earnings ratio of -146.68 and a beta of 1.23.

JFrog (NASDAQ:FROG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The company had revenue of $153.98 million for the quarter, compared to analysts’ expectations of $147.45 million. During the same quarter last year, the company earned $0.20 earnings per share. The firm’s revenue for the quarter 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. On average, equities analysts anticipate that JFrog Ltd. will post -0.17 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the stock. William Blair reaffirmed an “outperform” rating on shares of JFrog in a report on Monday, February 23rd. BTIG Research raised their target price on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a report on Friday, May 8th. UBS Group raised their target price on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a report on Friday, May 8th. Morgan Stanley reaffirmed an “overweight” rating and issued a $80.00 target price on shares of JFrog in a report on Friday, May 8th. Finally, Canaccord Genuity Group reduced their target price on shares of JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Twenty investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $78.45.

Insider Activity at JFrog

In other JFrog news, Director Barry Zwarenstein sold 1,250 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $84.35, for a total transaction of $105,437.50. Following the sale, the director owned 32,937 shares of the company’s stock, valued at approximately $2,778,235.95. This trade represents a 3.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 93,072 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the sale, the chief executive officer directly owned 4,658,236 shares in the company, valued at approximately $394,086,765.60. The trade was a 1.96% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 805,700 shares of company stock valued at $58,486,362 in the last quarter. Company insiders own 11.80% of the company’s stock.

JFrog 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.