1492 Capital Management LLC Takes Position in JFrog Ltd. $FROG

1492 Capital Management LLC purchased a new stake in JFrog Ltd. (NASDAQ:FROG) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 21,078 shares of the company’s stock, valued at approximately $989,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in JFrog by 4.0% during the 4th quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock worth $593,734,000 after purchasing an additional 362,654 shares during the period. Whale Rock Capital Management LLC lifted its stake in JFrog by 82.2% in the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after acquiring an additional 2,389,415 shares during the period. Wasatch Advisors LP lifted its stake in JFrog by 187.4% in the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after acquiring an additional 2,710,167 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in JFrog by 30.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock worth $167,590,000 after acquiring an additional 633,231 shares in the last quarter. Finally, Fiera Capital Corp grew its holdings in JFrog by 37.5% during the 4th quarter. Fiera Capital Corp now owns 2,253,450 shares of the company’s stock worth $140,750,000 after acquiring an additional 614,383 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

Wall Street Analysts Forecast Growth

FROG has been the subject of several recent research reports. KeyCorp boosted their price target on shares of JFrog from $86.00 to $89.00 and gave the company an “overweight” rating in a report on Thursday. BTIG Research increased their price objective on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Cantor Fitzgerald reissued an “overweight” rating on shares of JFrog in a report on Monday, June 15th. Stifel Nicolaus boosted their price objective on shares of JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Finally, Bank of America upped their target price on JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Twenty-one research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $81.62.

JFrog Stock Up 11.0%

Shares of FROG opened at $87.50 on Friday. The company has a 50 day moving average of $68.73 and a two-hundred day moving average of $58.14. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $89.16. The company has a market cap of $10.60 billion, a price-to-earnings ratio of -165.09 and a beta of 1.23.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The business had revenue of $153.98 million for the quarter, compared to the consensus estimate of $147.45 million. During the same period in the prior year, the firm posted $0.20 earnings per share. The business’s quarterly revenue 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, sell-side analysts expect that JFrog Ltd. will post -0.15 EPS for the current year.

Insider Buying and Selling

In other JFrog news, CEO Ben Haim Shlomi sold 93,072 shares of the firm’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $84.60, for a total value of $7,873,891.20. Following the completion of the sale, the chief executive officer owned 4,658,236 shares of the company’s stock, valued at approximately $394,086,765.60. This trade represents a 1.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $85.84, for a total value of $10,300,800.00. Following the sale, the director owned 3,224,328 shares in the company, valued at $276,776,315.52. The trade was a 3.59% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 805,700 shares of company stock worth $58,486,362 in the last ninety days. 11.80% of the stock is owned by insiders.

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.