Rockefeller Capital Management L.P. Has $1.41 Million Stake in JFrog Ltd. $FROG

Rockefeller Capital Management L.P. increased its position in JFrog Ltd. (NASDAQ:FROG) by 50.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,507 shares of the company’s stock after purchasing an additional 7,498 shares during the period. Rockefeller Capital Management L.P.’s holdings in JFrog were worth $1,406,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. Blue Trust Inc. acquired a new position in JFrog during the fourth quarter worth $30,000. Farther Finance Advisors LLC grew its holdings in shares of JFrog by 318.7% during the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after buying an additional 478 shares during the last quarter. Employees Retirement System of Texas bought a new stake in shares of JFrog during the fourth quarter worth about $44,000. First Horizon Corp bought a new stake in shares of JFrog during the fourth quarter worth about $47,000. Finally, Caitong International Asset Management Co. Ltd raised its holdings in shares of JFrog by 12,566.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock worth $47,000 after acquiring an additional 754 shares during the last quarter. Institutional investors and hedge funds own 85.02% of the company’s stock.

JFrog Stock Performance

Shares of FROG stock opened at $90.39 on Thursday. JFrog Ltd. has a 52-week low of $34.05 and a 52-week high of $93.12. The company has a 50-day simple moving average of $71.49 and a two-hundred day simple moving average of $58.56. The company has a market capitalization of $10.95 billion, a price-to-earnings ratio of -170.55 and a beta of 1.20.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. During the same quarter last year, the business posted $0.20 EPS. The company’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, sell-side analysts forecast that JFrog Ltd. will post -0.15 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on FROG shares. Guggenheim lifted their price target on JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, May 8th. DA Davidson set a $90.00 price objective on JFrog in a research note on Friday, May 8th. Barclays raised their target price on JFrog from $75.00 to $88.00 and gave the company an “overweight” rating in a report on Wednesday, June 10th. BTIG Research upped their price target on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Needham & Company LLC upped their price target on JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Twenty-one analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, JFrog has an average rating of “Moderate Buy” and an average target price of $81.62.

Insider Activity at JFrog

In other JFrog news, CRO Tali Notman sold 22,015 shares of the business’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $83.95, for a total value of $1,848,159.25. Following the transaction, the executive owned 706,629 shares of the company’s stock, valued at approximately $59,321,504.55. The trade was a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 65,999 shares of the company’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $90.03, for a total value of $5,941,889.97. Following the completion of the transaction, the chief executive officer owned 4,592,237 shares of the company’s stock, valued at $413,439,097.11. This trade represents a 1.42% 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 sold a total of 941,699 shares of company stock valued at $74,009,302 in the last ninety days. Insiders own 11.80% of the company’s stock.

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.