D.A. Davidson & CO. Cuts Position in JFrog Ltd. $FROG

D.A. Davidson & CO. lessened its holdings in JFrog Ltd. (NASDAQ:FROG) by 19.6% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 31,975 shares of the company’s stock after selling 7,801 shares during the period. D.A. Davidson & CO.’s holdings in JFrog were worth $1,501,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. Millstone Evans Group LLC lifted its holdings in JFrog by 242.6% during the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after acquiring an additional 427 shares during the period. Blue Trust Inc. purchased a new position in JFrog in the fourth quarter worth $30,000. Farther Finance Advisors LLC grew its stake in JFrog by 318.7% in the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after purchasing an additional 478 shares during the period. Employees Retirement System of Texas bought a new position in JFrog in the 4th quarter valued at $44,000. Finally, First Horizon Corp purchased a new stake in shares of JFrog during the 4th quarter valued at $47,000. 85.02% of the stock is owned by institutional investors.

Analyst Ratings Changes

FROG has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. lifted their target price on JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Morgan Stanley restated an “overweight” rating and set a $80.00 price target on shares of JFrog in a research report on Friday, May 8th. Citigroup restated a “buy” rating on shares of JFrog in a report on Monday, June 8th. Bank of America lifted their price objective on shares of JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Finally, Benchmark assumed coverage on shares of JFrog in a research note on Thursday, June 25th. They issued a “buy” rating and a $100.00 target price on the stock. Twenty-one equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $84.86.

Insider Buying and Selling at JFrog

In other news, CEO Ben Haim Shlomi sold 15,000 shares of JFrog stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $94.37, for a total value of $1,415,550.00. Following the completion of the transaction, the chief executive officer owned 4,577,237 shares in the company, valued at $431,953,855.69. This trade represents a 0.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 22,015 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $83.95, for a total transaction of $1,848,159.25. Following the completion of the sale, the executive directly owned 706,629 shares in the company, valued at approximately $59,321,504.55. This trade represents a 3.02% 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. Over the last 90 days, insiders sold 917,399 shares of company stock valued at $73,629,102. Insiders own 11.80% of the company’s stock.

JFrog Price Performance

Shares of FROG opened at $86.56 on Wednesday. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $99.22. The stock’s fifty day moving average price is $82.51 and its two-hundred day moving average price is $61.12. The firm has a market cap of $10.48 billion, a PE ratio of -163.32 and a beta of 1.20.

JFrog (NASDAQ:FROG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate 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 company had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. During the same quarter in the prior year, the company earned $0.20 EPS. The firm’s quarterly revenue was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Sell-side analysts anticipate that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

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.