ABN Amro Investment Solutions Makes New Investment in JFrog Ltd. $FROG

ABN Amro Investment Solutions purchased a new stake in shares of JFrog Ltd. (NASDAQ:FROG) in the first quarter, HoldingsChannel reports. The institutional investor purchased 136,366 shares of the company’s stock, valued at approximately $6,400,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Wasatch Advisors LP lifted its stake in shares of JFrog by 187.4% in the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after purchasing an additional 2,710,167 shares during the period. Whale Rock Capital Management LLC increased its holdings in JFrog by 82.2% during the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock valued at $330,901,000 after buying an additional 2,389,415 shares during the last quarter. Invesco Ltd. increased its holdings in JFrog by 6,868.3% during the fourth quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock valued at $131,420,000 after buying an additional 2,073,876 shares during the last quarter. Swedbank AB bought a new position in JFrog in the first quarter worth approximately $78,872,000. Finally, Anatole Investment Management Ltd bought a new position in JFrog in the fourth quarter worth approximately $86,557,000. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Insider Buying and Selling at JFrog

In other news, Director Barry Zwarenstein sold 1,250 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $84.35, for a total value of $105,437.50. Following the completion of the transaction, the director owned 32,937 shares of the company’s stock, valued at $2,778,235.95. This represents a 3.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 700 shares of the stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $99.00, for a total value of $69,300.00. Following the sale, the chief technology officer owned 5,538,338 shares of the company’s stock, valued at $548,295,462. This represents a 0.01% 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. Over the last quarter, insiders sold 917,399 shares of company stock valued at $73,629,102. 11.80% of the stock is currently owned by corporate insiders.

JFrog Price Performance

Shares of NASDAQ FROG opened at $79.68 on Thursday. The firm has a fifty day moving average price of $82.82 and a 200-day moving average price of $61.24. The stock has a market cap of $9.65 billion, a PE ratio of -150.34 and a beta of 1.20. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $99.22.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. The company had revenue of $153.98 million for the quarter, compared to analysts’ expectations of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. JFrog’s revenue for the quarter was up 25.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.20 EPS. 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, research analysts expect that JFrog Ltd. will post -0.15 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. BTIG Research boosted their price objective on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Guggenheim raised their target price on JFrog from $80.00 to $105.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Oppenheimer reiterated an “outperform” rating and set a $105.00 target price on shares of JFrog in a research report on Wednesday. JPMorgan Chase & Co. boosted their price target on JFrog from $68.00 to $76.00 and gave the company an “overweight” rating in a report on Friday, May 8th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a research report on Friday, July 17th. Twenty-one equities 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 company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $86.76.

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.