Katamaran Capital LLP Invests $894,000 in JFrog Ltd. $FROG

Katamaran Capital LLP bought a new position in JFrog Ltd. (NASDAQ:FROG) in the 4th quarter, HoldingsChannel.com reports. The firm bought 14,317 shares of the company’s stock, valued at approximately $894,000.

Several other institutional investors have also recently made changes to their positions in the company. Verdence Capital Advisors LLC grew its stake in shares of JFrog by 2.7% in the 3rd quarter. Verdence Capital Advisors LLC now owns 9,639 shares of the company’s stock worth $481,000 after acquiring an additional 253 shares in the last quarter. Snowden Capital Advisors LLC grew its stake in shares of JFrog by 1.7% in the 2nd quarter. Snowden Capital Advisors LLC now owns 15,183 shares of the company’s stock worth $666,000 after acquiring an additional 253 shares in the last quarter. Park Avenue Securities LLC grew its stake in shares of JFrog by 3.1% in the 4th quarter. Park Avenue Securities LLC now owns 9,362 shares of the company’s stock worth $585,000 after acquiring an additional 279 shares in the last quarter. Oppenheimer Asset Management Inc. grew its stake in shares of JFrog by 2.0% in the 4th quarter. Oppenheimer Asset Management Inc. now owns 15,184 shares of the company’s stock worth $948,000 after acquiring an additional 299 shares in the last quarter. Finally, Arizona State Retirement System grew its stake in shares of JFrog by 1.3% in the 3rd quarter. Arizona State Retirement System now owns 28,768 shares of the company’s stock worth $1,362,000 after acquiring an additional 362 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on FROG. Piper Sandler reduced their target price on shares of JFrog from $70.00 to $65.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Evercore set a $80.00 target price on shares of JFrog in a research note on Thursday, February 26th. Truist Financial upped their target price on shares of JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday. Guggenheim increased their price target on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research report on Friday. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a research report on Tuesday, April 21st. Eighteen 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. According to data from MarketBeat, JFrog has an average rating of “Moderate Buy” and an average target price of $74.47.

Insider Activity at JFrog

In other JFrog news, CFO Eduard Grabscheid sold 15,639 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $40.15, for a total transaction of $627,905.85. Following the sale, the chief financial officer directly owned 239,902 shares of the company’s stock, valued at $9,632,065.30. This represents a 6.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CRO Tali Notman sold 21,097 shares of the company’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $41.28, for a total transaction of $870,884.16. Following the sale, the executive directly owned 752,598 shares in the company, valued at approximately $31,067,245.44. This trade represents a 2.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 320,003 shares of company stock valued at $14,194,781 in the last 90 days. 11.80% of the stock is currently owned by company insiders.

JFrog Stock Performance

FROG opened at $70.55 on Monday. The firm has a market cap of $8.55 billion, a P/E ratio of -133.11 and a beta of 1.02. The firm has a 50-day moving average of $44.84 and a 200 day moving average of $52.80. JFrog Ltd. has a fifty-two week low of $34.05 and a fifty-two week high of $72.06.

JFrog (NASDAQ:FROG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. The company had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.70%. The firm’s revenue for the quarter was up 25.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.20 earnings per share. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Equities research analysts predict that JFrog Ltd. will post -0.21 earnings per share for the current fiscal year.

Key JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported Q1 revenue of about $154.0 million and non-GAAP EPS of $0.27, both ahead of estimates, signaling continued execution and healthy growth. JFrog Announces First Quarter 2026 Results
• Positive Sentiment: The company raised its Q2 2026 outlook to EPS of $0.23-$0.25 and revenue of $154 million-$156 million, both above consensus, which supports expectations for accelerating near-term performance. JFrog forecasts $628M-$632M FY 2026 revenue as cloud mix passes 50%
• Positive Sentiment: JFrog lifted full-year 2026 guidance to EPS of $0.93-$0.97 and revenue of $628 million-$632 million, reinforcing the view that momentum is improving into the rest of the year. JFrog Ltd. (FROG) Q1 2026 Earnings Call Transcript
• Positive Sentiment: Several analysts turned more bullish after the report, with JPMorgan, BTIG and Needham raising price targets, which can add to investor confidence and buying pressure. Analyst price target updates
• Neutral Sentiment: Coverage also highlighted JFrog as a way to play demand tied to AI development tools, an ongoing narrative that could support the stock if cloud usage continues to accelerate. JFrog emerges as prime way to play AI coding agent demand: analysts

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.