JFrog Ltd. $FROG Position Increased by Fox Run Management L.L.C.

Fox Run Management L.L.C. raised its holdings in shares of JFrog Ltd. (NASDAQ:FROG) by 36.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 39,488 shares of the company’s stock after buying an additional 10,643 shares during the period. JFrog comprises approximately 0.4% of Fox Run Management L.L.C.’s investment portfolio, making the stock its 12th biggest position. Fox Run Management L.L.C.’s holdings in JFrog were worth $2,466,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Blue Trust Inc. bought a new stake in JFrog during the fourth quarter worth approximately $30,000. Farther Finance Advisors LLC boosted its holdings in JFrog by 318.7% during the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after buying an additional 478 shares in the last quarter. Employees Retirement System of Texas bought a new stake in JFrog during the fourth quarter worth approximately $44,000. First Horizon Corp bought a new stake in JFrog during the fourth quarter worth approximately $47,000. Finally, Aster Capital Management DIFC Ltd bought a new stake in JFrog during the third quarter worth approximately $56,000. 85.02% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

FROG has been the subject of a number of research reports. TD Cowen reduced their target price on shares of JFrog from $80.00 to $70.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. KeyCorp raised their target price on shares of JFrog from $83.00 to $86.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Morgan Stanley restated an “overweight” rating and issued a $80.00 price target on shares of JFrog in a research report on Friday, May 8th. Raymond James Financial reaffirmed an “outperform” rating and issued a $70.00 price objective on shares of JFrog in a research note on Thursday, February 26th. Finally, Bank of America raised their price objective on shares of JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a research note on Monday. Twenty equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $77.80.

JFrog Stock Up 2.0%

FROG stock opened at $85.67 on Tuesday. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $89.16. The company has a market cap of $10.38 billion, a price-to-earnings ratio of -161.64 and a beta of 1.23. The company has a 50 day moving average of $59.19 and a two-hundred day moving average of $56.25.

JFrog (NASDAQ:FROG) last released its quarterly 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 business had revenue of $153.98 million for the quarter, compared to the consensus estimate 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 last year, the firm 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 anticipate that JFrog Ltd. will post -0.17 EPS for the current year.

Insider Activity

In other news, CTO Yoav Landman sold 100,000 shares of the firm’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $81.47, for a total transaction of $8,147,000.00. Following the transaction, the chief technology officer owned 5,734,038 shares in the company, valued at approximately $467,152,075.86. This trade represents a 1.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 48,763 shares of the firm’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $75.04, for a total transaction of $3,659,175.52. Following the transaction, the chief executive officer owned 4,845,601 shares in the company, valued at $363,613,899.04. This represents a 1.00% 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. In the last 90 days, insiders have sold 689,363 shares of company stock worth $48,658,874. 11.80% of the stock is owned by corporate insiders.

JFrog 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.