Fieldview Capital Management LLC Takes Position in JFrog Ltd. $FROG

Fieldview Capital Management LLC acquired a new stake in JFrog Ltd. (NASDAQ:FROG) in the 4th quarter, Holdings Channel reports. The fund acquired 9,955 shares of the company’s stock, valued at approximately $622,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Entropy Technologies LP bought a new stake in JFrog during the fourth quarter worth approximately $368,000. Barclays PLC boosted its holdings in JFrog by 5,762.2% during the fourth quarter. Barclays PLC now owns 9,145 shares of the company’s stock worth $571,000 after buying an additional 8,989 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in JFrog by 234.8% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,103,090 shares of the company’s stock worth $68,899,000 after buying an additional 773,597 shares in the last quarter. FORA Capital LLC bought a new stake in JFrog during the fourth quarter worth approximately $524,000. Finally, Bridgewater Associates LP bought a new stake in JFrog during the fourth quarter worth approximately $1,920,000. 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. Needham & Company LLC raised their target price on shares of JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. BTIG Research raised their target price on shares of JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. DA Davidson set a $90.00 target price on shares of JFrog in a report on Friday, May 8th. Cantor Fitzgerald restated an “overweight” rating on shares of JFrog in a report on Monday. Finally, UBS Group raised their target price on shares of JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Twenty investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $78.45.

Insider Buying and Selling

In related news, CEO Ben Haim Shlomi sold 93,072 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $84.60, for a total value of $7,873,891.20. Following the completion of the transaction, the chief executive officer owned 4,658,236 shares of the company’s stock, valued at approximately $394,086,765.60. This trade represents a 1.96% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $85.84, for a total transaction of $10,300,800.00. Following the completion of the transaction, the director directly owned 3,224,328 shares of the company’s stock, valued at $276,776,315.52. This represents a 3.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 805,700 shares of company stock valued at $58,486,362. Company insiders own 11.80% of the company’s stock.

JFrog Stock Performance

JFrog stock opened at $80.39 on Tuesday. The company has a 50 day moving average price of $62.51 and a 200 day moving average price of $56.92. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $89.16. The firm has a market capitalization of $9.74 billion, a price-to-earnings ratio of -151.68 and a beta of 1.23.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates 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 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. Equities analysts forecast that JFrog Ltd. will post -0.17 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.