Y.D. More Investments Ltd Reduces Stock Position in JFrog Ltd. $FROG

Y.D. More Investments Ltd decreased its position in JFrog Ltd. (NASDAQ:FROG) by 46.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 14,400 shares of the company’s stock after selling 12,600 shares during the quarter. Y.D. More Investments Ltd’s holdings in JFrog were worth $899,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Blue Trust Inc. acquired a new stake in shares of JFrog during the 4th quarter worth about $30,000. Aster Capital Management DIFC Ltd acquired a new position in shares of JFrog in the third quarter valued at approximately $56,000. Wilmington Savings Fund Society FSB raised its position in shares of JFrog by 1,086.8% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock valued at $60,000 after buying an additional 1,152 shares during the last quarter. RiverPark Advisors LLC purchased a new position in shares of JFrog during the third quarter valued at approximately $103,000. Finally, Tower Research Capital LLC TRC lifted its stake in shares of JFrog by 7,185.4% during the second quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company’s stock valued at $131,000 after buying an additional 2,946 shares during the period. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have commented on FROG shares. Canaccord Genuity Group lowered their target price on shares of JFrog from $75.00 to $66.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Stifel Nicolaus reduced their price target on JFrog from $64.00 to $52.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. Cantor Fitzgerald restated an “overweight” rating and set a $80.00 price objective on shares of JFrog in a report on Wednesday, February 4th. Evercore set a $80.00 price objective on JFrog in a research report on Thursday, February 26th. Finally, KeyCorp upped their target price on JFrog from $71.00 to $79.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Eighteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $67.05.

Insiders Place Their Bets

In related news, Director Frederic Simon sold 55,000 shares of JFrog stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $48.34, for a total value of $2,658,700.00. Following the transaction, the director owned 3,483,286 shares in the company, valued at approximately $168,382,045.24. This trade represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CRO Tali Notman sold 21,097 shares of the business’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $41.28, for a total value of $870,884.16. Following the sale, the executive directly owned 752,598 shares of the company’s stock, valued at approximately $31,067,245.44. This trade represents a 2.73% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 325,003 shares of company stock worth $15,150,681. Corporate insiders own 14.10% of the company’s stock.

JFrog Stock Performance

Shares of FROG stock opened at $49.31 on Tuesday. JFrog Ltd. has a one year low of $27.00 and a one year high of $70.43. The company has a 50 day moving average price of $46.27 and a 200 day moving average price of $53.03. The firm has a market capitalization of $5.97 billion, a price-to-earnings ratio of -79.53 and a beta of 1.14.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. During the same quarter last year, the business earned $0.19 EPS. JFrog’s revenue for the quarter was up 25.2% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. As a group, equities analysts forecast that JFrog Ltd. will post -0.33 EPS 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.