JFrog Ltd. $FROG is Lisanti Capital Growth LLC’s Largest Position

Lisanti Capital Growth LLC lifted its stake in JFrog Ltd. (NASDAQ:FROG) by 13.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 144,393 shares of the company’s stock after purchasing an additional 17,480 shares during the period. JFrog comprises about 2.1% of Lisanti Capital Growth LLC’s holdings, making the stock its largest holding. Lisanti Capital Growth LLC’s holdings in JFrog were worth $9,019,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Blue Trust Inc. purchased a new position in JFrog in the fourth quarter valued at $30,000. Farther Finance Advisors LLC boosted its holdings in JFrog by 318.7% in the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after purchasing an additional 478 shares during the period. First Horizon Corp purchased a new position in JFrog in the fourth quarter valued at $47,000. Aster Capital Management DIFC Ltd purchased a new position in JFrog in the third quarter valued at $56,000. Finally, Wilmington Savings Fund Society FSB raised its stake in 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 in the last quarter. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

FROG has been the topic of a number of analyst reports. Needham & Company LLC raised their price target on JFrog from $70.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Cantor Fitzgerald restated an “overweight” rating and issued a $80.00 price target on shares of JFrog in a research note on Wednesday, April 22nd. KeyCorp raised their price target on JFrog from $83.00 to $86.00 and gave the company an “overweight” rating in a research note on Friday. Barclays raised their price target on JFrog from $70.00 to $75.00 and gave the company an “overweight” rating in a research note on Monday, May 11th. Finally, Piper Sandler cut their price target on JFrog from $70.00 to $65.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Eighteen research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $74.89.

Insider Buying and Selling at JFrog

In other news, CTO Yoav Landman sold 75,000 shares of JFrog stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $64.22, for a total transaction of $4,816,500.00. Following the sale, the chief technology officer owned 5,753,437 shares in the company, valued at approximately $369,485,724.14. The trade was a 1.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 117,500 shares of JFrog stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $63.78, for a total value of $7,494,150.00. Following the sale, the director owned 3,340,786 shares in the company, valued at $213,075,331.08. This trade represents a 3.40% 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 three months, insiders have sold 514,555 shares of company stock valued at $26,653,996. 11.80% of the stock is owned by insiders.

JFrog Stock Performance

FROG opened at $73.99 on Friday. The business’s 50-day simple moving average is $51.03 and its 200-day simple moving average is $54.35. JFrog Ltd. has a one year low of $34.05 and a one year high of $74.17. The stock has a market capitalization of $8.96 billion, a P/E ratio of -139.60 and a beta of 1.02.

JFrog (NASDAQ:FROG) last posted its earnings results 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 return on equity of 4.61% and a negative net margin of 10.93%.The business had revenue of $153.98 million for the quarter, compared to analysts’ expectations of $147.45 million. During the same quarter in the previous year, the firm earned $0.20 earnings per share. The business’s revenue was up 25.8% compared to the same quarter last year. 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, equities research analysts forecast that JFrog Ltd. will post -0.17 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.