Bamco Inc. NY Purchases 244,450 Shares of JFrog Ltd. $FROG

Bamco Inc. NY increased its position in shares of JFrog Ltd. (NASDAQ:FROG) by 19.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,493,518 shares of the company’s stock after buying an additional 244,450 shares during the period. Bamco Inc. NY’s holdings in JFrog were worth $93,285,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its stake in JFrog by 4.0% during the fourth quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock worth $593,734,000 after buying an additional 362,654 shares during the last quarter. Whale Rock Capital Management LLC raised its stake in JFrog by 82.2% during the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after buying an additional 2,389,415 shares during the last quarter. Wasatch Advisors LP raised its stake in JFrog by 6.0% during the third quarter. Wasatch Advisors LP now owns 2,710,886 shares of the company’s stock worth $128,306,000 after buying an additional 153,283 shares during the last quarter. Price T Rowe Associates Inc. MD raised its stake in JFrog by 30.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock worth $167,590,000 after buying an additional 633,231 shares during the last quarter. Finally, Fiera Capital Corp raised its stake in JFrog by 37.5% during the fourth quarter. Fiera Capital Corp now owns 2,253,450 shares of the company’s stock worth $140,750,000 after buying an additional 614,383 shares during the last quarter. Institutional investors own 85.02% of the company’s stock.

Insider Activity

In other news, Director Frederic Simon sold 120,000 shares of JFrog stock in a transaction dated Monday, June 1st. The shares were 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 in the company, valued at $276,776,315.52. This trade represents a 3.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 93,072 shares of JFrog stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the transaction, the chief executive officer owned 4,658,236 shares of the company’s stock, valued at $394,086,765.60. This represents a 1.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 805,700 shares of company stock worth $58,486,362 over the last three months. 11.80% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages recently weighed in on FROG. Citigroup reissued a “buy” rating on shares of JFrog in a research note on Monday, June 8th. Needham & Company LLC lifted 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, May 8th. BTIG Research raised their price target on shares of JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Stifel Nicolaus raised their price target on shares of JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a report on Tuesday, April 21st. Twenty equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, JFrog has an average rating of “Moderate Buy” and a consensus target price of $78.45.

JFrog Price Performance

Shares of NASDAQ FROG opened at $81.35 on Thursday. The stock has a market capitalization of $9.85 billion, a P/E ratio of -153.49 and a beta of 1.23. The company has a 50-day moving average price of $63.71 and a 200-day moving average price of $57.18. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $89.16.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. The firm had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The business’s revenue was up 25.8% on a year-over-year basis. During the same period last year, the company 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. As a group, equities research analysts anticipate that JFrog Ltd. will post -0.17 earnings per share for the current fiscal year.

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.