Segall Bryant & Hamill LLC Cuts Stake in JFrog Ltd. $FROG

Segall Bryant & Hamill LLC lowered its stake in shares of JFrog Ltd. (NASDAQ:FROG) by 5.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 179,246 shares of the company’s stock after selling 10,176 shares during the period. Segall Bryant & Hamill LLC owned 0.15% of JFrog worth $8,412,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. UBS Group AG boosted its stake in JFrog by 293.8% during the fourth quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after buying an additional 221,155 shares during the last quarter. Summit Partners Public Asset Management LLC increased its stake in JFrog by 77.8% in the 4th quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock worth $99,157,000 after acquiring an additional 694,700 shares during the last quarter. Dana Investment Advisors Inc. purchased a new stake in shares of JFrog during the 4th quarter worth approximately $2,013,000. Robeco Schweiz AG bought a new position in shares of JFrog during the 4th quarter valued at approximately $11,293,000. Finally, AMJ Financial Wealth Management purchased a new position in shares of JFrog in the fourth quarter valued at $4,077,000. Institutional investors own 85.02% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on FROG. Citigroup restated a “buy” rating on shares of JFrog in a research report on Monday, June 8th. Stifel Nicolaus boosted their target price on shares of JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Raymond James Financial restated an “outperform” rating on shares of JFrog in a research report on Wednesday, July 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of JFrog in a report on Monday, June 15th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $80.00 price target on shares of JFrog in a research report on Friday, May 8th. Twenty-one investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, JFrog presently has an average rating of “Moderate Buy” and a consensus target price of $88.86.

Insiders Place Their Bets

In other news, CTO Yoav Landman sold 45,000 shares of the stock in a transaction that occurred on Friday, July 17th. The stock was sold at an average price of $87.23, for a total value of $3,925,350.00. Following the sale, the chief technology officer directly owned 5,493,338 shares in the company, valued at approximately $479,183,873.74. This represents a 0.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Eduard Grabscheid sold 5,654 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $84.69, for a total value of $478,837.26. Following the sale, the chief financial officer directly owned 209,658 shares of the company’s stock, valued at $17,755,936.02. This represents a 2.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 963,649 shares of company stock valued at $77,654,577 over the last quarter. Corporate insiders own 11.80% of the company’s stock.

JFrog Price Performance

FROG stock opened at $79.79 on Monday. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $99.22. The stock has a market capitalization of $9.66 billion, a price-to-earnings ratio of -150.55 and a beta of 1.20. The firm’s fifty day simple moving average is $84.05 and its two-hundred day simple moving average is $62.18.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.22 by $0.05. The firm had revenue of $153.98 million during the quarter, compared to analyst estimates 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 quarter last year, the business 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. As a group, equities research analysts expect that JFrog Ltd. will post -0.15 EPS for the current 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.