Dimensional Fund Advisors LP Raises Position in JFrog Ltd. $FROG

Dimensional Fund Advisors LP boosted its position in shares of JFrog Ltd. (NASDAQ:FROG) by 4.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 483,174 shares of the company’s stock after buying an additional 22,199 shares during the period. Dimensional Fund Advisors LP owned 0.40% of JFrog worth $22,675,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in FROG. Vanguard Group Inc. lifted its position in shares of JFrog by 4.0% in the fourth quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after acquiring an additional 362,654 shares in the last quarter. Whale Rock Capital Management LLC increased its position in shares of 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 purchasing an additional 2,389,415 shares in the last quarter. Wasatch Advisors LP increased its position in shares of JFrog by 187.4% during the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after purchasing an additional 2,710,167 shares in the last quarter. Price T Rowe Associates Inc. MD raised its stake in JFrog by 30.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock valued at $167,590,000 after purchasing an additional 633,231 shares during the last quarter. Finally, Fiera Capital Corp raised its stake in JFrog by 37.5% in the 4th quarter. Fiera Capital Corp now owns 2,253,450 shares of the company’s stock valued at $140,750,000 after purchasing an additional 614,383 shares during the last quarter. Institutional investors and hedge funds own 85.02% of the company’s stock.

Wall Street Analyst Weigh In

FROG has been the topic of a number of research reports. Benchmark restated a “buy” rating on shares of JFrog in a report on Wednesday, July 29th. Citigroup reiterated a “buy” rating on shares of JFrog in a research report on Monday, June 8th. Needham & Company LLC raised their price target 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. Barclays boosted their price target on shares of JFrog from $75.00 to $88.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 10th. Finally, Guggenheim upped their price objective on shares of JFrog from $80.00 to $105.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Twenty-one 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 data from MarketBeat.com, JFrog presently has an average rating of “Moderate Buy” and an average target price of $91.19.

JFrog Stock Down 1.8%

Shares of JFrog stock opened at $83.04 on Friday. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $99.22. The business’s fifty day simple moving average is $84.96 and its 200-day simple moving average is $62.93. The firm has a market cap of $10.06 billion, a PE ratio of -156.68 and a beta of 1.22.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The company’s revenue was up 28.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. As a group, equities analysts expect that JFrog Ltd. will post -0.15 earnings per share for the current year.

Insider Buying and Selling at JFrog

In other JFrog news, CEO Ben Haim Shlomi sold 93,072 shares of the 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 completion of the transaction, the chief executive officer owned 4,658,236 shares of the company’s stock, valued at $394,086,765.60. This trade represents a 1.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of JFrog stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $89.99, for a total transaction of $13,498,500.00. Following the sale, the chief technology officer owned 5,539,038 shares of the company’s stock, valued at approximately $498,458,029.62. This represents a 2.64% 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. Insiders have sold 938,649 shares of company stock valued at $76,347,827 over the last 90 days. 11.80% of the stock is owned by insiders.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Q2 results surpassed estimates: JFrog reported adjusted EPS of $0.27 versus the $0.24 consensus estimate, while revenue rose 28.7% year over year to $163.8 million, ahead of both analyst expectations and management’s prior $154 million–$156 million forecast. JFrog quarterly earnings report
• Positive Sentiment: Cloud growth remained a key catalyst: Cloud revenue climbed 53% year over year to $87.5 million and represented 53% of total revenue. JFrog also reported 97 customers with more than $1 million in annual recurring revenue and 121% net dollar retention, signaling strong expansion among existing customers.
• Positive Sentiment: Higher guidance reinforced the bullish reaction: JFrog raised fiscal 2026 revenue guidance to $648 million–$652 million from $628 million–$632 million and adjusted EPS guidance to $0.96–$1.00 from $0.93–$0.97. Third-quarter guidance of $164 million–$166 million in revenue and $0.22–$0.24 in EPS also exceeded consensus estimates. JFrog Q2 results and outlook
• Neutral Sentiment: Analyst sentiment remains favorable, with recent Buy ratings and price targets generally ranging from $85 to $110, although the median target of $85 provides less upside than the most optimistic forecasts.
• Negative Sentiment: Insider trading data shows 77 open-market sales and no purchases by insiders during the past six months. These sales may reflect compensation or diversification, but the absence of insider buying is a potential cautionary signal.

JFrog Company 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.