Grandeur Peak Global Advisors LLC Has $6.17 Million Stock Position in JFrog Ltd. $FROG

Grandeur Peak Global Advisors LLC lessened its stake in shares of JFrog Ltd. (NASDAQ:FROG) by 31.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 67,897 shares of the company’s stock after selling 31,512 shares during the period. JFrog comprises approximately 1.5% of Grandeur Peak Global Advisors LLC’s investment portfolio, making the stock its 13th largest holding. Grandeur Peak Global Advisors LLC’s holdings in JFrog were worth $6,170,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Vanguard Group Inc. grew its stake in 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 purchasing an additional 362,654 shares in the last quarter. Whale Rock Capital Management LLC raised its stake in shares of JFrog by 82.2% during the 4th 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 boosted its holdings in shares of JFrog by 187.4% in the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock valued at $195,043,000 after buying an additional 2,710,167 shares during the last quarter. First Trust Advisors LP boosted its holdings in shares of JFrog by 85,066.4% in the 1st quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after buying an additional 3,358,422 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD grew its stake in shares of JFrog by 30.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock valued at $167,590,000 after buying an additional 633,231 shares in the last quarter. 85.02% of the stock is owned by institutional investors and hedge funds.

JFrog Price Performance

NASDAQ:FROG opened at $98.74 on Monday. The company has a market cap of $12.17 billion, a P/E ratio of -266.86 and a beta of 1.22. The firm’s fifty day moving average price is $88.09 and its two-hundred day moving average price is $67.14. JFrog Ltd. has a one year low of $34.05 and a one year high of $105.76.

JFrog (NASDAQ:FROG) last posted its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. The company had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. JFrog’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same quarter last year, the company 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 research analysts expect that JFrog Ltd. will post -0.11 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on FROG. Truist Financial boosted their target price on shares of JFrog from $105.00 to $110.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Oppenheimer lifted their price objective on shares of JFrog from $105.00 to $115.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. TD Cowen boosted their price objective on shares of JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Benchmark boosted their price objective on shares of JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Finally, KeyCorp upped their target price on shares of JFrog from $89.00 to $114.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Twenty-two research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, JFrog currently has an average rating of “Moderate Buy” and a consensus target price of $106.36.

Insider Activity at JFrog

In other JFrog news, CEO Ben Haim Shlomi sold 15,000 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $91.00, for a total transaction of $1,365,000.00. Following the completion of the sale, the chief executive officer directly owned 4,562,237 shares in the company, valued at $415,163,567. This trade represents a 0.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 45,000 shares of the business’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $90.86, for a total value of $4,088,700.00. Following the sale, the chief technology officer owned 5,448,338 shares of the company’s stock, valued at approximately $495,035,990.68. This represents a 0.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 655,334 shares of company stock valued at $58,138,537. 11.80% of the stock is currently owned by insiders.

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.