Vanguard Group Inc. Buys 362,654 Shares of JFrog Ltd. $FROG

Vanguard Group Inc. raised its stake in JFrog Ltd. (NASDAQ:FROG) by 4.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 9,505,832 shares of the company’s stock after buying an additional 362,654 shares during the period. Vanguard Group Inc. owned 0.08% of JFrog worth $593,734,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. Royal Bank of Canada raised its holdings in JFrog by 48.4% in the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock valued at $6,053,000 after acquiring an additional 61,685 shares during the period. Cubist Systematic Strategies LLC acquired a new position in shares of JFrog in the first quarter valued at approximately $205,000. AQR Capital Management LLC bought a new position in shares of JFrog during the first quarter worth approximately $368,000. Integrated Wealth Concepts LLC acquired a new stake in JFrog during the 1st quarter worth approximately $203,000. Finally, Goldman Sachs Group Inc. boosted its stake in JFrog by 14.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock valued at $22,173,000 after purchasing an additional 88,784 shares during the period. Institutional investors own 85.02% of the company’s stock.

JFrog Trading Up 5.4%

Shares of FROG stock opened at $52.58 on Tuesday. The stock has a market cap of $6.37 billion, a P/E ratio of -84.81 and a beta of 1.02. The stock has a 50 day simple moving average of $43.73 and a 200 day simple moving average of $52.63. JFrog Ltd. has a 1 year low of $33.33 and a 1 year high of $70.43.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.03. The business had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The firm’s revenue for the quarter was up 25.2% compared to the same quarter last year. During the same period in the previous year, the company posted $0.19 earnings per share. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. Analysts forecast that JFrog Ltd. will post -0.21 EPS for the current year.

Insiders Place Their Bets

In related news, CEO Ben Haim Shlomi sold 25,000 shares of the business’s stock in a transaction that occurred on Tuesday, April 7th. The stock was sold at an average price of $48.88, for a total value of $1,222,000.00. Following the completion of the sale, the chief executive officer directly owned 4,740,249 shares in the company, valued at approximately $231,703,371.12. The trade was a 0.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 21,097 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $41.28, for a total value of $870,884.16. Following the completion of the sale, the executive owned 752,598 shares of the company’s stock, valued at approximately $31,067,245.44. This trade represents a 2.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 320,003 shares of company stock valued at $14,186,031 in the last quarter. Company insiders own 11.80% of the company’s stock.

Wall Street Analyst Weigh In

FROG has been the topic of a number of research reports. Canaccord Genuity Group decreased their price objective on JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $80.00 price objective on shares of JFrog in a report on Wednesday, April 22nd. Stifel Nicolaus decreased their price objective on JFrog from $64.00 to $52.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. Barclays upped their price objective on JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Finally, TD Cowen decreased their price objective on JFrog from $80.00 to $70.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Eighteen research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $67.63.

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.