Hsbc Holdings PLC Takes $678,000 Position in JFrog Ltd. $FROG

Hsbc Holdings PLC purchased a new position in JFrog Ltd. (NASDAQ:FROG) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 10,714 shares of the company’s stock, valued at approximately $678,000.

Several other institutional investors also recently added to or reduced their stakes in the stock. Rockefeller Capital Management L.P. raised its position in JFrog by 50.0% in the fourth quarter. Rockefeller Capital Management L.P. now owns 22,507 shares of the company’s stock worth $1,406,000 after acquiring an additional 7,498 shares during the period. Caitong International Asset Management Co. Ltd increased its stake in shares of JFrog by 12,566.7% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock worth $47,000 after purchasing an additional 754 shares during the last quarter. Virtu Financial LLC raised its holdings in shares of JFrog by 59.7% in the 4th quarter. Virtu Financial LLC now owns 10,163 shares of the company’s stock worth $635,000 after purchasing an additional 3,798 shares during the period. Invesco Ltd. raised its holdings in shares of JFrog by 6,868.3% in the 4th quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock worth $131,420,000 after purchasing an additional 2,073,876 shares during the period. Finally, State of Tennessee Department of Treasury purchased a new position in JFrog in the fourth quarter valued at approximately $246,000. Institutional investors own 85.02% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Morgan Stanley reissued an “overweight” rating and issued a $80.00 target price on shares of JFrog in a research report on Friday, May 8th. Truist Financial upped their price target on JFrog from $80.00 to $105.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Wall Street Zen downgraded JFrog from a “buy” rating to a “hold” rating in a research note on Saturday, March 21st. Guggenheim lifted their price objective on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, TD Cowen lifted their price objective on JFrog from $80.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, June 18th. Twenty-one equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $83.67.

JFrog Stock Up 0.1%

FROG stock opened at $91.28 on Thursday. The stock has a 50-day simple moving average of $80.75 and a two-hundred day simple moving average of $60.48. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $99.22. The firm has a market capitalization of $11.06 billion, a PE ratio of -172.23 and a beta of 1.20.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The firm had revenue of $153.98 million for the quarter, compared to the consensus estimate of $147.45 million. During the same period in the prior year, the firm posted $0.20 earnings per share. The company’s revenue for the quarter was up 25.8% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, equities research analysts anticipate that JFrog Ltd. will post -0.15 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CRO Tali Notman sold 22,015 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $83.95, for a total value of $1,848,159.25. Following the transaction, the executive owned 706,629 shares of the company’s stock, valued at approximately $59,321,504.55. This represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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, CEO Ben Haim Shlomi sold 15,000 shares of the stock in a transaction on Wednesday, July 8th. The stock was sold at an average price of $94.37, for a total value of $1,415,550.00. Following the completion of the sale, the chief executive officer owned 4,577,237 shares in the company, valued at $431,953,855.69. This trade represents a 0.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 917,399 shares of company stock worth $73,629,102. Company insiders own 11.80% of the company’s stock.

About JFrog

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.