Kinetic Partners Management LP Invests $21.16 Million in JFrog Ltd. $FROG

Kinetic Partners Management LP bought a new stake in JFrog Ltd. (NASDAQ:FROG) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm bought 447,000 shares of the company’s stock, valued at approximately $21,157,000. JFrog accounts for about 1.0% of Kinetic Partners Management LP’s holdings, making the stock its 27th biggest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Verdence Capital Advisors LLC increased its stake in JFrog by 2.7% in the third quarter. Verdence Capital Advisors LLC now owns 9,639 shares of the company’s stock valued at $481,000 after acquiring an additional 253 shares during the last quarter. Snowden Capital Advisors LLC raised its position in JFrog by 1.7% during the second quarter. Snowden Capital Advisors LLC now owns 15,183 shares of the company’s stock valued at $666,000 after purchasing an additional 253 shares in the last quarter. Arizona State Retirement System lifted its stake in JFrog by 1.3% during the third quarter. Arizona State Retirement System now owns 28,768 shares of the company’s stock worth $1,362,000 after purchasing an additional 362 shares during the last quarter. Integrated Wealth Concepts LLC boosted its holdings in shares of JFrog by 5.8% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 6,897 shares of the company’s stock valued at $326,000 after purchasing an additional 377 shares in the last quarter. Finally, Truist Financial Corp boosted its holdings in shares of JFrog by 8.6% in the 3rd quarter. Truist Financial Corp now owns 5,924 shares of the company’s stock valued at $280,000 after purchasing an additional 471 shares in the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have issued reports on FROG shares. BTIG Research decreased their target price on JFrog from $83.00 to $70.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Morgan Stanley set a $70.00 target price on shares of JFrog in a report on Monday, February 23rd. Cantor Fitzgerald restated an “overweight” rating and issued a $80.00 price target on shares of JFrog in a research note on Wednesday, February 4th. William Blair reaffirmed an “outperform” rating on shares of JFrog in a report on Monday, February 23rd. Finally, Stifel Nicolaus lowered their price objective on shares of JFrog from $64.00 to $52.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. Seventeen investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, JFrog presently has an average rating of “Moderate Buy” and an average target price of $67.05.

JFrog Trading Up 4.9%

Shares of FROG stock opened at $43.09 on Tuesday. JFrog Ltd. has a 1-year low of $27.00 and a 1-year high of $70.43. The stock has a market cap of $5.15 billion, a price-to-earnings ratio of -69.50 and a beta of 1.20. The stock has a 50-day moving average of $50.00 and a 200-day moving average of $53.40.

JFrog (NASDAQ:FROG) last released its 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 for the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. JFrog’s revenue for the quarter was up 25.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. Sell-side analysts forecast that JFrog Ltd. will post -0.33 earnings per share for the current year.

Insider Activity at JFrog

In other JFrog news, CFO Eduard Grabscheid sold 15,639 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $40.15, for a total value of $627,905.85. Following the transaction, the chief financial officer owned 239,902 shares in the company, valued at approximately $9,632,065.30. This represents a 6.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CTO Yoav Landman sold 45,000 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $57.71, for a total value of $2,596,950.00. Following the completion of the transaction, the chief technology officer owned 5,868,641 shares in the company, valued at approximately $338,679,272.11. This represents a 0.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 351,960 shares of company stock worth $17,367,657. 14.10% 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.