JFrog Ltd. $FROG Shares Acquired by Sei Investments Co.

Sei Investments Co. lifted its stake in shares of JFrog Ltd. (NASDAQ:FROG) by 169.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 468,861 shares of the company’s stock after acquiring an additional 294,547 shares during the period. Sei Investments Co.’s holdings in JFrog were worth $22,004,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Snowden Capital Advisors LLC boosted its holdings in JFrog by 1.7% in the 2nd quarter. Snowden Capital Advisors LLC now owns 15,183 shares of the company’s stock worth $666,000 after acquiring an additional 253 shares during the period. Oppenheimer Asset Management Inc. raised its stake in shares of JFrog by 2.0% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 15,184 shares of the company’s stock valued at $948,000 after purchasing an additional 299 shares during the period. Praxis Investment Management Inc. lifted its position in shares of JFrog by 8.0% during the first quarter. Praxis Investment Management Inc. now owns 4,430 shares of the company’s stock worth $208,000 after purchasing an additional 330 shares in the last quarter. Integrated Wealth Concepts LLC lifted its position in shares of JFrog by 5.8% during the third quarter. Integrated Wealth Concepts LLC now owns 6,897 shares of the company’s stock worth $326,000 after purchasing an additional 377 shares in the last quarter. Finally, Millstone Evans Group LLC boosted its stake in shares of JFrog by 242.6% in the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after purchasing an additional 427 shares during the period. 85.02% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. TD Cowen lifted their price target on shares of JFrog from $80.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, June 18th. DA Davidson set a $90.00 target price on JFrog in a research note on Friday, May 8th. Citigroup reaffirmed a “buy” rating on shares of JFrog in a research report on Monday, June 8th. BTIG Research boosted their price target on JFrog from $80.00 to $100.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, Stifel Nicolaus increased their price target on JFrog from $75.00 to $85.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Twenty-one investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, JFrog has a consensus rating of “Moderate Buy” and a consensus price target of $88.86.

Insider Transactions at JFrog

In other news, CEO Ben Haim Shlomi sold 93,072 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $84.60, for a total value of $7,873,891.20. Following the completion of the sale, the chief executive officer directly owned 4,658,236 shares in the company, valued at approximately $394,086,765.60. The trade was a 1.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $85.84, for a total value of $10,300,800.00. Following the sale, the director directly owned 3,224,328 shares in the company, valued at approximately $276,776,315.52. This represents a 3.59% 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. In the last quarter, insiders sold 963,649 shares of company stock worth $77,654,577. 11.80% of the stock is currently owned by corporate insiders.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: BTIG raised its JFrog price target from $80 to $100 and reiterated a “Buy” rating, implying substantial upside from recent trading levels. JPMorgan also lifted its target to $100 and maintained an “Overweight” rating. These actions reflect confidence in JFrog’s growth prospects and execution. Benzinga
• Positive Sentiment: Recent operating trends remain strong: first-quarter revenue grew approximately 26% year over year, cloud revenue increased 50%, and net dollar retention improved. Analysts cited JFrog’s AI-related momentum and expanding software-supply-chain platform opportunity as reasons for continued investor interest. JFrog Overcomes AI Challenges and Gains Momentum
• Neutral Sentiment: JFrog will present at the KeyBanc and Canaccord Genuity investor conferences during the third quarter of 2026. The events could provide updates on demand, AI adoption, and guidance, but they do not represent a new financial disclosure. JFrog to Present at Upcoming Investor Conferences
• Negative Sentiment: The primary pressure appears valuation-related. Following a sharp rally, Morgan Stanley moved JFrog to an “Equal-Weight” stance, arguing that the share price had outpaced near-term upside. Investors may also be reducing risk ahead of the August 6 earnings report. JFrog slides as valuation concerns outweigh recent strong execution
• Negative Sentiment: Reports that attackers exploited an Artifactory zero-day involving OpenAI models may create reputational and cybersecurity concerns, although the report does not indicate a new financial impact for JFrog. In addition, several executives and directors have recently sold shares under pre-arranged Rule 10b5-1 plans, adding to cautious sentiment. JFrog Artifactory Zero-Day Report

JFrog Stock Performance

Shares of JFrog stock opened at $76.43 on Wednesday. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $99.22. The firm’s 50-day simple moving average is $83.80 and its 200-day simple moving average is $61.79. The firm has a market cap of $9.26 billion, a PE ratio of -144.21 and a beta of 1.20.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. During the same period in the previous year, the company earned $0.20 earnings per share. JFrog’s quarterly revenue 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 analysts predict that JFrog Ltd. will post -0.15 earnings per share for the current year.

JFrog 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.