Picton Mahoney Asset Management Purchases 93,019 Shares of JFrog Ltd. $FROG

Picton Mahoney Asset Management increased its position in JFrog Ltd. (NASDAQ:FROG) by 167.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 148,655 shares of the company’s stock after buying an additional 93,019 shares during the period. Picton Mahoney Asset Management’s holdings in JFrog were worth $7,038,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

JFrog Stock Performance

Shares of JFrog stock opened at $39.19 on Thursday. JFrog Ltd. has a twelve month low of $27.00 and a twelve month high of $70.43. The firm has a market cap of $4.69 billion, a P/E ratio of -63.21 and a beta of 1.20. The firm’s 50-day simple moving average is $53.51 and its 200-day simple moving average is $53.64.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. The firm had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company’s revenue for the quarter was up 25.2% compared to the same quarter last year. During the same quarter last year, the company 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. On average, equities analysts forecast that JFrog Ltd. will post -0.33 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on FROG shares. Needham & Company LLC raised their price objective on shares of JFrog from $55.00 to $70.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. UBS Group set a $60.00 target price on shares of JFrog in a research note on Friday, February 13th. Wall Street Zen upgraded shares of JFrog from a “hold” rating to a “buy” rating in a research report on Sunday, February 15th. Barclays upped their price objective on shares of JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. Finally, TD Cowen increased their target price on shares of JFrog from $75.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Sixteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, JFrog currently has an average rating of “Moderate Buy” and a consensus price target of $67.42.

Insider Buying and Selling at JFrog

In other JFrog news, CEO Ben Haim Shlomi sold 71,841 shares of JFrog stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $40.15, for a total transaction of $2,884,416.15. Following the completion of the transaction, the chief executive officer directly owned 4,815,612 shares of the company’s stock, valued at approximately $193,346,821.80. This trade represents a 1.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Eduard Grabscheid sold 15,639 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $40.15, for a total transaction of $627,905.85. Following the completion of the sale, the chief financial officer owned 239,902 shares in the company, valued at $9,632,065.30. This represents a 6.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 388,857 shares of company stock worth $21,155,142 over the last three months. 14.10% of the stock is currently owned by insiders.

JFrog News Summary

Here are the key news stories impacting JFrog this week:

• Neutral Sentiment: Recent fundamentals: JFrog reported a quarter with revenue up ~25% and an EPS beat, and issued FY‑2026 and Q1 guidance (FY26 EPS 0.880–0.920; Q1 EPS 0.200–0.220). The company remains unprofitable on a net‑margin and ROE basis, leaving mixed implications for the shares.
• Negative Sentiment: CFO Eduard Grabscheid sold a total of 21,702 shares across March 2–3 at ~ $40.20 average (combined proceeds ≈ $872k), reducing his reported stake. This clustered sale by the CFO can be read as a negative signal by investors. SEC Filing
• Negative Sentiment: Director Frederic Simon sold 35,000 shares across March 2–3 (25,000 at $40.18 and 10,000 at $42.08), raising roughly $1.43M in proceeds and slightly trimming his holding — another insider sale adding downward pressure. SEC Filing
• Negative Sentiment: CEO Ben Haim Shlomi sold 71,841 shares on March 2 at $40.15 (≈ $2.88M proceeds), trimming about 1.5% of his reported stake — a sizeable insider sale from the company’s top executive that typically weighs on sentiment. SEC Filing

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.