Wellington Management Group LLP bought a new position in JFrog Ltd. (NASDAQ:FROG – Free Report) during the 2nd quarter, Holdings Channel reports. The institutional investor bought 769,710 shares of the company’s stock, valued at approximately $69,951,000.
Other institutional investors have also recently added to or reduced their stakes in the company. American Capital Management Inc. purchased a new position in shares of JFrog in the 2nd quarter worth about $1,225,000. Ninepoint Partners LP acquired a new stake in JFrog during the 2nd quarter worth approximately $2,262,000. Handelsbanken Fonder AB increased its position in JFrog by 12.8% during the 2nd quarter. Handelsbanken Fonder AB now owns 32,700 shares of the company’s stock worth $2,972,000 after purchasing an additional 3,700 shares in the last quarter. Fulton Bank N.A. purchased a new position in JFrog in the second quarter valued at approximately $440,000. Finally, Avior Wealth Management LLC acquired a new position in JFrog during the second quarter valued at approximately $289,000. Hedge funds and other institutional investors own 85.02% of the company’s stock.
More JFrog News
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: JFrog announced a partnership with Wiz to help customers identify and address AI-era threats across the software supply chain. The collaboration could strengthen JFrog’s security offering and support demand for its platform. JFrog Partners with Wiz
- Positive Sentiment: The company introduced zero-touch remediation for its self-healing software supply chain and highlighted secure open-source partnerships. Automated remediation may broaden JFrog’s addressable market and increase the value of its security products. JFrog Introduces Zero-Touch Remediation
- Positive Sentiment: JFrog promoted DevGovOps capabilities for continuous compliance and embedded security for agentic workforces, positioning its platform for software development and AI adoption. JFrog Delivers DevGovOps at Scale
- Neutral Sentiment: Recent insider transactions included CTO Yoav Landman’s sale of approximately $25.1 million in shares and director Elisa Steele’s sale of about $57,000. Both were conducted under pre-arranged Rule 10b5-1 plans, while the executives retained substantial holdings, reducing—but not eliminating—their signaling impact.
- Negative Sentiment: Multiple security outlets reported that hackers exploited a critical JFrog Artifactory vulnerability shortly after disclosure to mint admin tokens and potentially obtain full control. Active exploitation could pressure customer confidence and increase scrutiny of JFrog’s security response. Hackers exploit critical JFrog Artifactory flaw Critical vulnerability reportedly exploited
Insider Buying and Selling
Analysts Set New Price Targets
FROG has been the topic of several recent research reports. Citigroup restated a “buy” rating on shares of JFrog in a report on Monday, June 8th. Wall Street Zen downgraded JFrog from a “buy” rating to a “hold” rating in a report on Sunday, August 23rd. Oppenheimer raised their price objective on JFrog from $105.00 to $115.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Truist Financial upped their target price on JFrog from $105.00 to $110.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a report on Friday, July 17th. Twenty-two research 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. Based on data from MarketBeat, JFrog presently has a consensus rating of “Moderate Buy” and a consensus target price of $106.36.
View Our Latest Stock Report on FROG
JFrog Stock Down 0.1%
Shares of NASDAQ:FROG opened at $91.73 on Thursday. The company has a market cap of $11.31 billion, a PE ratio of -247.91 and a beta of 1.28. JFrog Ltd. has a fifty-two week low of $34.05 and a fifty-two week high of $105.76. The firm has a 50-day simple moving average of $89.06 and a 200 day simple moving average of $68.02.
JFrog (NASDAQ:FROG – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. The company had revenue of $163.77 million during the quarter, compared to the consensus estimate of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.JFrog’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.18 earnings per share. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. As a group, research analysts forecast that JFrog Ltd. will post -0.11 EPS for the current fiscal year.
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.
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