TimesSquare Capital Management LLC Has $137.07 Million Stock Holdings in JFrog Ltd. $FROG

TimesSquare Capital Management LLC reduced its position in JFrog Ltd. (NASDAQ:FROG) by 14.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,896,005 shares of the company’s stock after selling 505,287 shares during the quarter. JFrog accounts for approximately 2.0% of TimesSquare Capital Management LLC’s holdings, making the stock its 3rd biggest holding. TimesSquare Capital Management LLC owned approximately 2.48% of JFrog worth $137,068,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Wilmington Savings Fund Society FSB boosted its holdings in JFrog by 1,086.8% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock valued at $60,000 after acquiring an additional 1,152 shares during the period. Tower Research Capital LLC TRC boosted its stake in shares of JFrog by 7,185.4% during the second quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company’s stock valued at $131,000 after purchasing an additional 2,946 shares during the period. Elevation Point Wealth Partners LLC bought a new position in shares of JFrog in the second quarter worth about $136,000. Acadian Asset Management LLC purchased a new position in JFrog in the 1st quarter worth about $162,000. Finally, Northwest & Ethical Investments L.P. bought a new stake in JFrog during the 2nd quarter valued at about $171,000. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Key JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Q4 beat and strong forward outlook — JFrog reported Q4 revenue of $145.3M (up 25% YoY) and non‑GAAP EPS that topped consensus; management issued FY‑2026 and Q1 guidance well above Street expectations, which supports growth and margin improvement narratives. JFrog Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: AI and security tailwinds — Coverage highlights that JFrog’s software‑supply‑chain, security and AI positioning could drive higher product monetization and multiple expansion if execution continues. This is the strategic thesis supporting longer‑term upside. FROG Q4 Deep Dive: Security and AI Tailwinds Propel JFrog’s Software Supply Chain Platform
• Neutral Sentiment: Analyst views mixed but generally constructive — BTIG cut its price target from $83 to $70 but left a Buy rating (still implying upside vs current levels); the analyst community median target is near $70, so consensus remains positive even after trims. Benzinga
• Neutral Sentiment: Full materials and call available — Earnings transcript, slide deck and deep dives are out for investors who want detail on customer metrics and margin cadence; these can influence near‑term revisions. JFrog (FROG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Sell‑the‑news reaction — Despite the beat and strong guidance, shares dropped sharply on heavy volume as investors booked gains and re‑rated near‑term expectations, creating immediate downside pressure. JFrog shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Large insider selling and notable volume — Public filings and reporting show sizable insider sales over recent months; combined with above‑average intraday volume, that amplifies downside risk in the near term. JFrog Ltd. (FROG) Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Potential volatility drivers — Some sources flagged increased short‑interest and conflicting short‑interest data; even if figures are noisy, perception of rising bearish positioning can magnify moves. JFrog reports bullish Q4 but stock drops

Analyst Ratings Changes

A number of brokerages have recently commented on FROG. Wall Street Zen raised shares of JFrog from a “hold” rating to a “buy” rating in a research report on Sunday. JPMorgan Chase & Co. lifted their price target on shares of JFrog from $55.00 to $65.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a report on Thursday, January 22nd. Canaccord Genuity Group dropped their target price on JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Truist Financial reiterated a “buy” rating and issued a $70.00 price target (up from $55.00) on shares of JFrog in a research note on Friday, November 7th. Fifteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, JFrog presently has an average rating of “Moderate Buy” and a consensus price target of $65.94.

Insider Transactions at JFrog

In other JFrog news, Director Yvonne Wassenaar sold 1,957 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $58.70, for a total transaction of $114,875.90. Following the completion of the sale, the director directly owned 20,495 shares in the company, valued at approximately $1,203,056.50. The trade was a 8.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Frederic Simon sold 80,000 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $59.51, for a total value of $4,760,800.00. Following the completion of the sale, the director owned 3,660,786 shares of the company’s stock, valued at $217,853,374.86. This trade represents a 2.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 407,814 shares of company stock worth $24,969,260 in the last ninety days. Company insiders own 14.10% of the company’s stock.

JFrog Price Performance

FROG stock opened at $51.68 on Friday. The company has a market capitalization of $6.11 billion, a P/E ratio of -83.35 and a beta of 1.13. JFrog Ltd. has a 12 month low of $27.00 and a 12 month high of $70.43. The firm’s fifty day simple moving average is $59.88 and its 200-day simple moving average is $53.67.

JFrog (NASDAQ:FROG) last posted its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. The company had revenue of $145.31 million during the quarter, compared to the consensus estimate of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.84%. The firm’s quarterly revenue was up 25.2% on a year-over-year basis. During the same period in the previous year, the firm posted $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. As a group, sell-side analysts forecast that JFrog Ltd. will post -0.33 earnings per share for the current 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.