Brant Point Investment Management LLC Sells 55,000 Shares of JFrog Ltd. $FROG

Brant Point Investment Management LLC decreased its holdings in JFrog Ltd. (NASDAQ:FROG) by 64.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,000 shares of the company’s stock after selling 55,000 shares during the period. Brant Point Investment Management LLC’s holdings in JFrog were worth $1,874,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in FROG. Royal Bank of Canada lifted its stake in JFrog by 48.4% in the first quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock worth $6,053,000 after purchasing an additional 61,685 shares during the last quarter. Cubist Systematic Strategies LLC bought a new stake in JFrog in the first quarter worth about $205,000. AQR Capital Management LLC bought a new stake in JFrog in the first quarter worth about $368,000. Integrated Wealth Concepts LLC bought a new stake in JFrog in the first quarter worth about $203,000. Finally, Goldman Sachs Group Inc. lifted its stake in JFrog by 14.7% in the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock worth $22,173,000 after purchasing an additional 88,784 shares during the last quarter. Institutional investors own 85.02% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on FROG shares. Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a research note on Tuesday, April 21st. Wall Street Zen downgraded shares of JFrog from a “buy” rating to a “hold” rating in a research note on Saturday, March 21st. TD Cowen decreased their price objective on shares of JFrog from $80.00 to $70.00 and set a “buy” rating for the company in a research note on Wednesday, April 15th. JPMorgan Chase & Co. raised their target price on shares of JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a research report on Friday, May 8th. Finally, William Blair reaffirmed an “outperform” rating on shares of JFrog in a research report on Monday, February 23rd. Twenty equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, JFrog presently has an average rating of “Moderate Buy” and a consensus target price of $78.45.

JFrog Stock Down 0.9%

Shares of FROG stock opened at $77.74 on Friday. The firm has a market cap of $9.42 billion, a price-to-earnings ratio of -146.68 and a beta of 1.23. The company’s 50 day moving average is $61.92 and its 200 day moving average is $56.82. JFrog Ltd. has a 52-week low of $34.05 and a 52-week high of $89.16.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.22 by $0.05. The company had revenue of $153.98 million for the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. JFrog’s revenue was up 25.8% compared to the same quarter last year. During the same period last year, the company posted $0.20 earnings per share. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Analysts anticipate that JFrog Ltd. will post -0.17 EPS for the current fiscal year.

Insider Activity at JFrog

In related news, CTO Yoav Landman sold 100,000 shares of JFrog stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $81.47, for a total transaction of $8,147,000.00. Following the transaction, the chief technology officer directly owned 5,734,038 shares of the company’s stock, valued at $467,152,075.86. This trade represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 93,072 shares of JFrog stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 805,700 shares of company stock valued at $58,486,362 over the last ninety days. 11.80% of the stock is owned by company insiders.

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.