33,064 Shares of JFrog Ltd. $FROG Acquired by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. bought a new position in shares of JFrog Ltd. (NASDAQ:FROG) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 33,064 shares of the company’s stock, valued at approximately $3,209,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. First Trust Advisors LP boosted its holdings in JFrog by 85,066.4% in the 1st quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock worth $157,796,000 after buying an additional 3,358,422 shares during the period. Bank of America Corp DE boosted its stake in shares of JFrog by 48.2% in the first quarter. Bank of America Corp DE now owns 2,517,899 shares of the company’s stock worth $118,165,000 after acquiring an additional 819,326 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of JFrog by 78.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company’s stock worth $92,214,000 after acquiring an additional 861,835 shares during the period. Lazard Asset Management LLC grew its position in shares of JFrog by 41.9% during the first quarter. Lazard Asset Management LLC now owns 1,716,050 shares of the company’s stock worth $80,534,000 after purchasing an additional 506,366 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its position in shares of JFrog by 48.1% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,592,386 shares of the company’s stock worth $74,731,000 after purchasing an additional 517,291 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on FROG. UBS Group set a $115.00 price target on JFrog in a report on Friday, October 23rd. Cantor Fitzgerald reiterated an “overweight” rating and set a $115.00 price objective on shares of JFrog in a research report on Wednesday. Oppenheimer boosted their target price on shares of JFrog from $115.00 to $125.00 and gave the stock an “outperform” rating in a report on Wednesday, October 28th. KeyCorp upped their target price on shares of JFrog from $114.00 to $118.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Guggenheim upped their target price on shares of JFrog from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Friday. Twenty-one research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $112.19.

Insider Activity

In other JFrog news, CTO Yoav Landman sold 249,300 shares of the firm’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $100.72, for a total value of $25,109,496.00. Following the completion of the sale, the chief technology officer owned 5,199,038 shares of the company’s stock, valued at $523,647,107.36. This trade represents a 4.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 19,157 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total value of $1,733,900.07. Following the transaction, the executive owned 687,472 shares of the company’s stock, valued at $62,223,090.72. This trade represents a 2.71% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 900,453 shares of company stock valued at $85,299,266. 11.80% of the stock is currently owned by company insiders.

JFrog Stock Up 35.3%

NASDAQ FROG traded up $26.36 during trading on Friday, hitting $100.98. 7,028,737 shares of the stock traded hands, compared to its average volume of 1,776,768. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $105.76. The firm has a 50-day simple moving average of $93.42 and a 200-day simple moving average of $72.58. The company has a market capitalization of $12.45 billion, a P/E ratio of -561.00 and a beta of 1.31.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, November 5th. The company reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.09. The business had revenue of $179.17 million during the quarter, compared to analyst estimates of $165.92 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. The company’s revenue for the quarter was up 30.9% on a year-over-year basis. During the same period last year, the company earned $0.22 EPS. As a group, research analysts predict that JFrog Ltd. will post -0.11 EPS for the current fiscal year.

JFrog News Summary

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported third-quarter adjusted EPS of $0.32, above the $0.23 consensus, while revenue of $179.2 million beat expectations of $165.9 million and grew 31% year over year. JFrog Shares Rally on Outlook Boost, 3Q Beat
• Positive Sentiment: AI-driven coding activity is boosting demand for JFrog’s software tools. Reports highlight cloud revenue growth of about 60%, reinforcing the view that the company is benefiting from wider adoption of AI coding agents. JFrog Cloud Revenue Surges 60% Amid AI-Driven Software Growth
• Positive Sentiment: The company raised its 2026 revenue outlook to $680–$682 million and projected cloud baseline growth of 52%–54%, signaling continued momentum beyond the quarterly beat. JFrog Projects 2026 Revenue and Cloud Growth
• Positive Sentiment: Several firms raised price targets and kept bullish ratings: RBC to $121, Truist to $120, KeyCorp to $118 and Canaccord to $110. These revisions reflect stronger analyst expectations after the results. Truist Raises JFrog Price Target
• Negative Sentiment: Piper Sandler raised its target from $90 to $95 but maintained a neutral rating; the target remains below the stock’s recent trading level, suggesting some analysts see limited near-term upside after the rally.

JFrog Profile

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company’s products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.