JFrog Ltd. $FROG Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lowered its position in shares of JFrog Ltd. (NASDAQ:FROG) by 23.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 148,324 shares of the company’s stock after selling 45,143 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in JFrog were worth $6,961,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. UBS Group AG grew its holdings in JFrog by 293.8% in the 4th quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after buying an additional 221,155 shares during the period. Dana Investment Advisors Inc. purchased a new position in shares of JFrog during the 4th quarter worth about $2,013,000. Summit Partners Public Asset Management LLC lifted its holdings in shares of JFrog by 77.8% during the 4th quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock worth $99,157,000 after acquiring an additional 694,700 shares during the period. Robeco Schweiz AG acquired a new stake in shares of JFrog in the fourth quarter worth approximately $11,293,000. Finally, AMJ Financial Wealth Management acquired a new stake in shares of JFrog in the fourth quarter worth approximately $4,077,000. 85.02% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on FROG. Benchmark assumed coverage on shares of JFrog in a research note on Thursday, June 25th. They set a “buy” rating and a $100.00 price objective for the company. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a research note on Tuesday, April 21st. BTIG Research raised their price objective on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Morgan Stanley reaffirmed an “overweight” rating and issued a $80.00 price objective on shares of JFrog in a research note on Friday, May 8th. Finally, Guggenheim boosted their target price on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Twenty-one research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $83.67.

Insiders Place Their Bets

In other JFrog news, CRO Tali Notman sold 22,015 shares of JFrog stock in a transaction on Friday, June 5th. The stock was sold at an average price of $83.95, for a total transaction of $1,848,159.25. Following the sale, the executive owned 706,629 shares of the company’s stock, valued at $59,321,504.55. The trade was a 3.02% decrease in their position. The sale was disclosed in a legal filing 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, CTO Yoav Landman sold 700 shares of JFrog stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $99.00, for a total transaction of $69,300.00. Following the sale, the chief technology officer owned 5,538,338 shares in the company, valued at approximately $548,295,462. This represents a 0.01% 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. Over the last 90 days, insiders have sold 917,399 shares of company stock worth $73,629,102. 11.80% of the stock is owned by company insiders.

JFrog Price Performance

Shares of JFrog stock opened at $92.02 on Tuesday. The business has a 50-day moving average of $79.26 and a 200-day moving average of $60.13. The company has a market capitalization of $11.15 billion, a PE ratio of -173.62 and a beta of 1.20. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $99.22.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. The business had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The business’s quarterly revenue was up 25.8% on a year-over-year basis. During the same period in the previous year, the business earned $0.20 EPS. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, equities analysts expect that JFrog Ltd. will post -0.15 earnings per share 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.