Quantinno Capital Management LP Grows Stock Position in JFrog Ltd. $FROG

Quantinno Capital Management LP increased its stake in JFrog Ltd. (NASDAQ:FROG) by 14.4% in the first quarter, HoldingsChannel reports. The fund owned 115,274 shares of the company’s stock after purchasing an additional 14,504 shares during the period. Quantinno Capital Management LP’s holdings in JFrog were worth $5,410,000 at the end of the most recent quarter.

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

JFrog News Roundup

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Q2 results surpassed estimates: JFrog reported adjusted EPS of $0.27 versus the $0.24 consensus estimate, while revenue rose 28.7% year over year to $163.8 million, ahead of both analyst expectations and management’s prior $154 million–$156 million forecast. JFrog quarterly earnings report
• Positive Sentiment: Cloud growth remained a key catalyst: Cloud revenue climbed 53% year over year to $87.5 million and represented 53% of total revenue. JFrog also reported 97 customers with more than $1 million in annual recurring revenue and 121% net dollar retention, signaling strong expansion among existing customers.
• Positive Sentiment: Higher guidance reinforced the bullish reaction: JFrog raised fiscal 2026 revenue guidance to $648 million–$652 million from $628 million–$632 million and adjusted EPS guidance to $0.96–$1.00 from $0.93–$0.97. Third-quarter guidance of $164 million–$166 million in revenue and $0.22–$0.24 in EPS also exceeded consensus estimates. JFrog Q2 results and outlook
• Neutral Sentiment: Analyst sentiment remains favorable, with recent Buy ratings and price targets generally ranging from $85 to $110, although the median target of $85 provides less upside than the most optimistic forecasts.
• Negative Sentiment: Insider trading data shows 77 open-market sales and no purchases by insiders during the past six months. These sales may reflect compensation or diversification, but the absence of insider buying is a potential cautionary signal.

JFrog Trading Down 1.8%

Shares of NASDAQ:FROG opened at $83.04 on Friday. The stock has a fifty day simple moving average of $84.96 and a two-hundred day simple moving average of $62.93. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $99.22. The stock has a market capitalization of $10.06 billion, a price-to-earnings ratio of -156.68 and a beta of 1.22.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm had revenue of $163.77 million for the quarter, compared to analysts’ expectations of $155.63 million. During the same period in the prior year, the firm posted $0.18 earnings per share. The company’s quarterly revenue was up 28.7% on a year-over-year basis. 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, equities research analysts predict that JFrog Ltd. will post -0.15 EPS for the current year.

Insider Buying and Selling at JFrog

In other JFrog news, CRO Tali Notman sold 22,015 shares of JFrog stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $83.95, for a total value of $1,848,159.25. Following the completion of the transaction, the executive directly owned 706,629 shares of the company’s stock, valued at approximately $59,321,504.55. The trade was a 3.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 45,000 shares of the company’s stock in a transaction that occurred on Friday, July 17th. The stock was sold at an average price of $87.23, for a total transaction of $3,925,350.00. Following the completion of the transaction, the chief technology officer owned 5,493,338 shares in the company, valued at approximately $479,183,873.74. This represents a 0.81% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 938,649 shares of company stock worth $76,347,827 in the last 90 days. Insiders own 11.80% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on the company. Stifel Nicolaus upped their price target on JFrog from $75.00 to $85.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Bank of America raised their target price on JFrog from $85.00 to $100.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Guggenheim boosted their target price on shares of JFrog from $80.00 to $105.00 and gave the company a “buy” rating in a report on Friday, July 17th. Canaccord Genuity Group increased their price target on shares of JFrog from $78.00 to $95.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, Morgan Stanley reissued an “overweight” rating and set a $80.00 price target on shares of JFrog in a research report on Friday, May 8th. Twenty-one investment 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, JFrog presently has a consensus rating of “Moderate Buy” and an average target price of $91.19.

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.