Diker Management LLC Sells 20,000 Shares of JFrog Ltd. $FROG

Diker Management LLC reduced its holdings in JFrog Ltd. (NASDAQ:FROG) by 44.4% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 25,000 shares of the company’s stock after selling 20,000 shares during the quarter. JFrog accounts for about 1.2% of Diker Management LLC’s investment portfolio, making the stock its 13th largest position. Diker Management LLC’s holdings in JFrog were worth $1,562,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Blue Trust Inc. bought a new position in JFrog in the 4th quarter worth about $30,000. Farther Finance Advisors LLC increased its stake in JFrog by 318.7% in the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after acquiring an additional 478 shares during the last quarter. Employees Retirement System of Texas bought a new position in JFrog in the 4th quarter worth about $44,000. First Horizon Corp bought a new position in JFrog in the 4th quarter worth about $47,000. Finally, Caitong International Asset Management Co. Ltd increased its position in shares of JFrog by 18,800.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,134 shares of the company’s stock valued at $71,000 after purchasing an additional 1,128 shares during the last quarter. 85.02% of the stock is currently owned by institutional investors.

Insider Activity at JFrog

In related news, CEO Ben Haim Shlomi sold 93,072 shares of the stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the completion of the sale, the chief executive officer directly owned 4,658,236 shares in the company, valued at $394,086,765.60. This represents a 1.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Eduard Grabscheid sold 5,654 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $84.69, for a total value of $478,837.26. Following the sale, the chief financial officer owned 209,658 shares of the company’s stock, valued at $17,755,936.02. This represents a 2.63% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 805,700 shares of company stock worth $58,486,362 over the last three months. Corporate insiders own 11.80% of the company’s stock.

JFrog Price Performance

Shares of FROG stock opened at $78.48 on Wednesday. The stock has a market capitalization of $9.51 billion, a PE ratio of -148.08 and a beta of 1.23. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $89.16. The business has a 50-day moving average of $63.07 and a 200 day moving average of $57.04.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. The company had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.JFrog’s quarterly revenue was up 25.8% compared to the same quarter last year. During the same period in the prior year, the business posted $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. Analysts anticipate that JFrog Ltd. will post -0.17 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Citigroup reiterated a “buy” rating on shares of JFrog in a research report on Monday, June 8th. DA Davidson set a $90.00 price objective on JFrog in a research report on Friday, May 8th. Barclays increased their price objective on JFrog from $75.00 to $88.00 and gave the company an “overweight” rating in a research report on Wednesday, June 10th. Guggenheim increased their price objective on JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Finally, UBS Group increased their price objective on JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Twenty research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $78.45.

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.