Quantinno Capital Management LP Buys 14,504 Shares of JFrog Ltd. $FROG

Quantinno Capital Management LP raised its stake in shares of JFrog Ltd. (NASDAQ:FROG) by 14.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 115,274 shares of the company’s stock after buying an additional 14,504 shares during the quarter. Quantinno Capital Management LP owned about 0.10% of JFrog worth $5,410,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of FROG. Snowden Capital Advisors LLC lifted its holdings in shares of JFrog by 1.7% in the second quarter. Snowden Capital Advisors LLC now owns 15,183 shares of the company’s stock worth $666,000 after buying an additional 253 shares in the last quarter. Oppenheimer Asset Management Inc. grew its stake in JFrog by 2.0% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 15,184 shares of the company’s stock valued at $948,000 after acquiring an additional 299 shares in the last quarter. Praxis Investment Management Inc. increased its holdings in JFrog by 8.0% during the 1st quarter. Praxis Investment Management Inc. now owns 4,430 shares of the company’s stock worth $208,000 after acquiring an additional 330 shares during the period. Integrated Wealth Concepts LLC lifted its stake in JFrog by 5.8% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 6,897 shares of the company’s stock worth $326,000 after purchasing an additional 377 shares in the last quarter. Finally, Millstone Evans Group LLC lifted its stake in JFrog by 242.6% in the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after purchasing an additional 427 shares in the last quarter. 85.02% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on FROG. Raymond James Financial restated an “outperform” rating on shares of JFrog in a research report on Wednesday, July 22nd. DA Davidson set a $90.00 price objective on JFrog in a research report on Friday, May 8th. KeyCorp reissued an “overweight” rating on shares of JFrog in a research note on Friday, July 31st. Morgan Stanley restated an “overweight” rating and set a $80.00 target price on shares of JFrog in a research report on Friday, May 8th. Finally, Oppenheimer restated an “outperform” rating and issued a $105.00 target price on shares of JFrog in a research note on Wednesday, July 22nd. Twenty-one research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, JFrog has a consensus rating of “Moderate Buy” and a consensus target price of $91.19.

Key JFrog News

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.

Insider Buying and Selling at JFrog

In related news, Director Barry Zwarenstein sold 1,250 shares of the firm’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $80.10, for a total transaction of $100,125.00. Following the transaction, the director directly owned 31,687 shares of the company’s stock, valued at approximately $2,538,128.70. This trade represents a 3.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 15,000 shares of the stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $94.37, for a total transaction of $1,415,550.00. Following the transaction, the chief executive officer owned 4,577,237 shares in the company, valued at $431,953,855.69. The trade was a 0.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 938,649 shares of company stock valued at $76,347,827. 11.80% of the stock is currently owned by company insiders.

JFrog Price Performance

Shares of NASDAQ:FROG opened at $83.04 on Friday. The company’s fifty day moving average price is $84.96 and its 200-day moving average price is $62.93. The firm has a market capitalization of $10.06 billion, a price-to-earnings ratio of -156.68 and a beta of 1.22. JFrog Ltd. has a one year low of $34.05 and a one year high of $99.22.

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

JFrog Company 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.