HighTower Advisors LLC Has $2.69 Million Stock Holdings in JFrog Ltd. $FROG

HighTower Advisors LLC lifted its holdings in JFrog Ltd. (NASDAQ:FROG) by 452.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 56,821 shares of the company’s stock after buying an additional 46,529 shares during the quarter. HighTower Advisors LLC’s holdings in JFrog were worth $2,689,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in FROG. Public Sector Pension Investment Board acquired a new position in shares of JFrog during the third quarter worth approximately $3,247,000. Arrowstreet Capital Limited Partnership raised its position in JFrog by 3,033.8% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 291,134 shares of the company’s stock worth $12,775,000 after purchasing an additional 281,844 shares during the last quarter. Sound View Wealth Advisors Group LLC acquired a new position in JFrog during the 2nd quarter worth $233,000. Federated Hermes Inc. bought a new position in JFrog in the 3rd quarter valued at $6,697,000. Finally, Clal Insurance Enterprises Holdings Ltd boosted its position in JFrog by 5.4% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 976,812 shares of the company’s stock valued at $42,863,000 after buying an additional 50,000 shares during the last quarter. Institutional investors own 85.02% of the company’s stock.

Insider Transactions at JFrog

In other news, Director Frederic Simon sold 80,000 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $59.51, for a total transaction of $4,760,800.00. Following the sale, the director owned 3,660,786 shares of the company’s stock, valued at $217,853,374.86. This trade represents a 2.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CTO Yoav Landman sold 70,000 shares of JFrog stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $69.22, for a total value of $4,845,400.00. Following the transaction, the chief technology officer owned 5,958,641 shares in the company, valued at $412,457,130.02. This trade represents a 1.16% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 327,814 shares of company stock valued at $20,028,460. Insiders own 14.10% of the company’s stock.

JFrog Stock Performance

Shares of NASDAQ:FROG opened at $41.56 on Friday. The company has a 50 day moving average price of $55.61 and a two-hundred day moving average price of $53.62. The company has a market capitalization of $4.97 billion, a PE ratio of -67.03 and a beta of 1.13. JFrog Ltd. has a 52 week low of $27.00 and a 52 week high of $70.43.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company had revenue of $145.31 million for the quarter, compared to analysts’ expectations of $138.09 million. During the same period last year, the firm posted $0.19 earnings per share. The business’s quarterly revenue was up 25.2% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. On average, sell-side analysts forecast that JFrog Ltd. will post -0.33 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on FROG shares. Stifel Nicolaus dropped their target price on JFrog from $64.00 to $52.00 and set a “buy” rating for the company in a research report on Monday. Raymond James Financial reissued an “outperform” rating and set a $70.00 price objective on shares of JFrog in a report on Thursday. Truist Financial reaffirmed a “buy” rating and issued a $70.00 target price (up from $55.00) on shares of JFrog in a research note on Friday, November 7th. Canaccord Genuity Group dropped their price target on shares of JFrog from $75.00 to $66.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Finally, Evercore set a $80.00 price objective on shares of JFrog in a report on Thursday. Sixteen equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $67.42.

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.