Rockefeller Capital Management L.P. Raises Position in JFrog Ltd. $FROG

Rockefeller Capital Management L.P. increased its stake in JFrog Ltd. (NASDAQ:FROG) by 50.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 22,507 shares of the company’s stock after purchasing an additional 7,498 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in JFrog were worth $1,406,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Blue Trust Inc. bought a new position in JFrog during the fourth quarter valued at $30,000. Farther Finance Advisors LLC raised its stake in shares of JFrog by 318.7% in the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after buying an additional 478 shares during the period. Employees Retirement System of Texas purchased a new position in shares of JFrog during the 4th quarter valued at $44,000. First Horizon Corp purchased a new position in shares of JFrog during the 4th quarter valued at $47,000. Finally, Caitong International Asset Management Co. Ltd lifted its position in shares of JFrog by 12,566.7% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock valued at $47,000 after buying an additional 754 shares during the last quarter. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently weighed in on FROG shares. BTIG Research lifted 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. DA Davidson set a $90.00 price objective on shares of JFrog in a report on Friday, May 8th. Truist Financial increased their target price on shares of JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. KeyCorp boosted their price target on shares of JFrog from $86.00 to $89.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Finally, Citigroup restated a “buy” rating on shares of JFrog in a research note on Monday, June 8th. Twenty-one analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, JFrog has a consensus rating of “Moderate Buy” and an average price target of $81.62.

Insider Transactions at JFrog

In other news, CTO Yoav Landman sold 150,000 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $89.99, for a total value of $13,498,500.00. Following the completion of the transaction, the chief technology officer directly owned 5,539,038 shares in the company, valued at approximately $498,458,029.62. This trade represents a 2.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 22,015 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $83.95, for a total transaction of $1,848,159.25. Following the transaction, the executive directly owned 706,629 shares of the company’s stock, valued at approximately $59,321,504.55. This represents a 3.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 941,699 shares of company stock valued at $74,009,302. Company insiders own 11.80% of the company’s stock.

JFrog Stock Performance

NASDAQ:FROG opened at $90.39 on Thursday. The business’s fifty day moving average is $71.49 and its 200 day moving average is $58.56. The firm has a market cap of $10.95 billion, a price-to-earnings ratio of -170.55 and a beta of 1.20. JFrog Ltd. has a 52-week low of $34.05 and a 52-week high of $93.12.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, topping the consensus estimate 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 firm’s revenue was up 25.8% compared to the same quarter last year. During the same quarter last year, the company 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. Equities analysts predict that JFrog Ltd. will post -0.15 EPS 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.