Dimensional Fund Advisors LP Boosts Stock Position in JFrog Ltd. $FROG

Dimensional Fund Advisors LP lifted its position in JFrog Ltd. (NASDAQ:FROG) by 4.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 483,174 shares of the company’s stock after buying an additional 22,199 shares during the quarter. Dimensional Fund Advisors LP’s holdings in JFrog were worth $22,675,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Blue Trust Inc. purchased a new position in JFrog during the 4th quarter valued at about $30,000. Millstone Evans Group LLC increased its stake in JFrog by 242.6% during the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after purchasing an additional 427 shares during the period. Farther Finance Advisors LLC increased its stake in JFrog by 318.7% during the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after purchasing an additional 478 shares during the period. Employees Retirement System of Texas acquired a new stake in shares of JFrog during the fourth quarter worth about $44,000. Finally, First Horizon Corp acquired a new stake in shares of JFrog during the fourth quarter worth about $47,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

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.

Insider Activity

In other JFrog news, CFO Eduard Grabscheid sold 5,654 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $84.69, for a total value of $478,837.26. Following the transaction, the chief financial officer directly owned 209,658 shares in the company, valued at $17,755,936.02. This represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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. Also, CEO Ben Haim Shlomi sold 15,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $94.37, for a total transaction of $1,415,550.00. Following the sale, the chief executive officer directly owned 4,577,237 shares in the company, valued at approximately $431,953,855.69. The trade was a 0.33% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 938,649 shares of company stock valued at $76,347,827 over the last 90 days. Insiders own 11.80% of the company’s stock.

JFrog Price Performance

JFrog stock opened at $83.04 on Friday. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $99.22. The stock has a market cap of $10.06 billion, a PE ratio of -156.68 and a beta of 1.22. The stock’s fifty day moving average is $84.96 and its two-hundred day moving average is $62.93.

JFrog (NASDAQ:FROG) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.24 by $0.03. The business had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The business’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, research analysts expect that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on FROG shares. DA Davidson set a $90.00 price objective on shares of JFrog in a report on Friday, May 8th. Benchmark reissued a “buy” rating on shares of JFrog in a research report on Wednesday, July 29th. Barclays boosted their price target on shares of JFrog from $75.00 to $88.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 10th. Stifel Nicolaus upped their price objective on JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Finally, Oppenheimer reiterated an “outperform” rating and issued a $105.00 price objective on shares of JFrog in a research note on Wednesday, July 22nd. Twenty-one investment 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. Based on data from MarketBeat.com, JFrog presently has an average rating of “Moderate Buy” and an average price target of $91.19.

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.