Wellington Management Group LLP Purchases Shares of 769,710 JFrog Ltd. $FROG

Wellington Management Group LLP acquired a new position in JFrog Ltd. (NASDAQ:FROG) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 769,710 shares of the company’s stock, valued at approximately $69,951,000. Wellington Management Group LLP owned approximately 0.62% of JFrog at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. UBS Group AG boosted its position in JFrog by 293.8% during the fourth quarter. UBS Group AG now owns 296,419 shares of the company’s stock worth $18,514,000 after purchasing an additional 221,155 shares in the last quarter. Summit Partners Public Asset Management LLC increased its stake in shares of JFrog by 77.8% in the 4th quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock worth $99,157,000 after acquiring an additional 694,700 shares during the last quarter. Dana Investment Advisors Inc. purchased a new position in JFrog during the fourth quarter worth about $2,013,000. American Capital Management Inc. purchased a new stake in shares of JFrog during the 2nd quarter valued at approximately $1,225,000. Finally, Robeco Schweiz AG purchased a new stake in JFrog in the fourth quarter valued at $11,293,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

Key JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog announced a partnership with Wiz to help customers identify and address AI-era threats across the software supply chain. The collaboration could strengthen JFrog’s security offering and support demand for its platform. JFrog Partners with Wiz
• Positive Sentiment: The company introduced zero-touch remediation for its self-healing software supply chain and highlighted secure open-source partnerships. Automated remediation may broaden JFrog’s addressable market and increase the value of its security products. JFrog Introduces Zero-Touch Remediation
• Positive Sentiment: JFrog promoted DevGovOps capabilities for continuous compliance and embedded security for agentic workforces, positioning its platform for software development and AI adoption. JFrog Delivers DevGovOps at Scale
• Neutral Sentiment: Recent insider transactions included CTO Yoav Landman’s sale of approximately $25.1 million in shares and director Elisa Steele’s sale of about $57,000. Both were conducted under pre-arranged Rule 10b5-1 plans, while the executives retained substantial holdings, reducing—but not eliminating—their signaling impact.
• Negative Sentiment: Multiple security outlets reported that hackers exploited a critical JFrog Artifactory vulnerability shortly after disclosure to mint admin tokens and potentially obtain full control. Active exploitation could pressure customer confidence and increase scrutiny of JFrog’s security response. Hackers exploit critical JFrog Artifactory flaw Critical vulnerability reportedly exploited

JFrog Stock Down 0.1%

FROG opened at $91.73 on Thursday. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $105.76. The business has a 50 day moving average price of $89.06 and a two-hundred day moving average price of $68.02. The company has a market cap of $11.31 billion, a PE ratio of -247.91 and a beta of 1.28.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.24 by $0.03. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. During the same quarter last year, the business earned $0.18 EPS. The business’s revenue was up 28.7% on a year-over-year basis. 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, sell-side analysts expect that JFrog Ltd. will post -0.11 EPS for the current fiscal year.

Analysts Set New Price Targets

FROG has been the topic of a number of research reports. Piper Sandler upped their price target on JFrog from $65.00 to $90.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Morgan Stanley set a $100.00 price target on shares of JFrog in a research note on Friday, August 7th. TD Cowen upped their price objective on JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Needham & Company LLC upped their price target on JFrog from $80.00 to $115.00 and gave the company a “buy” rating in a report on Friday, August 7th. Finally, BTIG Research increased their target price on shares of JFrog from $100.00 to $115.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Twenty-two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, JFrog has a consensus rating of “Moderate Buy” and an average price target of $106.36.

Insider Buying and Selling

In other JFrog news, Director Elisa Steele sold 554 shares of the firm’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $103.41, for a total transaction of $57,289.14. Following the completion of the transaction, the director owned 23,750 shares of the company’s stock, valued at approximately $2,455,987.50. This trade represents a 2.28% decrease in their ownership of the stock. The transaction 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, CTO Yoav Landman sold 249,300 shares of the stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $100.72, for a total value of $25,109,496.00. Following the sale, the chief technology officer directly owned 5,199,038 shares in the company, valued at approximately $523,647,107.36. The trade was a 4.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 824,140 shares of company stock valued at $76,301,888 in the last three months. 11.80% of the stock is owned by insiders.

JFrog 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.