JFrog Ltd. $FROG Shares Sold by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC trimmed its stake in JFrog Ltd. (NASDAQ:FROG) by 13.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 2,495,193 shares of the company’s stock after selling 400,812 shares during the quarter. JFrog comprises approximately 2.3% of TimesSquare Capital Management LLC’s portfolio, making the stock its biggest position. TimesSquare Capital Management LLC’s holdings in JFrog were worth $155,850,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Blue Trust Inc. acquired a new position in JFrog in the fourth quarter valued at $30,000. Farther Finance Advisors LLC increased its stake in 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 purchasing an additional 478 shares during the last quarter. First Horizon Corp acquired a new position in JFrog in the fourth quarter valued at $47,000. Aster Capital Management DIFC Ltd acquired a new position in JFrog in the third quarter valued at $56,000. Finally, Wilmington Savings Fund Society FSB increased its stake in JFrog by 1,086.8% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock valued at $60,000 after purchasing an additional 1,152 shares during the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CRO Tali Notman sold 21,097 shares of the company’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $41.28, for a total value of $870,884.16. Following the completion of the sale, the executive owned 752,598 shares of the company’s stock, valued at $31,067,245.44. This represents a 2.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Frederic Simon sold 117,500 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $63.78, for a total value of $7,494,150.00. Following the completion of the sale, the director directly owned 3,340,786 shares of the company’s stock, valued at $213,075,331.08. The trade was a 3.40% 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. Over the last three months, insiders have sold 437,503 shares of company stock valued at $21,688,931. 11.80% of the stock is owned by insiders.

JFrog Price Performance

Shares of NASDAQ FROG opened at $67.91 on Tuesday. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $72.06. The business has a 50-day moving average of $48.56 and a 200-day moving average of $53.70. The company has a market capitalization of $8.23 billion, a price-to-earnings ratio of -128.13 and a beta of 1.02.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The company had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. During the same quarter in the prior year, the business earned $0.20 earnings per share. The company’s revenue was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Research analysts expect that JFrog Ltd. will post -0.21 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms recently commented on FROG. KeyCorp reiterated an “overweight” rating and issued a $83.00 target price on shares of JFrog in a research note on Friday, May 8th. JPMorgan Chase & Co. increased their price target on shares of JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Raymond James Financial reaffirmed an “outperform” rating and set a $70.00 price target on shares of JFrog in a research note on Thursday, February 26th. Truist Financial increased their price target on shares of JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $80.00 price target on shares of JFrog in a research note on Wednesday, April 22nd. Eighteen analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $74.74.

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.