JFROG LTD FROG
ORD SHS · Common Stock · CUSIP M6191J100
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($326.2k this quarter). Holder counts are more reliable. Shares outstanding: 121.1m as of 2026-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $46.91. Options: 15 managers hold calls ($76.6m notional), 14 hold puts ($37.5m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 168 |
| Q4 2022 | 176 |
| Q1 2023 | 182 |
| Q2 2023 | 189 |
| Q3 2023 | 217 |
| Q4 2023 | 241 |
| Q1 2024 | 277 |
| Q2 2024 | 266 |
| Q3 2024 | 245 |
| Q4 2024 | 248 |
| Q1 2025 | 279 |
| Q2 2025 | 295 |
| Q3 2025 | 308 |
| Q4 2025 | 333 |
| Q1 2026 | 326 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 142 | 141 |
| Q3 2024 | 128 | 126 |
| Q4 2024 | 118 | 106 |
| Q1 2025 | 160 | 100 |
| Q2 2025 | 158 | 122 |
| Q3 2025 | 151 | 140 |
| Q4 2025 | 173 | 153 |
| Q1 2026 | 187 | 174 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $57.0m | $20.8m | 0.37 |
| Q3 2025 | $64.6m | $30.1m | 0.47 |
| Q4 2025 | $67.2m | $24.7m | 0.37 |
| Q1 2026 | $76.6m | $37.5m | 0.49 |
Biggest buyers
| FIRST TRUST ADVISORS LP | Added | +3.4m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +3.3m |
| WASATCH ADVISORS LP | Added | +2.7m |
| Swedbank AB | New | +1.7m |
| MARSHALL WACE, LLP | New | +1.2m |
| Dorsal Capital Management, LP | New | +1.1m |
| CITADEL ADVISORS LLC | Added | +1.1m |
| CONGRESS ASSET MANAGEMENT CO | New | +1.0m |
| Stephens Investment Management Group LLC | New | +894.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +861.8k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Sold out | -2.7m |
| FMR LLC | Reduced | -1.6m |
| Anatole Investment Management Ltd | Sold out | -1.4m |
| 1832 Asset Management L.P. | Reduced | -1.1m |
| Grandeur Peak Global Advisors, LLC | Reduced | -1.1m |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Reduced | -1.1m |
| Assenagon Asset Management S.A. | Reduced | -954.1k |
| MORGAN STANLEY | Reduced | -918.5k |
| BAMCO INC /NY/ | Reduced | -873.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -664.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.6m439.5k shares |
| PEAK6 LLC | Reduced | $13.1m278.8k shares |
| JANE STREET GROUP, LLC | Added | $9.2m195.3k shares |
| PICTON MAHONEY ASSET MANAGEMENT | New | $8.4m180.0k shares |
| IMC-Chicago, LLC | Added | $5.7m121.5k shares |
| CITADEL ADVISORS LLC | Added | $5.3m112.8k shares |
| MILLENNIUM MANAGEMENT LLC | New | $3.3m71.3k shares |
| Walleye Trading LLC | Added | $3.1m66.8k shares |
| Verition Fund Management LLC | New | $2.8m60.0k shares |
| GROUP ONE TRADING LLC | Added | $2.5m54.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.3m176.7k shares |
| JANE STREET GROUP, LLC | Added | $5.6m118.9k shares |
| MILLENNIUM MANAGEMENT LLC | New | $4.7m101.0k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $4.7m100.0k shares |
| IMC-Chicago, LLC | Added | $4.0m85.4k shares |
| SIMPLEX TRADING, LLC | Added | $3.8m80.4k shares |
| GROUP ONE TRADING LLC | Added | $2.0m41.8k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.6m33.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.0m21.9k shares |
| HRT FINANCIAL LP | New | $807.0k17.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution new · filed 2026-07-28 | 6.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 5 | $13.2m | $11.3m |
| Q3 2024 | 0 | — | 5 | $6.6m | $5.7m |
| Q4 2024 | 0 | — | 6 | $9.5m | $6.7m |
| Q1 2025 | 0 | — | 6 | $20.8m | $18.0m |
| Q2 2025 | 0 | — | 6 | $22.0m | $16.8m |
| Q3 2025 | 0 | — | 7 | $26.0m | $21.5m |
| Q4 2025 | 0 | — | 9 | $47.6m | $44.7m |
| Q1 2026 | 0 | — | 9 | $27.2m | $23.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-26 | Simon Frederic Director | Sold plan | $462.4k9.6k shares |
| 2026-03-26 | ZWARENSTEIN BARRY Director | Sold plan | $61.2k1.2k shares |
| 2026-03-25 | Sela Yossi Director | Sold plan | $1.1m25.0k shares |
| 2026-03-25 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.1m25.0k shares |
| 2026-03-25 | Simon Frederic Director | Sold plan | $479.4k10.4k shares |
| 2026-03-25 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sold plan | $406.9k9.0k shares |
| 2026-03-06 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.1m25.4k shares |
| 2026-03-05 | Notman Tali CHIEF REVENUE OFFICER | Sold plan | $870.8k21.1k shares |
| 2026-03-03 | Simon Frederic Director | Sold plan | $420.8k10.0k shares |
| 2026-03-03 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sold | $244.5k6.1k shares |
| 2026-03-02 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER, director | Sold | $2.9m71.8k shares |
| 2026-03-02 | Simon Frederic Director | Sold plan | $1.0m25.0k shares |
| 2026-03-02 | Grabscheid Eduard CHIEF FINANCIAL OFFICER | Sold | $627.9k15.6k shares |
| 2026-03-02 | Notman Tali CHIEF REVENUE OFFICER | Sold | —35.9k shares |
| 2026-02-24 | Wassenaar Yvonne Director | Sold plan | $47.6k1.4k shares |
| 2026-02-24 | Steele Elisa Director | Sold plan | $23.8k684 shares |
| 2026-02-13 | Landman Yoav CHIEF TECHNOLOGY OFFICER, director | Sold plan | $1.7m30.0k shares |
| 2026-02-12 | Simon Frederic Director | Sold plan | $3.6m67.5k shares |
| 2026-02-12 | Landman Yoav CHIEF TECHNOLOGY OFFICER, director | Sold plan | $797.8k15.0k shares |
| 2026-02-05 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.3m25.0k shares |
| 2026-01-16 | Landman Yoav CHIEF TECHNOLOGY OFFICER, director | Sold plan | $2.6m45.0k shares |
| 2026-01-07 | Shlomi Ben Haim CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.5m25.0k shares |
| 2026-01-06 | Wassenaar Yvonne Director | Sold plan | $114.9k2.0k shares |
| 2026-01-02 | Simon Frederic Director | Sold plan | $4.8m80.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 6.1m $288.4m | First filing |
| Whale Rock Capital Management LLC 3.65% of their portfolio | 6.0m $282.5m | Added +722.0k |
| Optimus Prime Fund Management Co., Ltd. 21.26% of their portfolio | 4.7m $220.6m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.24% of their portfolio | 4.4m $206.8m | Added +3.3m |
| WASATCH ADVISORS LP 1.30% of their portfolio | 4.2m $195.0m | Added +2.7m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.4m $158.7m | First filing |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 3.4m $157.8m | Added +3.4m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.1m $133.7m | Added +257.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.5m $118.2m | Added +819.3k |
| Fiera Capital Corp 0.37% of their portfolio | 2.3m $109.2m | Added +72.8k |
| FMR LLC 0.01% of their portfolio | 2.2m $104.9m | Reduced -1.6m |
| TimesSquare Capital Management, LLC 1.67% of their portfolio | 2.1m $98.4m | Reduced -397.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.0m $94.8m | Reduced -664.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 2.0m $92.2m | Added +861.8k |
| Invesco Ltd. 0.01% of their portfolio | 1.9m $88.9m | Reduced -210.5k |
| LAZARD ASSET MANAGEMENT LLC 0.13% of their portfolio | 1.7m $80.5m | Added +506.4k |
| BlackRock, Inc. 0.00% of their portfolio | 1.7m $79.4m | Added +581.9k |
| Swedbank AB 0.08% of their portfolio | 1.7m $78.9m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 1.6m $74.7m | Added +517.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 1.6m $73.9m | Reduced -58.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.5m $72.3m | Added +310.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 1.5m $68.3m | Added +105.8k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.2m $58.3m | Added +1.1m |
| MARSHALL WACE, LLP 0.06% of their portfolio | 1.2m $55.4m | New |
| Dorsal Capital Management, LP 2.15% of their portfolio | 1.1m $54.0m | New |
| Ensign Peak Advisors, Inc 0.10% of their portfolio | 1.1m $53.7m | Reduced -301.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 1.1m $52.4m | Added +51.4k |
| BAILLIE GIFFORD & CO 0.05% of their portfolio | 1.0m $47.7m | Added +145.4k |
| Praesidium Investment Management Company, LLC 11.36% of their portfolio | 1.0m $47.6m | Reduced -497.8k |
| CONGRESS ASSET MANAGEMENT CO 0.34% of their portfolio | 1.0m $47.5m | New |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 951.3k $44.6m | Added +639.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 925.0k $43.4m | Added +351.0k |
| Stephens Investment Management Group LLC 0.58% of their portfolio | 894.0k $42.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 879.0k $41.2m | Added +177.2k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 864.1k $54.0m | Reduced -263.5k |
| Amundi 0.01% of their portfolio | 836.4k $39.3m | Added +178.0k |
| Legal & General Group Plc 0.01% of their portfolio | 772.3k $36.2m | Added +237.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 720.3k $33.8m | Added +671.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 711.0k $31.0m | Reduced -6.3k |
| Clal Insurance Enterprises Holdings Ltd 0.18% of their portfolio | 646.8k $30.4m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 643.7k $30.2m | Reduced -918.5k |
| LORD, ABBETT & CO. LLC 0.10% of their portfolio | 623.5k $29.3m | Reduced -552.1k |
| BAMCO INC /NY/ 0.09% of their portfolio | 620.3k $29.1m | Reduced -873.2k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 618.7k $29.0m | Added +80.2k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 588.9k $27.6m | Reduced -954.1k |
| LIGHT STREET CAPITAL MANAGEMENT, LLC 5.43% of their portfolio | 575.0k $27.0m | Added +113.0k |
| Atreides Management, LP 0.63% of their portfolio | 555.0k $26.0m | Added +150.7k |
| NZS Capital, LLC 0.85% of their portfolio | 540.6k $25.4m | Added +304.4k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 531.9k $25.0m | Added +511.4k |
| ROYCE & ASSOCIATES LP 0.24% of their portfolio | 512.0k $24.0m | Added +152.1k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.08% of their portfolio | 498.5k $23.4m | Reduced -1.1m |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 495.4k $23.2m | Added +372.0k |
| Aberdeen Group plc 0.04% of their portfolio | 491.4k $23.1m | Added +93.0k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 490.1k $23.0m | Reduced -205.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 483.2k $22.7m | Added +22.2k |
| Daventry Group, LP 25.30% of their portfolio | 473.4k $22.2m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 468.9k $22.0m | Added +294.5k |
| CYPRESS POINT INVESTMENT MANAGEMENT LP 5.13% of their portfolio | 463.9k $21.8m | Added +40.0k |
| Kinetic Partners Management, LP 1.18% of their portfolio | 450.6k $21.1m | Reduced -39.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 434.3k $20.4m | Reduced -20.5k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 415.9k $19.5m | Reduced -296.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.08% of their portfolio | 411.4k $19.3m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 406.4k $19.1m | Added +5.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 379.4k $17.8m | Reduced -55.6k |
| Schonfeld Strategic Advisors LLC 0.14% of their portfolio | 369.7k $17.3m | Added +122.1k |
| MIROVA 0.68% of their portfolio | 354.6k $16.6m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 347.2k $16.3m | Reduced -195.6k |
| Squarepoint Ops LLC 0.03% of their portfolio | 342.3k $16.1m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 330.3k $15.5m | Added +179.5k |
| 1832 Asset Management L.P. 0.02% of their portfolio | 326.3k $15.3m | Reduced -1.1m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 315.9k $14.8m | Added +1.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.55% of their portfolio | 314.0k $14.7m | Added +40.8k |
| ASHFORD CAPITAL MANAGEMENT INC 1.66% of their portfolio | 286.1k $13.4m | Reduced -23.0k |
| UBS Group AG 0.00% of their portfolio | 284.4k $13.3m | Reduced -12.0k |
| Greenvale Capital LLP 1.41% of their portfolio | 275.0k $12.9m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 206.8k $9.7m | Reduced -14.7k |
| HERALD INVESTMENT MANAGEMENT Ltd 1.31% of their portfolio | 200.0k $9.4m | Reduced -30.0k |
| Swiss National Bank 0.01% of their portfolio | 199.1k $9.3m | Added +3.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 197.8k $9.3m | Added +45.4k |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 196.8k $9.2m | Reduced -27.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 188.1k $8.8m | Added +27.5k |
| SEGALL BRYANT & HAMILL, LLC 0.12% of their portfolio | 179.2k $8.4m | Reduced -10.2k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.61% of their portfolio | 178.9k $8.4m | Reduced -179.1k |
| CREDIT AGRICOLE S A 0.03% of their portfolio | 174.7k $8.2m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 170.3k $8.0m | Added +11.2k |
| Nuveen, LLC 0.00% of their portfolio | 166.7k $7.8m | Added +24.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 160.6k $7.5m | Reduced -188.2k |
| Prescott Group Capital Management, L.L.C. 0.70% of their portfolio | 150.0k $7.0m | Added +20.0k |
| J. Safra Sarasin Holding AG 0.12% of their portfolio | 148.3k $7.0m | Reduced -45.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 147.6k $6.9m | Added +57.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 142.2k $6.7m | Reduced -126.7k |
| Aquatic Capital Management LLC 0.19% of their portfolio | 141.2k $6.6m | New |
| ABN AMRO INVESTMENT SOLUTIONS 0.08% of their portfolio | 136.4k $6.4m | New |
| Granahan Investment Management, LLC 0.30% of their portfolio | 130.1k $6.1m | Reduced -20.5k |
| Siren, L.L.C. 0.17% of their portfolio | 128.8k $6.0m | Added +35.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.04% of their portfolio | 128.4k $6.0m | Reduced -12.7k |
| EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio | 120.1k $5.6m | Added +36.1k |
| Lisanti Capital Growth, LLC 1.41% of their portfolio | 119.3k $5.6m | Reduced -25.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 119.2k $5.6m | Reduced -54.8k |
| Quantinno Capital Management LP 0.01% of their portfolio | 115.3k $5.4m | Added +14.5k |