SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC FROG JFROG LTD

Ownership history in SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC  ·  10 quarters on record

AI Ownership Summary

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported JFROG LTD (FROG) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.06% in 2025 Q4. The latest visible filing shows FROG at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FROG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC's position in JFROG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FROG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC held FROG — position size vs. price
% of Fund (quarterly)    FROG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 100,000 -398,517 -79.9% 0.13% $4.7M 2026-05-15 $66.16
2026 Q1 REDUCED 498,517 -1,089,008 -68.6% 0.63% $23.4M 2026-05-15 $66.16
2025 Q4 ADDED 1,587,525 +1,387,525 +693.8% 2.06% $99.2M 2026-02-17 $47.56
2025 Q3 UNCHANGED 200,000 0% 0.20% $9.5M 2025-11-14 $59.09
2025 Q3 REDUCED 77.6% +39.6% 200,000 -692,825 -77.6% 0.20% $9.5M 2025-11-14 $59.09
2025 Q3 ADDED 892,825 +792,825 +792.8% 0.88% $42.3M 2025-11-14 $59.09
2024 Q2 REDUCED 76.7% -22.7% 100,000 -330,000 -76.7% 0.14% $3.8M 2024-08-14 $25.90
2024 Q2 ADDED 430,000 +130,300 +43.5% 0.62% $16.1M 2024-08-14 $25.90
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC and FROG

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported owning FROG?

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported FROG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FROG position in SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for FROG was 2.06% in 2025 Q4.

What is the latest reported FROG position on this page?

The most recent filing on this page is 2026 Q1, when SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported 100,000 shares, equal to 0.13% of portfolio, with an estimated market value of $4.7M.

What does the chart on this FROG ownership page compare?

The chart compares SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC's quarterly FROG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC time their FROG position?

Based on 13F filing dates vs. subsequent FROG price moves, SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on FROG relative to SPY over the holding period was -7.7%.

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