Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jfrog Ltd (FROG)

320 + Investors. Track Smart Money conviction in FROG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — FROG

Based on 324 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FROG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
324 hedge funds hold FROG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

193 buying185 selling
Last quarter: 193 funds bought or added vs 185 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~75 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 59 → 74 → 75. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 26% medium ■ 30% new
144 out of 324 hedge funds have held FROG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +8%, value -20%

Value
-20%
Shares
+7%
Last quarter: funds added +8% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

59 → 46 → 59 → 74 → 75 new funds/Q
New funds entering each quarter: 46 → 59 → 74 → 75. A growing number of institutions are discovering FROG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 32% newcomers

■ 52% veterans ■ 16% 1-2yr ■ 32% new
Entry-cohort mix of 344 holders: 178 (52%) are 2+ year veterans, 56 entered 1–2 years ago, and 110 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
51 of 323 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FROG

In 2026 Q1, 193 hedge funds were net buyers of FROG (75 opened a new position, 118 added to an existing one), while 185 reduced or exited (102 trimmed, 83 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 32% of total institutional value in FROG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 324.

Hedge Fund Ownership: FROG

How many hedge funds hold FROG — quarterly history vs. share price
Quarterly hedge fund ownership of FROG vs. share price

Market Analysis: FROG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FROG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Jfrog Ltd (FROG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FROG has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
FROG
+76.8%
XLK
+42.2%

FROG outperformed XLK by +34.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FROG
+25.4%
XLK
+7.2%

Since the filing became public, FROG outperformed XLK by +18.2% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 5 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: FROG
320 + Investors

Track Smart Money conviction in FROG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 320 332 -3.61%
13F Shares 102M 95M 7.47%
Total Value $4.52B $5.67B -20.22%
New Positions 71 74 -3
Increased Positions 118 109 +9
Closed Positions 83 52 +31
Reduced Positions 96 116 -20
Total Calls 11 9 22.22%
Total Puts 10 9 11.11%
PUT/CALL Ratio 0.91 1.0 Neutral

Statistics: FROG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

320 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FROG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FROG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daventry Group, LP 25.30% 473,430 $22.2M
2 Optimus Prime Fund Management Co., Ltd. 21.26% 4,700,931 $220.6M
3 Praesidium Investment Management Company, LLC 11.36% 1,013,484 $47.6M
4 Cypress Point Investment Management LP 5.13% 463,936 $21.8M
5 Light Street Capital Management, LLC 5.05% 575,000 $27.0M
6 Whale Rock Capital Management LLC 3.65% 6,019,793 $282.5M
7 Roubaix Capital, LLC 2.10% 95,944 $4.5M
8 Dorsal Capital Management, LP 2.10% 1,150,000 $54.0M
9 Ashford Capital Management Inc 1.66% 286,118 $13.4M
10 Greenvale Capital LLP 1.41% 275,000 $12.9M
11 Lisanti Capital Growth, LLC 1.41% 119,310 $5.6M
12 HERALD INVESTMENT MANAGEMENT Ltd 1.31% 200,000 $9.4M
13 Wilson Asset Management (international) Pty Ltd 1.30% 97,929 $4.6M
14 Wasatch Advisors LP 1.30% 4,156,033 $195.0M
15 Cannon Global Investment Management, LLC 1.29% 14,100 $662K
16 Diker Management LLC 1.26% 30,000 $1.4M
17 Kinetic Partners Management, LP 1.18% 450,629 $21.1M
18 Grandeur Peak Global Advisors, LLC 1.09% 99,409 $4.7M
19 Englebert Financial Advisers, LLC 0.95% 17,719 $832K
20 NZS Capital, LLC 0.85% 540,609 $25.4M
21 G2 Investment Partners Management LLC 0.75% 65,295 $3.1M
22 AMJ Financial Wealth Management 0.72% 65,203 $3.1M
23 Prescott Group Capital Management, L.L.C. 0.70% 150,000 $7.0M
24 Mirova 0.68% 354,574 $16.6M
25 Lavelle Capital LP 0.65% 22,290 $1.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Jfrog Ltd (FROG)

What does the Smart Money Trend signal show for FROG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FROG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FROG?

Slight buying edge — 51% buying: Last quarter: 193 funds bought or added vs 185 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FROG holders?

Strong quality — 32% AUM from major funds: 51 of 323 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FROG?

44% of holders stayed for 2+ years: 144 out of 324 hedge funds have held FROG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Jfrog Ltd (FROG) following the 2026 Q1 hedge fund 13F filings?

As of today, FROG has moved +25.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +7.2% for the XLK sector ETF — an outperformance of +18.2%. Since the quarter end (March 31, 2026), FROG has gained +76.8% vs +42.2% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →