Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jfrog Ltd (FROG)

405 + 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
↑ +86
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — FROG

Based on 413 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FROG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
413 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.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+119 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

267 buying174 selling
Last quarter: 267 funds were net buyers (139 opened a brand new position + 128 added to an existing one). Only 174 were sellers (121 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+63 vs last Q)

new funds entering per quarter
Funds opening a new FROG position: 59 → 74 → 76 → 139. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 37% new

■ 38% conviction (2yr+) ■ 25% medium ■ 37% new
Of the 413 current holders: 155 (38%) held >2 years, 104 held 1–2 years, and 154 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +122% but shares only +26% — price-driven

Value
+122%
Shares
+25%
Last quarter: the total dollar value of institutional holdings rose +122%, but actual share count only changed +26%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

47 → 59 → 74 → 76 → 139 new funds/Q
New funds entering each quarter: 59 → 74 → 76 → 139. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 51% veterans vs 37% newcomers

■ 51% veterans ■ 12% 1-2yr ■ 37% new
Entry-cohort mix of 434 holders: 223 (51%) are 2+ year veterans, 50 entered 1–2 years ago, and 161 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
59 of 409 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FROG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 267 hedge funds were net buyers of FROG (139 opened a new position, 128 added to an existing one), while 174 reduced or exited (121 trimmed, 53 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 49% of total institutional value in FROG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +86 funds (more new holders than closures). Total institutional holders: 413.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 5 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: FROG
405 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 405 327 23.85%
13F Shares 119M 103M 15.0%
Total Value $9.99B $4.56B 119.08%
New Positions 137 76 +61
Increased Positions 120 119 +1
Closed Positions 55 82 -27
Reduced Positions 115 97 +18
Total Calls 14 11 27.27%
Total Puts 11 10 10.0%
PUT/CALL Ratio 0.79 0.91 Neutral

Statistics: FROG

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Financial Highlights

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Institutional Holders (2026 Q2)

405 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Optimus Prime Fund Management Co., Ltd. 26.83% 3,990,000 $362.6M
2 Praesidium Investment Management Company, LLC 21.23% 500,984 $45.5M
3 Daventry Group, LP 20.00% 291,625 $26.5M
4 Light Street Capital Management, LLC 5.18% 514,500 $46.8M
5 Whale Rock Capital Management LLC 3.25% 4,458,423 $405.2M
6 Cypress Point Investment Management LP 3.14% 190,770 $17.3M
7 Peregrine Investment Management Inc 3.10% 80,000 $7.3M
8 Dorsal Capital Management, LP 2.82% 875,000 $79.5M
9 Ashford Capital Management Inc 2.65% 271,708 $24.7M
10 Diker Management LLC 2.10% 30,000 $2.7M
11 HERALD INVESTMENT MANAGEMENT Ltd 1.89% 153,550 $14.0M
12 Wasatch Advisors LP 1.71% 2,871,348 $260.9M
13 Lisanti Capital Growth, LLC 1.61% 80,655 $7.3M
14 Pier Capital, LLC 1.59% 131,860 $12.0M
15 Englebert Financial Advisers, LLC 1.47% 16,452 $1.5M
16 Next Century Growth Investors LLC 1.11% 230,703 $21.0M
17 G2 Investment Partners Management LLC 1.09% 66,000 $6.0M
18 NZS Capital, LLC 1.02% 433,501 $39.4M
19 Prescott Group Capital Management, L.L.C. 1.02% 130,000 $11.8M
20 West Tower Group, LLC 1.02% 4,000 $364K
21 Stephens Investment Management Group LLC 0.99% 1,013,628 $92.1M
22 Granahan Investment Management, LLC 0.97% 299,683 $27.2M
23 Maytus Capital Management, LLC 0.94% 66,000 $6.0M
24 Mirova 0.78% 232,115 $21.1M
25 AMJ Financial Wealth Management 0.72% 65,203 $3.1M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FROG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FROG?

More buyers than sellers — 61% buying: Last quarter: 267 funds were net buyers (139 opened a brand new position + 128 added to an existing one). Only 174 were sellers (121 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FROG holders?

Elite ownership — 49% AUM from top-100 funds: 59 of 409 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FROG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FROG?

Mixed — 38% long-term, 37% new: Of the 413 current holders: 155 (38%) held >2 years, 104 held 1–2 years, and 154 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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