JFrog Ltd.
At today's price, JFrog Ltd. (FROG) is priced for today's economics sustained for ~14.4 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• JFrog runs the platform companies use to store, secure, and ship the software binaries their applications are built from, and its cloud business grew 50% last quarter to cross half of total revenue, with overall revenue up 26% to $154.0 million [Source: Q1 2026 results, May 2026]. • The central risk is the price: at $82.68 the stock sits well above what every standard valuation lens supports, and the company is still GAAP-unprofitable, posting a net loss of $8.3 million in the quarter even as
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314 institutional managers reported holding FROG in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 35%. 67 opened new positions that quarter. Held by Vanguard Group, Whale Rock Capital, FMR (Fidelity), among others. On the short side, 4.2M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (1.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
FROG's share count grew 28.3% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at FROG over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
FROG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -1.0% | -16.1% |
| 2023-11-03 | +16.8% | +16.7% |
| 2024-02-16 | +33.3% | -17.1% |
| 2024-05-11 | -19.0% | +9.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
FROG's latest 8-K filings: 2026-05-22 (items 5.07); 2026-05-07 (items 2.02, 9.01); 2026-02-26 (items 8.01, 9.01); 2026-02-12 (items 2.02, 9.01); 2025-11-06 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.