FROG in the 13F filings
Jfrog LTD · CUSIP M6191J100
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 8 listed it in both
- Shares listed
- 7,121,186
- combined, among listed positions
- Reported value
- $246m
- combined, at the quarter end
Among the 93 comparable managers: 6 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing FROG in Q4 2023
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Point72 Asset Management LP | 1,681,876 | $58m | 0.14% | Added | +646,976 | 14 Feb 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 1,557,259 | $54m | under 0.1% | Trimmed | -180,855 | 26 Jan 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 1,444,300 | $50m | 0.08% | Added | +45,600 | 13 Feb 2024 (the filing on sec.gov) |
| Acadian Asset Management LLC | 720,108 | $25m | 0.10% | Trimmed | -25,950 | 13 Feb 2024 (the filing on sec.gov) |
| Light Street Capital Management LLC | 700,613 | $24m | 7.26% | Added | +75,676 | 14 Feb 2024 (the filing on sec.gov) |
| Two Sigma Advisers LP | 662,500 | $23m | 0.05% | Added | +69,300 | 14 Feb 2024 (the filing on sec.gov) |
| Capital Research Global Investors | 178,400 | $6.2m | under 0.1% | Held | 0 | 13 Feb 2024 (the filing on sec.gov) |
| PDT Partners LLC | 88,424 | $3.1m | 0.34% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| ARK Investment Management LLC | 81,599 | $2.8m | under 0.1% | Added | +7,202 | 17 Jan 2024 (the filing on sec.gov) |
| Woodline Partners LP | 6,107 | $211k | under 0.1% | Trimmed | n.a. | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPexisting position · 1,681,876 shares now+646,976
- PDT Partners LLCnew position · 88,424 shares now+88,424
- Light Street Capital Management LLCexisting position · 700,613 shares now+75,676
- Two Sigma Advisers LPexisting position · 662,500 shares now+69,300
- Renaissance Technologies LLCexisting position · 1,444,300 shares now+45,600
Reductions
- Baillie Gifford & Coexisting position · 1,557,259 shares now-180,855
- Acadian Asset Management LLCexisting position · 720,108 shares now-25,950
New positions and exits
New (1)
- PDT Partners LLC$3.1m
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2020 | 13 | $294m | n.a. | n.a. |
| Q4 2020 | 7 | $346m | n.a. | n.a. |
| Q1 2021 | 7 | $276m | n.a. | n.a. |
| Q2 2021 | 5 | $285m | n.a. | n.a. |
| Q3 2021 | 9 | $238m | n.a. | n.a. |
| Q4 2021 | 9 | $256m | n.a. | n.a. |
| Q1 2022 | 6 | $166m | n.a. | n.a. |
| Q2 2022 | 7 | $124m | n.a. | n.a. |
| Q3 2022 | 6 | $100m | n.a. | n.a. |
| Q4 2022 | 5 | $67m | n.a. | n.a. |
| Q1 2023 | 5 | $65m | n.a. | n.a. |
| Q2 2023 | 9 | $189m | n.a. | n.a. |
| Q3 2023 | 8 | $162m | n.a. | n.a. |
| Q4 2023 | 10 | $246m | 6 | 3 |
| Q1 2024 | 9 | $214m | 2 | 6 |
| Q2 2024 | 7 | $141m | 4 | 3 |
| Q3 2024 | 5 | $107m | 2 | 4 |
| Q4 2024 | 5 | $110m | 2 | 4 |
| Q1 2025 | 8 | $269m | 5 | 3 |
| Q2 2025 | 17 | $626m | 12 | 5 |
| Q3 2025 | 15 | $591m | 7 | 8 |
| Q4 2025 | 13 | $779m | 12 | 24 |
| Q1 2026 | 13 | $680m | 18 | 16 |
| Q2 2026 | 14 | $1.6bn | 19 | 18 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
FROG and GOOGL →FROG and AMZN →FROG and MSFT →Choose a stock to compare with FROG →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own FROG, latest filings →Back to the 13F Explorer →