L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 30 Jul 2025
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 8 listed it in both
Shares listed
14,255,131
combined, among listed positions
Reported value
$626m
combined, at the quarter end

Among the 95 comparable managers: 12 buyers (opened or added shares) and 5 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Point72 Asset Management LP2,751,366$121m0.24%Added+1,012,65514 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP2,044,889$90munder 0.1%Trimmed-106,11914 Aug 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC1,713,706$75m1.04%Newnew14 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,621,900$71m0.09%Added+294,50013 Aug 2025 (the filing on sec.gov)
MFS Investment Management1,022,045$45munder 0.1%Trimmed-276,7958 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP980,179$43munder 0.1%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Baillie Gifford & Co973,397$43munder 0.1%Trimmed-87,7616 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP700,577$31m0.05%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Artisan Partners LP612,807$27munder 0.1%Newnew12 Aug 2025 (the filing on sec.gov)
Light Street Capital Management LLC608,770$27m5.46%Trimmed-32,17014 Aug 2025 (the filing on sec.gov)
Woodline Partners LP396,965$17m0.09%Newnew14 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP341,200$15munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP180,421$7.9m0.07%Newnew13 Aug 2025 (the filing on sec.gov)
PDT Partners LLC176,302$7.7m0.44%Added+56,32714 Aug 2025 (the filing on sec.gov)
Quantbot Technologies LP60,109$2.6m0.07%Addedn.a.13 Aug 2025 (the filing on sec.gov)
ARK Investment Management LLC52,997$2.3munder 0.1%Trimmed-5,39830 Jul 2025 (the filing on sec.gov)
Winton Group Ltd17,501$768kunder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

05101520202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
FROG by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202013$294mn.a.n.a.
Q4 20207$346mn.a.n.a.
Q1 20217$276mn.a.n.a.
Q2 20215$285mn.a.n.a.
Q3 20219$238mn.a.n.a.
Q4 20219$256mn.a.n.a.
Q1 20226$166mn.a.n.a.
Q2 20227$124mn.a.n.a.
Q3 20226$100mn.a.n.a.
Q4 20225$67mn.a.n.a.
Q1 20235$65mn.a.n.a.
Q2 20239$189mn.a.n.a.
Q3 20238$162mn.a.n.a.
Q4 202310$246m63
Q1 20249$214m26
Q2 20247$141m43
Q3 20245$107m24
Q4 20245$110m24
Q1 20258$269m53
Q2 202517$626m125
Q3 202515$591m78
Q4 202513$779m1224
Q1 202613$680m1816
Q2 202614$1.6bn1918

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 →