FROG in the 13F filings
Jfrog LTD · CUSIP M6191J100
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 31 Jan 2025
- Managers listing it
- 5
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 4 listed it in both
- Shares listed
- 3,740,402
- combined, among listed positions
- Reported value
- $110m
- combined, at the quarter end
Among the 94 comparable managers: 2 buyers (opened or added shares) and 4 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 2024
5 of 5 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | 1,282,500 | $38m | 0.06% | Trimmed | -77,800 | 13 Feb 2025 (the filing on sec.gov) |
| Baillie Gifford & Co | 1,194,717 | $35m | under 0.1% | Trimmed | -50,033 | 31 Jan 2025 (the filing on sec.gov) |
| Light Street Capital Management LLC | 765,018 | $22m | 4.13% | Trimmed | -183,497 | 14 Feb 2025 (the filing on sec.gov) |
| Woodline Partners LP | 438,454 | $13m | 0.09% | Added | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| ARK Investment Management LLC | 59,713 | $1.8m | under 0.1% | Added | +5,450 | 4 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- ARK Investment Management LLCexisting position · 59,713 shares now+5,450
Reductions
- Light Street Capital Management LLCexisting position · 765,018 shares now-183,497
- Renaissance Technologies LLCexisting position · 1,282,500 shares now-77,800
- Baillie Gifford & Coexisting position · 1,194,717 shares now-50,033
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- PDT Partners LLCwas $2.6m
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 →