FROG in the 13F filings
Jfrog LTD · CUSIP M6191J100
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 21 Jul 2025
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 4 listed it in both
- Shares listed
- 8,396,427
- combined, among listed positions
- Reported value
- $269m
- combined, at the quarter end
Among the 95 comparable managers: 5 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 Q1 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| AllianceBernstein LP | 2,151,008 | $69m | under 0.1% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Point72 Asset Management LP | 1,738,711 | $56m | 0.13% | New | new | 21 Jul 2025 (the filing on sec.gov) |
| Renaissance Technologies LLC | 1,327,400 | $42m | 0.06% | Added | +44,900 | 14 May 2025 (the filing on sec.gov) |
| MFS Investment Management | 1,298,840 | $42m | under 0.1% | Added | n.a. | 2 May 2025 (the filing on sec.gov) |
| Baillie Gifford & Co | 1,061,158 | $34m | under 0.1% | Trimmed | -133,559 | 7 May 2025 (the filing on sec.gov) |
| Light Street Capital Management LLC | 640,940 | $21m | 5.73% | Trimmed | -124,078 | 15 May 2025 (the filing on sec.gov) |
| PDT Partners LLC | 119,975 | $3.8m | 0.27% | New | new | 15 May 2025 (the filing on sec.gov) |
| ARK Investment Management LLC | 58,395 | $1.9m | under 0.1% | Trimmed | -1,318 | 7 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPnew position · 1,738,711 shares now+1,738,711
- PDT Partners LLCnew position · 119,975 shares now+119,975
- Renaissance Technologies LLCexisting position · 1,327,400 shares now+44,900
Reductions
- Baillie Gifford & Coexisting position · 1,061,158 shares now-133,559
- Light Street Capital Management LLCexisting position · 640,940 shares now-124,078
- ARK Investment Management LLCexisting position · 58,395 shares now-1,318
New positions and exits
New (2)
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 →