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FROG in the 13F filings

Jfrog LTD · CUSIP M6191J100

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 14 listed it in both
Shares listed
23,487,883
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 92 comparable managers: 12 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +6,117,858.

Managers listing FROG in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Whale Rock Capital Management LLC5,297,812$331m4.23%Added+2,389,41517 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,883,376$243munder 0.1%Added+3,856,10717 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,683,153$168munder 0.1%Added+633,23117 Feb 2026 (the filing on sec.gov)
Invesco Ltd2,104,071$131munder 0.1%Added+2,073,87619 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,634,248$102m0.16%Trimmed-183,05212 Feb 2026 (the filing on sec.gov)
MFS Investment Management1,345,935$84munder 0.1%Added+331,45722 Jan 2026 (the filing on sec.gov)
AllianceBernstein LP1,127,632$70munder 0.1%Trimmed-765,69717 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,103,090$69munder 0.1%Added+773,59713 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co871,028$54munder 0.1%Trimmed-102,29623 Jan 2026 (the filing on sec.gov)
Two Sigma Investments LP695,113$43m0.06%Trimmed-90,32417 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP581,259$36munder 0.1%Trimmed-142,85317 Feb 2026 (the filing on sec.gov)
Light Street Capital Management LLC462,000$29m4.44%Trimmed-117,26517 Feb 2026 (the filing on sec.gov)
Artisan Partners LP344,226$22munder 0.1%Trimmed-245,01717 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP248,400$16munder 0.1%Trimmed-152,70017 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC247,563$15m0.07%Added+105,92517 Feb 2026 (the filing on sec.gov)
PDT Partners LLC176,297$11m0.71%Trimmed-217 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC163,074$10munder 0.1%Added+150,07213 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC133,941$8.4munder 0.1%Trimmed-611,45017 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC89,991$5.6munder 0.1%Added+8,37917 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC54,026$3.4munder 0.1%Trimmed-37,68410 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP48,782$3.0munder 0.1%Trimmed-26,60617 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC44,241$2.8munder 0.1%Trimmed-3,14911 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd42,397$2.6munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC32,257$2.0munder 0.1%Added+8,51912 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP30,737$1.9munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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.

New (2)

Exited (9)

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 →