NASDAQ · Technology

JFROG LTD FROG

JFrog Ltd. provides software supply chain platform in the United States, Israel, India, and internationally. Public profile fields identify industry: Software - Application, sector: Technology, founded: 2008, country: United States.

Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage software packages.
  • It also provides JFrog ML, a platform-integrated solution designed for data science and MLOps teams to transform and store data, build, train, and deploy models, and monitor the entire Machine Learning pipeline.
  • In addition, the company offers JFrog Pro that provides access to the universal version of JFrog Artifactory and ongoing updates, upgrades, and bug fixes.
  • It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 1.49% Buyback -5.91%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Whale Rock Capital Management Alex Sacerdote 3.6% $282.5M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $202.1M Estimated from net added shares
Reduction amount $24.8M Estimated from net reduced shares
Net share change / base shares +132.0% +3,777,375 / 2,862,731
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 8.7% 13F value change +$8.7M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 19.6% 13F value change +$34.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -58.5% 13F value change -$64.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,149,025 Last 3 periods -528,712 (-46.0%) Total shares 620,313 Value $29.1M
Whale Rock Capital Management Alex Sacerdote 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 69.7% 13F value change +$62.5M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 82.2% 13F value change +$193.2M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 13.6% 13F value change -$48.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,713,706 Last 3 periods +4,306,087 (+251.3%) Total shares 6,019,793 Value $282.5M
Eminence Capital Ricky Sandler 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$43.3M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$43.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.