JFrog Ltd. (FROG) Overcomes AI Challenges and Gains Momentum
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Jfrog Ltd (FROG)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 4,458,423 | $405,181,482 | -26% | 3.25% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,500,535 | $136,368,621 | -24% | 0.06% |
| 3. | Renaissance Technologies Jim Simons | 1,445,248 | $131,344,138 | -9% | 0.18% |
| 4. | Dorsal Capital Management Ryan Frick And Oliver Evans | 875,000 | $79,520,000 | -24% | 2.82% |
| 5. | Driehaus Capital Richard Driehaus | 804,703 | $73,131,409 | 0.42% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $95.42 | 500 | $47,710.00 | 2,984,328 | 2026-08-13 | Filing | |
| $94.87 | 21,284 | $2,019,213.08 | 2,984,828 | 2026-08-13 | Filing | |
| $93.82 | 10,900 | $1,022,638.00 | 3,006,112 | 2026-08-13 | Filing | |
| $92.68 | 4,793 | $444,215.24 | 3,017,012 | 2026-08-13 | Filing | |
| $91.38 | 7,200 | $657,936.00 | 3,021,805 | 2026-08-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,841,854 | $712,667,672 | 0.01% | |
| 2. | 6,337,795 | $575,978,810 | 0.03% | |
| 3. | 5,182,274 | $467,299,976 | 0.03% | |
| 4. | 3,990,000 | $362,611,200 | 26.83% | |
| 5. | 3,840,424 | $349,017,734 | 0.35% |
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JFrog Ltd. (NASDAQ:FROG) Q1 2026 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for joining us, and welcome to the JFrog First Quarter 2026 Financial Results Earnings Call.
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