FR

FROG JFrog Ltd.

2026Q2 · CUSIP M6191J100 · Enterprise Software · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
406
Institutions that reported holding it to the SEC
Net increase in holders
+82
Last quarter 324 → now 406
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

406 funds held FROG at the end of 2026Q2, up 82 from the quarter before. That is stronger buying than 97.5% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $600M(YoY +26.4%), return on equity is -4.6%. FROG has had 9 buying rushes in its history. It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q4: holders=143 2021Q1: holders=162 2021Q2: holders=149 2021Q3: holders=159 2021Q4: holders=176 2022Q1: holders=173 2022Q2: holders=167 2022Q3: holders=164 2022Q4: holders=175 2023Q1: holders=178 2023Q2: holders=184 2023Q3: holders=214 2023Q4: holders=240 2024Q1: holders=272 2024Q2: holders=263 2024Q3: holders=243 2024Q4: holders=248 2025Q1: holders=274 2025Q2: holders=293 2025Q3: holders=311 2025Q4: holders=332 2026Q1: holders=324 2026Q2: holders=406 -82 -41 +0 +41 +82 128278427 20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2025Q3 Top 20% — —
2025Q2 Top 20% — —
2025Q1 Top 10% — —
2024Q1 Top 10% — —
2023Q3 Top 5% — —
2021Q3 Top 20% — —
2021Q1 Top 20% — —
2020Q4 Top 20% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
194
Change in large funds
+39
Total value they hold
$10.3B
Funds buying for the first time
137
Funds that sold out entirely
55
Price change that quarter
—
Funds holding puts (bearish)
11
Funds holding calls (bullish)
14

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-0.37
EPS YoY
—
Revenue (TTM)
$0.6B
Revenue YoY
+26.4%
Net margin
-7.3%
ROE
-4.6%
Debt ratio
35.5%
FCF (TTM)
$170M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.21 2021-12-31: EPS -0.24 2022-03-31: EPS -0.20 2022-06-30: EPS -0.24 2022-09-30: EPS -0.24 2022-12-31: EPS -0.23 2023-03-31: EPS -0.21 2023-06-30: EPS -0.15 2023-09-30: EPS -0.13 2023-12-31: EPS -0.10 2024-03-31: EPS -0.08 2024-06-30: EPS -0.13 2024-09-30: EPS -0.21 2024-12-31: EPS -0.21 2025-03-31: EPS -0.16 2025-06-30: EPS -0.19 2025-09-30: EPS -0.14 2025-12-31: EPS -0.13 2026-03-31: EPS -0.07 2026-06-30: EPS -0.03 0M 82M 164M $M -0.26 -0.13 0.00 2019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-19M16M50M 20192020202120222023202420252026
Latest quarter $37M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.