What smart money is saying about JFrog Ltd.
4 funds in our archive have pitched JFrog Ltd., most recently Artisan Global Discovery Strategy in December 2025.
JFrog Ltd. provides DevOps platform in the United States. The company's products include JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages at any scale; JFrog Pipelines, an integration/continuous delivery tool for automating and orchestrating the movement of software packages; JFrog Xray, which scan JFrog Artifactory; and JFrog Distribution that provides software package distribution with enterprise-grade performance. Its products include JFrog Artifactory Edge that utilizes and leverages metadata from JFrog Artifactory to facilitate the transfer of the incremental changes in software packages from their previous versions; JFrog Mission Control, a platform control panel that provides a view of moving pieces of an organization's software supply chain workflow; JFrog Insight, a DevOps intelligence tool; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance across IoT device fleets from anywhere in the world. The company's products also comprise JFrog Pro, JFrog Pro Team, JFrog Pro X, JFrog Enterprise, JFrog Enterprise X, and JFrog Enterprise Plus products that offer ongoing updates, upgrades, and bug fixes, as well as cluster configuration, multi-site replication, and SLA support. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California.
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Fund signal · last 12 months
10 lettersToo few moves on JFrog Ltd. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 12 fund letters reported a position in JFrog Ltd., with 3 buys (opened or added) and 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 1 | 0 | 0 |
| Q2 2026 | 3 | 0 | 3 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 2 | 0 | 0 | 3 |
| Q3 2025 | 1 | 1 | 0 | 0 |
| Q1 2025 | 1 | 1 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 12 positions · 6 moves
- New positionClearBridge Investments SMID Cap Growth StrategySeptember 2026
“Portfolio Highlights The ClearBridge SMID Cap Growth Strategy outperformed its Russell 2500 Growth Index benchmark during the third quarter. On an absolute basis, the Strategy had positive contributions from two of the nine sectors in which it was invested: health care and energy. Meanwhile, the industrials sector detracted the most. On a relative basis, overall stock selection contributed to performance, while overall sector allocation detracted. Stock selection in the health care, IT and energy sectors benefited performance. Conversely, an overweight to the industrials sector and stock selection in the consumer discretionary, consumer staples and industrials sectors weighed on relative results. On an individual stock basis, the biggest contributors to relative returns were Everpure, Natera, Charles River Laboratories, Rubrik and Dynatrace. The largest detractors from relative returns were Allegro MicroSystems, WillScot, Casey’s General Stores, RBC Bearings and BWX Technologies. In addition to the transactions discussed above, we added positions in, FirstCash in financials, JFrog in IT, Lindblad Expeditions in consumer discretionary, Materion in materials and Spyre Therapeutics and Twist Biosciences in health care.”
JFrog Ltd. - September 2026
“JFrog Ltd. Provides a platform that enables organizations to securely build, manage, & release software updates continuously from development to deployment 2.38”
JFrog Ltd. - September 2026
“Enterprise Software and Cloud Modernization Nutanix, Guidewire Software and JFrog illustrate different aspects of enterprise technology modernization, and all three contributed positively during the quarter. Nutanix helps businesses manage applications and data across hybrid cloud environments. Guidewire provides core software and cloud capabilities for property and casualty insurers, while JFrog helps organizations manage and secure the software supply chain.”
JFrog Ltd. - June 2026
“JFrog Ltd. offers a platform for software supply chain management. Its shares jumped 92% after reporting a first-quarter beat-and-raise, with cloud revenue growth reaccelerating to 50% year over year. It continues to experience significant cloud growth, driven by increased AI adoption and higher data-transfer intensity. We trimmed back the position on strength.”
JFrog Ltd. - June 2026
Listed in TimesSquare Global Small Cap Strategy’s reported holdings.
JFrog Ltd. - TrimmedBaron Small Cap StrategyJune 2026
“The Strategy has sizable holdings that are directly involved in the AI buildout or considered beneficiaries of AI usage, such as Vertiv Holdings Co, Legence Corp., and JFrog Ltd., which were strong performers in the quarter as they have been for a while. We trimmed these names to right size the positions and acknowledge expanded valuations.”
JFrog Ltd. - March 2026
“Specific detractors included JFrog, which provides systems to accelerate software updates.”
JFrog Ltd. - March 2026
“Specific detractors included JFrog, which provides systems to accelerate software updates.”
JFrog Ltd. - December 2025
“JFrog Ltd. (FROG) was also a significant contributor.”
JFrog Ltd. - December 2025
“JFrog Ltd. (FROG) was the top contributor to Fund performance for the quarter.”
JFrog Ltd. - September 2025
“o six in technology: Impinj, JFrog, Klaviyo, Netskope, Aehr Test, Applied Digital”
JFrog Ltd. - March 2025
“JFrog Ltd. provides a supply chain platform that enables organizations to store, update, and manage their software packages. Its shares rose 9% after they reported better than expected results across all key metrics. The combination of a growing partner ecosystem and comprehensive platform embedding security within a centralized hub for managing software has created a powerful value proposition for selling into large enterprises looking to consolidate development operations. We added to the position over the quarter.”
JFrog Ltd.
Also mentioned · 3
These funds discuss JFrog Ltd. as a competitor, benchmark or comparable, without disclosing a position in it.
- June 2026
“SiTime, a designer of precision silicon timing semiconductors, rose 116% after strong results and raised guidance driven by AI data center buildouts. JFrog, a developer of software supply chain and DevOps platform solutions, gained 94% as cloud revenue grew more than 50% and now accounts for over half of total sales.”
JFrog Ltd. - March 2026
“JFrog Ltd. offers a platform for software supply chain management.”
JFrog Ltd. - March 2026
“JFrog Ltd. offers a platform for software supply management.”
JFrog Ltd.
Fund coverage · 4 theses
- Artisan Global Discovery StrategyDecember 2025
JFrog Ltd. is the CSRM market leader positioned to benefit from increasing software complexity, cloud adoption, and integrated security demand.
Read the full thesis - Baron Discovery FundDecember 2025
JFrog Ltd. is the industry standard for binary management with strong retention, expanding free cash flow, and structural growth from AI, cloud migration, and security upsell.
Read the full thesis - Wasatch Ultra Growth FundDecember 2025
JFrog is a developer tools company with accelerating cloud revenue and platform adoption that supports long-term growth.
Read the full thesis - Baron Small Cap FundDecember 2024
JFrog Ltd. is a leading provider of software tools for managing and securing application binaries, known for its flagship product Artifactory, which supports over 30 package formats and fosters significant customer retention and expansion through strong product integration and security features.
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