JFrog Ltd(FROG)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Not in ranked universe
Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
FROG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for JFrog Ltd (FROG), a Technology sector company. FROG is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), JFrog Ltd reports quarterly revenue of $154.0M, net income of $-8.3M, free cash flow of $37.3M. Top institutional holders of FROG by reported 13-F value include VANGUARD PORTFOLIO MANAGEMENT, Whale Rock Capital Management, Optimus Prime Fund Management Co., Ltd., based on the most recent SEC filings. FROG trades on the Nasdaq exchange and files with the SEC under CIK 1800667. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FROG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for JFrog Ltd directly from SEC EDGAR.
Revenue
Q1 2026
$154.0M
Net Income
Q1 2026
$-8.3M
Free Cash Flow
Q1 2026
$37.3M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+24.1% YoYNet Income
-3.7% YoYOperating Income
-0.8% YoYEPS (Diluted)
+1.6% YoYTotal Assets
+18.7% YoYOp. Cash Flow
+31.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $531.8M +24.1% | $428.5M +22.5% | $349.9M +24.9% | $280.0M +35.5% | $206.7M +37.0% | $150.8M |
| Net Income | $-71.8M -3.7% | $-69.2M -13.0% | $-61.3M +32.1% | $-90.2M -40.5% | $-64.2M -582.6% | $-9.4M |
| Operating Income | $-91.9M -0.8% | $-91.1M -20.6% | $-75.5M +15.9% | $-89.8M -31.4% | $-68.4M -381.7% | $-14.2M |
| EPS (Diluted) | $-0.62 +1.6% | $-0.63 -6.8% | $-0.59 +35.2% | $-0.91 -33.8% | $-0.68 -240.0% | $-0.20 |
| Total Assets | $1.34B +18.7% | $1.13B +16.2% | $972.6M +11.6% | $871.2M +2.2% | $852.5M +23.7% | $689.2M |
| Operating Cash Flow | $145.7M +31.4% | $110.9M +49.6% | $74.2M +246.1% | $21.4M -23.2% | $27.9M -5.3% | $29.5M |
AI Insight: FROG Financial Trends
JFrog is narrowing losses while accelerating revenue growth, but remains unprofitable across all metrics.
• Revenue grew 49% from Q2 2024 ($103M) to Q1 2026 ($154M), with consistent sequential expansion every quarter.
• Net loss narrowed significantly: from -$23M in Q3 2024 to -$8M in Q1 2026, showing operational progress.
• Operating cash flow remains positive throughout, ranging $17M–$51M, despite negative operating income every quarter.
⚠ Operating income remains deeply negative (-$13M in Q1 2026), with no path to profitability visible in dataset.
⚠ Equity balance grew 28% to $924M since Q2 2024, indicating accumulated losses funded by capital or retained cash.
AI Insight: FROG Ratio Trends
JFrog swung to profitability inflection in Q1 2026, with operating margin improving to -8.4% from -27.4% a year ago.
• Operating margin improved 19pp year-over-year, from -27.4% in Q3 2024 to -8.4% in Q1 2026.
• Net profit margin narrowed to -5.4% in Q1 2026 versus -21.0% in Q3 2024, signaling rapid cost control.
• ROIC deteriorated from -10.6% in Q2 2024 to -5.6% in Q1 2026, approaching breakeven.
⚠ All profitability metrics remain deeply negative; company has not yet achieved positive earnings or returns.
⚠ TTM operating margin of -14.5% lags latest quarter, suggesting Q1 2026 may reflect seasonality rather than sustained trend.
Get alerted when FROG's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for JFrog Ltd including:
Top Institutional Holders of FROG
VANGUARD PORTFOLIO MANAGEMENT LLC
$288.4M6,145,025 shWhale Rock Capital Management LLC
$282.5M6,019,793 shOptimus Prime Fund Management Co., Ltd.
$220.6M4,700,931 shBNP Paribas Asset Management Holding S.A.
$206.8M4,407,346 shWASATCH ADVISORS LP
$195.0M4,156,033 shVANGUARD CAPITAL MANAGEMENT LLC
$158.7M3,380,955 shFIRST TRUST ADVISORS LP
$157.8M3,362,370 shBANK OF AMERICA CORP /DE/
$118.2M2,517,899 shFiera Capital Corp
$109.2M2,326,298 shFMR LLC
$104.9M2,235,961 sh
| Fund | Value | Shares |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $288.4M | 6,145,025 |
| Whale Rock Capital Management LLC | $282.5M | 6,019,793 |
| Optimus Prime Fund Management Co., Ltd. | $220.6M | 4,700,931 |
| BNP Paribas Asset Management Holding S.A. | $206.8M | 4,407,346 |
| WASATCH ADVISORS LP | $195.0M | 4,156,033 |
| VANGUARD CAPITAL MANAGEMENT LLC | $158.7M | 3,380,955 |
| FIRST TRUST ADVISORS LP | $157.8M | 3,362,370 |
| BANK OF AMERICA CORP /DE/ | $118.2M | 2,517,899 |
| Fiera Capital Corp | $109.2M | 2,326,298 |
| FMR LLC | $104.9M | 2,235,961 |
More Technology Companies
View all Technology →Put FROG on your watchlist
Track score changes the day JFrog Ltd files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is FROG a good stock to buy?
13F Pro's AI-powered analysis of JFrog Ltd (FROG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FROG are available on the FROG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own FROG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FROG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of JFrog Ltd's investment landscape.