JFrog Ltd. (FROG) — Smart Money Tracker (13F, Q2 2026)

FROG ranks #1470 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FROG is a top-conviction position for Optimus Prime Fund Management Co., Ltd. — at 26.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FROG belongs to BlackRock, Inc., but the position matters far more to Optimus Prime Fund Management Co., Ltd., who has 26.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its FROG position for two straight quarters, increasing it by $643.4M to reach $712.7M today.

Praesidium Investment Management Company, LLC has trimmed its FROG position for two straight quarters, cutting it by $48.9M while still holding $45.5M.

FROG is down 8.3% today, but institutions show net buying of $2.3B this quarter — a divergence between today's price move and the underlying institutional flow.

FROG reported a net loss of $44.1M over the trailing twelve months.

• Not yet profitable — net loss of $44.1M over the trailing twelve months
• Revenue grew 26.4% year over year
• Net income improved year over year, from -$86.3M to -$44.1M
• Generated $145.7M in positive operating cash flow
• Current ratio of 2.14x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.51x equity — within a conventional range