AS
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Alex Sacerdote’s JFrog FROG Stock Holding History

Alex Sacerdote’s Portfolio FROG Stock Details FROG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405M Sell
4,458,423
-1,561,370
-26% -$101M 3.25% 14
2026
Q1 		$283M Buy
6,019,793
+721,981
+14% +$35.5M 3.65% 11
2025
Q4 		$331M Buy
5,297,812
+2,389,415
+82% +$136M 4.23% 8
2025
Q3 		$138M Buy
2,908,397
+1,194,691
+70% +$54M 1.62% 25
2025
Q2 		$75.2M Buy
+1,713,706
New +$65.1M 1.04% 31
2023
Q1 		– Sell
-556,019
Closed -$11.9M – 44
2022
Q4 		$11.9M Buy
+556,019
New +$12.6M 0.4% 34
2020
Q4 		– Sell
-15,000
Closed -$1.27M – 55
2020
Q3 		$1.27M Buy
+15,000
New +$1.12M 0.01% 48

Other funds holding FROG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.35B AUM 37.07% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Alex Sacerdote's FROG Position: Q2 2026 in Review

Alex Sacerdote reduced its JFrog (FROG) stake by 26% in Q2 2026, selling an estimated $101M and leaving 4,458,423 shares worth $405M. The position accounts for 3.25% of the portfolio, ranked #14.

Alex Sacerdote first reported a position in FROG in Q3 2020 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

  • Alex Sacerdote held 4,458,423 shares of JFrog worth $405M as of Q2 2026.
  • Alex Sacerdote sold 1,561,370 JFrog shares in Q2 2026, an estimated $101M.
  • JFrog made up 3.25% of Alex Sacerdote's portfolio in Q2 2026, its #14 holding.
  • Alex Sacerdote first reported a position in JFrog in Q3 2020 and has held it in 7 quarters since.
  • 412 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

Based on Whale Rock Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.