Ashe Capital Management’s JFrog FROG Stock Holding History

Ashe Capital Management’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
2021 Q4	–	Sell	-2,720,397	Closed	-$91.1M	–	12
2021 Q3	$91.1M	Hold	2,720,397	–	–	5.48%	9
2021 Q2	$124M	Buy	2,720,397 +319,210	+13%	+$14.4M	7.64%	7
2021 Q1	$107M	Buy	2,401,187 +368,400	+18%	+$21.2M	7.27%	7
2020 Q4	$128M	Buy	2,032,787 +1,972,755	+3,286%	+$137M	7.98%	7
2020 Q3	$5.08M	Buy	+60,032	New	+$4.47M	0.37%	12

Other funds holding FROG

Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SGMPI

Spark Growth Management Partners II Boston, Massachusetts $66.6M AUM 51.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OPFM

Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.35B AUM 37.07% 1-Year Est. Return

Ashe Capital Management's FROG Position: Q4 2021 in Review

Ashe Capital Management sold out of JFrog (FROG) in Q4 2021, closing a stake of 2,720,397 shares — an estimated $91.1M sold.

Ashe Capital Management first reported a position in FROG in Q3 2020 and held it in 5 quarters. The position peaked at $128M in Q4 2020. 179 funds tracked by Wall St. Rank hold FROG as of Q4 2021.

Ashe Capital Management reported no remaining JFrog position as of Q4 2021 after selling out during the quarter.
Ashe Capital Management sold 2,720,397 JFrog shares in Q4 2021, an estimated $91.1M.
Ashe Capital Management first reported a position in JFrog in Q3 2020 and held it in 5 quarters.
Ashe Capital Management's JFrog position peaked at $128M in Q4 2020.
179 funds tracked by Wall St. Rank held JFrog as of Q4 2021.

Based on Ashe Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.