Balyasny Asset Management’s JFrog FROG Stock Holding History

Balyasny Asset 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
2026 Q2	$43.6M	Buy	+479,422	New	+$31.1M	0.05%	406
2025 Q3	–	Sell	-101,391	Closed	-$4.45M	–	3087
2025 Q2	$4.45M	Buy	+101,391	New	+$3.85M	0.01%	1344
2024 Q2	–	Sell	-311,576	Closed	-$13.8M	–	2748
2024 Q1	$13.8M	Buy	+311,576	New	+$12.1M	0.02%	793
2023 Q2	–	Sell	-13,644	Closed	-$269K	–	2445
2023 Q1	$269K	Sell	13,644 -20,991	-61%	-$467K	﹤0.01%	2155
2022 Q4	$739K	Buy	+34,635	New	+$787K	﹤0.01%	1758
2022 Q1	–	Sell	-45,768	Closed	-$1.36M	–	2593
2021 Q4	$1.36M	Buy	+45,768	New	+$1.51M	﹤0.01%	1369
2020 Q4	–	Sell	-16,000	Closed	-$1.35M	–	1454
2020 Q3	$1.35M	Buy	+16,000	New	+$1.19M	0.01%	938

Other funds holding FROG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Balyasny Asset Management's FROG Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in JFrog (FROG) in Q2 2026: 479,422 shares worth $43.6M. The stake represents 0.05% of the portfolio and ranks #406 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in FROG as recently as Q2 2025.

Balyasny Asset Management first reported a position in FROG in Q3 2020 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

Balyasny Asset Management held 479,422 shares of JFrog worth $43.6M as of Q2 2026.
JFrog was a new Balyasny Asset Management position in Q2 2026.
JFrog made up 0.05% of Balyasny Asset Management's portfolio in Q2 2026, its #406 holding.
Balyasny Asset Management first reported a position in JFrog in Q3 2020 and has held it in 7 quarters since.
414 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.