Bayesian Capital Management’s JFrog FROG Stock Holding History

Bayesian 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
2025 Q4	–	Sell	-21,100	Closed	-$999K	–	280
2025 Q3	$999K	Buy	+21,100	New	+$953K	0.2%	163
2025 Q2	–	Sell	-10,000	Closed	-$320K	–	664
2025 Q1	$320K	Sell	10,000 -35,900	-78%	-$1.25M	0.05%	376
2024 Q4	$1.35M	Sell	45,900 -11,200	-20%	-$340K	0.17%	178
2024 Q3	$1.66M	Buy	57,100 +48,600	+572%	+$1.53M	0.19%	158
2024 Q2	$319K	Sell	8,500 -7,158	-46%	-$262K	0.04%	489
2024 Q1	$692K	Sell	15,658 -5,800	-27%	-$225K	0.07%	373
2023 Q4	$743K	Buy	21,458 +4,700	+28%	+$127K	0.08%	290
2023 Q3	$425K	Buy	16,758 +3,200	+24%	+$88.8K	0.05%	403
2023 Q2	$376K	Buy	+13,558	New	+$310K	0.04%	476
2022 Q3	–	Sell	-22,092	Closed	-$465K	–	812
2022 Q2	$465K	Buy	+22,092	New	+$463K	0.09%	352

Other funds holding FROG

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

WRCM

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

OPFM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bayesian Capital Management's FROG Position: Q4 2025 in Review

Bayesian Capital Management sold out of JFrog (FROG) in Q4 2025, closing a stake of 21,100 shares — an estimated $999K sold.

Bayesian Capital Management first reported a position in FROG in Q2 2022 and held it in 10 quarters. The position peaked at $1.66M in Q3 2024. 334 funds tracked by Wall St. Rank hold FROG as of Q4 2025.

Bayesian Capital Management reported no remaining JFrog position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 21,100 JFrog shares in Q4 2025, an estimated $999K.
Bayesian Capital Management first reported a position in JFrog in Q2 2022 and held it in 10 quarters.
Bayesian Capital Management's JFrog position peaked at $1.66M in Q3 2024.
334 funds tracked by Wall St. Rank held JFrog as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.