Carson Wealth (CWM LLC)
FROG icon

Carson Wealth (CWM LLC)’s JFrog FROG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$744K Buy
15,849
+5,017
+46% +$246K ﹤0.01% 1734
2025
Q4 		$677K Buy
10,832
+53
+0.5% +$3.01K ﹤0.01% 1734
2025
Q3 		$510K Sell
10,779
-172
-2% -$7.77K ﹤0.01% 1788
2025
Q2 		$481K Buy
10,951
+6,948
+174% +$264K ﹤0.01% 1614
2025
Q1 		$128K Sell
4,003
-46,302
-92% -$1.61M ﹤0.01% 2221
2024
Q4 		$1.48M Sell
50,305
-4,191
-8% -$127K 0.01% 905
2024
Q3 		$1.58M Sell
54,496
-8,180
-13% -$257K 0.01% 802
2024
Q2 		$2.35M Sell
62,676
-14,787
-19% -$542K 0.01% 602
2024
Q1 		$3.42M Sell
77,463
-23,602
-23% -$914K 0.02% 496
2023
Q4 		$3.5M Sell
101,065
-5,351
-5% -$145K 0.02% 465
2023
Q3 		$2.7M Sell
106,416
-67,675
-39% -$1.88M 0.02% 481
2023
Q2 		$4.82M Sell
174,091
-8,848
-5% -$202K 0.03% 346
2023
Q1 		$3.6M Sell
182,939
-8,740
-5% -$195K 0.02% 386
2022
Q4 		$4.09M Sell
191,679
-35,018
-15% -$796K 0.03% 336
2022
Q3 		$5.01M Sell
226,697
-9,384
-4% -$209K 0.04% 280
2022
Q2 		$4.97M Sell
236,081
-35,255
-13% -$739K 0.04% 291
2022
Q1 		$7.31M Sell
271,336
-31,604
-10% -$800K 0.05% 250
2021
Q4 		$9M Buy
+302,940
New +$9.98M 0.06% 223
2021
Q2 		$9.8M Hold
215,310
– – 0.08% 201
2021
Q1 		$9.8M Hold
215,310
– – 0.08% 201
2020
Q4 		$9.8M Hold
215,310
– – 0.08% 201
2020
Q3 		$9.8M Buy
+215,310
New +$16M 0.08% 201

Other funds holding FROG

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FROG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JFrog (FROG) stake by 46% in Q1 2026, buying an estimated $246K and bringing the position to 15,849 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Carson Wealth (CWM LLC) first reported a position in FROG in Q3 2020 and has held it in 22 quarters since. The position peaked at $9.8M in Q2 2021. 326 funds tracked by Wall St. Rank hold FROG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,849 shares of JFrog worth $744K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,017 JFrog shares in Q1 2026, an estimated $246K.
  • JFrog made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1734 holding.
  • Carson Wealth (CWM LLC) first reported a position in JFrog in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s JFrog position peaked at $9.8M in Q2 2021.
  • 326 funds tracked by Wall St. Rank held JFrog as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.