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Daventry Group’s JFrog FROG Stock Holding History

Daventry Group’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 		$22.2M Buy
+473,430
New +$23.3M 25.3% 1
2025
Q4 		– Sell
-467,120
Closed -$22.1M – 8
2025
Q3 		$22.1M Buy
+467,120
New +$21.1M 15.65% 3
2025
Q2 		– Sell
-1,351,433
Closed -$43.2M – 9
2025
Q1 		$43.2M Sell
1,351,433
-52,275
-4% -$1.82M 18.7% 2
2024
Q4 		$41.3M Buy
1,403,708
+712,373
+103% +$21.6M 15.77% 2
2024
Q3 		$20.1M Buy
+691,335
New +$21.7M 7.98% 7

Other funds holding FROG

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.04B AUM 9.64% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $29.2B AUM 20.16% 1-Year Est. Return

Daventry Group's FROG Position: Q1 2026 in Review

Daventry Group opened a new position in JFrog (FROG) in Q1 2026: 473,430 shares worth $22.2M. The stake represents 25.3% of the portfolio and ranks #1 among its holdings. This is a return to the name: Daventry Group previously reported a position in FROG as recently as Q3 2025.

Daventry Group first reported a position in FROG in Q3 2024 and has held it in 5 quarters since. The position peaked at $43.2M in Q1 2025. 326 funds tracked by Wall St. Rank hold FROG as of Q1 2026.

  • Daventry Group held 473,430 shares of JFrog worth $22.2M as of Q1 2026.
  • JFrog was a new Daventry Group position in Q1 2026.
  • JFrog made up 25.3% of Daventry Group's portfolio in Q1 2026, its #1 holding.
  • Daventry Group first reported a position in JFrog in Q3 2024 and has held it in 5 quarters since.
  • Daventry Group's JFrog position peaked at $43.2M in Q1 2025.
  • 326 funds tracked by Wall St. Rank held JFrog as of Q1 2026.

Based on Daventry Group's 13F filing for Q1 2026, filed 15 May 2026.