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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
Q2 		$26.5M Sell
291,625
-181,805
-38% -$11.8M 20% 1
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
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
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daventry Group's FROG Position: Q2 2026 in Review

Daventry Group reduced its JFrog (FROG) stake by 38% in Q2 2026, selling an estimated $11.8M and leaving 291,625 shares worth $26.5M. The position accounts for 20% of the portfolio, ranked #1.

Daventry Group first reported a position in FROG in Q3 2024 and has held it in 6 quarters since. The position peaked at $43.2M in Q1 2025. 414 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

  • Daventry Group held 291,625 shares of JFrog worth $26.5M as of Q2 2026.
  • Daventry Group sold 181,805 JFrog shares in Q2 2026, an estimated $11.8M.
  • JFrog made up 20% of Daventry Group's portfolio in Q2 2026, its #1 holding.
  • Daventry Group first reported a position in JFrog in Q3 2024 and has held it in 6 quarters since.
  • Daventry Group's JFrog position peaked at $43.2M in Q1 2025.
  • 414 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

Based on Daventry Group's 13F filing for Q2 2026, filed 14 Aug 2026.