Dorsal Capital Management’s JFrog FROG Stock Holding History

Dorsal 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
2026 Q2	$79.5M	Sell	875,000 -275,000	-24%	-$17.9M	2.82%	16
2026 Q1	$54M	Buy	+1,150,000	New	+$56.5M	2.1%	17

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

Dorsal Capital Management's FROG Position: Q2 2026 in Review

Dorsal Capital Management reduced its JFrog (FROG) stake by 24% in Q2 2026, selling an estimated $17.9M and leaving 875,000 shares worth $79.5M. The position accounts for 2.82% of the portfolio, ranked #16.

Dorsal Capital Management first reported a position in FROG in Q1 2026 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

Dorsal Capital Management held 875,000 shares of JFrog worth $79.5M as of Q2 2026.
Dorsal Capital Management sold 275,000 JFrog shares in Q2 2026, an estimated $17.9M.
JFrog made up 2.82% of Dorsal Capital Management's portfolio in Q2 2026, its #16 holding.
Dorsal Capital Management first reported a position in JFrog in Q1 2026 and has held it in 2 quarters since.
413 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

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