Gavin Baker’s JFrog FROG Stock Holding History

Gavin Baker’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	–	Sell	-554,987	Closed	-$26M	–	52
2026 Q1	$26M	Buy	554,987 +150,711	+37%	+$7.4M	0.52%	41
2025 Q4	$25.3M	Buy	404,276 +7,032	+2%	+$400K	0.31%	48
2025 Q3	$18.8M	Buy	+397,244	New	+$17.9M	0.37%	45

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

Gavin Baker's FROG Position: Q2 2026 in Review

Gavin Baker sold out of JFrog (FROG) in Q2 2026, closing a stake of 554,987 shares — an estimated $26M sold.

Gavin Baker first reported a position in FROG in Q3 2025 and held it in 3 quarters. The position peaked at $26M in Q1 2026. 412 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

Gavin Baker reported no remaining JFrog position as of Q2 2026 after selling out during the quarter.
Gavin Baker sold 554,987 JFrog shares in Q2 2026, an estimated $26M.
Gavin Baker first reported a position in JFrog in Q3 2025 and held it in 3 quarters.
Gavin Baker's JFrog position peaked at $26M in Q1 2026.
412 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

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