Herald Investment Management’s JFrog FROG Stock Holding History

Herald Investment 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	$14M	Sell	153,550 -46,450	-23%	-$3.02M	1.89%	17
2026 Q1	$9.4M	Sell	200,000 -30,000	-13%	-$1.47M	1.31%	20
2025 Q4	$14.3M	Sell	230,000 -20,000	-8%	-$1.14M	1.87%	12
2025 Q3	$11.8M	Hold	250,000	–	–	1.57%	17
2025 Q2	$11M	Hold	250,000	–	–	1.63%	14
2025 Q1	$8M	Hold	250,000	–	–	1.5%	21
2024 Q4	$7.35M	Hold	250,000	–	–	1.2%	26
2024 Q3	$7.26M	Buy	250,000 +60,000	+32%	+$1.88M	1.25%	25
2024 Q2	$7.13M	Hold	190,000	–	–	1.17%	23
2024 Q1	$8.4M	Hold	190,000	–	–	1.36%	17
2023 Q4	$6.58M	Hold	190,000	–	–	1.26%	20
2023 Q3	$4.81M	Buy	190,000 +15,000	+9%	+$416K	1.02%	26
2023 Q2	$4.84M	Hold	175,000	–	–	0.94%	28
2023 Q1	$3.45M	Buy	175,000 +25,000	+17%	+$557K	0.77%	40
2022 Q4	$3.2M	Buy	150,000 +50,000	+50%	+$1.14M	0.79%	37
2022 Q3	$2.21M	Hold	100,000	–	–	0.54%	53
2022 Q2	$2.11M	Hold	100,000	–	–	0.49%	65
2022 Q1	$2.69M	Buy	+100,000	New	+$2.53M	0.49%	62

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

Herald Investment Management's FROG Position: Q2 2026 in Review

Herald Investment Management reduced its JFrog (FROG) stake by 23% in Q2 2026, selling an estimated $3.02M and leaving 153,550 shares worth $14M. The position accounts for 1.89% of the portfolio, ranked #17.

Herald Investment Management first reported a position in FROG in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.3M in Q4 2025. 414 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

Herald Investment Management held 153,550 shares of JFrog worth $14M as of Q2 2026.
Herald Investment Management sold 46,450 JFrog shares in Q2 2026, an estimated $3.02M.
JFrog made up 1.89% of Herald Investment Management's portfolio in Q2 2026, its #17 holding.
Herald Investment Management first reported a position in JFrog in Q1 2022 and has held it in 18 quarters since.
Herald Investment Management's JFrog position peaked at $14.3M in Q4 2025.
414 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.