John Overdeck’s JFrog FROG Stock Holding History

John Overdeck’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	$3.18M	Buy	+35,000	New	+$2.27M	﹤0.01%	2567
2022 Q1	–	Sell	-25,200	Closed	-$748K	–	3254
2021 Q4	$748K	Sell	25,200 -37,800	-60%	-$1.25M	﹤0.01%	2831
2021 Q3	$2.11M	Sell	63,000 -6,400	-9%	-$257K	﹤0.01%	1939
2021 Q2	$3.16M	Buy	+69,400	New	+$3.13M	0.01%	1507

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

John Overdeck's FROG Position: Q2 2026 in Review

John Overdeck increased its JFrog (FROG) stake by 33% in Q2 2026, buying an estimated $10.7M and bringing the position to 654,157 shares worth $59.4M. The position accounts for 0.04% of the portfolio, ranked #494.

John Overdeck first reported a position in FROG in Q3 2021 and has held it in 20 quarters since. 412 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

John Overdeck held 654,157 shares of JFrog worth $59.4M as of Q2 2026.
John Overdeck bought 164,046 JFrog shares in Q2 2026, an estimated $10.7M.
JFrog made up 0.04% of John Overdeck's portfolio in Q2 2026, its #494 holding.
John Overdeck first reported a position in JFrog in Q3 2021 and has held it in 20 quarters since.
412 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.