KPM
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Kinetic Partners Management’s JFrog FROG Stock Holding History

Kinetic Partners 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 		$9.77M Sell
107,525
-343,104
-76% -$22.3M 0.23% 43
2026
Q1 		$21.1M Sell
450,629
-39,798
-8% -$1.95M 1.18% 33
2025
Q4 		$30.6M Buy
490,427
+43,427
+10% +$2.47M 1.49% 24
2025
Q3 		$21.2M Buy
+447,000
New +$20.2M 1.02% 27

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

Kinetic Partners Management's FROG Position: Q2 2026 in Review

Kinetic Partners Management reduced its JFrog (FROG) stake by 76% in Q2 2026, selling an estimated $22.3M and leaving 107,525 shares worth $9.77M. The position accounts for 0.23% of the portfolio, ranked #43.

Kinetic Partners Management first reported a position in FROG in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.6M in Q4 2025. 414 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

  • Kinetic Partners Management held 107,525 shares of JFrog worth $9.77M as of Q2 2026.
  • Kinetic Partners Management sold 343,104 JFrog shares in Q2 2026, an estimated $22.3M.
  • JFrog made up 0.23% of Kinetic Partners Management's portfolio in Q2 2026, its #43 holding.
  • Kinetic Partners Management first reported a position in JFrog in Q3 2025 and has held it in 4 quarters since.
  • Kinetic Partners Management's JFrog position peaked at $30.6M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

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