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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kinetic Partners Management's FROG Position: Q1 2026 in Review

Kinetic Partners Management reduced its JFrog (FROG) stake by 8.1% in Q1 2026, selling an estimated $1.95M and leaving 450,629 shares worth $21.1M. The position accounts for 1.18% of the portfolio, ranked #33.

Kinetic Partners Management first reported a position in FROG in Q3 2025 and has held it in 3 quarters since. The position peaked at $30.6M in Q4 2025. 326 funds tracked by Wall St. Rank hold FROG as of Q1 2026.

  • Kinetic Partners Management held 450,629 shares of JFrog worth $21.1M as of Q1 2026.
  • Kinetic Partners Management sold 39,798 JFrog shares in Q1 2026, an estimated $1.95M.
  • JFrog made up 1.18% of Kinetic Partners Management's portfolio in Q1 2026, its #33 holding.
  • Kinetic Partners Management first reported a position in JFrog in Q3 2025 and has held it in 3 quarters since.
  • Kinetic Partners Management's JFrog position peaked at $30.6M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held JFrog as of Q1 2026.

Based on Kinetic Partners Management's 13F filing for Q1 2026, filed 15 May 2026.