Light Street Capital Management’s JFrog FROG Stock Holding History

Light Street Capital 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	$46.8M	Sell	514,500 -60,500	-11%	-$3.93M	5.18%	8
2026 Q1	$27M	Buy	575,000 +113,000	+24%	+$5.55M	5.05%	8
2025 Q4	$28.9M	Sell	462,000 -117,265	-20%	-$6.67M	4.44%	9
2025 Q3	$27.4M	Sell	579,265 -29,505	-5%	-$1.33M	4.61%	10
2025 Q2	$26.7M	Sell	608,770 -32,170	-5%	-$1.22M	5.46%	6
2025 Q1	$20.5M	Sell	640,940 -124,078	-16%	-$4.32M	5.73%	6
2024 Q4	$22.5M	Sell	765,018 -183,497	-19%	-$5.57M	4.13%	9
2024 Q3	$27.5M	Buy	948,515 +336,515	+55%	+$10.6M	6.52%	4
2024 Q2	$23M	Buy	612,000 +53,000	+9%	+$1.94M	5.28%	5
2024 Q1	$24.7M	Sell	559,000 -141,613	-20%	-$5.48M	5.98%	5
2023 Q4	$24.2M	Buy	700,613 +75,676	+12%	+$2.05M	7.26%	3
2023 Q3	$15.8M	Buy	624,937 +59,280	+10%	+$1.65M	4.66%	8
2023 Q2	$15.7M	Sell	565,657 -134,803	-19%	-$3.08M	4.15%	12
2023 Q1	$13.8M	Buy	+700,460	New	+$15.6M	3.37%	15
2020 Q4	–	Sell	-200,000	Closed	-$16.9M	–	49
2020 Q3	$16.9M	Buy	+200,000	New	+$14.9M	0.53%	37

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

Light Street Capital Management's FROG Position: Q2 2026 in Review

Light Street Capital Management reduced its JFrog (FROG) stake by 11% in Q2 2026, selling an estimated $3.93M and leaving 514,500 shares worth $46.8M. The position accounts for 5.18% of the portfolio, ranked #8.

Light Street Capital Management first reported a position in FROG in Q3 2020 and has held it in 15 quarters since. 414 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

Light Street Capital Management held 514,500 shares of JFrog worth $46.8M as of Q2 2026.
Light Street Capital Management sold 60,500 JFrog shares in Q2 2026, an estimated $3.93M.
JFrog made up 5.18% of Light Street Capital Management's portfolio in Q2 2026, its #8 holding.
Light Street Capital Management first reported a position in JFrog in Q3 2020 and has held it in 15 quarters since.
414 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

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