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 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

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 Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Light Street Capital Management's FROG Position: Q1 2026 in Review

Light Street Capital Management increased its JFrog (FROG) stake by 24% in Q1 2026, buying an estimated $5.55M and bringing the position to 575,000 shares worth $27M. The position accounts for 5.05% of the portfolio, ranked #8.

Light Street Capital Management first reported a position in FROG in Q3 2020 and has held it in 14 quarters since. The position peaked at $28.9M in Q4 2025. 326 funds tracked by Wall St. Rank hold FROG as of Q1 2026.

Light Street Capital Management held 575,000 shares of JFrog worth $27M as of Q1 2026.
Light Street Capital Management bought 113,000 JFrog shares in Q1 2026, an estimated $5.55M.
JFrog made up 5.05% of Light Street Capital Management's portfolio in Q1 2026, its #8 holding.
Light Street Capital Management first reported a position in JFrog in Q3 2020 and has held it in 14 quarters since.
Light Street Capital Management's JFrog position peaked at $28.9M in Q4 2025.
326 funds tracked by Wall St. Rank held JFrog as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.