NZS Capital’s JFrog FROG Stock Holding History

NZS Capital’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	$39.4M	Sell	433,501 -107,108	-20%	-$6.96M	1.02%	34
2026 Q1	$25.4M	Buy	540,609 +304,362	+129%	+$14.9M	0.85%	42
2025 Q4	$14.8M	Buy	+236,247	New	+$13.4M	0.45%	56

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

NZS Capital's FROG Position: Q2 2026 in Review

NZS Capital reduced its JFrog (FROG) stake by 20% in Q2 2026, selling an estimated $6.96M and leaving 433,501 shares worth $39.4M. The position accounts for 1.02% of the portfolio, ranked #34.

NZS Capital first reported a position in FROG in Q4 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

NZS Capital held 433,501 shares of JFrog worth $39.4M as of Q2 2026.
NZS Capital sold 107,108 JFrog shares in Q2 2026, an estimated $6.96M.
JFrog made up 1.02% of NZS Capital's portfolio in Q2 2026, its #34 holding.
NZS Capital first reported a position in JFrog in Q4 2025 and has held it in 3 quarters since.
414 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

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