Sirios Capital Management’s JFrog FROG Stock Holding History

Sirios 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	$2.25M	Sell	24,726 -59,155	-71%	-$3.84M	0.27%	63
2026 Q1	$3.94M	Buy	83,881 +42,192	+101%	+$2.07M	0.48%	46
2025 Q4	$2.6M	Sell	41,689 -21,966	-35%	-$1.25M	0.32%	50
2025 Q3	$3.01M	Sell	63,655 -8,389	-12%	-$379K	0.39%	38
2025 Q2	$3.16M	Buy	72,044 +6,322	+10%	+$240K	0.46%	36
2025 Q1	$2.1M	Buy	+65,722	New	+$2.29M	0.38%	43

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

Sirios Capital Management's FROG Position: Q2 2026 in Review

Sirios Capital Management reduced its JFrog (FROG) stake by 71% in Q2 2026, selling an estimated $3.84M and leaving 24,726 shares worth $2.25M. The position accounts for 0.27% of the portfolio, ranked #63.

Sirios Capital Management first reported a position in FROG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.94M in Q1 2026. 413 funds tracked by Wall St. Rank hold FROG as of Q2 2026.

Sirios Capital Management held 24,726 shares of JFrog worth $2.25M as of Q2 2026.
Sirios Capital Management sold 59,155 JFrog shares in Q2 2026, an estimated $3.84M.
JFrog made up 0.27% of Sirios Capital Management's portfolio in Q2 2026, its #63 holding.
Sirios Capital Management first reported a position in JFrog in Q1 2025 and has held it in 6 quarters since.
Sirios Capital Management's JFrog position peaked at $3.94M in Q1 2026.
413 funds tracked by Wall St. Rank held JFrog as of Q2 2026.

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