TwinBeech Capital’s JFrog FROG Stock Holding History

TwinBeech 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
2025 Q4	–	Sell	-17,744	Closed	-$840K	–	685
2025 Q3	$840K	Buy	+17,744	New	+$802K	0.03%	336
2025 Q2	–	Sell	-6,778	Closed	-$217K	–	763
2025 Q1	$217K	Buy	+6,778	New	+$236K	﹤0.01%	651
2023 Q4	–	Sell	-214,075	Closed	-$5.43M	–	729
2023 Q3	$5.43M	Buy	+214,075	New	+$5.94M	0.1%	248
2023 Q2	–	Sell	-79,152	Closed	-$1.56M	–	689
2023 Q1	$1.56M	Buy	+79,152	New	+$1.76M	0.03%	400
2021 Q2	–	Sell	-39,049	Closed	-$1.73M	–	516
2021 Q1	$1.73M	Buy	+39,049	New	+$2.25M	0.25%	129

Other funds holding FROG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

OPFM

Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.35B AUM 37.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TwinBeech Capital's FROG Position: Q4 2025 in Review

TwinBeech Capital sold out of JFrog (FROG) in Q4 2025, closing a stake of 17,744 shares — an estimated $840K sold.

TwinBeech Capital first reported a position in FROG in Q1 2021 and held it in 5 quarters. The position peaked at $5.43M in Q3 2023. 334 funds tracked by Wall St. Rank hold FROG as of Q4 2025.

TwinBeech Capital reported no remaining JFrog position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 17,744 JFrog shares in Q4 2025, an estimated $840K.
TwinBeech Capital first reported a position in JFrog in Q1 2021 and held it in 5 quarters.
TwinBeech Capital's JFrog position peaked at $5.43M in Q3 2023.
334 funds tracked by Wall St. Rank held JFrog as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.