JFrog
FROG
144 hedge funds and large institutions have $2.74B invested in JFrog in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 41 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
125% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 16
90% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 41
43% more call options, than puts
Call options by funds: $75.4M | Put options by funds: $52.6M
33% more funds holding
Funds holding: 108 → 144 (+36)
15.71% more ownership
Funds ownership: 32.12% → 47.83% (+16%)
14% more capital invested
Capital invested by funds: $2.4B → $2.74B (+$335M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$162M |
| 2 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
+$137M |
| 3 |
JP Morgan Chase
New York
|
+$39.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31.1M |
| 5 |
Goldman Sachs
New York
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHG
Insight Holdings Group
New York
|
-$130M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$76.3M |
| 3 |
Janus Henderson Group
London,
|
-$17M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$16.9M |
| 5 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$16.9M |
FROG Hedge Fund Activity: Q4 2020 in Review
144 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in JFrog (FROG) for Q4 2020, worth a combined $2.74B — up 14% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new FROG positions and 41 closed out — a net gain of 37 holders — while 36 added to existing stakes and 16 trimmed.
The largest buyer was Artisan Partners, adding an estimated $162M. The largest seller was Insight Holdings Group, cutting an estimated $130M.
- 144 institutional investors held JFrog (FROG) as of Q4 2020, up from 108 in Q3 2020.
- Funds reported $2.74B of JFrog stock for Q4 2020, up 14% quarter-over-quarter.
- 78 funds opened new JFrog positions in Q4 2020 and 41 closed out, a net change of +37 holders.
- The largest JFrog buyer in Q4 2020 was Artisan Partners, an estimated $162M added.
- The largest JFrog seller in Q4 2020 was Insight Holdings Group, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2020.