JFrog
FROG
167 hedge funds and large institutions have $1.95B invested in JFrog in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 32 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 34
78% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 32
16% more funds holding
Funds holding: 144 → 167 (+23)
6% more call options, than puts
Call options by funds: $33.4M | Put options by funds: $31.4M
0.17% less ownership
Funds ownership: 47.83% → 47.67% (-0.17%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
29% less capital invested
Capital invested by funds: $2.74B → $1.95B (-$788M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$195M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$66.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.3M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$47.6M |
| 5 |
OPFM
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHG
Insight Holdings Group
New York
|
-$70.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.2M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$35.7M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$31.4M |
| 5 |
BlackRock
New York
|
-$13.4M |
FROG Hedge Fund Activity: Q1 2021 in Review
167 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in JFrog (FROG) for Q1 2021, worth a combined $1.95B — down 29% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FROG positions and 32 closed out — a net gain of 25 holders — while 61 added to existing stakes and 34 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $195M. The largest seller was Insight Holdings Group, cutting an estimated $70.8M.
- 167 institutional investors held JFrog (FROG) as of Q1 2021, up from 144 in Q4 2020.
- Funds reported $1.95B of JFrog stock for Q1 2021, down 29% quarter-over-quarter.
- 57 funds opened new JFrog positions in Q1 2021 and 32 closed out, a net change of +25 holders.
- The largest JFrog buyer in Q1 2021 was Morgan Stanley, an estimated $195M added.
- The largest JFrog seller in Q1 2021 was Insight Holdings Group, an estimated $70.8M sold.
Based on aggregated 13F filings for Q1 2021.