JFrog
FROG
166 hedge funds and large institutions have $1.09B invested in JFrog in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 41 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 41
1.45% more ownership
Funds ownership: 51.08% → 52.53% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
7% less funds holding
Funds holding: 178 → 166 (-12)
18% less call options, than puts
Call options by funds: $25.9M | Put options by funds: $31.4M
19% less capital invested
Capital invested by funds: $1.35B → $1.09B (-$259M)
24% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$50M |
| 2 |
JCAM
Jericho Capital Asset Management
New York
|
+$26.7M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$20M |
| 4 |
Goldman Sachs
New York
|
+$18.9M |
| 5 |
Renaissance Technologies
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$51.8M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$41.6M |
| 3 |
State Street
Boston,
Massachusetts
|
-$16.1M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$10.8M |
| 5 |
RPI
Railway Pension Investments
London,
United Kingdom
|
-$9.83M |
FROG Hedge Fund Activity: Q2 2022 in Review
166 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in JFrog (FROG) for Q2 2022, worth a combined $1.09B — down 19% from $1.35B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of FROG and 31 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 67 added.
The largest buyer was Eminence Capital, opening a new position worth an estimated $50M. The largest seller was BlackRock, cutting an estimated $51.8M.
- 166 institutional investors held JFrog (FROG) as of Q2 2022, down from 178 in Q1 2022.
- Funds reported $1.09B of JFrog stock for Q2 2022, down 19% quarter-over-quarter.
- 31 funds opened new JFrog positions in Q2 2022 and 41 closed out, a net change of -10 holders.
- The largest JFrog buyer in Q2 2022 was Eminence Capital, an estimated $50M added.
- The largest JFrog seller in Q2 2022 was BlackRock, an estimated $51.8M sold.
Based on aggregated 13F filings for Q2 2022.