JFrog

FROG

Market cap $4.8B

Anatole initiated a new stake in JFrog: 1,385,795 shares, estimated at $86.56 million based on quarterly average price. Quarter-end position value of $86.56 million reflects the initiation of a new stake in JFrog.

JFrog Ltd (NASDAQ: FROG) shares are up on Thursday following the announcement of a $300 million share repurchase program. This move reflects the company's confidence in its strategy and growth potential, adding pressure as broader markets edged lower.

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog's Board of Directors has authorized a share repurchase program of up to $300 million of the Company's ordinary shares.

The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins.

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog to present at upcoming investor conferences.

Yoav Landman sold 45,000 shares of Common Stock for a transaction value of approximately ~$2.47 million across Feb. 12 and Feb. 13, 2026. The transaction represented 0.76% of Mr.

Cybersecurity stocks and shares in providers of software-development tools retreated after Anthropic released "Claude Code Security."

Sold 863,924 shares; estimated transaction value of $40.89 million (approximation based on quarterly average price) Quarter-end position value declined by $40.89 million, reflecting both trading and price changes Position change represented a 6.41% decrease in 13F reportable assets under management Fund now holds zero shares in JFrog, with a post-trade position value of $0 The position previously accounted for 6.6% of fund assets—a significant stake in prior quarters These 10 Stocks Could Mint the Next Wave of Millionaires ›

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

JFrog Ltd. (FROG) Q4 2025 Earnings Call Transcript