Follow-The-Filings

Security · featured owners

FROG Jfrog Ltd

ORD SHS Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 5.2%
  • $502M
  • 2 add 3 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 5.2% (Glen Kacher - Light Stree...) · not free-float ownership

  1. Glen Kacher reduce 5.2%
  2. Alex Sacerdote reduce 3.3%
  3. Polen Capital Management add 0.07%
  4. Ron Baron reduce 0.06%
  5. Cathie Wood add 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 3.3% Reduce −25.9% 4,458,423 $405M history
Glen Kacher - Light Street Capital Management 2026 Q2 5.2% Reduce −10.5% 514,500 $47M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.06% Reduce −33.8% 410,585 $37M history
Polen Capital Management 2026 Q2 0.07% Add +360.1% 93,117 $8M history
Cathie Wood - Ark Investment Management 2026 Q2 0.03% Add +28.0% 50,621 $5M history
Gavin Baker - Atreides Management exited 2026 Q2 last 2026 Q1 0.52% Exit −0.52 pp 554,987 $26M history

5 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $349.89M $428.49M $531.84M
Gross profit $272.84M $330.19M $408.39M
Gross margin * 78.0% 77.1% 76.8%
Net income -$61.26M -$69.24M -$71.82M
Net margin * -17.5% -16.2% -13.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $645.8M $649.23M $873.01M
Total non-current assets * $326.76M $480.68M $468.37M
Total assets $972.56M $1.13B $1.34B
Total current liabilities $262.18M $317.52M $407.52M
Total non-current liabilities * $31.26M $38.86M $46.41M
Total equity $679.12M $773.53M $887.45M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $74.16M $110.92M $145.73M
Cash from investing -$53.48M -$165.36M -$152.27M
Cash from financing $18.37M $21.23M $31.21M
Net change in cash $39.17M -$34.15M $25.92M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders