undamentalytics Newsletter

Jfrog Ltd: which funds bought and sold

Institutions that bought and sold Jfrog shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 252 institutions that filed 13F reports for both quarters added to or opened positions in Jfrog, and 162 cut or closed them. Together they added a net 10.4M shares, +10.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.2M shares (+3.2%); index fund managers were net buyers of 10.9M shares (+90.6%). 133 opened a new position and 47 sold out entirely.

Bought, Q2 2026 252 institutions, 133 of them new holders Sold, Q2 2026 162 institutions, 47 of them sold out
Net change, all compared +10.4M shares (+10.1%)
Net change, active managers +1.2M shares (+3.2%), 38 bought, 33 sold

Buyers versus sellers

institutions compared, 452
Active managers and hedge funds 38 bought · 33 sold · +1.2M
Index fund managers 11 bought · 0 sold · +10.9M
Other institutions 203 bought · 129 sold · −1.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +6.2M +363.6% 7.8M $713M
Price T Rowe Associates Inc Active manager +2.4M +118.6% 4.4M $401M
Jpmorgan Chase & Co +2.1M +65.8% 5.2M $467M
State Street Corp Index funds +1.8M +437.1% 2.2M $198M
Geode Capital Management, LLC Index funds +1.4M +846.9% 1.6M $147M
Massachusetts Financial Services Co Active manager +1.3M +91.0% 2.8M $252M
Westfield Capital Management Co LP Active manager +1.1M New position 1.1M $101M
Fuller & Thaler Asset Management, Inc. +1.0M New position 1.0M $93.6M
Franklin Resources Inc Active manager +968K +255.2% 1.3M $122M
FMR LLC Active manager +952K +42.6% 3.2M $290M
1832 Asset Management L.P. +858K +262.9% 1.2M $108M
Driehaus Capital Management LLC Active manager +805K New position 805K $73.1M
Invesco Ltd. +773K +40.8% 2.7M $242M
Wellington Management Group LLP Active manager +770K New position 770K $70M
Northern Trust Corp Index funds +700K +627.2% 812K $73.8M
Lord, Abbett & Co. LLC +605K +97.0% 1.2M $112M
Nuveen, LLC +539K +323.1% 705K $64.1M
UBS Group AG +489K +171.9% 773K $70.3M
Pictet Asset Management Holding SA +484K +3015.5% 500K $45.5M
Balyasny Asset Management L.P. Hedge fund +479K New position 479K $43.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Whale Rock Capital Management LLC Hedge fund −1.6M −25.9% 4.5M $405M
Wasatch Advisors LP Active manager −1.3M −30.9% 2.9M $261M
Citadel Advisors LLC Hedge fund −1.2M −97.7% 28K $2.5M
Bank Of New York Mellon Corp −1.1M −68.8% 481K $43.7M
Fiera Capital Corp −963K −41.4% 1.4M $124M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −878K −99.9% 505 $45,894
Marshall Wace, LLP Hedge fund −839K −71.1% 342K $31.1M
Optimus Prime Fund Management Co., Ltd. −711K −15.1% 4.0M $363M
Lazard Asset Management LLC Active manager −709K −41.3% 1.0M $91.5M
Sumitomo Mitsui Trust Group, Inc. −698K −43.8% 895K $81.3M
Susquehanna International Group, LLP −689K −95.7% 31K $2.8M
Bank Of America Corp −658K −26.2% 1.9M $169M
Swedbank AB −639K −38.0% 1.0M $94.7M
BNP Paribas Asset Management Holding S.A. −567K −12.9% 3.8M $349M
Atreides Management, LP Hedge fund −555K Sold out 0 —
Praesidium Investment Management Company, LLC −513K −50.6% 501K $45.5M
Timessquare Capital Management, LLC −500K −23.8% 1.6M $145M
Arrowstreet Capital, Limited Partnership Hedge fund −464K −23.6% 1.5M $136M
Millennium Management LLC Hedge fund −443K −83.3% 89K $8.1M
Summit Partners Public Asset Management, LLC −435K −87.2% 64K $5.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Westfield Capital Management Co LPActive manager 1.1M $101M
Fuller & Thaler Asset Management, Inc. 1.0M $93.6M
Driehaus Capital Management LLCActive manager 805K $73.1M
Wellington Management Group LLPActive manager 770K $70M
Balyasny Asset Management L.P.Hedge fund 479K $43.6M
Charles Schwab Investment Management IncIndex funds 262K $23.9M
Axiom Investors LLCActive manager 202K $18.4M
Artisan Partners Limited PartnershipActive manager 155K $14.1M
Rhumbline AdvisersIndex funds 136K $12.4M
Pier Capital, LLC 132K $12M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Atreides Management, LPHedge fund 555K $26M
Greenvale Capital LLP 275K $12.9M
Aquatic Capital Management LLC 141K $6.6M
Corient Private Wealth LP 113K $5.3M
Thornburg Investment Management IncActive manager 107K $5M
Brevan Howard Capital Management LPHedge fund 107K $5M
Roubaix Capital, LLC 96K $4.5M
PDT Partners, LLCHedge fund 90K $4.2M
D L Carlson Investment Group Inc 80K $3.7M
Public Employees Retirement System Of Ohio 59K $2.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
409
Ten largest holders
40.5%
of 13F-reported shares
Index fund managers
19.9%
of 13F-reported shares
Active managers and hedge funds
32.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 38 33 21 10 +1.2M +3.2%
Index fund managers 11 0 3 0 +10.9M +90.6%
Other institutions 203 129 109 37 −1.7M −3.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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