Shannon River Increases JFrog Stake by 647,140 Shares, Investing $31.38 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 25 2025
0mins
Source: Fool
- Increased Holdings: Shannon River Fund Management boosted its stake in JFrog Ltd. by 647,140 shares during Q3, investing $31.38 million, which raised its total holdings to 863,924 shares valued at $40.89 million, indicating strong confidence in the company's future growth.
- Asset Allocation: This purchase elevates JFrog to 6.58% of the fund's 13F AUM, although it remains outside the top five holdings, suggesting a long-term bullish outlook on the company's performance.
- Strong Performance: JFrog reported $136.9 million in revenue for the latest quarter, a 26% year-over-year increase, with cloud revenue surging by 50%, highlighting its robust position in the rapidly growing cloud market.
- Customer Growth: The number of customers spending over $1 million annually on JFrog's services rose to 71, with a net dollar retention rate of 118%, reflecting the platform's widespread acceptance and potential for sustained growth.
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Analyst Views on FROG
Wall Street analysts forecast FROG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FROG is 72.22 USD with a low forecast of 64.00 USD and a high forecast of 83.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
17 Buy
2 Hold
0 Sell
Strong Buy
Current: 60.075
Low
64.00
Averages
72.22
High
83.00
Current: 60.075
Low
64.00
Averages
72.22
High
83.00
About FROG
JFrog Ltd. provides an end-to-end, hybrid, universal Software Supply Chain Platform. The Company’s solutions include The JFrog Artifactory, JFrog Curation, JFrog Xray (Security Essentials), JFrog Advanced Security, JFrog Runtime Security, JFrog Distribution, JFrog Connect, and JFrog ML. JFrog Artifactory supports all software package technologies and can be seamlessly deployed across public clouds, multi-cloud, on-premises, private cloud, and hybrid environments. JFrog Curation understands package metadata, allowing companies to build policies around the entry or blocking of software packages into a company’s repositories based on multiple factors such as age, version number, security risk, release timelines, target environments, and more. JFrog Distribution provides reliable, scalable, and secure software package distribution with enterprise-grade performance. JFrog Xray continuously scans JFrog Artifactory to secure all software packages stored in it.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JFrog Director Yossi Sela Sells 25,000 Shares for $1.75 Million
- Share Reduction: JFrog Director Yossi Sela sold 25,000 shares on December 10, 2025, for $1.75 million, representing 16.22% of his direct holdings, indicating his strong confidence in the company’s future as he retains nearly 84% of his shares.
- Market Performance: The sale was executed at $70 per share, while the market close on the transaction date was $68.98, reflecting Sela's strategy to cash in at a high point and indicating JFrog's stock has returned to IPO levels after significant fluctuations.
- Holding Background: Serving on JFrog's board since 2012, Sela has witnessed the company's stock price volatility since its IPO, starting at $44, peaking at $95, and dropping to $16 mid-2022, showcasing his long-term confidence in the company's growth.
- Industry Position: JFrog holds a significant position in the DevOps software market, providing essential tools for automating and securing software delivery, and Sela's sale does not detract from the company's ongoing revenue growth strategy among enterprise clients.
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JFrog Director Sells 25,000 Shares for $1.75 Million
- Share Sale: JFrog Director Yossi Sela sold 25,000 shares at $70 each on December 10, 2025, totaling $1.75 million, indicating confidence in the company's current stock price.
- Ownership Change: Post-transaction, Sela retains 129,165 shares, representing 22.9% of his holdings, which shows his bullish outlook on JFrog despite the sale impacting 16.22% of his stake.
- Market Performance: The transaction occurred as JFrog's stock surged 126.83% over the past year, coinciding with the stock reaching a five-year high, reflecting strong demand for its DevOps solutions.
- Investor Confidence: Having served on the board since 2012 and witnessing the stock's volatility post-IPO, Sela's sale at $70 per share may represent a strategy to realize long-awaited returns, further bolstering market confidence in JFrog's future growth.
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