FROG
JFrog Ltd. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -20.0% ·
flujo de acciones -22.9% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | +11 | 76.39M | $6.89B | +19 | −7 |
| Q1 2026 | 110 | +2 | 60.85M | $2.85B | +15 | −14 |
| Q4 2025 | 109 | 0 | 58.80M | $3.67B | +3 | −2 |
| Q3 2025 | 20 | +1 | 23.13M | $1.09B | +1 | −1 |
| Q2 2025 | 17 | 0 | 21.14M | $927.76M | — | — |
| Q1 2025 | 14 | +4 | 7.33M | $234.66M | +4 | — |
| Q4 2024 | 10 | -3 | 6.93M | $203.78M | — | −3 |
| Q3 2024 | 12 | -3 | 4.68M | $135.86M | +1 | −4 |
| Q2 2024 | 15 | — | 6.07M | $227.86M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 1.36M | -18.8% | $39.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 1.24M | -2.3% | $36.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 1.24M | -2.3% | $36.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 1.24M | -2.3% | $36.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 1.24M | -2.3% | $36.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 1.14M | +4.9% | $32.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 223.35K | Nuevo | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 201.91K | -51.3% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 201.91K | -51.3% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 135.64K | +1.6% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 110.00K | -49.1% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 100.00K | 0.0% | $2.90M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 57.10K | -15.7% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | ARK Investment Management ✦ | 54.26K | -5.2% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 47.22K | +81.6% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 8.70K | +47.5% | $252,648 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $6.49M | 0.0% |
Posición cerrada
| Wellington Management | $36.14M | era 0.0% |
| Arrowstreet Capital | $920,000 | era 0.0% |
| AQR Capital Management | $705,039 | era 0.0% |
| Gotham Asset Management | $369,680 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 17.20K acciones, $807 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 1.90K acc. · $164,597
Officer, Director · 3.40K acc. · $297,874
Officer, Director · 10.20K acc. · $902,013
Officer, Director · 1.10K acc. · $98,307
Officer, Director · 11.70K acc. · $1.06M
Officer, Director · 2.60K acc. · $237,536
Officer, Director · 1.80K acc. · $166,752
Officer, Director · 4.00K acc. · $375,200
Officer, Director · 8.28K acc. · $785,322
Officer, Director · 27 acc. · $2,573
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología