LIGHT STREET CAPITAL MANAGEMENT, LLC: JFROG LTD (FROG): Quarterly 13F Position History
As of Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 575,000 shares of JFROG LTD (FROG), worth $27.0M and representing 5.4% of its 13F equity book. Quarter-over-quarter share count change: + 113,000 (+24.5%) . The position first appeared in Q3 2020 and has been disclosed across 23 13F-HR filings in Pactolio's tracked window.
- 575,000Shares Held (Latest Filing)
- $27.0MReported Market Value (Latest Filing)
- 5.4%Portfolio Weight (% of 13F Equity Book)
- +113,000Quarter-over-Quarter Share Change
- -$1.9MQuarter-over-Quarter Value Change
- 948,515Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 23 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 575,000 | +113,000 | +24.5% | $27.0M | 5.4% | $46.9 |
| Q4 2025 | 462,000 | 117,265 | -20.2% | $28.9M | 4.4% | $62.5 |
| Q3 2025 | 579,265 | 29,505 | -4.8% | $27.4M | 4.6% | $47.3 |
| Q2 2025 | 608,770 | 32,170 | -5.0% | $26.7M | 5.5% | $43.9 |
| Q1 2025 | 640,940 | 124,078 | -16.2% | $20.5M | 6.6% | $32.0 |
| Q4 2024 | 765,018 | 183,497 | -19.3% | $22.5M | 4.6% | $29.4 |
| Q3 2024 | 948,515 | +336,515 | +55.0% | $27.5M | 6.8% | $29.0 |
| Q2 2024 | 612,000 | +53,000 | +9.5% | $23.0M | 5.5% | $37.5 |
| Q1 2024 | 559,000 | 141,613 | -20.2% | $24.7M | 6.2% | $44.2 |
| Q4 2023 | 700,613 | +75,676 | +12.1% | $24.2M | 7.3% | $34.6 |
| Q3 2023 | 624,937 | +59,280 | +10.5% | $15.8M | 4.7% | $25.4 |
| Q2 2023 | 565,657 | 134,803 | -19.2% | $15.7M | 4.2% | $27.7 |
| Q1 2023 | 700,460 | +700,460 | — | $13.8M | 3.4% | $19.7 |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 200,000 | -100.0% | $0 | 0.0% | — |
| Q3 2020 | 200,000 | — | — | $16.9M | 0.6% | $84.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did LIGHT STREET CAPITAL MANAGEMENT, LLC first disclose a FROG position in 13F-HR filings?
LIGHT STREET CAPITAL MANAGEMENT, LLC first reported JFROG LTD (FROG) on its 13F-HR filing for the period ending 2020-09-30 (Q3 2020). The position has appeared on 23 reported quarters within Pactolio's tracked window.
What was LIGHT STREET CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in FROG?
Between Q4 2025 and Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC added 113,000 shares of FROG (+24.5%), bringing the total reported position to 575,000 shares at a market value of $27.0M.
Does the implied price-per-share represent LIGHT STREET CAPITAL MANAGEMENT, LLC's cost basis in FROG?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.