Praesidium Investment Management Company, LLC: JFROG LTD (FROG): Quarterly 13F Position History
As of Q1 2026, Praesidium Investment Management Company, LLC reported 1,013,484 shares of JFROG LTD (FROG), worth $47.6M and representing 11.4% of its 13F equity book. Quarter-over-quarter share count change: 497,806 (-32.9%) . The position first appeared in Q1 2023 and has been disclosed across 13 13F-HR filings in Pactolio's tracked window.
- 1,013,484Shares Held (Latest Filing)
- $47.6MReported Market Value (Latest Filing)
- 11.4%Portfolio Weight (% of 13F Equity Book)
- 497,806Quarter-over-Quarter Share Change
- -$46.8MQuarter-over-Quarter Value Change
- 2,067,828Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 13 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,013,484 | 497,806 | -32.9% | $47.6M | 11.4% | $46.9 |
| Q4 2025 | 1,511,290 | +15,513 | +1.0% | $94.4M | 17.5% | $62.5 |
| Q3 2025 | 1,495,777 | 28,487 | -1.9% | $70.8M | 13.8% | $47.3 |
| Q2 2025 | 1,524,264 | 66,124 | -4.2% | $66.9M | 11.8% | $43.9 |
| Q1 2025 | 1,590,388 | +123,160 | +8.4% | $50.9M | 9.5% | $32.0 |
| Q4 2024 | 1,467,228 | 114,442 | -7.2% | $43.2M | 7.2% | $29.4 |
| Q3 2024 | 1,581,670 | +407,492 | +34.7% | $45.9M | 7.7% | $29.0 |
| Q2 2024 | 1,174,178 | 407,860 | -25.8% | $44.1M | 8.4% | $37.5 |
| Q1 2024 | 1,582,038 | 361,343 | -18.6% | $70.0M | 10.3% | $44.2 |
| Q4 2023 | 1,943,381 | +118,473 | +6.5% | $67.3M | 8.3% | $34.6 |
| Q3 2023 | 1,824,908 | 242,920 | -11.7% | $46.3M | 6.0% | $25.4 |
| Q2 2023 | 2,067,828 | +192,050 | +10.2% | $57.3M | 5.2% | $27.7 |
| Q1 2023 | 1,875,778 | — | — | $37.0M | 3.3% | $19.7 |
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 Praesidium Investment Management Company, LLC first disclose a FROG position in 13F-HR filings?
Praesidium Investment Management Company, LLC first reported JFROG LTD (FROG) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 13 reported quarters within Pactolio's tracked window.
What was Praesidium Investment Management Company, LLC's most recent quarter-over-quarter share-count change in FROG?
Between Q4 2025 and Q1 2026, Praesidium Investment Management Company, LLC reduced its FROG position by 497,806 shares (-32.9%), leaving 1,013,484 shares at a market value of $47.6M.
Does the implied price-per-share represent Praesidium Investment Management Company, 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.