Position
Daventry Group, LP in Jfrog Ltd
Back to the book · All holders of FROG
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$7.35M$62.46 → $46.93
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 475.7K | $29.7M | — | — | — | 19.8% |
| Q1 2026 | 473.4K | $22.2M | $46.93 | −$7.35M | −$141.3K | 25.3% |