Position
ValueAct 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 $195.9M$46.93 → $90.88
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 5.3M | $330.9M | — | — | — | 4.2% |
| Q1 2026 | 6.02M | $282.5M | $46.93 | −$82.3M | $33.9M | 3.6% |
| Q2 2026 | 4.46M | $405.2M | $90.88 | $195.9M | −$73.3M | 3.3% |