Last 7 days
-4.6%
Last 30 days
-3.7%
Last 90 days
-5.9%
Trailing 12 Months
33.6%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-19 | Simon Frederic | sold | -925,506 | 26.443 | -35,000 | - |
2023-09-14 | Landman Yoav | sold | -346,192 | 28.0272 | -12,352 | chief technology officer |
2023-09-08 | Landman Yoav | sold | -1,235,470 | 27.941 | -44,217 | chief technology officer |
2023-09-07 | Notman Tali | sold | -207,892 | 28.3 | -7,346 | chief revenue officer |
2023-09-07 | Sela Yossi | sold | -421,396 | 28.5828 | -14,743 | - |
2023-09-06 | Shlomi Ben Haim | sold | -293,283 | 29.39 | -9,979 | chief executive officer |
2023-09-06 | Shulman Yakov (Jacob) | sold | -206,788 | 29.39 | -7,036 | chief financial officer |
2023-09-06 | Sela Yossi | sold | -538,805 | 29.1451 | -18,487 | - |
2023-09-06 | Sela Yossi | sold | -182,361 | 29.1451 | -6,257 | - |
2023-09-05 | Notman Tali | sold | -117,392 | 28.9 | -4,062 | chief revenue officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-20 | BARCLAYS PLC | added | 2,590 | 327,000 | 336,000 | -% |
2023-09-18 | WASHINGTON CAPITAL MANAGEMENT, INC | reduced | -30.00 | -8,990 | 562,310 | 0.48% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | new | - | 12,576 | 12,576 | -% |
2023-08-23 | WOLVERINE TRADING, LLC | new | - | 456,019 | 456,019 | -% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | added | 32.23 | 745,637 | 1,613,440 | -% |
2023-08-21 | OSAIC HOLDINGS, INC. | reduced | -2.61 | 49,052 | 182,803 | -% |
2023-08-17 | Orion Portfolio Solutions, LLC | reduced | -3.65 | 352,549 | 1,346,410 | 0.01% |
2023-08-16 | Sunbelt Securities, Inc. | sold off | -100 | -24,791 | - | -% |
2023-08-15 | LAZARD ASSET MANAGEMENT LLC | added | 857 | 445,000 | 480,000 | -% |
2023-08-15 | GOLDMAN SACHS GROUP INC | reduced | -90.6 | -14,432,800 | 2,198,470 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | gemini israel v limited partnership | 8.5% | 8,490,780 | SC 13G/A | |
Feb 09, 2023 | landman yoav | 7.2% | 7,299,402 | SC 13G/A | |
Feb 09, 2023 | shlomi ben haim | 5.0% | 5,089,800 | SC 13G/A | |
Feb 09, 2023 | simon frederic | 5.4% | 5,423,794 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 5.18% | 5,190,640 | SC 13G | |
Feb 14, 2022 | landman yoav | 85% | 7,304,757 | SC 13G/A | |
Feb 14, 2022 | shlomi ben haim | 85% | 5,130,363 | SC 13G/A | |
Feb 14, 2022 | simon frederic | 5.8% | 5,636,675 | SC 13G/A | |
Feb 11, 2022 | sapphire ventures, l.l.c. | 8.41% | 8,102,173 | SC 13G/A | |
Feb 11, 2022 | dell technologies inc. | 2.3% | 2,197,908 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 20, 2023 | 4 | Insider Trading | |
Sep 19, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 14, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 11, 2023 | 4 | Insider Trading | |
Sep 08, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 08, 2023 | 4 | Insider Trading | |
Sep 08, 2023 | 4 | Insider Trading | |
Sep 07, 2023 | 4 | Insider Trading | |
Sep 07, 2023 | 4 | Insider Trading |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AAPL | 2.8T | 383.9B | -1.42% | 17.25% | 29.08 | 7.18 | -0.93% | -4.89% |
MSFT | 2.4T | 211.9B | -1.68% | 33.84% | 32.61 | 11.14 | 6.88% | -0.52% |
GOOG | 1.7T | 289.5B | 1.13% | 33.28% | 27.38 | 5.77 | 4.10% | -15.36% |
AMZN | 1.4T | 538.0B | -1.49% | 15.37% | 103.56 | 2.52 | 10.73% | 12.62% |
MID-CAP | ||||||||
JBLU | 1.5B | 9.9B | -26.57% | -35.60% | 54.88 | 0.15 | 24.14% | 106.11% |
NYMT | 787.5M | 246.5M | -5.68% | -1.58% | -4.96 | 3.19 | 6.65% | -174.04% |
SMALL-CAP | ||||||||
TLRY | 1.7B | 627.1M | -7.75% | -5.51% | -1.16 | 2.69 | -0.20% | -204.67% |
PLAY | 1.5B | 2.2B | -8.61% | 11.01% | 10.97 | 0.7 | 38.20% | -10.10% |
NKLA | 1.1B | 56.2M | 6.49% | -64.14% | -1.27 | 19.1 | 40.31% | -12.26% |
MFA | 1.0B | 543.3M | -4.82% | 8.68% | -706.81 | 1.89 | 31.74% | 78.13% |
BYND | 604.6M | 356.8M | -18.61% | -40.09% | -2.15 | 1.69 | -23.03% | 15.53% |
CGC | 519.0M | 453.3M | 141.77% | -66.80% | -0.42 | 1.14 | -16.04% | 55.90% |
GPRO | 502.3M | 1.0B | -12.87% | -35.39% | -19 | 0.48 | -11.34% | -107.10% |
INO | 99.1M | 13.7M | -11.28% | -78.07% | -0.59 | 7.26 | 413.65% | 52.51% |
-30.2%
95.6%
89.3%
59.1%
Y-axis is the maximum loss one would have experienced if JFrog was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2018Q4 |
Revenue | 5.5% | 312,527,000 | 296,164,000 | 280,040,000 | 262,730,000 | 244,442,000 | 225,292,000 | 206,683,000 | 190,136,000 | 175,319,000 | 163,093,000 | 150,827,000 | 138,895,000 | 127,853,000 | 121,896,000 | 104,716,000 | 111,376,000 | 63,532,000 |
Gross Profit | 5.7% | 242,477,000 | 229,319,000 | 217,753,000 | 204,861,000 | 191,010,000 | 178,033,000 | 164,860,000 | 153,080,000 | 142,463,000 | 132,619,000 | 122,376,000 | 112,428,000 | 103,298,000 | 98,074,667 | 84,681,000 | 89,980,000 | 52,821,000 |
Operating Expenses | 3.0% | 332,888,000 | 323,233,000 | 307,593,000 | 292,459,000 | 276,085,000 | 254,929,000 | 233,229,000 | 206,871,000 | 180,737,000 | 155,324,000 | 136,568,000 | 119,023,000 | 107,814,000 | 105,880,000 | 91,618,000 | 103,260,000 | 79,676,000 |
S&GA Expenses | 3.2% | 141,479,000 | 137,118,000 | 130,812,000 | 125,173,000 | 116,342,000 | 106,377,000 | 96,962,000 | 84,304,000 | 74,822,000 | 66,678,000 | 60,936,000 | 55,048,000 | 52,251,000 | 51,158,667 | 44,088,000 | 48,168,000 | 34,972,000 |
R&D Expenses | 3.6% | 133,609,000 | 129,010,000 | 121,225,000 | 113,682,000 | 105,126,000 | 92,869,000 | 79,604,000 | 65,327,000 | 52,566,000 | 45,654,000 | 41,113,000 | 37,418,000 | 35,702,000 | 34,568,000 | 29,730,000 | 34,660,000 | 25,861,000 |
EBITDA | 100.0% | - | -70,118,000 | -70,091,000 | -71,026,000 | -70,492,000 | -64,980,000 | -58,879,000 | -46,425,000 | -32,674,000 | -17,057,000 | -8,487,000 | -909,000 | 1,333,667 | -2,002,666 | -956,000 | -8,016,000 | -24,425,000 |
EBITDA Margin | 100.0% | - | -0.24 | -0.25 | -0.27 | -0.29 | -0.29 | -0.28 | -0.24 | -0.19 | -0.10 | -0.06 | -0.01 | 0.01 | -0.02 | -0.01 | -0.07 | -0.38 |
Earnings Before Taxes | 9.3% | -77,219,000 | -85,101,000 | -84,746,000 | -85,421,000 | -84,247,000 | -76,239,000 | -67,625,000 | -52,542,000 | -36,661,000 | -20,864,000 | -12,147,000 | -4,359,000 | -2,029,000 | -5,254,666 | -3,766,000 | -10,740,000 | -25,545,000 |
EBT Margin | 100.0% | - | -0.29 | -0.30 | -0.33 | -0.34 | -0.34 | -0.33 | -0.28 | -0.21 | -0.13 | -0.08 | -0.03 | -0.02 | -0.04 | -0.04 | -0.10 | -0.40 |
Net Income | 9.1% | -82,983,000 | -91,289,000 | -90,184,000 | -89,724,000 | -86,636,000 | -76,012,000 | -64,203,000 | -45,222,000 | -30,023,000 | -15,175,000 | -9,405,000 | -5,902,000 | -3,751,000 | -7,266,666 | -5,394,000 | -12,456,000 | -26,015,000 |
Net Income Margin | 100.0% | - | -0.31 | -0.32 | -0.34 | -0.35 | -0.34 | -0.31 | -0.24 | -0.17 | -0.09 | -0.06 | -0.04 | -0.03 | -0.06 | -0.05 | -0.11 | -0.41 |
Free Cashflow | -100.0% | - | 11,814,000 | 17,097,000 | 27,297,000 | 4,816,000 | 19,886,000 | 23,674,000 | 18,956,000 | 47,288,000 | 36,010,000 | 25,936,000 | 18,216,000 | 11,390,667 | 3,574,000 | 8,201,000 | 5,354,667 | 6,487,000 |
Balance Sheet | (In Millions) | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2019Q4 |
Assets | 1.9% | 895 | 879 | 871 | 853 | 858 | 856 | 853 | 830 | 729 | 735 | 689 | 654 | 238 |
Current Assets | 3.4% | 558 | 540 | 532 | 509 | 510 | 507 | 499 | 470 | 669 | 675 | 653 | 618 | 199 |
Cash Equivalents | 15.7% | 47.00 | 40.00 | 46.00 | 54.00 | 55.00 | 60.00 | 69.00 | 85.00 | 259 | 147 | 164 | 324 | 41.00 |
Net PPE | -6.1% | 7.00 | 7.00 | 8.00 | 8.00 | 8.00 | 7.00 | 7.00 | 6.00 | 6.00 | 6.00 | 5.00 | 4.00 | 4.00 |
Goodwill | 0% | 248 | 248 | 248 | 248 | 248 | 248 | 248 | 248 | 17.00 | 17.00 | 17.00 | 17.00 | 17.00 |
Liabilities | 3.8% | 259 | 250 | 246 | 228 | 232 | 220 | 214 | 185 | 167 | 176 | 135 | 108 | 96.00 |
Current Liabilities | 4.9% | 224 | 214 | 210 | 192 | 194 | 183 | 175 | 147 | 135 | 140 | 123 | 99.00 | 86.00 |
Shareholder's Equity | 1.1% | 636 | 629 | 625 | 625 | 625 | 637 | 639 | 644 | 562 | 559 | 554 | 546 | - |
Retained Earnings | -6.2% | -265 | -249 | -229 | -206 | -182 | -158 | -138 | -116 | -95.83 | -82.68 | -74.79 | -71.07 | -65.38 |
Additional Paid-In Capital | 2.7% | 905 | 881 | 856 | 835 | 812 | 796 | 777 | 760 | 658 | 642 | 628 | 617 | 32.00 |
Shares Outstanding | 1.7% | 104 | 102 | 101 | 100 | 99.00 | 98.00 | 97.00 | 96.00 | 94.00 | 93.00 | 92.00 | 31.00 | 27.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2018Q4 |
Cashflow From Operations | 83.6% | 28.00 | 15.00 | 21.00 | 32.00 | 9.00 | 24.00 | 28.00 | 23.00 | 52.00 | 40.00 | 29.00 | 21.00 | 14.00 | 7.00 | 10.00 | 7.00 | 9.00 |
Share Based Compensation | 8.4% | 81.00 | 74.00 | 69.00 | 63.00 | 60.00 | 59.00 | 57.00 | 52.00 | 45.00 | 34.00 | 24.00 | 16.00 | 9.00 | 8.00 | 9.00 | 10.00 | 20.00 |
Cashflow From Investing | -9.6% | -47.79 | -43.60 | -53.34 | -73.16 | -225 | -116 | -125 | -270 | -221 | -331 | -311 | -176 | -86.34 | -108 | -149 | -137 | -3.07 |
Cashflow From Financing | 20.8% | 13.00 | 11.00 | 11.00 | 12.00 | 12.00 | 5.00 | 1.00 | 8.00 | 403 | 408 | 406 | 397 | -2.59 | -1.68 | 1.00 | 1.00 | 114 |
Condensed Consolidated Statements of Operations - USD ($) $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Revenue: | ||||
Total subscription revenue | $ 84,170 | $ 67,807 | $ 163,990 | $ 131,503 |
Cost of revenue: | ||||
Total cost of revenue—subscription | 18,449 | 15,244 | 36,870 | 29,107 |
Gross profit | 65,721 | 52,563 | 127,120 | 102,396 |
Operating expenses: | ||||
Research and development | 33,544 | 28,945 | 68,430 | 56,046 |
Sales and marketing | 36,352 | 31,991 | 71,838 | 61,171 |
General and administrative | 14,732 | 14,037 | 28,972 | 26,728 |
Total operating expenses | 84,628 | 74,973 | 169,240 | 143,945 |
Operating loss | (18,907) | (22,410) | (42,120) | (41,549) |
Interest and other income, net | 4,896 | 517 | 8,888 | 790 |
Loss before income taxes | (14,011) | (21,893) | (33,232) | (40,759) |
Income tax expense | 1,456 | 1,880 | 3,044 | 2,718 |
Net loss | $ (15,467) | $ (23,773) | $ (36,276) | $ (43,477) |
Net loss per share, Basic | $ (0.15) | $ (0.24) | $ (0.36) | $ (0.44) |
Net loss per share, Diluted | $ (0.15) | $ (0.24) | $ (0.36) | $ (0.44) |
Weighted-average shares used in computing net loss per share, basic | 102,512,578 | 98,955,711 | 101,890,022 | 98,422,723 |
Weighted-average shares used in computing net loss per share, diluted | 102,512,578 | 98,955,711 | 101,890,022 | 98,422,723 |
Subscription—self-managed and SaaS | ||||
Revenue: | ||||
Total subscription revenue | $ 79,467 | $ 63,679 | $ 154,010 | $ 122,748 |
Cost of revenue: | ||||
Total cost of revenue—subscription | 18,231 | 15,024 | 36,434 | 28,667 |
License—self-managed | ||||
Revenue: | ||||
Total subscription revenue | 4,703 | 4,128 | 9,980 | 8,755 |
Cost of revenue: | ||||
Total cost of revenue—subscription | $ 218 | $ 220 | $ 436 | $ 440 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 46,694 | $ 45,595 |
Short-term investments | 423,100 | 397,605 |
Accounts receivable, net | 62,498 | 62,117 |
Deferred contract acquisition costs | 9,063 | 8,102 |
Prepaid expenses and other current assets | 16,955 | 18,603 |
Total current assets | 558,310 | 532,022 |
Property and equipment, net | 7,028 | 8,021 |
Deferred contract acquisition costs, noncurrent | 14,134 | 13,501 |
Operating lease right-of-use assets | 27,361 | 24,602 |
Intangible assets, net | 31,618 | 37,544 |
Goodwill | 247,955 | 247,955 |
Other assets, noncurrent | 8,715 | 7,576 |
Total assets | 895,121 | 871,221 |
Current liabilities: | ||
Accounts payable | 13,097 | 14,867 |
Accrued expenses and other current liabilities | 31,724 | 28,848 |
Operating lease liabilities | 8,272 | 7,132 |
Deferred revenue | 170,967 | 158,725 |
Total current liabilities | 224,060 | 209,572 |
Deferred revenue, noncurrent | 13,441 | 16,990 |
Operating lease liabilities, noncurrent | 18,241 | 16,829 |
Other liabilities, noncurrent | 3,487 | 3,057 |
Total liabilities | 259,229 | 246,448 |
Commitments and contingencies (Note 10) | ||
Shareholders' equity: | ||
Preferred shares, NIS 0.01 par value per share; 50,000,000 shares authorized; 0 issued and outstanding as of June 30, 2023 and December 31, 2022 | 0 | 0 |
Ordinary shares, NIS 0.01 par value per share, 500,000,000 shares authorized; 103,620,107and 100,907,857 shares issued and outstanding as of June 30, 2023 and December 31, 2022, respectively | 290 | 283 |
Additional paid-in capital | 904,531 | 856,438 |
Accumulated other comprehensive loss | (3,477) | (2,772) |
Accumulated deficit | (265,452) | (229,176) |
Total shareholders' equity | 635,892 | 624,773 |
Total liabilities and shareholders' equity | $ 895,121 | $ 871,221 |