Cybersecurity stocks and shares in providers of software-development tools retreated after Anthropic released "Claude Code Security."

Envestnet Asset Management Inc. trimmed its stake in JFrog Ltd. (NASDAQ: FROG) by 6.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 164,475 shares of the company's stock after selling 10,960 shares during the period. Envestnet Asset Management Inc. owned

JFrog powers secure, automated software releases for enterprises, with a platform supporting complex supply chain management.

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

JFrog Ltd. (FROG) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for JFrog (FROG) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

JFrog Ltd. (FROG) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.19 per share a year ago.

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog Announces Fourth Quarter and Fiscal 2025 Results; Total fiscal 2025 Revenues of $531.8 million.

Besides Wall Street's top-and-bottom-line estimates for JFrog (FROG), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

JFrog (FROG) is evolving into a mission-critical infrastructure platform, driving deeper enterprise adoption and expanding into governance, compliance, and AI. FROG's Q3 FY2025 revenue grew 26% to $137M, with cloud revenue up 50% and gross margin at 84%, highlighting accelerating operating leverage. The company targets a $40B+ core market, with adjacent opportunities in software security, release automation, and MLOps potentially adding $14B by 2030.