The cluster is routine in size relative to market cap and lacks a buy-side signal. Monitor for any upcoming 8-K filings (earnings, guidance, or material agreements) that could explain the timing, but no immediate trading action is warranted based on this cluster alone.
Price Chart
Executive Summary
Two JFrog insiders — CTO Yoav Landman and Director Yossi Sela — sold a combined ~$6.1M in open-market sales over two days, with the CTO alone selling ~$3.9M. This is a large cluster by dollar value (0.06% of market cap) but falls below the 0.1% materiality threshold and is dominated by the CTO, whose sales may be liquidity-driven. The filing is neutral with low impact — the dollar amount is routine for a $10.5B company, and insider sales are weak predictors on average.
Key Financial Metrics
Key Facts
- CTO Yoav Landman sold 44,900 shares for ~$3.93M across five trades on July 17, 2026
- Director Yossi Sela sold 25,000 shares for ~$2.19M across four trades on July 16, 2026
- Total open-market sales of ~$6.1M represent ~0.06% of FROG's $10.5B market cap
- No insider purchases were reported in the cluster window
- Recent 30-day insider activity shows 10 sells totaling $6.7M, consistent with routine selling patterns
Financial Impact
~$6.1M in insider sales, or 0.06% of market cap — below the 0.1% materiality threshold for a $10.5B company
Risk Factors
- Insider sales could precede a negative catalyst not yet disclosed
- CTO selling ~$3.9M in a single day may signal reduced conviction in near-term prospects
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FROG-1784700428730 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | 144 | $96.30 $93.89 | ▼ −2.50% | ▼ −1.32% | $100.46 (+4.32%) |
Sep 16, 2026 5w ago | Insider Cluster | $93.98 $92.81 | ▼ −1.24% | ▼ −1.13% | $100.46 (+6.90%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $100.46 (+15.23%) |
Sep 10, 2026 6w ago | Insider Cluster | $87.18 $93.00 | ▲ +6.68% | ▲ +7.12% | $100.46 (+15.23%) |
Sep 9, 2026 6w ago | Insider Cluster | $88.65 $87.18 | ▼ −1.66% | ▼ −2.51% | $100.46 (+13.32%) |
Sep 4, 2026 7w ago | Insider Cluster | $86.73 $87.32 | ▼ −0.68% | ▼ −1.15% | $100.46 (−15.83%) |
Sep 1, 2026 8w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $100.46 (+9.52%) |
Sep 1, 2026 8w ago | Insider Cluster | $91.73 $90.61 | ▼ −1.22% | ▼ −2.27% | $100.46 (+9.52%) |
Aug 17, 2026 10w ago | Insider Cluster | $91.60 $91.21 | ▼ −0.43% | ▼ −0.64% | $100.46 (+9.67%) |
Jul 27, 2026 13w ago | Insider Cluster | $76.43 $73.28 | ▼ −4.13% | ▼ −2.59% | $100.46 (+31.44%) |
US Market Status
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