JFrog (FROG) Shares Surged 32% as Demand for Security Rises After NPM Supply Chain Attack

4 hours ago 1

Soumya Eswaran

Thu, April 2, 2026 astatine 8:12 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) successful the 4th fourth compared to a 1.22% instrumentality for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists amid ongoing labor-market softening, influencing the Fed’s determination connected interest-rate cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted JFrog Ltd. (NASDAQ:FROG) arsenic 1 of its notable contributors. Incorporated successful 2008, JFrog Ltd. (NASDAQ:FROG) is simply a exertion institution that provides a bundle proviso concatenation level to alteration unafraid bundle transportation and absorption crossed teams. On April 1, 2026, JFrog Ltd. (NASDAQ:FROG) closed astatine $48.46 per share. One-month instrumentality of JFrog Ltd. (NASDAQ:FROG) was 17.91%, and its shares gained 56.12% implicit the past 52 weeks. JFrog Ltd. (NASDAQ:FROG) has a marketplace capitalization of $5.8 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding JFrog Ltd. (NASDAQ:FROG) successful its 4th fourth 2025 capitalist letter:

"Among the wide assortment of Information Technology companies, we similar captious strategy providers, specialized constituent designers, systems that amended productivity oregon ratio for their clients, and others that are increasing their shares of firm IT budgets. Lastly was JFrog Ltd. (NASDAQ:FROG), the portfolio’s strongest performer this quarter. JFrog manages the bundle proviso concatenation and enables organizations to securely present bundle updates crossed their enterprises. Demand for information accrued pursuing the caller NPM proviso concatenation attack. JFrog's information add-on—which secures open-source packages earlier organizations onboard them—has seen important pipeline growth, driving a 32% rally successful its shares."

Is JFrog Ltd. (FROG) the Unstoppable Growth Stock to Invest successful Now?

JFrog Ltd. (NASDAQ:FROG) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 50 hedge money portfolios held JFrog Ltd. (NASDAQ:FROG) astatine the extremity of the 4th quarter, compared to 52 successful the erstwhile quarter. In Q4 2025, JFrog Ltd. (NASDAQ:FROG) reported gross of $145.3 million, marking an summation of 25% twelvemonth implicit year. While we admit the imaginable of JFrog Ltd. (NASDAQ:FROG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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