David M. Polen
Polen Capital Management
Polen Capital Management JFROG LTD stake
total: 588
Polen Capital Management FROG trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 93,117 JFROG LTD (FROG) shares with a market value of roughly $8.46M accounting for 0.07% of the overall portfolio. To date, the estimated cost basis is nearly $82.98 for "buy" trades. Polen Capital Management first purchased FROG in 2025 Q4, initially acquiring 9,884 shares. Since the initial investment in JFROG LTD (FROG), Polen Capital Management has made 2 more transactions.
When did Polen Capital Management buy JFROG LTD (FROG)?
Polen Capital Management first invested in JFROG LTD (FROG) in 2025 Q4 at the reported quarter-end price of $62.46 per share.
What's the cost basis of Polen Capital Management's FROG stake?
The estimated cost basis for JFROG LTD (FROG) stake is around $82.98 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $82.98
Polen Capital Management's historical trades in JFROG LTD
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.07%
|
93,117
|
$90.88
|
$8,462,473
|
+360.06% (+72,877)
|
+0.06%
|
|
2026 Q1
|
0.01%
|
20,240
|
$46.93
|
$949,863
|
+104.78% (+10,356)
|
+0%
|
|
2025 Q4
|
0.00%
|
9,884
|
$62.46
|
$617,355
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.