Question 1

Does Light Street Capital Management own FROG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Light Street Capital Management holds 514,500 shares of FROG (JFrog), worth $46.8M.

Question 2

How many shares of FROG does Light Street Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management holds 514,500 shares of FROG (JFrog).

Question 3

What is Light Street Capital Management's FROG position worth?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management's FROG position is worth $46.8M.

Question 4

Is Light Street Capital Management buying or selling FROG?

Accepted Answer

In Q2 2026, Light Street Capital Management reduced its FROG position by 60,500 shares (-10.5%).

Question 5

When did Light Street Capital Management first buy FROG?

Accepted Answer

Light Street Capital Management already held FROG in its Q3 2020 13F, the earliest on record, and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	514,500	-10.5%	$46.8M	5.2%	$90.88	0
2026-Q1	Increased	575,000	+24.5%	$27M	5.1%	$46.93	69
2025-Q4	Decreased	462,000	-20.2%	$28.9M	4.4%	$62.46	0
2025-Q3	Decreased	579,265	-4.8%	$27.4M	4.6%	$47.33	0
2025-Q2	Decreased	608,770	-5.0%	$26.7M	5.5%	$43.88	0
2025-Q1	Decreased	640,940	-16.2%	$20.5M	5.7%	$32.00	0
2024-Q4	Decreased	765,018	-19.4%	$22.5M	4.1%	$29.41	0
2024-Q3	Increased	948,515	+55.0%	$27.5M	6.5%	$29.04	80