JFrog Ltd. (FROG) Fell Due to “Claude Trade” Sell-Off

JFrog Ltd. (FROG) Fell Due to “Claude Trade” Sell-Off Soumya Eswaran Wed, July 1, 2026 at 8:05 PM GMT+7 3 min read MSTR FROG CL=F Times Square Capital Management, an equity investment management company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside temporary global tariffs. High oil prices and supply chain disruptions followed U.S. and Israeli involvement in Iran, prompting a shift to safer assets and a reevaluation of supply chains and energy dependencies. Central banks maintained steady policies despite energy-driven inflation. In this environment, the Strategy remains focused on disciplined management teams with durable competitive advantages. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.

In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted JFrog Ltd. (NASDAQ:FROG). Incorporated in 2008, JFrog Ltd. (NASDAQ:FROG) is a technology company that provides a software supply chain platform to enable secure software delivery and management across teams. On June 30, 2026, JFrog Ltd. (NASDAQ:FROG) closed at $90.88 per share. One-month return of JFrog Ltd. (NASDAQ:FROG) was 8.37%, and its shares gained 119.78% over the past 52 weeks. JFrog Ltd. (NASDAQ:FROG) has a market capitalization of $11.01 billion.

TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding JFrog Ltd. (NASDAQ:FROG) in its Q1 2026 investor letter: