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Wasatch Long Short Alpha Fund's investment thesis on JFrog Ltd. ($FROG) — Q2 2026 | Buyside Digest

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$FROGNASDAQJFrog Ltd.

BULL

Wasatch Long Short Alpha Fund—FROG

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$84.52USD

-3.5% vs last month

$94.81Pitched

-10.9% since pitch

Market Cap$10.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

JFrog was the fund's top contributor, recovering from a previous software selloff as strong quarterly earnings and raised guidance validated its business strength. The manager highlights...

— Wasatch Long Short Alpha Fund

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JFrog emerged as the strategy's top performer, recovering from a previous sector-wide software sell-off. The managers believe...

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