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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Wasatch Long Short Alpha Fund | JFrog Ltd. $FROG• NASDAQ | Application SoftwareSoftware | Wasatch Long Short Alpha Fund - FROG The top contributor to Fund performance was JFrog Ltd. (FROG). The company provides... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Ryan SnowWasatch Small Cap Growth Strategy | JFrog Ltd. $FROG• NASDAQ | Application SoftwareSoftware | Wasatch Small Cap Growth Strategy - FROG The top contributor to strategy performance was JFrog Ltd. (FROG). The company provides... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Wasatch Long Short Alpha Fund | JFrog Ltd. $FROG• NASDAQ | Application SoftwareSoftware | Long FROG (JFrog Ltd.) 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... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Portfolio Manager1290 Essex Small Cap Growth Fund | JFrog Ltd. $FROG• NASDAQ | Application SoftwareSoftware | Long FROG (JFrog Ltd.) JFrog emerged as the strategy's top performer, recovering from a previous sector-wide software sell-off. The managers believe... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | JFrog Ltd. $FROG• NASDAQ | Application SoftwareSoftware | Artisan Global Discovery 2025 Q4 (FROG) JFrog is the market leader in continuous software release management, enabling a faster cadence of developing, securing and releasing software. Recent earnings were... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Randy GwirtzmanBaron Discovery Fund | JFrog Ltd. $FROG• NASDAQ | Application SoftwareSoftware | Baron Discovery Fund 2025 Q4 (FROG) We established a position in JFrog Ltd., a leading provider of software supply chain management tools. JFrog's platform serves... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | TimesSquare Capital Management, LLCTimesSquare Capital Management U.S. Small Cap Growth Strategy | JFrog Ltd. $FROG• NASDAQ | Application SoftwareSoftware | TimesSquare Capital Management U.S. Small Cap Growth Strategy 2025 Q4 (FROG) JFrog Ltd., the portfolio's strongest performer this quarter. JFrog manages the... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | JFrog Ltd. $FROG• NASDAQ | Application SoftwareSoftware | TimesSquare Capital Management U.S. Mid Cap Growth Strategy 2025 Q2 (JFROG) Jumping back to the positive was JFrog Ltd., which provides systems to manage and speed up the release of software updates from developers to users. We added to... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.