JFrog Ltd · Brief

Next report

3 days

Nov 5 · after closeest.Q3 FY26

Expected move

±12.0%implied · report alone

83.05105.73

straddle ±16.0%

spot 94.39exp Nov 20ATM strike 95ATM straddle 17.80IV 99%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±16.0%▲+7.80%×0.49

quarterimplied−20%0+20%realized×

Q2 FY26±16.0%▲+7.80%×0.49

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull2 of 4

5disclosed supplier and customer ties with named counterpartiesSEC filings

+25.22%largest reporting managers increased their aggregate holdings in the latest quarter13F · Jun 30 '26

Bear2 of 3

9 of 24subgroup of largest managers reduced their reported positions last quarter13F · Jun 30 '26

0.31%largest tracked fund's share of the ETF's assets is minimalN-PORT · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

FROG report session

No linked exposure.

Oct 22impliedImplied move: ±16.6% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.