Qwak

+32%

est. 2Y upside i

AI & MLSeries A

Rank

#1320

Sector

AI Infrastructure

Est. Liquidity

~2Y

Data Quality

Data: Low

Qwak was acquired by JFrog in July 2024.

Last updated: July 3, 2026

Bull (20%)+69%

JFrog stock gains 30% annually over 2 years due to AI tailwinds, delivering 69% upside on RSUs.

Base (55%)+32%

JFrog stock grows 15% annually in line with market, yielding 32.25% total return over 2 years.

Bear (25%)+10%

JFrog stock lags at 5% annual growth, resulting in only 10.25% upside, pressured by cloud competition.

Est. time to liquidity~2.0 years

Preference Stack Risk

moderate

Funding Intensity

42%

Total funding $27M vs acquisition price ~$204M (13% ratio), so preference overhang is moderate if using acquisition valuation.

Dilution Risk

low

No further primary rounds; equity is in JFrog public stock with no dilution risk.

Secondary Liquidity

active

JFrog is a public company; RSUs can be sold after vesting, subject to holdback agreements.

Other — 35 roles

Last updated: February 22, 2026

Questions to Ask at the Interview

Strategic questions based on Qwak's data — designed to show you've done your homework.

1
“How does JFrog plan to compete with AWS SageMaker and Databricks?”
2
“What is the current ARR contribution from Qwak vs JFrog's core business?”
3
“What is the expected holdback timeline and liquidity for equity from the acquisition?”

Our model estimates +32% upside. What do you think?

Anonymous. Do not share material non-public information.

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.