Total Wealth Planning & Management Inc. Takes Position in JFrog Ltd. $FROG

Total Wealth Planning & Management Inc. purchased a new stake in JFrog Ltd. (NASDAQ:FROG) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 10,563 shares of the company’s stock, valued at approximately $660,000.

A number of other large investors also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in shares of JFrog by 4.0% in the 4th quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after purchasing an additional 362,654 shares during the period. Wasatch Advisors LP raised its stake in JFrog by 6.0% during the 3rd quarter. Wasatch Advisors LP now owns 2,710,886 shares of the company’s stock worth $128,306,000 after buying an additional 153,283 shares during the period. Bank of America Corp DE raised its stake in JFrog by 11.8% during the 3rd quarter. Bank of America Corp DE now owns 1,607,498 shares of the company’s stock worth $76,083,000 after buying an additional 170,146 shares during the period. Assenagon Asset Management S.A. raised its stake in JFrog by 378.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,543,011 shares of the company’s stock worth $96,376,000 after buying an additional 1,220,768 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its stake in JFrog by 32.7% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,345,935 shares of the company’s stock worth $84,067,000 after buying an additional 331,457 shares during the period. Institutional investors and hedge funds own 85.02% of the company’s stock.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog recently reported better-than-expected quarterly results, with EPS and revenue both topping estimates and revenue growing 25.8% year over year; management also raised full-year guidance, which is helping reinforce the stock’s bullish momentum. JFrog leaps on EPS beat and raised guidance
• Positive Sentiment: Analysts have been lifting price targets and reiterating positive ratings, including recent increases from Stifel, BTIG, and Needham, which suggests Wall Street remains constructive on JFrog’s growth outlook.
• Positive Sentiment: JFrog was added to the Russell 3000 index, a development that can increase institutional visibility and passive fund buying over time. JFrog Announces Inclusion in Russell 3000 Index
• Neutral Sentiment: The company presented at the Bank of America 2026 Global Technology Conference, which keeps investors focused on management’s growth narrative but does not appear to have included any major new announcement. JFrog Ltd. Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Several insiders, including CEO Shlomi Ben Haim, CTO Yoav Landman, CFO Eduard Grabscheid, and director Frederic Simon, sold shares recently. Most of the transactions were tied to tax withholding or pre-arranged 10b5-1 plans, but the volume of selling may still weigh on sentiment.

Insider Transactions at JFrog

In other JFrog news, CEO Ben Haim Shlomi sold 43,056 shares of JFrog stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $86.54, for a total value of $3,726,066.24. Following the sale, the chief executive officer owned 4,751,308 shares of the company’s stock, valued at $411,178,194.32. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Eduard Grabscheid sold 5,654 shares of JFrog stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $84.69, for a total value of $478,837.26. Following the completion of the sale, the chief financial officer directly owned 209,658 shares in the company, valued at $17,755,936.02. This represents a 2.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 689,363 shares of company stock worth $48,658,874. 11.80% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts recently commented on the company. Morgan Stanley reaffirmed an “overweight” rating and set a $80.00 price objective on shares of JFrog in a research note on Friday, May 8th. Wall Street Zen downgraded JFrog from a “buy” rating to a “hold” rating in a research note on Saturday, March 21st. JPMorgan Chase & Co. raised their price objective on JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Stifel Nicolaus raised their price objective on JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Finally, Guggenheim raised their price objective on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Eighteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $76.63.

JFrog Price Performance

FROG opened at $86.20 on Friday. The business’s 50-day moving average price is $57.68 and its two-hundred day moving average price is $55.86. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $89.16. The company has a market capitalization of $10.44 billion, a price-to-earnings ratio of -162.63 and a beta of 1.23.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm had revenue of $153.98 million for the quarter, compared to the consensus estimate of $147.45 million. During the same quarter last year, the business posted $0.20 EPS. The company’s revenue for the quarter was up 25.8% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Sell-side analysts anticipate that JFrog Ltd. will post -0.17 earnings per share for the current fiscal year.

JFrog Profile

JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company’s platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.

Among JFrog’s flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.