Total Wealth Planning & Management Inc. Takes $660,000 Position in JFrog Ltd. $FROG

Total Wealth Planning & Management Inc. acquired a new stake in JFrog Ltd. (NASDAQ:FROG) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 10,563 shares of the company’s stock, valued at approximately $660,000.

Several other hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings 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 acquiring an additional 362,654 shares in the last quarter. Wasatch Advisors LP grew its holdings in shares of JFrog by 6.0% in the 3rd quarter. Wasatch Advisors LP now owns 2,710,886 shares of the company’s stock valued at $128,306,000 after acquiring an additional 153,283 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of JFrog by 11.8% in the 3rd quarter. Bank of America Corp DE now owns 1,607,498 shares of the company’s stock valued at $76,083,000 after acquiring an additional 170,146 shares in the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of JFrog by 378.8% in the 4th quarter. Assenagon Asset Management S.A. now owns 1,543,011 shares of the company’s stock valued at $96,376,000 after acquiring an additional 1,220,768 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA grew its holdings in shares of JFrog by 32.7% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,345,935 shares of the company’s stock valued at $84,067,000 after acquiring an additional 331,457 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

JFrog News Summary

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.

JFrog Stock Performance

JFrog stock opened at $86.20 on Friday. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $89.16. The stock has a market capitalization of $10.44 billion, a P/E ratio of -162.63 and a beta of 1.23. The stock has a 50-day simple moving average of $57.68 and a 200 day simple moving average of $55.86.

JFrog (NASDAQ:FROG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates 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 business had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. During the same quarter last year, the company posted $0.20 earnings per share. JFrog’s quarterly revenue 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. Research analysts forecast that JFrog Ltd. will post -0.17 earnings per share for the current year.

Analyst Ratings Changes

FROG has been the subject of several analyst reports. KeyCorp raised their price objective on JFrog from $83.00 to $86.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Cantor Fitzgerald restated an “overweight” rating and issued a $80.00 price objective on shares of JFrog in a report on Wednesday, April 22nd. TD Cowen decreased their price objective on JFrog from $80.00 to $70.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a report on Tuesday, April 21st. Finally, Truist Financial raised their price objective on JFrog from $70.00 to $80.00 and gave the company a “buy” rating in a report on Friday, May 8th. Eighteen research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $76.63.

Insider Buying and Selling

In related news, CTO Yoav Landman sold 100,000 shares of JFrog stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $81.47, for a total transaction of $8,147,000.00. Following the completion of the transaction, the chief technology officer owned 5,734,038 shares in the company, valued at approximately $467,152,075.86. This trade represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $85.84, for a total transaction of $10,300,800.00. Following the sale, the director owned 3,224,328 shares of the company’s stock, valued at $276,776,315.52. This trade represents a 3.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 689,363 shares of company stock worth $48,658,874. Company insiders own 11.80% of the company’s stock.

JFrog Company 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.