JFrog Ltd. $FROG Shares Newly Acquired by Taylor Frigon Capital Management LLC

Key Points

• Taylor Frigon Capital Management acquired 33,354 JFrog shares worth approximately $3.24 million in the third quarter, making the stock its 10th-largest holding. Institutional investors and hedge funds collectively own 85.02% of JFrog.
• JFrog recently beat quarterly expectations, reporting $0.27 in adjusted EPS and $163.77 million in revenue, up 28.7% year over year. The company also issued fiscal 2026 EPS guidance of $0.96–$1.00.
• Analysts remain broadly positive, with 21 Buy ratings and an average price target of $109.48, but insider selling is a potential risk: insiders sold 915,453 shares worth $86.7 million in the latest quarter.

Taylor Frigon Capital Management LLC purchased a new position in shares of JFrog Ltd. (NASDAQ:FROG - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 33,354 shares of the company's stock, valued at approximately $3,237,000. JFrog comprises about 1.6% of Taylor Frigon Capital Management LLC's holdings, making the stock its 10th biggest holding.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Gibbs Wealth Management boosted its position in JFrog by 48.7% in the 3rd quarter. Gibbs Wealth Management now owns 15,260 shares of the company's stock worth $1,481,000 after purchasing an additional 4,996 shares in the last quarter. Wedbush Securities Inc. purchased a new position in shares of JFrog during the 3rd quarter valued at approximately $232,000. Sterling Capital Management LLC increased its holdings in shares of JFrog by 840.7% during the 3rd quarter. Sterling Capital Management LLC now owns 3,603 shares of the company's stock valued at $350,000 after purchasing an additional 3,220 shares in the last quarter. Inspire Investing LLC purchased a new position in shares of JFrog during the 3rd quarter valued at approximately $552,000. Finally, Reyes Financial Architecture Inc. acquired a new position in shares of JFrog in the 3rd quarter valued at $112,000. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at JFrog

In related news, CRO Tali Notman sold 19,157 shares of the firm's stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total value of $1,733,900.07. Following the transaction, the executive directly owned 687,472 shares of the company's stock, valued at approximately $62,223,090.72. This trade represents a 2.71% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Yoav Landman sold 249,300 shares of JFrog stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $100.72, for a total value of $25,109,496.00. Following the completion of the sale, the chief technology officer owned 5,199,038 shares in the company, valued at approximately $523,647,107.36. The trade was a 4.58% 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. Insiders have sold 915,453 shares of company stock worth $86,664,266 in the last quarter. Company insiders own 11.80% of the company's stock.

JFrog Price Performance

Shares of NASDAQ:FROG opened at $100.62 on Friday. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $105.76. The firm has a market capitalization of $12.41 billion, a price-to-earnings ratio of -271.94 and a beta of 1.24. The business's 50 day moving average price is $93.30 and its 200-day moving average price is $80.67.

JFrog (NASDAQ:FROG - Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.03. The business had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company's revenue for the quarter was up 28.7% compared to the same quarter last year. During the same quarter last year, the business earned $0.18 earnings per share. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, sell-side analysts expect that JFrog Ltd. will post -0.11 earnings per share for the current year.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s new AI-SEC products strengthen its growth narrative. The company introduced tools for detecting “shadow AI,” scanning AI assets and enforcing policies across development and production environments. The offering expands JFrog beyond artifact management into the potentially higher-value AI-security market. JFrog AI Security article
• Positive Sentiment: New DevGovOps and compliance capabilities could support enterprise adoption. Features including signed compliance evidence, repository-level policies and DORA-related controls position JFrog as a broader software governance platform and may improve customer retention. JFrog DevGovOps announcement
• Positive Sentiment: Analyst sentiment remains supportive. Truist raised its price target to $115 while maintaining a Buy rating, citing confidence in JFrog’s growth outlook. Recent institutional filings also showed substantial share additions by BlackRock, JPMorgan and other investors.
• Neutral Sentiment: The upcoming earnings report is the next major catalyst. JFrog previously beat quarterly revenue and EPS expectations, with revenue up 28.7% year over year, but investors will look for confirmation that cloud momentum and fiscal-year guidance remain on track. JFrog pre-earnings sentiment article
• Negative Sentiment: Insider selling is a risk signal. Director Barry Zwarenstein sold 1,250 shares under a pre-arranged Rule 10b5-1 plan. Separately, company insiders have reported numerous sales and no open-market purchases in the past six months, which could temper enthusiasm despite the recent product and analyst catalysts.

Analysts Set New Price Targets

Several equities analysts recently issued reports on FROG shares. Raymond James Financial set a $120.00 target price on shares of JFrog in a research note on Friday, August 7th. Morgan Stanley set a $100.00 price target on shares of JFrog in a research report on Friday, August 7th. Benchmark lifted their price objective on shares of JFrog from $100.00 to $120.00 and gave the company a "buy" rating in a report on Friday, August 7th. Piper Sandler upped their price objective on shares of JFrog from $65.00 to $90.00 and gave the stock a "neutral" rating in a research report on Friday, August 7th. Finally, Truist Financial upped their price objective on shares of JFrog from $110.00 to $115.00 and gave the stock a "buy" rating in a research report on Wednesday. Twenty-one equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $109.48.

About JFrog

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company's products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.

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