33,354 Shares of JFrog Ltd. $FROG Bought by Taylor Frigon Capital Management LLC

Posted by George Bondi on Oct 25th, 2026

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

Several other large investors also recently bought and sold shares of the business. Congress Asset Management Co. lifted its position in JFrog by 14.4% during the third quarter. Congress Asset Management Co. now owns 1,420,301 shares of the company’s stock worth $137,826,000 after buying an additional 178,310 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in JFrog in the 2nd quarter valued at $1,427,000. Wellington Management Group LLP purchased a new stake in JFrog in the 2nd quarter valued at $69,951,000. American Capital Management Inc. acquired a new stake in shares of JFrog in the 2nd quarter worth $1,225,000. Finally, Sei Investments Co. increased its stake in shares of JFrog by 169.0% in the 1st quarter. Sei Investments Co. now owns 468,861 shares of the company’s stock worth $22,004,000 after acquiring an additional 294,547 shares during the last quarter. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Insider Activity at JFrog

In other JFrog news, CRO Tali Notman sold 19,157 shares of the stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total transaction of $1,733,900.07. Following the completion of the transaction, the executive owned 687,472 shares of the company’s stock, valued at $62,223,090.72. This trade represents a 2.71% decrease in their ownership of the stock. The sale was disclosed in a filing 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, CEO Shlomi Ben Haim sold 45,700 shares of JFrog stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $85.35, for a total transaction of $3,900,495.00. Following the sale, the chief executive officer owned 4,449,305 shares of the company’s stock, valued at approximately $379,748,181.75. This represents a 1.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 915,453 shares of company stock worth $86,664,266. 11.80% of the stock is owned by corporate insiders.

JFrog Stock Up 7.2%

Shares of JFrog stock opened at $100.62 on Friday. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $105.76. The business’s fifty day simple moving average is $93.30 and its 200-day simple moving average is $80.67. The firm has a market cap of $12.41 billion, a PE ratio of -271.94 and a beta of 1.24.

JFrog (NASDAQ:FROG – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. The company’s revenue was up 28.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. As a group, equities 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.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on FROG. Canaccord Genuity Group set a $105.00 price target on shares of JFrog in a research report on Friday, August 7th. Oppenheimer raised their price objective on shares of JFrog from $105.00 to $115.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Raymond James Financial set a $120.00 target price on shares of JFrog in a research note on Friday, August 7th. Needham & Company LLC reiterated a “buy” rating and issued a $115.00 target price on shares of JFrog in a report on Thursday, September 3rd. Finally, Wall Street Zen cut shares of JFrog from a “buy” rating to a “hold” rating in a research note on Saturday. Twenty-one research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $109.48.

Check Out Our Latest Analysis on FROG

About JFrog

(Free Report)

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.