JFrog (FROG)
Connects software artifacts, security, release governance and AI delivery across cloud and self-hosted environments.
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Provides a subscription software-supply-chain platform centered on Artifactory, with security, release governance, connected-device delivery and AI/model operations layered around it. Offered through SaaS and self-hosted deployments, the business is majority-US with material international revenue and depends on customers centralizing artifacts and release evidence in JFrog.
Sells subscriptions to a unified software-supply-chain platform through SaaS and self-hosted deployments. Artifactory anchors the platform as a system of record for packages and machine-learning models, while Xray, Curation, Advanced Security and Runtime apply policy and security controls.
Extends delivery through Distribution and Connect, release governance through AppTrust, and model operations through AI Catalog and JFrog ML. The architecture keeps binaries, metadata, models, security findings and release evidence connected across public-cloud, private-cloud, on-premises, multi-cloud and hybrid environments.
Serves a majority-US revenue base with a material international contribution. The subscription business depends on customers centralizing artifacts and release evidence in JFrog while adopting cloud, security, governance and AI workflows, and it competes category by category with developer platforms, artifact managers, security vendors, cloud providers and internal tools.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 4, 2026 | Stifel Nicolaus | Target | Target: $85 | Target: $102 |
| Aug 25, 2026 | RBC Capital | Initiate | Rating: —Target: — | Target: $118 |
| Aug 7, 2026 | Truist Financial | Target | Target: $105 | Target: $110 |
| Aug 7, 2026 | Raymond James | Target | Target: $80 | Target: $120 |
| Aug 7, 2026 | DA Davidson | Reiterate | Rating: —Target: $90 | Target: $115 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $824.5M · Total debt $14.6M · Total assets $1.49B · Shareholders' equity $960.7M
- Revenue
- $163.8M
- Operating income
- −$13.2M
- Net income
- −$4.2M
No dividends on record.
| Institutions | ≈ 93.40% | 113.13M shares | |
|---|---|---|---|
| 439 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.41% | 4.13M shares | |
| 10 holders · as of Sep 16, 2026 | |||
| Strategic holders | 3.92% | 4.75M shares | |
| 1 holder · as of Feb 10, 2022 | |||
| Adds to | 100.73% | ||
121.12M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.73%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 6.47% | 7.84M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.23% | 6.34M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 4.28% | 5.18M | as of Jun 30, 2026 |
Insight Holdings Group, LLCStrategic | 3.92% | 4.75M | filed Feb 10, 2022 |
Whale Rock Capital Management LLCInstitution | 3.68% | 4.46M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Barry Zwarenstein | director | −1,250 | $88.38 |
| Sep 8, 2026 | Tali Notman | officer: CHIEF REVENUE OFFICER | −18,794 | $86.98 |
| Sep 8, 2026 | Ben Haim Shlomi | director, officer: CHIEF EXECUTIVE OFFICER | −45,700 | $85.35 |
| Sep 4, 2026 | Yoav Landman | director, officer: CHIEF TECHNOLOGY OFFICER | −45,000 | $89.27 |
| Sep 2, 2026 | Tali Notman | officer: CHIEF REVENUE OFFICER | −19,157 | $90.51 |
- Microsoft
Broad DevOps rival across packages, CI/CD, and supply-chain security
- GitLab
Direct DevSecOps rival spanning packages, CI/CD, and application security
- Amazon
Cloud-native rival in managed packages and container registries
- Alphabet Class A
Cloud-native rival in artifact storage, scanning, and deploy policy
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| JFrog | $91.35 | −0.71% | $11.14B | — | 93.0 | 18.6 | +28.7% |
| Microsoft | $497.83 | −0.75% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| GitLab | $48.41 | −2.78% | $8.41B | — | 55.4 | 8.0 | +21.3% |
| Amazon | $256.96 | −0.58% | $2.78T | 20.8 | 27.5 | 3.6 | +19.6% |
| Alphabet Class A | $361.77 | +1.92% | $4.30T | 17.8 | 26.9 | 9.6 | +24.2% |
| Median | 20.8 | 27.2 | 8.8 | +20.5% |