TWPM
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Total Wealth Planning & Management’s JFrog FROG Stock Holding History

Total Wealth Planning & Management’s Portfolio FROG Stock Details FROG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,563
Closed -$660K – 223
2025
Q4 		$660K Buy
+10,563
New +$601K 0.49% 57

Other funds holding FROG

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Total Wealth Planning & Management's FROG Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of JFrog (FROG) in Q1 2026, closing a stake of 10,563 shares — an estimated $660K sold.

Total Wealth Planning & Management first reported a position in FROG in Q4 2025 and held it in 1 quarter. The position peaked at $660K in Q4 2025. 326 funds tracked by Wall St. Rank hold FROG as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining JFrog position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 10,563 JFrog shares in Q1 2026, an estimated $660K.
  • Total Wealth Planning & Management first reported a position in JFrog in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's JFrog position peaked at $660K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held JFrog as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.