Portfolio›Bucket 08

Identity & permissions

Permission state IS the agent control plane. Without it, no agent can take a real action.

P3 OwnershipP4 VerbsP5 History
$942.36 current · $480.00 cost
Why these three
OKTALeader

Okta

Identity & permissions
P3 OwnershipP4 VerbsP5 History

Shares

2.5893

Cost

$77.24

$200.00

Latest

$166.43

$430.94

P&L$230.94 · +115.47%

31 signals · last 14d · P3 Ownership · highest conviction+28

PANWChallenger

Palo Alto Networks

Identity & permissions
P3 OwnershipP5 History

Shares

0.9753

Cost

$184.56

$180.00

Latest

$362.09

$353.14

P&L$173.14 · +96.19%

8 signals · last 14d+1

SAILDark Horse

SailPoint

Identity & permissions
P3 Ownership

Shares

8.2305

Cost

$12.15

$100.00

Latest

$19.23

$158.27

P&L$58.27 · +58.27%

5 signals · last 14d · P3 Ownership · highest conviction+4−1

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