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
$979.66 current · $480.00 cost
Why these three
OKTALeader

Okta

Identity & permissions
P3 OwnershipP4 VerbsP5 History

Shares

2.5893

Cost

$77.24

$200.00

Latest

$184.87

$478.69

P&L$278.69 · +139.34%

4 signals · last 14d · P3 Ownership · highest conviction+2−1

PANWChallenger

Palo Alto Networks

Identity & permissions
P3 OwnershipP5 History

Shares

0.9753

Cost

$184.56

$180.00

Latest

$351.72

$343.03

P&L$163.03 · +90.57%

1 signal · last 14d

SAILDark Horse

SailPoint

Identity & permissions
P3 Ownership

Shares

8.2305

Cost

$12.15

$100.00

Latest

$19.19

$157.94

P&L$57.94 · +57.94%

1 signal · last 14d · P3 Ownership · highest conviction+1

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