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
$831.32 current · $480.00 cost
Why these three
OKTALeader

Okta

Identity & permissions
P3 OwnershipP4 VerbsP5 History

Shares

2.5893

Cost

$77.24

$200.00

Latest

$141.42

$366.18

P&L$166.18 · +83.09%

1 signal · last 14d

PANWChallenger

Palo Alto Networks

Identity & permissions
P3 OwnershipP5 History

Shares

0.9753

Cost

$184.56

$180.00

Latest

$348.06

$339.46

P&L$159.46 · +88.59%

1 signal · last 14d

SAILDark Horse

SailPoint

Identity & permissions
P3 Ownership

Shares

8.2305

Cost

$12.15

$100.00

Latest

$15.27

$125.68

P&L$25.68 · +25.68%

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

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