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
$1,032.56 current · $480.00 cost
Why these three
OKTALeader

Okta

Identity & permissions
P3 OwnershipP4 VerbsP5 History

Shares

2.5893

Cost

$77.24

$200.00

Latest

$201.33

$521.31

P&L$321.31 · +160.66%

2 signals · last 14d · P3 Ownership · highest conviction+2

PANWChallenger

Palo Alto Networks

Identity & permissions
P3 OwnershipP5 History

Shares

0.9753

Cost

$184.56

$180.00

Latest

$354.92

$346.15

P&L$166.15 · +92.31%

1 signal · last 14d

SAILDark Horse

SailPoint

Identity & permissions
P3 Ownership

Shares

8.2305

Cost

$12.15

$100.00

Latest

$20.06

$165.10

P&L$65.10 · +65.10%

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

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