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
$989.96 current · $480.00 cost
Why these three
OKTALeader

Okta

Identity & permissions
P3 OwnershipP4 VerbsP5 History

Shares

2.5893

Cost

$77.24

$200.00

Latest

$173.04

$448.06

P&L$248.06 · +124.03%

29 signals · last 14d · P3 Ownership · highest conviction+26

PANWChallenger

Palo Alto Networks

Identity & permissions
P3 OwnershipP5 History

Shares

0.9753

Cost

$184.56

$180.00

Latest

$382.13

$372.69

P&L$192.69 · +107.05%

8 signals · last 14d+1

SAILDark Horse

SailPoint

Identity & permissions
P3 Ownership

Shares

8.2305

Cost

$12.15

$100.00

Latest

$20.56

$169.22

P&L$69.22 · +69.22%

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

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