da-kuk/E+ via Getty Images Introduction & Investment Thesis Okta (NASDAQ:OKTA) is a cloud-based identity and access management company that has underperformed the S&P 500 and Nasdaq 100 YTD. I had last written about the company on April 23 and had rated the stock a “buy”. My thesis was predicated on my belief that the company should be able to reignite growth back into the business as it realigns its sales team and leverages its partner ecosystem to drive customer acquisition and expansion efforts, along wi ...