Asana (ASAN) Stock Concentration Calculator
Calculator · free · no signup · ASANQuantify Asana concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →About Asana
Asana (ASAN) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in San Francisco, CA. IPO'd Sep 30, 2020.
Last close: $7.37 per share (as of 2026-06-16).
Equity grants at Asana typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Asana, Inc. is an American software company based in San Francisco whose flagship Asana service is a web and mobile "work management" platform designed to help teams organize, track, and manage their work. Asana, Inc. was founded in 2008 by Dustin Moskovitz and Justin Rosenstein. The product launched commercially in April 2012. In September 2020, the company was valued at $5.5 billion following its direct listing.
Source: Wikipedia (CC BY-SA 4.0)
Dustin Moskovitz (a Facebook co-founder) and Justin Rosenstein started Asana in 2008 after leaving Facebook, building a San Francisco-based work management platform that lets teams track projects, tasks, dependencies, and goals in shared workspaces. The company went public via NYSE direct listing on September 30, 2020 under ticker ASAN at a roughly $5.5 billion fully diluted valuation. For fiscal 2026, Asana reported $790.8 million in revenue (up 9% year over year), 25,928 Core customers spending $5,000 or more annually, and 817 customers spending $100,000 or more annually.
Sources: en.wikipedia.org · bloomberg.com · investors.asana.com
Equity comp at Asana
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Asana.
If a meaningful share of your net worth sits in ASAN, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with ASAN's option-implied volatility.
Example: 5,000 ASAN shares at $7.37 is a $36,850 position. A 30% drawdown costs $11,055; a 50% drawdown costs $18,425; a 70% drawdown costs $25,795. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using ASAN's option-implied volatility and your cost basis.
All Asana tools → · Use the generic Stock Concentration Calculator for any company.
Asana equity questions
- How much ASAN stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your ASAN position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Asana grant ISOs, NSOs, or RSUs?
- Equity compensation at Asana typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- Do Asana RSUs use double-trigger vesting?
- No. Asana restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your Asana equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.