Atlassian (TEAM) Stock Concentration Calculator
Calculator · free · no signup · TEAMQuantify Atlassian 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 Atlassian
Atlassian (TEAM) is a public Cloud/SaaS company, headquartered in San Francisco, CA. IPO'd Dec 10, 2015.
Last close: $87.95 per share (as of 2026-06-16).
Equity grants at Atlassian typically include restricted stock units (RSUs).
Atlassian Corporation is an international proprietary software company that specialises in collaboration tools designed primarily for software development and project management. Founded in Sydney in 2002 and domiciled in the United States since 2022 as a pure holding company of Atlassian Corporation Plc, the company is globally headquartered in Sydney, Australia, with a US headquarters in San Francisco, and over 12,000 employees across 14 countries. Atlassian currently serves over 300,000 customers in over 200 countries and territories around the world.
Source: Wikipedia (CC BY-SA 4.0)
Mike Cannon-Brookes and Scott Farquhar met as computer-science students at the University of New South Wales and launched Atlassian from Sydney in 2002, bootstrapping the company on credit cards before raising a dime of venture money. The pair scaled a developer-collaboration empire around Jira, Confluence, and Bitbucket, then expanded via acquisitions of Trello (2017) and Loom (2023), while pushing customers onto the Atlassian Cloud platform and rolling out Rovo AI agents. Co-headquartered in Sydney and San Francisco, the company listed on NASDAQ as TEAM in December 2015 at $21 per share. Farquhar stepped down as co-CEO in August 2024, leaving Cannon-Brookes as sole chief executive. Fiscal 2025 revenue topped $5.22B.
Sources: en.wikipedia.org · finance.yahoo.com · startupdaily.net
Equity comp at Atlassian
- 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 Atlassian.
If a meaningful share of your net worth sits in TEAM, 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 TEAM's option-implied volatility.
Example: 5,000 TEAM shares at $87.95 is a $439,750 position. A 30% drawdown costs $131,925; a 50% drawdown costs $219,875; a 70% drawdown costs $307,825. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using TEAM's option-implied volatility and your cost basis.
All Atlassian tools → · Use the generic Stock Concentration Calculator for any company.
Atlassian equity questions
- How much TEAM 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 TEAM position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Atlassian grant ISOs, NSOs, or RSUs?
- Equity compensation at Atlassian typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Atlassian RSUs use double-trigger vesting?
- No. Atlassian 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 Atlassian equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.