Autodesk (ADSK) Stock Concentration Calculator
Calculator · free · no signup · ADSKQuantify Autodesk 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.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
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 →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Autodesk
Autodesk (ADSK) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in San Francisco, CA.
Equity grants at Autodesk typically include restricted stock units (RSUs).
Autodesk, Inc. is an American multinational software corporation that provides software products and services for the architecture, engineering, construction, manufacturing, media, education, and entertainment industries. Autodesk is headquartered in San Francisco, California, and has offices worldwide. Its U.S. offices are located in the states of California, Oregon, Colorado, Texas, Michigan, New Hampshire and Massachusetts. Its Canadian offices are located in the provinces of Ontario, Quebec, Alberta, and British Columbia.
Source: Wikipedia (CC BY-SA 4.0)
John Walker and a group of programmers founded the company in 1982, and AutoCAD made desktop drafting ordinary. The portfolio now spans Revit for building information modeling, Fusion for product design, Maya and 3ds Max for media, and Construction Cloud for jobsite workflows. Autodesk moved from perpetual licenses to subscriptions between 2015 and 2018, a transition that suppressed reported revenue before it compounded. The San Francisco company sells into architecture, engineering, construction, and manufacturing, which ties results to construction and industrial capital spending.
Sources: adsknews.autodesk.com · en.wikipedia.org
Equity comp at Autodesk
- 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 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Autodesk.
If a meaningful share of your net worth sits in ADSK, 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 ADSK's option-implied volatility.
All Autodesk tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Autodesk equity questions
- How much ADSK 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 ADSK position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Autodesk grant ISOs, NSOs, or RSUs?
- Equity compensation at Autodesk typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Autodesk RSUs use double-trigger vesting?
- No. Autodesk 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 Autodesk equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.