Expedia (EXPE) Stock Concentration Calculator
Calculator · free · no signup · EXPEQuantify Expedia 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 Expedia
Expedia (EXPE) is a public Consumer Internet company, incorporated in Delaware and headquartered in Seattle, WA.
Equity grants at Expedia typically include restricted stock units (RSUs).
Expedia Group, Inc. is an American travel technology company that owns and operates travel fare aggregators and travel metasearch engines, including Expedia, Hotels.com, Vrbo, Travelocity, Hotwire.com, Orbitz, Ebookers, CheapTickets, CarRentals.com, Expedia Cruises, Wotif, and Trivago. Over 3.5 million lodging facilities and flights on over 500 airlines are bookable on the company's websites. It has 16,500 employees, and its headquarters are located in Seattle, Washington.
Source: Wikipedia (CC BY-SA 4.0)
The business started inside Microsoft in 1996 as a travel booking project led by Rich Barton, spun out in 1999, and passed through IAC ownership before separating in 2005. Brands include Expedia, Hotels.com, Vrbo, Orbitz, Travelocity, and Egencia for corporate travel, later divested. The company competes with Booking Holdings on hotel supply and with Airbnb on alternative accommodation through Vrbo. A long technology replatforming aimed to unify booking systems across brands. Headquarters are in Seattle.
Sources: expediagroup.com · en.wikipedia.org
Equity comp at Expedia
- 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 Expedia.
If a meaningful share of your net worth sits in EXPE, 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 EXPE's option-implied volatility.
All Expedia tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Expedia equity questions
- How much EXPE 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 EXPE position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Expedia grant ISOs, NSOs, or RSUs?
- Equity compensation at Expedia typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Expedia RSUs use double-trigger vesting?
- No. Expedia 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.
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One piece of the puzzle.
OptionsAhoy plans your Expedia equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.