Fortinet (FTNT) Stock Concentration Calculator
Calculator · free · no signup · FTNTQuantify Fortinet 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 Fortinet
Fortinet (FTNT) is a public Cybersecurity company, incorporated in Delaware and headquartered in Sunnyvale, CA.
Equity grants at Fortinet typically include restricted stock units (RSUs).
Fortinet, Inc. is an American cybersecurity company headquartered in Sunnyvale, California. It develops and sells security products including firewalls, endpoint security and intrusion detection systems. Fortinet has offices in the US, Canada, and UK.
Source: Wikipedia (CC BY-SA 4.0)
Brothers Ken and Michael Xie founded the company in 2000, and its distinguishing choice was silicon: custom ASICs that run security inspection faster and cheaper per unit than general-purpose processors. FortiGate firewalls anchor a wide product line covering switching, wireless, endpoint, and SD-WAN, sold heavily through channel partners into mid-market and distributed-enterprise customers. That price-performance position gives Fortinet a different customer base than the high-end enterprise vendors. The Sunnyvale company also operates a large training and certification program that seeds its install base.
Sources: fortinet.com · en.wikipedia.org
Equity comp at Fortinet
- 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 Fortinet.
If a meaningful share of your net worth sits in FTNT, 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 FTNT's option-implied volatility.
All Fortinet tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Fortinet equity questions
- How much FTNT 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 FTNT position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Fortinet grant ISOs, NSOs, or RSUs?
- Equity compensation at Fortinet typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Fortinet RSUs use double-trigger vesting?
- No. Fortinet 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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OptionsAhoy plans your Fortinet equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.