Gartner (IT) Stock Concentration Calculator
Calculator · free · no signup · ITQuantify Gartner 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 Gartner
Gartner (IT) is a public Data company, incorporated in Delaware and headquartered in Stamford, CT.
Last close: $182.07 per share (as of 2026-08-18).
Equity grants at Gartner typically include restricted stock units (RSUs).
Gartner, Inc. is an American research and advisory firm focusing on business and technology topics. Gartner provides its products and services through research reports, conferences, and consulting. Its clients include large corporations, government agencies, technology companies, and investment firms.
Source: Wikipedia (CC BY-SA 4.0)
Gideon Gartner left Wall Street research in 1979 to sell technology analysis to buyers rather than investors, and the subscription research model he built still defines the company. Clients pay annually for access to analysts and written assessments used to justify enterprise software purchases, which makes contract value and renewal rate the numbers that matter more than revenue in any quarter. A conferences business and a consulting arm attach to the same analyst base. Because the product is opinion delivered by people, headcount growth is the main lever and the main constraint. Headquarters are in Stamford, Connecticut.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Gartner.
If a meaningful share of your net worth sits in IT, 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 IT's option-implied volatility.
Example: 5,000 IT shares at $182.07 is a $910,350 position. A 30% drawdown costs $273,105; a 50% drawdown costs $455,175; a 70% drawdown costs $637,245. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using IT's option-implied volatility and your cost basis.
All Gartner tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Gartner equity questions
- How much IT 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 IT position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Gartner grant ISOs, NSOs, or RSUs?
- Equity compensation at Gartner typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Gartner equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.