Gloo Holdings, Inc. (GLOO) Stock Concentration Calculator
Calculator · free · no signup · GLOOQuantify Gloo Holdings, Inc. concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
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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 Gloo Holdings, Inc.
Gloo Holdings, Inc. (GLOO) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in Boulder, CO. IPO'd Nov 19, 2025.
Last close: $3.33 per share (as of 2026-08-25).
Equity grants at Gloo Holdings, Inc. typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Scott Beck and Theresa Beck co-founded Gloo Holdings in 2013 in Boulder, Colorado. The company operates a SaaS and AI platform for the faith ecosystem, serving more than 140,000 churches, ministries, and nonprofits with tools for content creation, congregation communication, and donor engagement. Gloo listed on the Nasdaq under GLOO in November 2025, raising approximately $72 million at $8.00 per share. Revenue reached $94.7 million in fiscal 2025, up 308 percent year over year. Former Intel CEO Patrick Gelsinger joined as executive chair in March 2025.
Sources: sec.gov · bizwest.com · gloo.com
Equity comp at Gloo Holdings, Inc.
- Gloo Holdings, Inc. IPO'd on Nasdaq Capital Market in November 2025 under ticker GLOO from its Boulder, Colorado headquarters. Post-IPO equity grants operate under the 2025 Gloo Holdings Equity Incentive Plan; pre-IPO grants to former LLC members were made under the legacy 2014 Gloo LLC plan. Under the 2025 plan, change-in-control acceleration for executive employees requires both a qualifying corporate transaction and an involuntary termination without cause or resignation for good reason (double trigger); directors are eligible for single-trigger acceleration upon a qualifying transaction alone. In July 2026 the company filed a secondary offering registration covering shares held by existing stockholders.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
Sources: sec.gov
Researched 2026-07-08.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Gloo Holdings, Inc..
If a meaningful share of your net worth sits in GLOO, 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 GLOO's option-implied volatility.
Example: 5,000 GLOO shares at $3.33 is a $16,650 position. A 30% drawdown costs $4,995; a 50% drawdown costs $8,325; a 70% drawdown costs $11,655. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using GLOO's option-implied volatility and your cost basis.
All Gloo Holdings, Inc. tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Gloo Holdings, Inc. equity questions
- How much GLOO 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 GLOO position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Gloo Holdings, Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at Gloo Holdings, Inc. typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the Gloo Holdings, Inc. IPO lockup expire?
- Gloo Holdings, Inc. (GLOO) went public on November 19, 2025. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around May 18, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
- Do Gloo Holdings, Inc. RSUs use double-trigger vesting?
- Yes. Gloo Holdings, Inc. restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
One piece of the puzzle.
OptionsAhoy plans your Gloo Holdings, Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.