IDEXX Laboratories (IDXX) Stock Concentration Calculator

Calculator · free · no signup · IDXX

Quantify IDEXX Laboratories 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

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
−$150,000
If 50% drop
−$250,000
If 70% drop
−$350,000

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).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

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.

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Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

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.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About IDEXX Laboratories

IDEXX Laboratories (IDXX) is a public Other company, incorporated in Delaware and headquartered in Westbrook, ME.

Equity grants at IDEXX Laboratories typically include restricted stock units (RSUs).

IDEXX Laboratories, Inc. is an American multinational corporation engaged in the development, manufacture, and distribution of products and services for the companion animal veterinary, livestock and poultry, water testing, and dairy markets. Incorporated in 1983 by David Evans Shaw, the company is headquartered in Westbrook, Maine, and in Hoofddorp, Netherlands for its EMEA divisions. IDEXX offers products to customers in over 175 countries around the world and employs about 11,000 people in full-and part-time positions.

Source: Wikipedia (CC BY-SA 4.0)

Founded in 1983 in Maine, the company makes diagnostics for veterinary practices: in-clinic analyzers, reference laboratory testing, and practice management software, plus water and livestock testing. The model mirrors human diagnostics but sells into a fragmented market of small clinics, where placing an analyzer creates years of consumable purchases. Pet ownership growth and rising spending per animal have driven results, and the company holds a dominant share of companion animal diagnostics. Headquarters are in Westbrook, Maine.

Sources: idexx.com · en.wikipedia.org

Equity comp at IDEXX Laboratories

  • 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 IDEXX Laboratories.

If a meaningful share of your net worth sits in IDXX, 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 IDXX's option-implied volatility.

All IDEXX Laboratories tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

IDEXX Laboratories equity questions

How much IDXX 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 IDXX position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does IDEXX Laboratories grant ISOs, NSOs, or RSUs?
Equity compensation at IDEXX Laboratories typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do IDEXX Laboratories RSUs use double-trigger vesting?
No. IDEXX Laboratories 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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