Liftoff Mobile, Inc. (LFTO) Stock Concentration Calculator

Calculator · free · no signup · LFTO

Quantify Liftoff Mobile, Inc. 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

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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.

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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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About Liftoff Mobile, Inc.

Liftoff Mobile, Inc. (LFTO) is a public Marketing company, incorporated in Delaware and headquartered in Palo Alto, CA. IPO'd Jun 4, 2026.

Last close: $24.83 per share (as of 2026-07-10).

Equity grants at Liftoff Mobile, Inc. typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).

Founded in 2012 by Phil Crosby, Harry Robertson, and Mark Ellis in Redwood City, California, Liftoff Mobile runs a mobile app marketing and monetization platform used by over 1,000 advertisers. Its SDK is embedded in more than 142,000 apps, giving the platform reach to roughly 1.4 billion daily active users. Backed by Blackstone, Liftoff merged with mobile video ad network Vungle in 2021 to add publisher-side monetization to its user acquisition business. The company generated $686 million in revenue in 2025 and raised $502.5 million in its Nasdaq IPO in June 2026, listing under the ticker LFTO.

Sources: businesswire.com

Equity comp at Liftoff Mobile, Inc.

  • 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.

Researched 2026-05-11.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Liftoff Mobile, Inc..

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

Example: 5,000 LFTO shares at $24.83 is a $124,150 position. A 30% drawdown costs $37,245; a 50% drawdown costs $62,075; a 70% drawdown costs $86,905. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using LFTO's option-implied volatility and your cost basis.

All Liftoff Mobile, Inc. tools → · Use the generic Stock Concentration Calculator for any company.

Liftoff Mobile, Inc. equity questions

How much LFTO 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 LFTO position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Liftoff Mobile, Inc. grant ISOs, NSOs, or RSUs?
Equity compensation at Liftoff Mobile, 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 Liftoff Mobile, Inc. IPO lockup expire?
Liftoff Mobile, Inc. (LFTO) went public on June 4, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around December 1, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
Do Liftoff Mobile, Inc. RSUs use double-trigger vesting?
Yes. Liftoff Mobile, 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.
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