Nasdaq (NDAQ) Stock Concentration Calculator
Calculator · free · no signup · NDAQQuantify Nasdaq 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 Nasdaq
Nasdaq (NDAQ) is a public Fintech company, incorporated in Delaware and headquartered in New York, NY.
Equity grants at Nasdaq typically include restricted stock units (RSUs).
Nasdaq, Inc. is an American multinational financial services corporation providing data, analytics, software, exchange capabilities, and advisory services to corporate clients, investment managers, banks, brokers, and exchange operators across the global financial system. Nasdaq was founded in 1971 as the world's first electronic stock market, and became publicly traded in 2000. It is headquartered in New York City, and its chair and chief executive officer is Adena Friedman.
Source: Wikipedia (CC BY-SA 4.0)
The National Association of Securities Dealers launched the first electronic quotation system in 1971, replacing telephone-negotiated over-the-counter trading. The company demutualized and listed in 2002. Trading and listing fees remain visible but no longer dominate: market technology sold to other exchanges worldwide, index licensing for products tracking the Nasdaq-100, and financial crime and regulatory software including the Adenza acquisition now supply a large share of revenue. Headquarters are in New York City.
Sources: nasdaq.com · en.wikipedia.org
Equity comp at Nasdaq
- 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 Nasdaq.
If a meaningful share of your net worth sits in NDAQ, 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 NDAQ's option-implied volatility.
All Nasdaq tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Nasdaq equity questions
- How much NDAQ 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 NDAQ position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Nasdaq grant ISOs, NSOs, or RSUs?
- Equity compensation at Nasdaq typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Nasdaq RSUs use double-trigger vesting?
- No. Nasdaq 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 Nasdaq equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.