Netskope (NTSK) Stock Concentration Calculator

Calculator · free · no signup · NTSK

Quantify Netskope concentration risk. Drawdown impact at 30 / 50 / 70%, with the trade-off between selling down and hedging — tax-aware.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your inputs

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Position & portfolio

Default. Adjust to test.
35%
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 ±$195,376).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$972,590
+$49,522 vs.

Tax
Wealth (3y)$1M
+$106,695 vs.

Tax
Wealth (3y)$1.1M
+$172,106 vs.

Build your own plan

Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$841,272$970,043$1,098,815$1,227,587Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$253,180
Hedge cost$38,908
Wealth at Y3$1,141,624
Vs. best fixed plan+$46,450

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.

About Netskope

Netskope (NTSK) is a public Cybersecurity company, incorporated in Delaware and headquartered in Santa Clara, CA. IPO'd Sep 18, 2025.

SASE platform.

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

Sanjay Beri, Krishna Narayanaswamy, Ravi Ithal, and Lebin Cheng founded Netskope in Santa Clara in October 2012 to secure data as it flows across cloud applications, web traffic, and private applications, the core of what the industry now calls Secure Access Service Edge (SASE). The platform enforces zero-trust policies in-line, inspecting traffic at a global network of points of presence. Netskope raised a $401 million Series I round in January 2023, bringing total disclosed funding to roughly $1.44 billion at a $14 billion valuation.

Sources: thesaasnews.com · research.contrary.com

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Netskope.

Netskope (NTSK) is a public Cybersecurity company. IPO'd Sep 18, 2025; SASE platform. If a meaningful share of your net worth sits in NTSK, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) and hedging (option premium drag) — auto-filled with NTSK's option-implied volatility.

All Netskope tools → · Use the generic Stock Concentration Calculator for any company.

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