Nutanix (NTNX) Stock Concentration Calculator
Calculator · free · no signup · NTNXQuantify Nutanix 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.
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 →About Nutanix
Nutanix (NTNX) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in San Jose, CA. IPO'd Sep 30, 2016.
Last close: $48.32 per share (as of 2026-06-17).
Equity grants at Nutanix typically include non-qualified stock options (NSOs) and restricted stock units (RSUs).
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 2009 by Dheeraj Pandey (ex-Oracle, Aster Data), Mohit Aron, and Ajeet Singh, Nutanix pioneered hyperconverged infrastructure (HCI) that collapses compute, storage, and virtualization onto commodity servers. The San Jose company shipped its AHV hypervisor to break VMware dependency, went public on NASDAQ in September 2016, and pivoted to a subscription model under CEO Rajiv Ramaswami (joined 2020). Broadcom's 2024 VMware acquisition triggered a customer exodus that Nutanix has aggressively absorbed, closing FY2025 with $2.22B ARR up 17%, $2.54B revenue up 18%, and over 2,700 new logos including 50+ Global 2000 wins.
Sources: blocksandfiles.com · ir.nutanix.com
Equity comp at Nutanix
- 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 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Nutanix.
If a meaningful share of your net worth sits in NTNX, 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 NTNX's option-implied volatility.
Example: 5,000 NTNX shares at $48.32 is a $241,600 position. A 30% drawdown costs $72,480; a 50% drawdown costs $120,800; a 70% drawdown costs $169,120. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using NTNX's option-implied volatility and your cost basis.
All Nutanix tools → · Use the generic Stock Concentration Calculator for any company.
Nutanix equity questions
- How much NTNX 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 NTNX position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Nutanix grant ISOs, NSOs, or RSUs?
- Equity compensation at Nutanix typically takes the form of non-qualified stock options (NSOs) and restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Nutanix RSUs use double-trigger vesting?
- No. Nutanix 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.
One piece of the puzzle.
OptionsAhoy plans your Nutanix equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.