PagerDuty (PD) Stock Concentration Calculator
Calculator · free · no signup · PDQuantify PagerDuty 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 PagerDuty
PagerDuty (PD) is a public Dev Tools company, incorporated in Delaware and headquartered in San Francisco, CA. IPO'd Apr 11, 2019.
Last close: $8.97 per share (as of 2026-06-16).
Equity grants at PagerDuty typically include non-qualified stock options (NSOs) and restricted stock units (RSUs).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Source: Wikipedia (CC BY-SA 4.0)
Three ex-Amazon engineers, Alex Solomon, Andrew Miklas, and Baskar Puvanathasan, started PagerDuty in 2009 after experiencing fragile on-call rotations under Amazon's 'you build it, you run it' model. Headquartered in San Francisco, the company turned on-call alerting into a full operations cloud spanning incident response, automation, AIOps, and customer service operations. Jennifer Tejada took the CEO seat in 2016 and steered the IPO onto NYSE under ticker PD in April 2019. Fiscal 2026 revenue reached roughly $493M with annual recurring revenue near $499M, and the platform now positions itself as a control plane for AI-driven operations.
Sources: en.wikipedia.org · pagerduty.com
Equity comp at PagerDuty
- 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 PagerDuty.
If a meaningful share of your net worth sits in PD, 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 PD's option-implied volatility.
Example: 5,000 PD shares at $8.97 is a $44,850 position. A 30% drawdown costs $13,455; a 50% drawdown costs $22,425; a 70% drawdown costs $31,395. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using PD's option-implied volatility and your cost basis.
All PagerDuty tools → · Use the generic Stock Concentration Calculator for any company.
PagerDuty equity questions
- How much PD 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 PD position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does PagerDuty grant ISOs, NSOs, or RSUs?
- Equity compensation at PagerDuty 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 PagerDuty RSUs use double-trigger vesting?
- No. PagerDuty 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 PagerDuty equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.