Roper Technologies (ROP) Stock Concentration Calculator

Calculator · free · no signup · ROP

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

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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.

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.

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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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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About Roper Technologies

Roper Technologies (ROP) is a public Vertical SaaS company, incorporated in Delaware and headquartered in Sarasota, FL.

Last close: $354.32 per share (as of 2026-10-03).

Equity grants at Roper Technologies typically include restricted stock units (RSUs).

Roper Technologies, Inc. is a holding company that owns companies in the technology sector.

Source: Wikipedia (CC BY-SA 4.0)

Once a maker of industrial pumps and valves, the company spent two decades using that cash flow to buy vertical software businesses and has largely finished the transformation into a software holding company. Each subsidiary serves a narrow professional niche such as legal case management, construction bidding, or health-system billing, where the software is the system of record and competition is limited. The operating model is deliberately decentralized: capital allocation is run centrally, operations are not. Recurring revenue and low capital intensity are the stated reasons for exiting industrial products. Headquarters are in Sarasota, Florida.

Sources: sec.gov · en.wikipedia.org

Equity comp at Roper Technologies

  • Roper ties executive restricted stock unit vesting to company financial performance rather than time alone. Instead of shares simply vesting after a set number of years, executives vest after 3 years only if performance targets are met, and can earn double their target share count if adjusted net earnings growth exceeds 10 percent per year over that period. On a change in control, Roper uses double-trigger vesting: equity only accelerates if both a change in control occurs and the executive is terminated without cause (or resigns for good reason) afterward, not from the change in control alone. The company also does not provide excise tax gross-ups on change in control payments.
  • 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.
  • Vesting schedule: Equity awards to named executive officers cliff vest after a 3 year period (not the standard 4 year with 1 year cliff), and since 2022 this applies to all named executive officers, not just the CEO. Awards are also performance-based rather than solely time-based: executives can earn up to an incremental 100 percent of target shares (called Overdrive Shares) if adjusted net earnings growth over the 3 year period exceeds a 10 percent compound annual rate. Director RSUs follow a separate schedule: half vests 6 months after grant, the rest vests the day before the next annual shareholder meeting..

Sources: sec.gov · sec.gov · sec.gov · sec.gov

Researched 2026-08-26.

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

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

Example: 5,000 ROP shares at $354.32 is a $1,771,600 position. A 30% drawdown costs $531,480; a 50% drawdown costs $885,800; a 70% drawdown costs $1,240,120. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using ROP's option-implied volatility and your cost basis.

All Roper Technologies tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Roper Technologies equity questions

How much ROP 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 ROP position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Roper Technologies grant ISOs, NSOs, or RSUs?
Equity compensation at Roper Technologies typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Roper Technologies RSUs use double-trigger vesting?
Yes. Roper Technologies 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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