TEN Holdings, Inc. (XHLD) Stock Concentration Calculator

Calculator · free · no signup · XHLD

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

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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.

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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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About TEN Holdings, Inc.

TEN Holdings, Inc. (XHLD) is a public Cloud/SaaS company, incorporated in Nevada and headquartered in Langhorne, PA. IPO'd Feb 13, 2025.

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

TEN Holdings, Inc. (Nasdaq: XHLD) provides virtual, hybrid, and in-person event production and broadcasting services through its subsidiary Ten Events, Inc. Founded in 2011 as The Events Network and headquartered in Langhorne, Pennsylvania, the company completed a $10 million Nasdaq IPO in February 2025 at $6.00 per share. Its Xyvid Pro platform powers enterprise event delivery, and the company launched Ten Events Pro, a subscription software product, in mid-2025. TEN Holdings operates as a subsidiary of V-cube, Inc., a Japanese corporate communications group.

Sources: sec.gov · prnewswire.com

Equity comp at TEN Holdings, Inc.

  • TEN Holdings used IPO completion as a vesting milestone for grants made before its February 2025 NASDAQ debut. This single-trigger IPO event accelerated a significant share of outstanding options (roughly 1.1 million shares vested on the IPO date), producing $3.5 million of stock compensation expense in Q1 2025. The plan covers a broad award menu (options, RSUs, restricted stock, performance awards, and stock appreciation rights) but publicly disclosed grants to date have been stock options rather than RSUs. The plan reserved 4 million shares of common stock after an amendment reduced the original 12.5 million share pool in September 2024.
  • Vesting schedule: Initial grants under the 2024 Amended and Restated Equity Incentive Plan used a milestone-plus-time structure: a portion vested upon completion of the IPO in February 2025, with remaining shares subject to a one-year cliff followed by monthly installments. A separate tranche vests in four annual installments from April 15, 2024, with each annual tranche releasing in 20 equal quarterly installments beginning January 26, 2025..

Sources: sec.gov · sec.gov · sec.gov

Researched 2026-06-04.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by TEN Holdings, Inc..

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

All TEN Holdings, Inc. tools → · Use the generic Stock Concentration Calculator for any company.

TEN Holdings, Inc. equity questions

How much XHLD 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 XHLD position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does TEN Holdings, Inc. grant ISOs, NSOs, or RSUs?
Equity compensation at TEN Holdings, Inc. typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
When did the TEN Holdings, Inc. IPO lockup expire?
TEN Holdings, Inc. (XHLD) went public on February 13, 2025. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around August 12, 2025. Confirm against your own grant paperwork, since some lockups release early or in stages.
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