UiPath (PATH) Stock Concentration Calculator
Calculator · free · no signup · PATHQuantify UiPath 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 UiPath
UiPath (PATH) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in New York, NY. IPO'd Apr 21, 2021.
Last close: $10.79 per share (as of 2026-06-16).
Equity grants at UiPath typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
UiPath Inc. is a global software company that develops artificial intelligence (AI) and agentic automation and orchestration software. The company's software enables the building and orchestration of AI agents to automate complex processes and workflows.
Source: Wikipedia (CC BY-SA 4.0)
Daniel Dines and Marius Tîrcă founded UiPath in 2005 in Bucharest, Romania as a software-automation consultancy named DeskOver. The company bootstrapped for a decade, then raised a $1.6 million seed in 2015 led by Earlybird, Seedcamp, Credo Ventures, and Accel and shipped its first robotic process automation (RPA) product the same year. By the time of UiPath's April 2021 IPO on the New York Stock Exchange, the company had raised roughly $2 billion across eight private rounds at a $35 billion post-money valuation, with customers including Google, GE, NASA, and Sumitomo Mitsui. The IPO itself raised $1.3 billion, ranking among the largest U.S. software offerings to that point.
Sources: en.wikipedia.org · techcrunch.com · bloomberg.com
Equity comp at UiPath
- 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 UiPath.
If a meaningful share of your net worth sits in PATH, 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 PATH's option-implied volatility.
Example: 5,000 PATH shares at $10.79 is a $53,950 position. A 30% drawdown costs $16,185; a 50% drawdown costs $26,975; a 70% drawdown costs $37,765. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using PATH's option-implied volatility and your cost basis.
All UiPath tools → · Use the generic Stock Concentration Calculator for any company.
UiPath equity questions
- How much PATH 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 PATH position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does UiPath grant ISOs, NSOs, or RSUs?
- Equity compensation at UiPath 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.
- Do UiPath RSUs use double-trigger vesting?
- No. UiPath 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 UiPath equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.