Plan your Automation Anywhere NSO exercise
Calculator · free · no signup · pre-IPOAutomation Anywhere is pre-IPO. Plan your NSO exercise tax (federal, state, FICA) at any expected valuation.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your grant
Seeded from secondary-market data, as of Jun 16, 2026
Tax inputs
Hold strategy
No bargain element. Current price is at or below the strike — no tax owed at exercise. Wait for the stock to appreciate past the strike before exercising.
Estimates only. Excludes AMT (NSOs do not trigger AMT), state-AMT, multi-state moves, and disqualifying-disposition edge cases. Not financial advice.
You calculated one NSO decision. The beta plans NSOs alongside RSUs and ISOs in a single multi-year tax plan.
Request beta access →About Automation Anywhere
Automation Anywhere is a privately held Cloud/SaaS company, headquartered in San Jose, CA.
Last reported secondary-market price: $3.5 per share (as of 2026-06-16). Your own 409A may differ.
RPA.
Equity grants at Automation Anywhere typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Automation Anywhere is an American global software company that develops robotic process automation (RPA) software.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 2003 by Mihir Shukla, Neeti Mehta, Ankur Kothari, and Rushabh Parmani as Tethys Solutions (rebranded 2010), the San Jose company bootstrapped for 15 years before SoftBank led a $300M round in 2018. Today the platform spans RPA, document AI, Process Discovery, Automation Co-Pilot, and AI Agent Studio, all orchestrated through the Mozart agentic system. Gartner named it a Magic Quadrant Leader for RPA seven years running. Cumulative funding tops $1.1B; executives say they remain IPO-ready after shelving the Sep 2024 filing, with private-market marks ranging from roughly $2B to $9B in 2026.
Sources: automationanywhere.com · forgeglobal.com · tracxn.com
Equity comp at Automation Anywhere
- Long-private RPA company (founded 2003) with multiple IPO false starts; confidentially filed S-1 in September 2024 then delayed amid market conditions and pricing pressure from publicly traded competitor UiPath. SoftBank Vision Fund led the $300M Series B in 2018 (valuation ~$2.6B) and remains the largest backer; subsequent rounds pushed valuation to ~$6.8B in 2019. Prolonged private status makes double-trigger RSU vesting effectively universal to avoid taxing illiquid shares.
Sources: en.wikipedia.org · reuters.com
Researched 2026-05-11.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Automation Anywhere.
Automation Anywhere NSO exercise creates ordinary income on the bargain element (federal, state, and FICA) at the price on the day you exercise. The calculator works at any valuation, so you can model your exercise cost at the current 409A FMV, an expected IPO price, or post-IPO scenarios.
Example: at Automation Anywhere's last reported price of $3.5, exercising 5,000 NSOs with a $1.05 strike creates a $12,250 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $3,308 and $5,513 depending on your bracket and state. The calculator above computes the exact figure for your situation and compares selling now vs. holding through the long-term capital-gains threshold.
All Automation Anywhere tools → · Use the generic NSO Exercise Calculator for any company.
Automation Anywhere equity questions
- How is a Automation Anywhere NSO exercise taxed?
- Exercising a non-qualified stock option (NSO) creates ordinary income on the bargain element (the price on the day you exercise minus your strike), subject to federal income tax, state income tax, and FICA. The calculator above computes that tax for your Automation Anywhere grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does Automation Anywhere grant ISOs, NSOs, or RSUs?
- Equity compensation at Automation Anywhere typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
- Are Automation Anywhere shares eligible for QSBS?
- They might be. Qualified small business stock (QSBS) under Internal Revenue Code Section 1202 can exclude federal tax on much of the gain when shares were acquired at original issuance from a C-corporation while its gross assets were under $50 million, and held at least five years. Whether your Automation Anywhere shares qualify turns on when you acquired them and the company's asset size at that time.
One piece of the puzzle.
OptionsAhoy plans your Automation Anywhere equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.