UiPath (PATH) NSO Exercise Calculator
Calculator · free · no signup · PATHPlan your UiPath NSO exercise (federal, state, FICA) and compare sell-vs-hold for long-term capital gains.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your grant
Tax inputs
Hold strategy
Best after-tax payout — at year 1
$199,080
Sell + invest wins by $20,783 over Hold 1 yr.
Estimates only. Not financial advice.
Sell + invest
Best payout| Bargain element (sale − strike) | $350,000 |
| Federal | |
| State | |
| Medicare | −$5,075 |
| Additional Medicare | −$3,150 |
| Market gain over 1 yr at 10.0% | $18,573 |
| LTCG on diversified gain (fed + state + NIIT) | −$5,219 |
| Net at year 1 | $199,080 |
Sell every share immediately; invest the after-tax cash at the market return for 1 yr, then liquidate. Diversified — no single-stock concentration risk.
Exercise + hold 1 yr
| Sale proceeds (year 1) | |
| LTCG tax (federal + state + NIIT) | $0 |
| Net at year 1 | $178,297 |
Sold 2,678 shares at exercise to cover strike + tax; 2,322 shares held 1 yr for LTCG.
Social Security + Medicare are payroll taxes (collectively called FICA) — they apply because you're exercising as a current employee.
Both columns are stated in year-1 dollars: sell-now proceeds compound at the market return and pay LTCG on the gain at year 1; any cash paid out of pocket on the hold side carries the same opportunity cost.
Net at year N — by hold period
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 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.
Use this calculator to estimate your UiPath (PATH) NSO exercise tax (federal, state, FICA), then compare selling now versus holding through the long-term capital gains threshold. Inputs are yours: grant terms, current price, your income, your state.
Example: at UiPath (PATH)'s last close of $10.79, exercising 5,000 NSOs with a $3.24 strike creates a $37,750 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $10,192 and $16,987 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 UiPath tools → · Use the generic NSO Exercise Calculator for any company.
UiPath equity questions
- How is a UiPath 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 UiPath grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- 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.