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a bit over capacity is fine. i ran a 46-36 x 11-40 with a 5800 gs rd with a wolftooth road link. tension wasn't great though and shifting onto the 11t a bit sloppy. the tanpan i have paired with an xtr sgs works better.
and @Chak, i'm giving people too much credit? i'm going to quote you on that because normally i'm accused of being a horrible pessimist! so thanks! my bidon is half full i guess. or something like that.
zmjones_-
Then you'e primed for dissing people's mums and telling them to 'say it to your face'!
Empty that bidon, shun the norm, start using a scooter! THE REBELLION BEGINS NOW!
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Shifting was crisp, or as crisp as it would be on any cassette with the b-tension wound in at least (no worse than the 11-34 Shimano intended the mech for). No roadlink or other hacks, just works out of the box. Tension is fine especially with the clutch. I've found the tanpan/XTR combo works well but make the shift quite heavy at the lever, and eats cables a fair bit quicker than a normal set up. The RX is surprisingly light on the lever for a clutch mech which is a refreshing change.
Chak
danns
I had my Ultegra clutch mech comfortably clearing an 11-40 with a double chainset (16 tooth spread) today. YMMV depending on frame design (this frame drops the mech low enough for a short cage 5800 mech to cover an 11-34, while other frames won't). 40 max sprocket and 45 tooth capacity (officially 34 max and 39 capacity). Tried a 42 but the cage didn't clear it. If you stick to official Shimano spec they don't offer a group suitable for off-road drop bar, but the r8000/rx800 stuff does a lot more than it says on the box. Still a bit of a gamble depending on your frame. I'd expect an 11-36 to work on any bike, 11-40 on some. That with a sub compact chainset you've got a fair amount to play with.