Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionSofos Investments, Inc.
Latest Disclosed Ownership23,592 shares
Latest Disclosed Value $ 8,770,326
Sofos Investments, Inc. reports 0.40% decrease in ownership of TSLA / Tesla, Inc.

On May 8, 2026 - Sofos Investments, Inc. filed a 13F-HR form disclosing ownership of 23,592 shares of Tesla, Inc. (CH:TSLA) valued at $8,770,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 23,686 shares of Tesla, Inc.. This represents a change in shares of -0.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F TESLA COMMON STOCK 88160R101 23,592 -94 -0.40 8,770 -17.67 1.5606
2026-02-13 2025-12-31 13F TESLA COMMON STOCK 88160R101 23,686 98 0.42 10,652 1.54 2.0504
2025-11-14 2025-09-30 13F TESLA COMMON STOCK 88160R101 23,588 1,542 6.99 10,490 83.62 2.0734
2025-04-30 2025-03-31 13F TESLA COMMON STOCK 88160R101 22,046 -883 -3.85 5,713 25.92 1.2459
2024-08-06 2024-06-30 13F TESLA COMMON STOCK 88160R101 22,929 3,575 18.47 4,538 -5.66 1.1332
2024-06-26 2024-03-31 13F/A-1 TESLA COM 88160R101 19,354 0 0.00 4,809 0.00 1.3529
2024-05-13 2024-03-31 13F Tesla Inc Ordinary Shares COM 88160R101 21,132 1,778 3,715 0.9521
2024-06-26 2023-12-31 13F/A-1 TESLA COMMON STOCK 88160R101 19,354 -268,704 -93.28 4,809 -96.70 1.3511
2024-02-15 2023-12-31 13F TESLA COMMON STOCK 88160R101 288,058 0 145,546 1.6038
2023-11-16 2023-09-30 13F TESLA COMMON STOCK 88160R101 288,058 274,099 1,963.60 145,546 1,819,212.50 1.6038
2023-08-09 2023-06-30 13F TESLA COM 88160R101 13,959 267 1.95 9 300.00 0.0239
2023-05-12 2023-03-31 13F TESLA COM 88160R101 13,692 8,474 162.40 3 100.00 0.0894
2023-02-15 2022-12-31 13F TESLA Domestic Equities 88160R101 5,218 -833 -13.77 2 0.00 0.0084
2022-11-03 2022-09-30 13F TESLA COM 88160R101 6,051 -24 -0.40 1 -50.00 0.0451
2022-08-05 2022-06-30 13F TESLA INC COM Stock 88160R101 6,075 -1,078 -15.07 2 100.00 0.0709
2022-05-13 2022-03-31 13F TESLA COM 88160R101 7,153 -1,352 -15.90 2 -66.67 0.0536
2022-02-11 2021-12-31 13F TESLA INC COM Stock 88160R101 8,505 5,083 148.54 3 0.00 0.0692
2021-11-12 2021-09-30 13F TESLA INC COM Stock 88160R101 3,422 -2,794 -44.95 3 -25.00 1.6185
2021-08-11 2021-06-30 13F TESLA INC COM Stock 88160R101 6,216 123 2.02 5 0.00 1.7571
2021-05-17 2021-03-31 13F TESLA INC COM Stock 88160R101 6,093 1,772 41.01 4 -99.87 0.0880
2021-02-16 2020-12-31 13F TESLA INC COM COM 88160R101 4,321 4,321 -29.08 3,062 76,450.00 2.8037
2020-08-13 2020-06-30 13F TESLA INC COM COMSTOCK 88160R101 0 -348 -100.00 0 -100.00 0.0000
2020-05-12 2020-03-31 13F TESLA INC COM COMSTOCK 88160R101 348 346 17,300.00 0 -100.00 0.0011
2020-02-28 2019-12-31 13F TESLA INC COM STOCK 88160R101 2 0 0.00 418 0.2879
2019-10-15 2019-09-30 13F TESLA INC COM Stock 88160R101 2 0 0.00 0 -100.00 0.0000
2019-07-26 2019-06-30 13F TESLA INC COM Stock 88160R101 2 0 0.00 0 -100.00
2019-04-19 2019-03-31 13F TESLA INC COM Stock 88160R101 2 0 0.00 1 0.00 0.0008
2018-10-31 2018-09-30 13F TESLA INC COM Stock 88160R101 2 0 0.00 1 0.00 0.0010
2018-08-14 2018-06-30 13F TESLA INC COM Stock 88160R101 2 0 0.00 1 0.00 0.0009
2018-05-23 2018-03-31 13F TESLA INC COM Stock 88160R101 2 2 1 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.