Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionOptas, LLC
Latest Disclosed Ownership8,356 shares
Latest Disclosed Value $ 3,106,349
Optas, LLC reports 21.15% increase in ownership of TSLA / Tesla, Inc.

On April 24, 2026 - Optas, LLC filed a 13F-HR form disclosing ownership of 8,356 shares of Tesla, Inc. (CH:TSLA) valued at $3,106,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 6,897 shares of Tesla, Inc.. This represents a change in shares of 21.15% 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)
2026-04-24 2026-03-31 13F TESLA COM 88160R101 8,356 1,459 21.15 3,106 0.16 0.2723
2026-01-27 2025-12-31 13F TESLA COM 88160R101 6,897 580 9.18 3,102 10.40 0.4851
2025-10-15 2025-09-30 13F TESLA COM 88160R101 6,317 264 4.36 2,809 46.15 0.4768
2025-07-23 2025-06-30 13F TESLA COM 88160R101 6,053 2,069 51.93 1,923 86.24 0.3654
2025-04-17 2025-03-31 13F TESLA COM 88160R101 3,984 169 4.43 1,032 -32.99 0.1796
2025-01-24 2024-12-31 13F TESLA COM 88160R101 3,815 615 19.22 1,541 83.99 0.3319
2024-10-29 2024-09-30 13F TESLA COM 88160R101 3,200 511 19.00 837 57.33 0.1926
2024-07-25 2024-06-30 13F TESLA COM 88160R101 2,689 901 50.39 532 69.43 0.1370
2024-04-18 2024-03-31 13F TESLA COM 88160R101 1,788 -840 -31.96 314 -51.91 0.0858
2024-01-26 2023-12-31 13F TESLA COM 88160R101 2,628 -1,214 -31.60 653 -32.05 0.1965
2023-10-31 2023-09-30 13F TESLA COM 88160R101 3,842 347 9.93 961 5.14 0.3202
2023-07-20 2023-06-30 13F TESLA COM 88160R101 3,495 275 8.54 915 36.83 0.3060
2023-04-18 2023-03-31 13F TESLA COM 88160R101 3,220 -612 -15.97 668 41.53 0.2384
2023-01-30 2022-12-31 13F TESLA COM 88160R101 3,832 -724 -15.89 472 -60.93 0.1947
2022-11-01 2022-09-30 13F TESLA COM 88160R101 4,556 3,375 285.77 1,208 51.76 0.5299
2022-08-01 2022-06-30 13F TESLA COM 88160R101 1,181 -64 -5.14 796 -40.69 0.3258
2022-04-26 2022-03-31 13F TESLA COM 88160R101 1,245 62 5.24 1,342 7.36 0.4389
2022-01-26 2021-12-31 13F TESLA COM 88160R101 1,183 215 22.21 1,250 66.44 0.3540
2021-10-14 2021-09-30 13F TESLA COM 88160R101 968 129 15.38 751 31.52 0.2182
2021-07-27 2021-06-30 13F TESLA COM 88160R101 839 25 3.07 571 5.16 0.1629
2021-04-19 2021-03-31 13F TESLA COM 88160R101 814 337 70.65 543 61.61 0.1703
2021-01-27 2020-12-31 13F TESLA COM 88160R101 477 -903 -65.43 336 -43.24 0.1080
2020-10-23 2020-09-30 13F TESLA COM 88160R101 1,380 1,104 400.00 592 98.66 0.1809
2020-07-31 2020-06-30 13F TESLA COM 88160R101 276 276 298 0.1208
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.