Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership46,850 shares
Latest Disclosed Value $ 17,416,581
Gladstone Institutional Advisory LLC reports 7.36% decrease in ownership of TSLA / Tesla, Inc.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 46,850 shares of Tesla, Inc. (CH:TSLA) valued at $17,416,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 50,571 shares of Tesla, Inc.. This represents a change in shares of -7.36% 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)
2026-05-14 2026-03-31 13F TESLA COM 88160R101 46,850 -3,721 -7.36 17,417 -23.42 0.6453
2026-02-17 2025-12-31 13F TESLA COM 88160R101 50,571 193 0.38 22,743 1.51 0.8588
2025-10-22 2025-09-30 13F TESLA COM 88160R101 50,378 -418 -0.82 22,404 38.85 0.8628
2025-08-12 2025-06-30 13F TESLA COM 88160R101 50,796 1,857 3.79 16,136 27.23 0.6666
2025-05-15 2025-03-31 13F TESLA COM 88160R101 48,939 -2,542 -4.94 12,683 -39.00 0.5911
2025-01-29 2024-12-31 13F TESLA COM 88160R101 51,481 8,104 18.68 20,790 83.20 0.9644
2024-10-28 2024-09-30 13F TESLA COM 88160R101 43,377 2,664 6.54 11,349 40.86 0.5541
2024-08-02 2024-06-30 13F TESLA COM 88160R101 40,713 3,711 10.03 8,056 23.86 0.4195
2024-05-14 2024-03-31 13F TESLA COM 88160R101 37,002 2,276 6.55 6,505 -24.62 0.3569
2024-02-09 2023-12-31 13F TESLA COM 88160R101 34,726 -4,532 -11.54 8,629 -12.17 0.4840
2023-11-13 2023-09-30 13F TESLA COM 88160R101 39,258 -794 -1.98 9,823 -6.30 0.6361
2023-08-10 2023-06-30 13F TESLA COM 88160R101 40,052 521 1.32 10,484 27.84 0.6391
2023-05-12 2023-03-31 13F TESLA COM 88160R101 39,531 3,492 9.69 8,201 84.75 0.5310
2023-02-01 2022-12-31 13F TESLA COM 88160R101 36,039 5,642 18.56 4,439 -44.95 0.3133
2023-01-30 2022-09-30 13F/A-1 TESLA COM 88160R101 30,397 21,232 231.66 8,063 30.64 0.6303
2022-10-20 2022-09-30 13F TESLA COM 88160R101 30,397 21,232 8,063 0.6303
2023-01-30 2022-06-30 13F/A-1 TESLA COM 88160R101 9,165 -3,181 -25.77 6,172 -53.61 0.4881
2022-08-15 2022-06-30 13F TESLA COM 88160R101 9,165 -3,181 6,172 0.4881
2023-01-30 2022-03-31 13F/A-1 TESLA COM 88160R101 12,346 3,877 45.78 13,304 48.65 0.8995
2022-05-04 2022-03-31 13F TESLA COM 88160R101 12,346 3,877 13,304 0.8995
2023-01-30 2021-12-31 13F/A-1 TESLA COM 88160R101 8,469 334 4.11 8,950 41.86 0.6934
2022-02-11 2021-12-31 13F TESLA COM 88160R101 8,469 334 8,950 0.6934
2023-01-30 2021-09-30 13F/A-1 TESLA COM 88160R101 8,135 1,665 25.73 6,309 43.45 0.6162
2021-11-15 2021-09-30 13F TESLA COM 88160R101 8,135 1,665 6,309 0.6162
2023-01-30 2021-06-30 13F/A-1 TESLA COM 88160R101 6,470 2,193 51.27 4,398 53.94 0.5225
2021-08-13 2021-06-30 13F TESLA COM 88160R101 6,470 2,193 4,398 0.5225
2023-01-30 2021-03-31 13F/A-1 TESLA COM 88160R101 4,277 654 18.05 2,857 11.73 0.4440
2021-05-17 2021-03-31 13F TESLA COM 88160R101 4,277 654 2,857 0.4440
2023-01-30 2020-12-31 13F/A-1 TESLA COM 88160R101 3,623 72 2.03 2,557 67.89 0.5093
2021-02-16 2020-12-31 13F TESLA COM 88160R101 3,623 72 2,557 0.5093
2023-01-30 2020-09-30 13F/A-1 TESLA COM 88160R101 3,551 2,522 245.09 1,523 37.08 0.3638
2020-11-16 2020-09-30 13F TESLA COM 88160R101 3,551 2,522 1,523 0.3638
2020-08-17 2020-06-30 13F TESLA COM 88160R101 1,029 267 35.04 1,111 178.45 0.2826
2020-05-14 2020-03-31 13F TESLA COM 88160R101 762 762 399 0.1029
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.