Tesla, Inc. $TSLA Shares Sold by Zevenbergen Capital Investments LLC

Key Points

• Zevenbergen Capital Investments cut its Tesla stake by 19.5% in Q4, selling 168,583 shares and now holding 694,114 shares worth about $312.16 million, making TSLA ~6.9% of the firm's assets and its second‑largest position.
• Insider selling has been notable recently: CFO Vaibhav Taneja sold 2,264 shares and Director James R. Murdoch sold 60,000 shares, with insiders offloading 87,995 shares (~$38.3M) over the past 90 days.
• Mixed market outlook: Tesla beat Q4 EPS ($0.50 vs. $0.45) with $24.9B revenue (down 3.1% YoY), but analysts are split (average rating "Hold", average target $406.84) amid concerns over margins, rising capex and institutional de‑risking.

Zevenbergen Capital Investments LLC lessened its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 19.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 694,114 shares of the electric vehicle producer's stock after selling 168,583 shares during the period. Tesla accounts for about 6.9% of Zevenbergen Capital Investments LLC's holdings, making the stock its 2nd biggest position. Zevenbergen Capital Investments LLC's holdings in Tesla were worth $312,157,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Relyea Zuckerberg Hanson LLC raised its stake in shares of Tesla by 0.4% during the third quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer's stock worth $2,916,000 after purchasing an additional 23 shares during the last quarter. Equita Financial Network Inc. increased its stake in Tesla by 2.8% in the 3rd quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock valued at $380,000 after buying an additional 23 shares during the period. VanderPol Investments L.L.C. increased its stake in Tesla by 2.2% in the 3rd quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer's stock valued at $464,000 after buying an additional 23 shares during the period. Resonant Capital Advisors LLC raised its position in Tesla by 0.3% during the 3rd quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer's stock worth $3,814,000 after buying an additional 23 shares during the last quarter. Finally, Cloud Capital Management LLC lifted its stake in shares of Tesla by 1.1% in the 3rd quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock worth $923,000 after acquiring an additional 23 shares during the period. 66.20% of the stock is owned by institutional investors and hedge funds.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla highlights a potential commercial win with a “1 million‑mile” Semi battery that improves fleet economics and diversifies revenue beyond retail EVs. Tesla Semi Million Mile Battery Puts Freight Economics In Focus
• Positive Sentiment: Some brokers still back the stock — Wedbush reiterated an Outperform rating recently, supporting the view that upside scenarios remain for long‑term investors. Tesla's (TSLA) "Outperform" Rating Reiterated at Wedbush
• Neutral Sentiment: Analysts are recalibrating models: a recent fair‑value update showed almost no change in a modeled target but highlighted a tug‑of‑war between autonomy/robotaxi upside and auto‑business margin/capex downside. How The Tesla (TSLA) Story Is Shifting Between Autonomy Hopes And Profitability Risks
• Neutral Sentiment: Legal/procedural developments around Elon Musk (Delaware judge reassignments) are unfolding but remain unlikely to produce an immediate operational impact; they add headline risk. Delaware judge accused of bias reassigns Musk cases
• Negative Sentiment: Ahead of Q1 deliveries, Canaccord raised its delivery estimate but trimmed its TSLA price target — a sign analysts expect unit resilience but are cutting valuation for margin/capex risk. Canaccord Lifts Q1 Deliveries Estimate, But Cuts Tesla Stock (TSLA) Price Target, Here’s Why
• Negative Sentiment: Market commentary flags multiple “red flags” (pricing pressure, shrinking margins, delivery risks) and TSLA sits near multi‑month lows entering delivery data — amplifying downside if deliveries or margins disappoint. Tesla stock at 6-month low: Analysts flag 4 red flags investors can’t ignore ahead of crucial Q1 deliveries
• Negative Sentiment: Barclays and other analysts warn about rising capex needs (Terafab, AI/robotaxi investments) that could pressure margins and the balance sheet if returns take longer than expected. Braclays Points Out CapEx Concerns for Tesla (TSLA) Stock
• Negative Sentiment: Institutional positioning shifts: ARK and other funds reduced TSLA exposure recently, which can exacerbate selling pressure in a weak tape. ARK Invest Dumps Nvidia (NVDA), Meta (META), AMD (AMD), and Tesla (TSLA) — Pivots to Healthcare Stock
• Negative Sentiment: Key talent departures (e.g., head of customer experience leaving for Coinbase) add to concerns about execution risk during a major strategic pivot. Tesla’s head of customer experience leaves for Coinbase as talent exodus grows

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on TSLA. Glj Research reaffirmed a "sell" rating on shares of Tesla in a report on Monday. President Capital reduced their price objective on shares of Tesla from $517.00 to $500.00 and set a "buy" rating for the company in a research report on Friday, January 30th. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Tesla in a report on Tuesday, January 27th. New Street Research boosted their target price on Tesla from $520.00 to $600.00 and gave the stock a "buy" rating in a research report on Tuesday, January 6th. Finally, CICC Research increased their target price on Tesla from $450.00 to $500.00 and gave the stock an "outperform" rating in a research note on Thursday, December 18th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and nine have issued a Sell rating to the company. According to data from MarketBeat.com, Tesla presently has an average rating of "Hold" and an average price target of $406.84.

Insider Buying and Selling

In related news, CFO Vaibhav Taneja sold 2,264 shares of Tesla stock in a transaction on Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the completion of the transaction, the chief financial officer directly owned 18,106 shares of the company's stock, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director James R. Murdoch sold 60,000 shares of the company's stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total value of $26,724,000.00. Following the completion of the sale, the director directly owned 577,031 shares in the company, valued at $257,009,607.40. This trade represents a 9.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 87,995 shares of company stock valued at $38,315,650. 19.90% of the stock is owned by insiders.

Tesla Stock Down 1.8%

TSLA stock opened at $355.28 on Tuesday. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08. The company's 50-day moving average price is $406.56 and its 200 day moving average price is $428.82. Tesla, Inc. has a 52 week low of $214.25 and a 52 week high of $498.83. The company has a market cap of $1.33 trillion, a P/E ratio of 328.96, a P/E/G ratio of 10.71 and a beta of 1.89.

Tesla (NASDAQ:TSLA - Get Free Report) last issued its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.45 by $0.05. The company had revenue of $24.90 billion during the quarter, compared to analysts' expectations of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The firm's quarterly revenue was down 3.1% compared to the same quarter last year. During the same period last year, the company posted $0.73 earnings per share. On average, research analysts expect that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

About Tesla

Tesla, Inc NASDAQ: TSLA is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company's stated mission is to accelerate the world's transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla's automotive business includes a lineup of battery‑electric vehicles and related services.

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