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Vacasa, Inc.

VCSADelisted May 1, 2025
Industry
Services-To Dwellings & Other Buildings
SEC CIK
0001874944

Vacasa, Inc. was delisted on May 1, 2025; its insiders filed their last Form 4 on May 5, 2025; 68 institutions reported holding it in 13F filings for Q1 2025, worth $67.4M in total; Oaktree Capital was the only superinvestor holding it.

13F holders, Q4 2021

Institutional positions in Vacasa, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
46
+46 vs. Q3 2021
Shares held
157.4M
+157.4M vs. Q3 2021
Total value
$1.29B
+$1.29B vs. Q3 2021
New holders
46
0 more added
Sold out
0
0 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VCSA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 46 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 46 institutionsQ1 2022: 78 institutionsQ2 2022: 92 institutionsQ3 2022: 115 institutionsQ4 2022: 111 institutionsQ1 2023: 103 institutionsQ2 2023: 92 institutionsQ3 2023: 77 institutionsQ4 2023: 52 institutionsQ1 2024: 60 institutionsQ2 2024: 55 institutionsQ3 2024: 59 institutionsQ4 2024: 62 institutionsQ1 2025: 68 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $1.29B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.29BQ1 2022: $1.34BQ2 2022: $494.8MQ3 2022: $564.4MQ4 2022: $221.6MQ1 2023: $165.5MQ2 2023: $109.2MQ3 2023: $81.8MQ4 2023: $60.9MQ1 2024: $60.1MQ2 2024: $49.0MQ3 2024: $31.1MQ4 2024: $49.6MQ1 2025: $67.4MQ2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding VCSA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 202568$67.4M
Q4 202462$49.6M
Q3 202459$31.1M
Q2 202455$49.0M
Q1 202460$60.1M
Q4 202352$60.9M
Q3 202377$81.8M
Q2 202392$109.2M
Q1 2023103$165.5M
Q4 2022111$221.6M
Q3 2022115$564.4M
Q2 202292$494.8M
Q1 202278$1.34B
Q4 202146$1.29B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Vacasa, Inc.; share changes are against Q3 2021.

Institutions holding VCSA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
The PNC Financial Services Group, Inc.500$4.00K0.00%+500New
Wolverine Asset Management LLC506$4.00K0.00%+506New
Morgan Stanley1,000$8.00K0.00%+1,000New
FinTrust Capital Advisors, LLC1,000$8.00K0.00%+1,000New
Royal Bank of Canada1,125$9.00K0.00%+1,125New
Stonebridge Financial Planning Group, LLC3,500$21.0K0.01%+3,500New
Penserra Capital Management LLC4,177$34.0K0.00%+4,177New
Wells Fargo & Company6,500$54.0K0.00%+6,500New
Advisor Group Holdings, Inc.8,063$67.0K0.00%+8,063New
Eaton Vance Management10,070$84.0K0.00%+10,070New
UBS Group AG18,630$155.0K0.00%+18,630New
ExodusPoint Capital Management, LP35,760$298.0K0.00%+35,760New
Susquehanna International Group, LLP70,505$587.0K0.00%+70,505New
Kepos Capital LP100,000$832.0K0.07%+100,000New
HighTower Advisors, LLC100,800$840.0K0.00%+100,800New
HRT Financial LP114,953$956.0K0.01%+114,953New
Geode Capital Management, LLC155,754$1.29M0.00%+155,754New
Sculptor Capital LP197,643$1.64M0.01%+197,643New
Ergoteles LLC268,580$2.23M0.09%+268,580New
HBK Investments L P315,790$2.46M0.05%+315,790New
Balyasny Asset Management LLC306,224$2.55M0.01%+306,224New
Needham Investment Management LLC350,000$2.91M0.37%+350,000New
Wexford Capital LP386,563$3.22M0.33%+386,563New
Alyeska Investment Group, L.P.428,581$3.57M0.04%+428,581New
Waterfront Capital Partners, LLC438,800$3.65M0.22%+438,800New
Corsair Capital Management, L.P.491,348$4.09M0.77%+491,348New
Moore Capital Management, LP526,316$4.38M0.11%+526,316New
683 Capital Management, LLC701,631$5.84M0.28%+701,631New
Deutsche Bank AG744,043$6.19M0.00%+744,043New
CVI Holdings, LLC1,052,632$8.76M0.58%+1,052,632New
Millennium Management LLC1,078,235$8.78M0.01%+1,078,235New
Franklin Resources Inc1,230,000$10.2M0.00%+1,230,000New
Spring Creek Capital LLC1,263,158$10.5M0.40%+1,263,158New
Healthcare of Ontario Pension Plan Trust Fund1,263,158$10.5M0.02%+1,263,158New
Empyrean Capital Partners, LP1,500,600$12.5M0.33%+1,500,600New
Guggenheim Capital LLC2,353,717$19.6M0.10%+2,353,717New
Light Street Capital Management, LLC2,497,295$20.8M1.24%+2,497,295New
Par Capital Management Inc2,807,567$23.4M0.63%+2,807,567New
StepStone Group LP2,945,228$24.5M1.40%+2,945,228New
Capital World Investors3,670,556$28.8M0.00%+3,670,556New
TPG GP A, LLC4,275,845$35.6M0.35%+4,275,845New
Comprehensive Financial Management LLC5,446,548$45.3M0.58%+5,446,548New
Adams Street Partners LLC16,527,901$123.8M18.89%+16,527,901New
Altos Ventures Management Inc.18,860,629$156.9M1.75%+18,860,629New
Riverwood Capital Management Ltd.22,355,807$186.0M52.38%+22,355,807New
Silver Lake Group, L.L.C.62,473,614$519.8M2.45%+62,473,614New