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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, Q1 2022

Institutional positions in Vacasa, Inc. as of Mar 31, 2022. 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
78
+32 vs. Q4 2021
Shares held
163.1M
+5.74M (+3.6%) vs. Q4 2021
Total value
$1.34B
+$48.6M (+3.8%) vs. Q4 2021
New holders
42
13 more added
Sold out
10
8 more reduced

Compare with Q4 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 holdersQ1 2022: 78 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 heldQ1 2022: $1.34B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Vacasa, Inc.; share changes are against Q4 2021.

Institutions holding VCSA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Captrust Financial Advisors10$00.00%+10New
Bellevue Asset Management, LLC132$1.00K0.00%+132New
Washington Trust Advisors, Inc.345$3.00K0.00%+345New
The PNC Financial Services Group, Inc.500$4.00K0.00%00.0%Unchanged
Wolverine Asset Management LLC506$4.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,000$8.00K0.00%00.0%Unchanged
UBS Group AG1,286$11.0K0.00%−17,344−93.1%Reduced
Quantbot Technologies LP1,529$12.0K0.00%+1,529New
Ovata Capital Management Ltd2,000$17.0K0.01%+2,000New
Advisor Group Holdings, Inc.2,648$22.0K0.00%−5,415−67.2%Reduced
Penserra Capital Management LLC3,169$26.0K0.00%−1,008−24.1%Reduced
FourThought Financial, LLC3,896$32.0K0.00%+3,896New
Royal Bank of Canada4,942$41.0K0.00%+3,817+339.3%Added
Tower Research Capital LLC (TRC)4,856$41.0K0.00%+4,856New
IFP Advisors, Inc5,724$56.0K0.00%+5,724New
Wells Fargo & Company8,568$71.0K0.00%+2,068+31.8%Added
Eaton Vance Management10,070$83.0K0.00%00.0%Unchanged
US Bancorp10,000$83.0K0.00%+10,000New
Citadel Advisors LLC10,332$85.0K0.00%+10,332New
Prelude Capital Management, LLC11,036$91.0K0.00%+11,036New
Barclays PLC11,118$92.0K0.00%+11,118New
King Luther Capital Management Corp15,755$130.0K0.00%+15,755New
Bank of America Corp16,058$133.0K0.00%+16,058New
Sciencast Management LP17,376$136.0K0.03%+17,376New
Citigroup Inc16,845$139.0K0.00%+16,845New
Mirabella Financial Services LLP16,780$139.0K0.02%+16,780New
HSBC Holdings PLC18,264$154.0K0.00%+18,264New
Diametric Capital, LP20,137$166.0K0.09%+20,137New
ExodusPoint Capital Management, LP23,443$194.0K0.00%−12,317−34.4%Reduced
Virtu Financial LLC24,766$205.0K0.02%+24,766New
Boothbay Fund Management, LLC27,253$225.0K0.01%+27,253New
Fred Alger Management, LLC28,079$232.0K0.00%+28,079New
Moore Capital Management, LP28,886$239.0K0.01%−497,430−94.5%Reduced
Jane Street Group, LLC33,607$278.0K0.00%+33,607New
Goldman Sachs Group Inc34,858$288.0K0.00%+34,858New
Bank of New York Mellon Corp39,028$323.0K0.00%+39,028New
Qube Research & Technologies Ltd56,376$466.0K0.00%+56,376New
Alliancebernstein L.P.57,878$479.0K0.00%+57,878New
Cannon Global Investment Management, LLC68,200$564.0K0.41%+68,200New
Millennium Management LLC93,288$771.0K0.00%−984,947−91.3%Reduced
Two Sigma Investments, LP95,287$788.0K0.00%+95,287New
BIT Capital GmbH95,895$793.1K0.08%+95,895New
Wildcat Capital Management, LLC100,000$827.0K0.21%+100,000New
Cubist Systematic Strategies, LLC106,300$879.0K0.01%+106,300New
Jump Financial, LLC148,408$1.23M0.05%+148,408New
HighTower Advisors, LLC149,509$1.24M0.00%+48,709+48.3%Added
Squarepoint Ops LLC155,799$1.29M0.01%+155,799New
Susquehanna International Group, LLP157,700$1.30M0.00%+87,195+123.7%Added
Northern Trust Corp160,891$1.33M0.00%+160,891New
Corsair Capital Management, L.P.212,561$1.76M0.44%−278,787−56.7%Reduced
Wexford Capital LP242,795$2.01M0.42%−143,768−37.2%Reduced
Marshall Wace, LLP250,817$2.07M0.00%+250,817New
State Street Corp304,491$2.52M0.00%+304,491New
Needham Investment Management LLC373,900$3.09M0.45%+23,900+6.8%Added
Charles Schwab Investment Management Inc467,266$3.87M0.00%+467,266New
Balyasny Asset Management LLC724,954$6.00M0.03%+418,730+136.7%Added
Morgan Stanley763,297$6.31M0.00%+762,297+76,229.7%Added
Alberta Investment Management Corp789,474$6.53M0.04%+789,474New
683 Capital Management, LLC806,631$6.67M0.39%+105,000+15.0%Added
Geode Capital Management, LLC904,471$7.48M0.00%+748,717+480.7%Added
Phoenix Holdings Ltd.1,000,000$8.27M0.14%+1,000,000New
Vanguard Group Inc1,225,038$10.1M0.00%+1,225,038New
Spring Creek Capital LLC1,263,158$10.4M0.41%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund1,263,158$10.4M0.04%00.0%Unchanged
BlackRock Inc.1,322,874$10.9M0.00%+1,322,874New
Empyrean Capital Partners, LP1,500,600$12.4M0.27%00.0%Unchanged
Franklin Resources Inc1,626,108$13.4M0.01%+396,108+32.2%Added
Guggenheim Capital LLC2,353,717$19.5M0.12%00.0%Unchanged
Par Capital Management Inc2,807,567$23.2M0.55%00.0%Unchanged
Light Street Capital Management, LLC2,943,028$24.3M1.90%+445,733+17.8%Added
StepStone Group LP2,945,228$24.4M1.82%00.0%Unchanged
TPG GP A, LLC4,275,845$35.4M0.44%00.0%Unchanged
Capital World Investors4,499,053$37.2M0.01%+828,497+22.6%Added
Comprehensive Financial Management LLC5,446,548$45.0M0.82%00.0%Unchanged
Adams Street Partners LLC16,527,901$129.9M24.03%00.0%Unchanged
Altos Ventures Management Inc.18,860,629$156.0M3.90%00.0%Unchanged
Riverwood Capital Management Ltd.23,055,878$190.7M34.00%+700,071+3.1%Added
Silver Lake Group, L.L.C.62,473,614$516.7M2.84%00.0%Unchanged
CVI Holdings, LLC0$00.00%−1,052,632−100.0%Sold out
Deutsche Bank AG0$00.00%−744,043−100.0%Sold out
Waterfront Capital Partners, LLC0$00.00%−438,800−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−428,581−100.0%Sold out
HBK Investments L P0$00.00%−315,790−100.0%Sold out
Ergoteles LLC0$00.00%−268,580−100.0%Sold out
Sculptor Capital LP0$00.00%−197,643−100.0%Sold out
HRT Financial LP0$00.00%−114,953−100.0%Sold out
Kepos Capital LP0$00.00%−100,000−100.0%Sold out
Stonebridge Financial Planning Group, LLC0$00.00%−3,500−100.0%Sold out