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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 2022

Institutional positions in Vacasa, Inc. as of Dec 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
111
−2 vs. Q3 2022
Shares held
175.9M
−7.98M (−4.3%) vs. Q3 2022
Total value
$221.6M
−$342.8M (−60.7%) vs. Q3 2022
New holders
25
42 more added
Sold out
27
20 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 111 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 2022: $221.6M
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 2022

Shares, value and share of portfolio for each institution holding Vacasa, Inc.; share changes are against Q3 2022.

Institutions holding VCSA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Credit Suisse AG5$60.00%−621−99.2%Reduced
Washington Trust Advisors, Inc.345$4350.00%00.0%Unchanged
Advisory Services Network, LLC410$5170.00%+410New
Bell Investment Advisors, Inc432$5440.00%+239+123.8%Added
The PNC Financial Services Group, Inc.500$6300.00%−400−44.4%Reduced
U.S. Capital Wealth Advisors, LLC500$6300.00%+500New
Wolverine Asset Management LLC506$6370.00%00.0%Unchanged
Citigroup Inc779$9820.00%−917−54.1%Reduced
FinTrust Capital Advisors, LLC1,000$1.26K0.00%00.0%Unchanged
FMR LLC3,587$4.52K0.00%+2,784+346.7%Added
Cutler Group LP5,918$7.00K0.00%+2,849+92.8%Added
Metropolitan Life Insurance Co8,149$10.3K0.00%+684+9.2%Added
US Bancorp10,000$12.6K0.00%00.0%Unchanged
PBMares Wealth Management LLC10,267$12.9K0.01%00.0%Unchanged
Legal & General Group Plc10,524$13.2K0.00%00.0%Unchanged
Verition Fund Management LLC10,557$13.3K0.00%+10,557New
Victory Capital Management Inc10,910$13.7K0.00%+10,910New
Wells Fargo & Company11,000$13.9K0.00%−88−0.8%Reduced
LPL Financial LLC11,050$13.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.8,768$14.2K0.00%00.0%Unchanged
Sawtooth Solutions, LLC11,880$15.0K0.00%+11,880New
Bleakley Financial Group, LLC11,880$15.0K0.00%+11,880New
Point72 Middle East FZE13,345$16.8K0.00%+13,345New
Cambridge Investment Research Advisors, Inc.13,300$17.0K0.00%−1,525−10.3%Reduced
Amalgamated Bank14,445$18.0K0.00%00.0%Unchanged
ProShare Advisors LLC14,877$18.7K0.00%+2,550+20.7%Added
Alps Advisors Inc15,021$18.9K0.00%+15,021New
Raymond James Financial Services Advisors, Inc.15,300$19.3K0.00%+300+2.0%Added
Stonehearth Capital Management, LLC15,379$19.4K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)15,578$20.0K0.00%−6,494−29.4%Reduced
Group One Trading, L.P.17,093$21.5K0.00%+17,093New
Royal Bank of Canada17,898$22.0K0.00%+16,536+1,214.1%Added
MetLife Investment Management17,951$22.6K0.00%−47,883−72.7%Reduced
Gamco Investors, Inc. Et Al20,000$25.2K0.00%+20,000New
Quinn Opportunity Partners LLC20,000$25.2K0.00%+20,000New
Aigen Investment Management, LP22,864$28.8K0.00%+22,864New
Belpointe Asset Management LLC23,000$29.0K0.00%+23,000New
Invesco Ltd.24,501$30.9K0.00%00.0%Unchanged
King Luther Capital Management Corp27,397$34.5K0.00%00.0%Unchanged
Quantbot Technologies LP27,729$34.9K0.00%−39,389−58.7%Reduced
Woodline Partners LP28,051$35.3K0.00%−13,503−32.5%Reduced
Lake Hills Wealth Management, LLC29,762$37.5K0.04%+29,762New
Barclays PLC31,045$39.1K0.00%+26,304+554.8%Added
Renaissance Technologies LLC34,600$44.0K0.00%−614,649−94.7%Reduced
Simplex Trading, LLC37,554$47.0K0.00%+37,554New
UBS Group AG39,556$49.8K0.00%+23,173+141.4%Added
Virtu Financial LLC40,843$51.0K0.01%+7,334+21.9%Added
Voya Investment Management LLC41,130$51.8K0.00%00.0%Unchanged
Alliancebernstein L.P.43,400$54.7K0.00%+43,400New
Handelsbanken Fonder AB44,000$55.0K0.00%+44,000New
Alpine Global Management, LLC43,920$55.0K0.02%+43,920New
Jane Street Group, LLC44,162$55.6K0.00%−1,440−3.2%Reduced
California State Teachers Retirement System46,160$58.2K0.00%+2,020+4.6%Added
Manufacturers Life Insurance Company, The46,254$58.3K0.00%+46,254New
Deutsche Bank AG47,588$60.0K0.00%+747+1.6%Added
American International Group, Inc.54,694$68.9K0.00%+1,604+3.0%Added
SG Americas Securities, LLC64,594$81.0K0.00%+41,272+177.0%Added
New York State Common Retirement Fund65,010$81.9K0.00%+510+0.8%Added
Advisor Group Holdings, Inc.68,608$87.1K0.00%+52,473+325.2%Added
Two Sigma Advisers, LP79,300$99.9K0.00%+14,000+21.4%Added
Price T Rowe Associates Inc89,311$112.0K0.00%−123,347−58.0%Reduced
Taylor, Cottrill, Erickson & Associates, Inc.88,897$112.0K0.04%00.0%Unchanged
Capital Investment Counsel, Inc93,200$117.4K0.03%+200+0.2%Added
Wildcat Capital Management, LLC100,000$126.0K0.05%00.0%Unchanged
JPMorgan Chase & Co104,544$131.0K0.00%+12,855+14.0%Added
Morgan Stanley115,159$145.1K0.00%−20,058−14.8%Reduced
Brown Advisory Inc117,638$148.2K0.00%+117,638New
Moneta Group Investment Advisors LLC87,840$153.7K0.00%+52,335+147.4%Added
STRS Ohio123,200$155.0K0.00%00.0%Unchanged
Rhumbline Advisers134,283$169.0K0.00%+4,767+3.7%Added
TB Alternative Assets Ltd.134,500$169.5K0.06%00.0%Unchanged
Goldman Sachs Group Inc143,534$180.9K0.00%+29,986+26.4%Added
Susquehanna International Group, LLP204,044$257.1K0.00%+73,940+56.8%Added
Numerai GP LLC207,999$262.1K0.18%+207,999New
Putnam Investments LLC245,142$308.9K0.00%−138−0.1%Reduced
Bank of America Corp261,063$328.9K0.00%+244,265+1,454.1%Added
National Bank of Canada300,942$376.2K0.00%+183,591+156.4%Added
Bank of New York Mellon Corp361,182$455.1K0.00%+7,854+2.2%Added
Nuveen Asset Management, LLC365,995$461.0K0.00%−502,189−57.8%Reduced
Qube Research & Technologies Ltd480,209$605.1K0.00%+480,209New
Stonegate Investment Group, LLC500,000$630.0K0.03%+500,000New
HighTower Advisors, LLC539,389$681.0K0.00%+80,575+17.6%Added
Squarepoint Ops LLC582,192$733.6K0.01%+582,192New
Charles Schwab Investment Management Inc639,677$806.0K0.00%−30,896−4.6%Reduced
Kim, LLC841,589$1.06M0.06%00.0%Unchanged
Harrell Investment Partners, LLC887,800$1.12M0.44%+887,800New
Parkwood LLC970,301$1.22M0.25%+318,844+48.9%Added
Northern Trust Corp973,350$1.23M0.00%+103,372+11.9%Added
Phoenix Holdings Ltd.1,000,000$1.26M0.02%00.0%Unchanged
Wexford Capital LP1,066,432$1.34M0.28%+520,000+95.2%Added
AQR Capital Management LLC1,225,289$1.54M0.00%+1,162,499+1,851.4%Added
Guggenheim Capital LLC1,236,042$1.56M0.01%+986,264+394.9%Added
Industry Ventures, L.L.C.1,307,212$1.65M2.71%+785,222+150.4%Added
Needham Investment Management LLC1,526,950$1.92M0.35%+860,550+129.1%Added
State Street Corp1,838,016$2.32M0.00%+231,582+14.4%Added
Geode Capital Management, LLC1,901,300$2.40M0.00%+117,484+6.6%Added
Franklin Resources Inc2,489,902$3.14M0.00%−17,929−0.7%Reduced
Kemnay Advisory Services Inc.2,529,849$3.19M1.60%00.0%Unchanged
Pathstone Family Office, LLC2,794,958$3.51M0.07%+9,000+0.3%Added
Par Capital Management Inc2,800,000$3.53M0.13%00.0%Unchanged