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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 2023

Institutional positions in Vacasa, Inc. as of Mar 31, 2023. 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
103
−8 vs. Q4 2022
Shares held
172.1M
−3.74M (−2.1%) vs. Q4 2022
Total value
$165.5M
−$56.1M (−25.3%) vs. Q4 2022
New holders
10
25 more added
Sold out
18
34 more reduced

Compare with Q4 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 holdersQ1 2023: 103 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 2023: $165.5M
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 2023

Shares, value and share of portfolio for each institution holding Vacasa, Inc.; share changes are against Q4 2022.

Institutions holding VCSA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advisory Services Network, LLC410$3950.00%00.0%Unchanged
The PNC Financial Services Group, Inc.500$4810.00%00.0%Unchanged
Wolverine Asset Management LLC506$4860.00%00.0%Unchanged
Ellevest, Inc.678$6520.00%+678New
FinTrust Capital Advisors, LLC1,000$1.26K0.00%00.0%Unchanged
FMR LLC2,223$2.14K0.00%−1,364−38.0%Reduced
Cutler Group LP6,205$5.00K0.00%+287+4.8%Added
Royal Bank of Canada6,529$6.00K0.00%−11,369−63.5%Reduced
Metropolitan Life Insurance Co7,378$7.10K0.00%−771−9.5%Reduced
Ameritas Investment Partners, Inc.8,768$8.44K0.00%00.0%Unchanged
US Bancorp10,000$9.62K0.00%00.0%Unchanged
Capital Square, LLC11,100$9.77K0.01%+11,100New
PBMares Wealth Management LLC10,267$9.88K0.00%00.0%Unchanged
Legal & General Group Plc10,524$10.0K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC11,000$10.6K0.00%+11,000New
Victory Capital Management Inc11,386$11.0K0.00%+476+4.4%Added
Amalgamated Bank11,937$11.0K0.00%−2,508−17.4%Reduced
Principal Financial Group Inc12,332$11.9K0.00%+12,332New
Alps Advisors Inc12,895$12.4K0.00%−2,126−14.2%Reduced
Group One Trading, L.P.13,233$12.7K0.00%−3,860−22.6%Reduced
Tower Research Capital LLC (TRC)13,682$13.0K0.00%−1,896−12.2%Reduced
ProShare Advisors LLC13,609$13.1K0.00%−1,268−8.5%Reduced
Wick Capital Partners, LLC14,133$14.0K0.01%+14,133New
Raymond James Financial Services Advisors, Inc.15,119$14.5K0.00%−181−1.2%Reduced
Sawtooth Solutions, LLC15,831$15.2K0.00%+3,951+33.3%Added
Bleakley Financial Group, LLC15,831$15.2K0.00%+3,951+33.3%Added
LPL Financial LLC16,500$15.9K0.00%+5,450+49.3%Added
Commonwealth Equity Services, LLC19,595$18.0K0.00%+19,595New
Cambridge Investment Research Advisors, Inc.19,300$19.0K0.00%+6,000+45.1%Added
Gamco Investors, Inc. Et Al20,000$19.2K0.00%00.0%Unchanged
Quinn Opportunity Partners LLC20,000$19.2K0.00%00.0%Unchanged
Belpointe Asset Management LLC22,000$21.2K0.00%−1,000−4.3%Reduced
Invesco Ltd.22,040$21.2K0.00%−2,461−10.0%Reduced
Price T Rowe Associates Inc22,206$22.0K0.00%−67,105−75.1%Reduced
King Luther Capital Management Corp27,397$26.4K0.00%00.0%Unchanged
Lake Hills Wealth Management, LLC29,762$28.6K0.03%00.0%Unchanged
Alliancebernstein L.P.30,900$29.7K0.00%−12,500−28.8%Reduced
Wells Fargo & Company31,693$30.5K0.00%+20,693+188.1%Added
Stonehearth Capital Management, LLC36,472$35.1K0.02%+21,093+137.2%Added
UBS Group AG37,855$36.4K0.00%−1,701−4.3%Reduced
XTX Topco Ltd38,589$37.1K0.01%+38,589New
Jane Street Group, LLC39,283$37.8K0.00%−4,879−11.0%Reduced
SG Americas Securities, LLC39,875$38.0K0.00%−24,719−38.3%Reduced
Voya Investment Management LLC41,130$39.6K0.00%00.0%Unchanged
California State Teachers Retirement System42,989$41.4K0.00%−3,171−6.9%Reduced
Handelsbanken Fonder AB44,000$42.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The46,254$44.5K0.00%00.0%Unchanged
Simplex Trading, LLC53,486$51.0K0.00%+15,932+42.4%Added
American International Group, Inc.55,805$53.7K0.00%+1,111+2.0%Added
Susquehanna International Group, LLP64,774$62.3K0.00%−139,270−68.3%Reduced
New York State Common Retirement Fund65,010$62.6K0.00%00.0%Unchanged
Barclays PLC68,615$66.0K0.00%+37,570+121.0%Added
Deutsche Bank AG70,680$68.0K0.00%+23,092+48.5%Added
MetLife Investment Management71,714$69.0K0.00%+53,763+299.5%Added
Advisor Group Holdings, Inc.75,413$72.5K0.00%+6,805+9.9%Added
Two Sigma Advisers, LP80,600$77.6K0.00%+1,300+1.6%Added
Taylor, Cottrill, Erickson & Associates, Inc.88,897$85.5K0.03%00.0%Unchanged
Goldman Sachs Group Inc92,330$88.8K0.00%−51,204−35.7%Reduced
Capital Investment Counsel, Inc93,200$89.7K0.02%00.0%Unchanged
Qube Research & Technologies Ltd110,623$106.4K0.00%−369,586−77.0%Reduced
Rhumbline Advisers117,060$113.0K0.00%−17,223−12.8%Reduced
Brown Advisory Inc117,638$113.2K0.00%00.0%Unchanged
STRS Ohio123,200$118.0K0.00%00.0%Unchanged
JPMorgan Chase & Co130,248$125.0K0.00%+25,704+24.6%Added
Squarepoint Ops LLC131,404$126.4K0.00%−450,788−77.4%Reduced
TB Alternative Assets Ltd.134,500$129.4K0.03%00.0%Unchanged
Bank of America Corp188,398$181.2K0.00%−72,665−27.8%Reduced
Morgan Stanley265,472$255.4K0.00%+150,313+130.5%Added
Nuveen Asset Management, LLC333,086$320.0K0.00%−32,909−9.0%Reduced
Bank of New York Mellon Corp338,409$325.6K0.00%−22,773−6.3%Reduced
Renaissance Technologies LLC388,905$374.0K0.00%+354,305+1,024.0%Added
HighTower Advisors, LLC395,889$380.0K0.00%−143,500−26.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.444,180$427.4K0.00%+444,180New
National Bank of Canada498,330$470.9K0.00%+197,388+65.6%Added
Stonegate Investment Group, LLC500,000$481.1K0.02%00.0%Unchanged
New York Life Investment Management LLC529,615$509.6K0.01%+529,615New
AQR Capital Management LLC553,346$532.4K0.00%−671,943−54.8%Reduced
Charles Schwab Investment Management Inc709,139$682.3K0.00%+69,462+10.9%Added
Wexford Capital LP717,216$690.1K0.14%−349,216−32.7%Reduced
Ieq Capital, LLC738,014$710.1K0.02%+738,014New
Kim, LLC806,601$776.1K0.05%−34,988−4.2%Reduced
Harrell Investment Partners, LLC887,800$854.2K0.30%00.0%Unchanged
Parkwood LLC970,301$934.0K0.17%00.0%Unchanged
Phoenix Holdings Ltd.1,000,000$962.2K0.02%00.0%Unchanged
Northern Trust Corp1,000,193$962.4K0.00%+26,843+2.8%Added
Guggenheim Capital LLC1,236,042$1.19M0.01%00.0%Unchanged
Industry Ventures, L.L.C.1,307,212$1.26M2.57%00.0%Unchanged
Needham Investment Management LLC1,687,800$1.62M0.28%+160,850+10.5%Added
State Street Corp1,857,532$1.79M0.00%+19,516+1.1%Added
Geode Capital Management, LLC2,014,174$1.94M0.00%+112,874+5.9%Added
Kemnay Advisory Services Inc.2,529,849$2.43M1.23%00.0%Unchanged
Pathstone Family Office, LLC2,785,958$2.68M0.04%−9,000−0.3%Reduced
Par Capital Management Inc2,800,000$2.69M0.10%00.0%Unchanged
StepStone Group LP2,945,228$2.83M0.53%−68,587−2.3%Reduced
683 Capital Management, LLC3,350,000$3.22M0.29%−150,000−4.3%Reduced
TPG GP A, LLC4,275,845$4.11M0.07%00.0%Unchanged
Balyasny Asset Management LLC4,684,195$4.51M0.01%−1,290,812−21.6%Reduced
Comprehensive Financial Management LLC5,446,548$5.24M0.16%00.0%Unchanged
BlackRock Inc.6,772,655$6.52M0.00%−147,769−2.1%Reduced
Vanguard Group Inc10,251,741$9.86M0.00%+630,780+6.6%Added