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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
Adams Street Partners LLC18,764,501$18.0M5.62%00.0%Unchanged
Riverwood Capital Management Ltd.23,055,878$22.1M14.84%00.0%Unchanged
Silver Lake Group, L.L.C.62,473,614$60.1M0.44%00.0%Unchanged
Franklin Resources Inc0$00.00%−2,489,902−100.0%Sold out
Putnam Investments LLC0$00.00%−245,142−100.0%Sold out
Numerai GP LLC0$00.00%−207,999−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−87,840−100.0%Sold out
Wildcat Capital Management, LLC0$00.00%−100,000−100.0%Sold out
Alpine Global Management, LLC0$00.00%−43,920−100.0%Sold out
Virtu Financial LLC0$00.00%−40,843−100.0%Sold out
Woodline Partners LP0$00.00%−28,051−100.0%Sold out
Quantbot Technologies LP0$00.00%−27,729−100.0%Sold out
Aigen Investment Management, LP0$00.00%−22,864−100.0%Sold out
Point72 Middle East FZE0$00.00%−13,345−100.0%Sold out
Verition Fund Management LLC0$00.00%−10,557−100.0%Sold out
Citigroup Inc0$00.00%−779−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−500−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−432−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−345−100.0%Sold out
Credit Suisse AG0$00.00%−5−100.0%Sold out
IFP Advisors, Inc0$00.00%−19,000−100.0%Sold out