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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.

Q3 2024 vs. Q2 2024

How the institutions holding Vacasa, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of VCSA: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders55159+5
Shares10.1M490.8K11.1M+1.51M (+15.8%)
Value$49.0M$2.39M$31.1M−$15.5M (−33.3%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (13)

Institutions that held Vacasa, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to VCSA in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.506,267$1.42M0.00%
CastleKnight Management LP52,100$146.4K0.02%
AQR Capital Management LLC20,313$57.1K0.00%
Goldman Sachs Group Inc18,709$52.6K0.00%
ExodusPoint Capital Management, LP15,998$45.0K0.00%
Nuveen Asset Management, LLC12,308$34.6K0.00%
Camden Capital, LLC12,260$34.5K0.00%
Mirae Asset Global ETFs Holdings Ltd.5,160$14.5K0.00%
FMR LLC723$2.03K0.00%
CWM, LLC348$1.00K0.00%
Nisa Investment Advisors, LLC171$4810.00%
Capital Performance Advisors LLP152$4270.00%
Sterling Capital Management LLC30$840.00%

Sold out (8)

Institutions that held Vacasa, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of VCSA in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
TPG GP A, LLC213,792$1.04M
Palogic Value Management, L.P.165,000$803.5K
Dimensional Fund Advisors LP14,099$68.7K
Brown Advisory Inc13,381$65.2K
Trexquant Investment LP12,619$61.5K
Deutsche Bank AG11,382$55.4K
Quinn Opportunity Partners LLC10,045$48.9K
Jones Financial Companies LLLP25$122

Not filed for Q3 2024 yet (1)

Institutions that held Vacasa, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VCSA in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.490,828$2.39M