Vault-13

VACASA INC VCSA

CL A NEW · Common Stock · CUSIP 91854V206

0 institutional holders -67 vs Q1 2025
—reported value*
0 new 0 added 0 reduced 65 sold out net sold ≈ $53.9m (-10.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 23: 1Q4 23: 48Q1 24: 60Q2 24: 55Q3 24: 59Q4 24: 62Q1 25: 67Q2 25: 00Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 20231
Q4 202348
Q1 202460
Q2 202455
Q3 202459
Q4 202462
Q1 202567
Q2 20250

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 46 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 32 bought or addedQ1 24: 15 cut or sold outQ2 24: 35 bought or addedQ2 24: 24 cut or sold outQ2 24Q3 24: 31 bought or addedQ3 24: 16 cut or sold outQ4 24: 29 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 29 bought or addedQ1 25: 22 cut or sold outQ2 25: 0 bought or addedQ2 25: 65 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023461
Q1 20243215
Q2 20243524
Q3 20243116
Q4 20242919
Q1 20252922
Q2 2025065

Biggest buyers

None

Biggest sellers

Silver Lake Group, L.L.C. Sold out -5,060,681-5.1m
OAKTREE CAPITAL MANAGEMENT LP Sold out -1,375,448-1.4m
CONTINENTAL GENERAL INSURANCE CO Sold out -771,777-771.8k
BlackRock, Inc. Sold out -648,165-648.2k
VANGUARD GROUP INC Sold out -443,077-443.1k
Comprehensive Financial Management LLC Sold out -272,327-272.3k
GEODE CAPITAL MANAGEMENT, LLC Sold out -204,063-204.1k
CREDIT INDUSTRIEL ET COMMERCIAL Sold out -182,314-182.3k
RENAISSANCE TECHNOLOGIES LLC Sold out -158,949-158.9k
StepStone Group LP Sold out -147,261-147.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change