vacation rentals made easy based in portland, oregon, vacasa offers professional rental management for more than 2,300 vacation homes in some of the most desirable vacation destinations in north and central america—with properties soon available in europe, australia, and new zealand! from laid-back beach cottages along the oregon coast to luxury ski chalets in vail, we pride ourselves on being able to find just the right retreat for any guest. our homeowners appreciate the reduced stress and increased income they experience when they sign on with our management services. our employees love the emphasis we place on personal and professional growth. our guests enjoy having a trusted brand in the world of vacation rentals—and our easy online booking. find your next vacation home, inquire about our property management services, explore job opportunities, or just learn more about us at vacasa.com!
Company profile
Ticker
VCSA
Exchange
Website
CEO
Robert Greyber
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Vacasa Holdings LLC • V-Revolver Sub LLC • TurnKey Vacation Rentals, LLC • Vacasa LLC • Vacasa Alabama LLC • Vacasa Arizona LLC • Vacasa DC LLC • Vacasa Delaware LLC • Vacasa Florida LLC • Vacasa Georgia LLC ...
VCSA stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
8 Apr 24
DEFA14A
Additional proxy soliciting materials
8 Apr 24
DEF 14A
Definitive proxy
8 Apr 24
8-K
Departure of Directors or Certain Officers
8 Mar 24
10-K
2023 FY
Annual report
1 Mar 24
8-K
Skiers Palace Breckenridge, CO Fourth Quarter & Full Year 2023 Highlights
28 Feb 24
8-K
Departure of Directors or Certain Officers
16 Feb 24
10-Q
2023 Q3
Quarterly report
7 Nov 23
8-K
Rustic Luxury Morganton, TN Third Quarter 2023 Highlights
7 Nov 23
8-K
Material Modifications to Rights of Security Holders
3 Oct 23
Transcripts
VCSA
Earnings call transcript
2023 Q4
28 Feb 24
VCSA
Earnings call transcript
2023 Q3
7 Nov 23
VCSA
Earnings call transcript
2023 Q2
8 Aug 23
VCSA
Earnings call transcript
2023 Q1
9 May 23
VCSA
Earnings call transcript
2022 Q4
14 Mar 23
VCSA
Earnings call transcript
2022 Q3
9 Nov 22
VCSA
Earnings call transcript
2022 Q2
11 Aug 22
VCSA
Earnings call transcript
2022 Q1
12 May 22
VCSA
Earnings call transcript
2021 Q4
16 Mar 22
Latest ownership filings
144
Notice of proposed sale of securities
11 Apr 24
144
Notice of proposed sale of securities
10 Apr 24
144
Notice of proposed sale of securities
9 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
4
Chris Terrill
3 Apr 24
4/A
Chris Terrill
3 Apr 24
144
Notice of proposed sale of securities
28 Mar 24
144
Notice of proposed sale of securities
27 Mar 24
144
Notice of proposed sale of securities
26 Mar 24
144
Notice of proposed sale of securities
25 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 313.62 mm | 313.62 mm | 313.62 mm | 313.62 mm | 313.62 mm | 313.62 mm |
Cash burn (monthly) | 95.96 mm | 6.52 mm | 135.73 mm | 65.24 mm | 93.54 mm | 2.54 mm |
Cash used (since last report) | 640.05 mm | 43.47 mm | 905.32 mm | 435.15 mm | 623.93 mm | 16.93 mm |
Cash remaining | -326.43 mm | 270.15 mm | -591.70 mm | -121.53 mm | -310.31 mm | 296.68 mm |
Runway (months of cash) | -3.4 | 41.5 | -4.4 | -1.9 | -3.3 | 116.9 |
Institutional ownership, Q2 2023
13F holders | Current |
---|---|
Total holders | 98 |
Opened positions | 19 |
Closed positions | 32 |
Increased positions | 17 |
Reduced positions | 27 |
13F shares | Current |
---|---|
Total value | 110.03 bn |
Total shares | 426.97 mm |
Total puts | 200.00 |
Total calls | 77.20 k |
Total put/call ratio | 0.0 |
Largest owners | Shares | Value |
---|---|---|
Slta V (GP), L.L.C. | 110.90 mm | $922.68 mm |
Silver Lake Group, L.L.C. | 62.47 mm | $42.42 bn |
Eric Breon | 61.69 mm | $0.00 |
Riverwood Capital Partners II | 39.40 mm | $327.83 mm |
Level Equity Opportunities Fund 2015 | 24.34 mm | $0.00 |
Riverwood Capital Management | 23.06 mm | $15.68 bn |
Adams Street Partners | 18.76 mm | $12.76 bn |
Altos Hybrid | 12.44 mm | $0.00 |
TPG Pace Solutions Sponsor, Series | 12.03 mm | $100.08 mm |
Vanguard | 7.56 mm | $5.13 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
16 Feb 24 | Mossytree | Class A Common Stock | Sell | Dispose S | Yes | No | 9.1948 | 12,500 | 114.94 k | 287,505 |
15 Feb 24 | Mossytree | Class A Common Stock | Sell | Dispose S | Yes | No | 9.264 | 12,500 | 115.80 k | 300,005 |
15 Feb 24 | Mossytree | Class A Common Stock | Sell | Dispose S | Yes | No | 8.5 | 400,000 | 3.40 mm | 312,505 |
14 Feb 24 | Mossytree | Class A Common Stock | Sell | Dispose S | Yes | No | 9.2361 | 12,500 | 115.45 k | 712,505 |
13 Feb 24 | Mossytree | Class A Common Stock | Sell | Dispose S | Yes | No | 9.082 | 11,507 | 104.51 k | 725,005 |
12 Feb 24 | Mossytree | Class A Common Stock | Option exercise | Acquire M | Yes | No | 0 | 550,000 | 0.00 | 736,512 |
12 Feb 24 | Mossytree | Vacasa Holding Units Class A Common Stock | Option exercise | Dispose M | Yes | No | 0 | 550,000 | 0.00 | 1,867,758 |
12 Feb 24 | Mossytree | Class A Common Stock | Sell | Dispose S | Yes | No | 9.2579 | 12,500 | 115.72 k | 186,512 |
9 Feb 24 | Mossytree | Class A Common Stock | Sell | Dispose S | Yes | No | 9.0051 | 7,400 | 66.64 k | 199,012 |
8 Feb 24 | Mossytree | Class A Common Stock | Sell | Dispose S | Yes | No | 9.0921 | 7,400 | 67.28 k | 206,412 |
News
12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session
29 Feb 24
JP Morgan Maintains Neutral on Vacasa, Raises Price Target to $10
29 Feb 24
Needham Maintains Buy on Vacasa, Lowers Price Target to $10
29 Feb 24
JMP Securities Downgrades Vacasa to Market Perform
29 Feb 24
Recap: Vacasa Q4 Earnings
28 Feb 24