Phathom Pharmaceuticals, Inc.
PHAT- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001783183
No open-market purchases or sales by Phathom Pharmaceuticals, Inc. insiders were filed in the last 90 days; 161 institutions reported holding it in 13F filings for Q2 2026, worth $782.1M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Phathom Pharmaceuticals, Inc. as of Sep 30, 2021. 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
- 84
- +5 vs. Q2 2021
- Shares held
- 25.5M
- +623.2K (+2.5%) vs. Q2 2021
- Total value
- $819.8M
- −$23.7M (−2.8%) vs. Q2 2021
- New holders
- 13
- 22 more added
- Sold out
- 8
- 23 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHAT 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 161 | $782.1M |
| Q1 2026 | 174 | $765.5M |
| Q4 2025 | 173 | $1.03B |
| Q3 2025 | 133 | $733.6M |
| Q2 2025 | 117 | $550.5M |
| Q1 2025 | 137 | $401.4M |
| Q4 2024 | 144 | $541.2M |
| Q3 2024 | 133 | $1.31B |
| Q2 2024 | 114 | $598.6M |
| Q1 2024 | 114 | $588.2M |
| Q4 2023 | 117 | $503.3M |
| Q3 2023 | 110 | $452.7M |
| Q2 2023 | 103 | $612.6M |
| Q1 2023 | 84 | $219.7M |
| Q4 2022 | 87 | $316.6M |
| Q3 2022 | 94 | $334.3M |
| Q2 2022 | 94 | $230.0M |
| Q1 2022 | 82 | $349.1M |
| Q4 2021 | 83 | $562.0M |
| Q3 2021 | 84 | $819.8M |
| Q2 2021 | 79 | $843.6M |
| Q1 2021 | 84 | $919.2M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Newbridge Financial Services Group, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 25 | $1.00K | 0.00% | +25 | New |
| US Bancorp | 54 | $2.00K | 0.00% | +37+217.6% | Added |
| Bessemer Group Inc | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 114 | $4.00K | 0.00% | −174−60.4% | Reduced |
| Simplex Trading, LLC | 132 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 340 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 606 | $19.0K | 0.00% | −3,227−84.2% | Reduced |
| Cutler Group LP | 600 | $19.0K | 0.00% | −100−14.3% | Reduced |
| Great West Life Assurance Co | 850 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,000 | $32.0K | 0.00% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,588 | $51.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,868 | $60.0K | 0.00% | +481+34.7% | Added |
| Advisor Group Holdings, Inc. | 2,076 | $67.0K | 0.00% | +853+69.7% | Added |
| STRS Ohio | 4,100 | $131.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 5,058 | $162.4K | 0.04% | +2,221+78.3% | Added |
| Legal & General Group Plc | 5,178 | $167.0K | 0.00% | +2,739+112.3% | Added |
| Citigroup Inc | 5,480 | $176.0K | 0.00% | +2,640+93.0% | Added |
| Metropolitan Life Insurance Co | 5,942 | $190.7K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,150 | $197.0K | 0.09% | −326−5.0% | Reduced |
| Goldman Sachs Group Inc | 7,163 | $230.0K | 0.00% | +7,163 | New |
| UBS Asset Management Americas Inc | 7,514 | $241.2K | 0.00% | +7,514 | New |
| MetLife Investment Management | 7,762 | $249.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,968 | $256.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,420 | $270.0K | 0.00% | +8,420 | New |
| Credit Suisse AG | 8,429 | $271.0K | 0.00% | +1,830+27.7% | Added |
| Alliancebernstein L.P. | 11,000 | $353.0K | 0.00% | −1,300−10.6% | Reduced |
| American International Group, Inc. | 11,085 | $356.0K | 0.00% | −263−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 11,190 | $359.0K | 0.00% | −699−5.9% | Reduced |
| Deutsche Bank AG | 12,197 | $392.0K | 0.00% | −372−3.0% | Reduced |
| Russell Investments Group, Ltd. | 12,486 | $400.0K | 0.00% | −190−1.5% | Reduced |
| Occidental Asset Management, LLC | 12,872 | $413.0K | 0.11% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 13,640 | $438.0K | 0.00% | +13,640 | New |
| New York State Common Retirement Fund | 14,617 | $469.0K | 0.00% | −2,878−16.5% | Reduced |
| State of Wisconsin Investment Board | 14,900 | $478.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 14,900 | $478.0K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 14,921 | $479.0K | 0.02% | +31+0.2% | Added |
| Two Sigma Advisers, LP | 16,400 | $526.0K | 0.00% | −9,100−35.7% | Reduced |
| Rhumbline Advisers | 17,454 | $560.0K | 0.00% | +1,016+6.2% | Added |
| Citadel Advisors LLC | 19,410 | $623.0K | 0.00% | −60,964−75.9% | Reduced |
| Martingale Asset Management L P | 19,908 | $640.0K | 0.01% | +19,908 | New |
| California State Teachers Retirement System | 22,473 | $721.0K | 0.00% | −5,465−19.6% | Reduced |
| Two Sigma Investments, LP | 22,555 | $724.0K | 0.00% | −17,429−43.6% | Reduced |
| Chartwell Investment Partners, LLC | 22,589 | $725.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 26,733 | $857.0K | 0.00% | +241+0.9% | Added |
| Woodline Partners LP | 29,903 | $960.0K | 0.02% | +29,903 | New |
| Swiss National Bank | 31,000 | $995.0K | 0.00% | 00.0% | Unchanged |
| Pura Vida Investments, LLC | 32,575 | $1.05M | 0.08% | −12,636−27.9% | Reduced |
| Summit Rock Advisors, LP | 34,100 | $1.09M | 0.65% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 39,374 | $1.26M | 0.00% | +39,374 | New |
| SEI Investments Co | 42,944 | $1.38M | 0.00% | +3,516+8.9% | Added |
| Bank of New York Mellon Corp | 58,142 | $1.87M | 0.00% | +7,323+14.4% | Added |
| Bank of America Corp | 64,534 | $2.07M | 0.00% | +990+1.6% | Added |
| Nuveen Asset Management, LLC | 69,595 | $2.23M | 0.00% | −24,490−26.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 71,034 | $2.28M | 0.02% | −44,305−38.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 81,600 | $2.62M | 0.01% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 86,940 | $2.79M | 4.41% | 00.0% | Unchanged |
| Ikarian Capital, LLC | 99,560 | $3.20M | 0.73% | −440−0.4% | Reduced |
| WCM Investment Management, LLC | 104,380 | $3.35M | 0.01% | +393+0.4% | Added |
| Charles Schwab Investment Management Inc | 120,871 | $3.88M | 0.00% | +13,751+12.8% | Added |
| FMR LLC | 154,200 | $4.95M | 0.00% | +154,200 | New |
| JPMorgan Chase & Co | 168,988 | $5.42M | 0.00% | +156,643+1,268.9% | Added |
| Rothschild & Co Asset Management US Inc. | 171,506 | $5.50M | 0.07% | +130+0.1% | Added |
| Northern Trust Corp | 186,076 | $5.97M | 0.00% | −8,800−4.5% | Reduced |
| Rhenman & Partners Asset Management AB | 186,210 | $5.98M | 0.42% | 00.0% | Unchanged |
| Great Point Partners LLC | 220,863 | $7.09M | 1.68% | +220,863 | New |
| GW&K Investment Management, LLC | 224,923 | $7.22M | 0.06% | −4,495−2.0% | Reduced |
| Geode Capital Management, LLC | 283,863 | $9.11M | 0.00% | +2,490+0.9% | Added |
| Norges Bank | 329,343 | $10.6M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 354,764 | $11.4M | 0.00% | +14,461+4.2% | Added |
| StepStone Group LP | 422,085 | $13.5M | 0.88% | +422,085 | New |
| Gilder Gagnon Howe & Co LLC | 550,240 | $17.7M | 0.09% | +3,718+0.7% | Added |
| Eventide Asset Management, LLC | 600,000 | $19.3M | 0.25% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,170,224 | $37.6M | 0.08% | −49,786−4.1% | Reduced |
| BlackRock Inc. | 1,182,878 | $38.0M | 0.00% | +22,441+1.9% | Added |
| Abingworth LLP | 1,203,135 | $38.5M | 8.74% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,813,651 | $58.2M | 0.00% | +254,362+16.3% | Added |
| Janus Henderson Group PLC | 1,948,002 | $62.5M | 0.03% | −3,632−0.2% | Reduced |
| Invesco Ltd. | 1,996,016 | $64.1M | 0.02% | −25,384−1.3% | Reduced |
| Medicxi Ventures Management (Jersey) Ltd | 2,067,861 | $66.4M | 14.44% | 00.0% | Unchanged |
| Ra Capital Management, L.P. | 3,115,008 | $100.0M | 1.39% | 00.0% | Unchanged |
| Frazier Management LLC | 5,827,415 | $187.1M | 14.97% | 00.0% | Unchanged |
| Greenspring Associates, LLC | 0 | $0 | 0.00% | −415,277−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −34,436−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −29,731−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,310−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −699−100.0% | Sold out |