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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, Q4 2021

Institutional positions in Phathom Pharmaceuticals, Inc. as of Dec 31, 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
83
0 vs. Q3 2021
Shares held
28.6M
+3.03M (+11.9%) vs. Q3 2021
Total value
$562.0M
−$257.9M (−31.5%) vs. Q3 2021
New holders
18
33 more added
Sold out
18
14 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 83 institutions
Q1 2021: 84 institutionsQ2 2021: 79 institutionsQ3 2021: 84 institutionsQ4 2021: 83 institutionsQ1 2022: 82 institutionsQ2 2022: 94 institutionsQ3 2022: 94 institutionsQ4 2022: 87 institutionsQ1 2023: 84 institutionsQ2 2023: 103 institutionsQ3 2023: 110 institutionsQ4 2023: 117 institutionsQ1 2024: 114 institutionsQ2 2024: 114 institutionsQ3 2024: 133 institutionsQ4 2024: 144 institutionsQ1 2025: 137 institutionsQ2 2025: 117 institutionsQ3 2025: 133 institutionsQ4 2025: 173 institutionsQ1 2026: 174 institutionsQ2 2026: 161 institutions
Value heldQ4 2021: $562.0M
Q1 2021: $919.2MQ2 2021: $843.6MQ3 2021: $819.8MQ4 2021: $562.0MQ1 2022: $349.1MQ2 2022: $230.0MQ3 2022: $334.3MQ4 2022: $316.6MQ1 2023: $219.7MQ2 2023: $612.6MQ3 2023: $452.7MQ4 2023: $503.3MQ1 2024: $588.2MQ2 2024: $598.6MQ3 2024: $1.31BQ4 2024: $541.2MQ1 2025: $401.4MQ2 2025: $550.5MQ3 2025: $733.6MQ4 2025: $1.03BQ1 2026: $765.5MQ2 2026: $782.1M
Institutions holding PHAT and their total value by quarter
QuarterHoldersValue
Q2 2026161$782.1M
Q1 2026174$765.5M
Q4 2025173$1.03B
Q3 2025133$733.6M
Q2 2025117$550.5M
Q1 2025137$401.4M
Q4 2024144$541.2M
Q3 2024133$1.31B
Q2 2024114$598.6M
Q1 2024114$588.2M
Q4 2023117$503.3M
Q3 2023110$452.7M
Q2 2023103$612.6M
Q1 202384$219.7M
Q4 202287$316.6M
Q3 202294$334.3M
Q2 202294$230.0M
Q1 202282$349.1M
Q4 202183$562.0M
Q3 202184$819.8M
Q2 202179$843.6M
Q1 202184$919.2M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q3 2021.

Institutions holding PHAT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Captrust Financial Advisors20$00.00%−5−20.0%Reduced
Newbridge Financial Services Group, Inc.35$1.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC49$1.00K0.00%+49New
Parallel Advisors, LLC72$1.00K0.00%+72New
Bessemer Group Inc101$2.00K0.00%00.0%Unchanged
Huntington National Bank125$2.00K0.00%+125New
HM Payson & Co111$2.00K0.00%+111New
Daiwa Securities Group Inc.92$2.00K0.00%+92New
Tower Research Capital LLC (TRC)416$8.00K0.00%−190−31.4%Reduced
Tradition Wealth Management, LLC400$8.00K0.00%+60+17.6%Added
Cutler Group LP600$11.0K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC660$12.0K0.00%+660New
US Bancorp693$14.0K0.00%+639+1,183.3%Added
Aquatic Capital Management LLC700$14.0K0.03%+700New
Great West Life Assurance Co850$17.0K0.00%00.0%Unchanged
UBS Group AG1,329$26.0K0.00%+1,329New
Ameritas Investment Partners, Inc.1,588$31.0K0.00%00.0%Unchanged
Denali Advisors LLC2,500$49.0K0.02%+2,500New
Quantbot Technologies LP2,800$55.0K0.00%+1,800+180.0%Added
Royal Bank of Canada4,447$87.0K0.00%+2,579+138.1%Added
Exane Derivatives5,058$99.5K0.02%00.0%Unchanged
Legal & General Group Plc5,178$102.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.5,668$112.0K0.00%+3,592+173.0%Added
Metropolitan Life Insurance Co5,942$116.9K0.00%00.0%Unchanged
Citigroup Inc7,451$147.0K0.00%+1,971+36.0%Added
MetLife Investment Management7,762$152.7K0.00%00.0%Unchanged
Wells Fargo & Company8,793$173.0K0.00%+8,793New
Virtus ETF Advisers LLC9,080$179.0K0.07%+2,930+47.6%Added
Russell Investments Group, Ltd.9,363$183.0K0.00%−3,123−25.0%Reduced
American International Group, Inc.10,763$212.0K0.00%−322−2.9%Reduced
Manufacturers Life Insurance Company, The11,443$225.0K0.00%+253+2.3%Added
Citadel Advisors LLC11,466$226.0K0.00%−7,944−40.9%Reduced
Deutsche Bank AG12,839$253.0K0.00%+642+5.3%Added
Alliancebernstein L.P.12,900$254.0K0.00%+1,900+17.3%Added
New York State Common Retirement Fund14,569$287.0K0.00%−48−0.3%Reduced
State of Wisconsin Investment Board14,900$293.0K0.00%00.0%Unchanged
Pictet Asset Management SA16,197$319.0K0.00%+16,197New
Rhumbline Advisers17,207$338.0K0.00%−247−1.4%Reduced
PDT Partners, LLC21,200$417.0K0.03%+6,300+42.3%Added
Chartwell Investment Partners, LLC22,194$437.0K0.01%−395−1.7%Reduced
California State Teachers Retirement System22,849$449.0K0.00%+376+1.7%Added
Hennion & Walsh Asset Management, Inc.30,894$608.0K0.03%+30,894New
Swiss National Bank31,000$610.0K0.00%00.0%Unchanged
Two Sigma Advisers, LP32,100$631.0K0.00%+15,700+95.7%Added
Marshall Wace, LLP32,165$632.0K0.00%+32,165New
Summit Rock Advisors, LP34,100$671.0K0.40%00.0%Unchanged
Goldman Sachs Group Inc34,117$671.0K0.00%+26,954+376.3%Added
Laurion Capital Management LP50,000$984.0K0.02%+50,000New
SEI Investments Co58,663$1.15M0.00%+15,719+36.6%Added
Bank of New York Mellon Corp59,340$1.17M0.00%+1,198+2.1%Added
Nuveen Asset Management, LLC60,218$1.18M0.00%−9,377−13.5%Reduced
Dimensional Fund Advisors LP61,040$1.20M0.00%+21,666+55.0%Added
Two Sigma Investments, LP63,796$1.25M0.00%+41,241+182.8%Added
Bank of America Corp74,391$1.46M0.00%+9,857+15.3%Added
Ikarian Capital, LLC74,560$1.47M0.42%−25,000−25.1%Reduced
Parkman Healthcare Partners LLC77,481$1.52M0.34%+77,481New
Pura Vida Investments, LLC101,728$2.00M0.21%+69,153+212.3%Added
Charles Schwab Investment Management Inc123,299$2.43M0.00%+2,428+2.0%Added
Morgan Stanley139,168$2.74M0.00%+112,435+420.6%Added
Jacobs Levy Equity Management, Inc165,642$3.26M0.02%+94,608+133.2%Added
JPMorgan Chase & Co172,561$3.39M0.00%+3,573+2.1%Added
Rhenman & Partners Asset Management AB186,210$3.62M0.24%00.0%Unchanged
Northern Trust Corp187,905$3.70M0.00%+1,829+1.0%Added
Artal Group S.A.200,000$3.93M0.12%+200,000New
Rothschild & Co Asset Management US Inc.244,439$4.81M0.06%+72,933+42.5%Added
683 Capital Management, LLC290,595$5.72M0.27%+290,595New
Geode Capital Management, LLC293,198$5.77M0.00%+9,335+3.3%Added
Eventide Asset Management, LLC336,223$6.61M0.08%−263,777−44.0%Reduced
State Street Corp341,940$6.73M0.00%−12,824−3.6%Reduced
GW&K Investment Management, LLC383,552$7.54M0.06%+158,629+70.5%Added
StepStone Group LP422,085$8.30M0.48%00.0%Unchanged
Gilder Gagnon Howe & Co LLC546,055$10.7M0.06%−4,185−0.8%Reduced
Norges Bank660,690$13.0M0.00%+331,347+100.6%Added
Abingworth LLP1,203,135$23.6M5.72%00.0%Unchanged
Ensign Peak Advisors, Inc1,315,717$25.9M0.05%+145,493+12.4%Added
BlackRock Inc.1,473,125$29.0M0.00%+290,247+24.5%Added
Janus Henderson Group PLC1,841,357$36.2M0.02%−106,645−5.5%Reduced
Avidity Partners Management LP1,896,000$37.3M0.79%+1,896,000New
Vanguard Group Inc1,927,844$37.9M0.00%+114,193+6.3%Added
Invesco Ltd.2,067,356$40.7M0.01%+71,340+3.6%Added
Medicxi Ventures Management (Jersey) Ltd2,067,861$40.7M10.18%00.0%Unchanged
Ra Capital Management, L.P.3,115,008$61.3M1.08%00.0%Unchanged
Frazier Management LLC5,827,415$114.6M8.82%00.0%Unchanged
Great Point Partners LLC0$00.00%−220,863−100.0%Sold out
FMR LLC0$00.00%−154,200−100.0%Sold out
WCM Investment Management, LLC0$00.00%−104,380−100.0%Sold out
Penn Mutual Asset Management, LLC0$00.00%−86,940−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−81,600−100.0%Sold out
Woodline Partners LP0$00.00%−29,903−100.0%Sold out
Martingale Asset Management L P0$00.00%−19,908−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−14,921−100.0%Sold out
Parametric Portfolio Associates LLC0$00.00%−13,640−100.0%Sold out
Occidental Asset Management, LLC0$00.00%−12,872−100.0%Sold out
Credit Suisse AG0$00.00%−8,429−100.0%Sold out
SG Americas Securities, LLC0$00.00%−8,420−100.0%Sold out
Voya Investment Management LLC0$00.00%−7,968−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−7,514−100.0%Sold out
STRS Ohio0$00.00%−4,100−100.0%Sold out
Simplex Trading, LLC0$00.00%−132−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−114−100.0%Sold out