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 2023
Institutional positions in Phathom Pharmaceuticals, Inc. as of Dec 31, 2023. 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
- 117
- +8 vs. Q3 2023
- Shares held
- 54.1M
- +11.2M (+26.1%) vs. Q3 2023
- Total value
- $503.3M
- +$59.4M (+13.4%) vs. Q3 2023
- New holders
- 25
- 50 more added
- Sold out
- 17
- 22 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 10,109,279 | $92.3M | 4.93% | 00.0% | Unchanged |
| Takeda Pharmaceutical Co Ltd | 7,459,286 | $77.4M | 23.62% | +7,459,286 | New |
| Medicxi Ventures Management (Jersey) Ltd | 3,760,869 | $34.3M | 11.59% | 00.0% | Unchanged |
| Carlyle Group Inc. | 3,496,808 | $31.9M | 1.54% | 00.0% | Unchanged |
| Invesco Ltd. | 3,167,653 | $28.9M | 0.01% | −251,306−7.4% | Reduced |
| BlackRock Inc. | 2,678,891 | $24.5M | 0.00% | +241,149+9.9% | Added |
| Ensign Peak Advisors, Inc | 2,280,000 | $20.8M | 0.04% | +547,828+31.6% | Added |
| NEA Management Company, LLC | 1,960,169 | $17.9M | 1.19% | +683,574+53.5% | Added |
| Vanguard Group Inc | 1,956,429 | $17.9M | 0.00% | +33,767+1.8% | Added |
| Avidity Partners Management LP | 1,721,580 | $15.7M | 0.60% | +104,280+6.4% | Added |
| Gilder Gagnon Howe & Co LLC | 1,455,132 | $13.3M | 0.18% | +145,084+11.1% | Added |
| 683 Capital Management, LLC | 1,280,000 | $11.7M | 1.17% | +180,000+16.4% | Added |
| Woodline Partners LP | 1,096,121 | $10.0M | 0.11% | +356,100+48.1% | Added |
| Decheng Capital LLC | 850,000 | $7.76M | 2.17% | +850,000 | New |
| Geode Capital Management, LLC | 735,273 | $6.71M | 0.00% | +52,703+7.7% | Added |
| Catalys Pacific, LLC | 721,962 | $6.59M | 6.18% | +721,962 | New |
| State Street Corp | 687,837 | $6.28M | 0.00% | +20,241+3.0% | Added |
| Newtyn Management, LLC | 646,760 | $5.90M | 1.16% | +146,760+29.4% | Added |
| Jacobs Levy Equity Management, Inc | 593,751 | $5.42M | 0.03% | +312,819+111.4% | Added |
| Kennedy Capital Management, Inc. | 571,976 | $5.22M | 0.11% | −489,769−46.1% | Reduced |
| GW&K Investment Management, LLC | 561,490 | $5.13M | 0.05% | −15,960−2.8% | Reduced |
| Propel Bio Management, LLC | 443,047 | $4.05M | 3.35% | +443,047 | New |
| StepStone Group LP | 422,085 | $3.85M | 0.69% | 00.0% | Unchanged |
| Ghost Tree Capital, LLC | 385,241 | $3.52M | 2.02% | −9,759−2.5% | Reduced |
| Checkpoint Capital L.P. | 359,446 | $3.28M | 2.29% | +359,446 | New |
| Nuveen Asset Management, LLC | 304,609 | $2.78M | 0.00% | +16,775+5.8% | Added |
| Northern Trust Corp | 289,819 | $2.65M | 0.00% | +21,043+7.8% | Added |
| Two Sigma Investments, LP | 266,857 | $2.44M | 0.01% | +182,794+217.4% | Added |
| Charles Schwab Investment Management Inc | 262,524 | $2.40M | 0.00% | +15,843+6.4% | Added |
| Simplify Asset Management Inc. | 237,935 | $2.17M | 0.34% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 210,211 | $1.92M | 0.00% | +71,711+51.8% | Added |
| Walleye Capital LLC | 202,154 | $1.85M | 0.03% | +116,782+136.8% | Added |
| EcoR1 Capital, LLC | 198,480 | $1.81M | 0.05% | −501,520−71.6% | Reduced |
| Millennium Management LLC | 170,044 | $1.55M | 0.00% | +30,696+22.0% | Added |
| Saturn V Capital Management LLC | 160,075 | $1.46M | 0.56% | +160,075 | New |
| Wellington Management Group LLP | 154,391 | $1.41M | 0.00% | +54,581+54.7% | Added |
| JPMorgan Chase & Co | 146,037 | $1.33M | 0.00% | +1,281+0.9% | Added |
| D. E. Shaw & Co., Inc. | 129,389 | $1.18M | 0.00% | −1,175−0.9% | Reduced |
| Morgan Stanley | 124,551 | $1.14M | 0.00% | +46,307+59.2% | Added |
| Bank of New York Mellon Corp | 106,319 | $970.7K | 0.00% | +11,254+11.8% | Added |
| Moore Capital Management, LP | 100,000 | $913.0K | 0.02% | +20,000+25.0% | Added |
| Ameriprise Financial Inc | 82,244 | $750.9K | 0.00% | +70,842+621.3% | Added |
| Bank of America Corp | 81,793 | $746.8K | 0.00% | +28,235+52.7% | Added |
| MPM Oncology Impact Management LP | 70,000 | $639.1K | 0.15% | −277,332−79.8% | Reduced |
| Renaissance Technologies LLC | 65,600 | $599.0K | 0.00% | +65,600 | New |
| Jane Street Group, LLC | 65,254 | $595.8K | 0.00% | −5,530−7.8% | Reduced |
| Penn Mutual Asset Management, LLC | 62,802 | $573.4K | 0.44% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 61,000 | $556.9K | 0.00% | +22,256+57.4% | Added |
| Swiss National Bank | 56,000 | $511.3K | 0.00% | −4,200−7.0% | Reduced |
| Susquehanna International Group, LLP | 52,313 | $477.6K | 0.00% | +52,313 | New |
| Octagon Capital Advisors LP | 50,000 | $456.5K | 0.07% | +50,000 | New |
| Barclays PLC | 49,672 | $453.5K | 0.00% | +36,437+275.3% | Added |
| Rhumbline Advisers | 48,502 | $442.8K | 0.00% | −8,035−14.2% | Reduced |
| State of Wisconsin Investment Board | 47,314 | $432.0K | 0.00% | −36,442−43.5% | Reduced |
| UBS Oconnor LLC | 43,209 | $394.5K | 0.01% | −74,071−63.2% | Reduced |
| UBS Group AG | 39,432 | $360.0K | 0.00% | +5,732+17.0% | Added |
| Russell Investments Group, Ltd. | 39,292 | $358.7K | 0.00% | +25,172+178.3% | Added |
| Public Employees Retirement System of Ohio | 38,569 | $352.1K | 0.00% | +29,669+333.4% | Added |
| Credit Suisse AG | 38,036 | $347.3K | 0.00% | −20.0% | Reduced |
| Alliancebernstein L.P. | 37,700 | $344.2K | 0.00% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 35,134 | $322.2K | 0.06% | +5,000+16.6% | Added |
| Legal & General Group Plc | 34,253 | $312.7K | 0.00% | +251+0.7% | Added |
| California State Teachers Retirement System | 30,590 | $279.3K | 0.00% | −396−1.3% | Reduced |
| Occidental Asset Management, LLC | 29,672 | $270.9K | 0.06% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 23,579 | $215.3K | 0.02% | +23,579 | New |
| Two Sigma Advisers, LP | 22,700 | $207.3K | 0.00% | +22,700 | New |
| Allworth Financial LP | 22,580 | $206.2K | 0.00% | +3,000+15.3% | Added |
| Creative Planning | 21,352 | $194.9K | 0.00% | +877+4.3% | Added |
| Graham Capital Management, L.P. | 20,619 | $188.3K | 0.01% | +20,619 | New |
| AQR Capital Management LLC | 18,427 | $168.2K | 0.00% | −4,408−19.3% | Reduced |
| Tocqueville Asset Management L.P. | 18,100 | $165.3K | 0.00% | +18,100 | New |
| SG Americas Securities, LLC | 18,070 | $165.0K | 0.00% | +5,906+48.6% | Added |
| Deutsche Bank AG | 17,699 | $161.6K | 0.00% | +4,870+38.0% | Added |
| Price T Rowe Associates Inc | 17,401 | $159.0K | 0.00% | +4,007+29.9% | Added |
| MetLife Investment Management | 16,471 | $150.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,938 | $145.5K | 0.00% | +529+3.4% | Added |
| Dynamic Technology Lab Private Ltd | 15,000 | $137.0K | 0.01% | +15,000 | New |
| Landscape Capital Management, L.L.C. | 14,940 | $136.4K | 0.01% | +14,940 | New |
| Algert Global LLC | 14,920 | $136.2K | 0.01% | −76,900−83.8% | Reduced |
| Entropy Technologies, LP | 14,590 | $133.2K | 0.02% | +14,590 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,636 | $124.5K | 0.00% | +95+0.7% | Added |
| UBS Asset Management Americas Inc | 12,893 | $117.7K | 0.00% | +12,893 | New |
| Voya Investment Management LLC | 12,843 | $117.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 12,500 | $114.1K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,250 | $111.8K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,585 | $105.8K | 0.00% | −216−1.8% | Reduced |
| Citadel Advisors LLC | 11,533 | $105.3K | 0.00% | −264,194−95.8% | Reduced |
| Wells Fargo & Company | 10,890 | $99.4K | 0.00% | +3,616+49.7% | Added |
| Virtus ETF Advisers LLC | 10,367 | $94.7K | 0.06% | +2,623+33.9% | Added |
| Royal Bank of Canada | 10,432 | $94.0K | 0.00% | +4,716+82.5% | Added |
| Staley Capital Advisers Inc | 10,000 | $91.3K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,000 | $91.3K | 0.00% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 9,861 | $90.0K | 0.00% | +550+5.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,271 | $75.5K | 0.00% | −158−1.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,626 | $60.5K | 0.01% | +5,171+355.4% | Added |
| New York State Common Retirement Fund | 5,787 | $52.8K | 0.00% | −38−0.7% | Reduced |
| Citigroup Inc | 5,649 | $51.6K | 0.00% | +1,821+47.6% | Added |
| FMR LLC | 3,333 | $30.4K | 0.00% | +1,444+76.4% | Added |
| Ameritas Investment Partners, Inc. | 3,095 | $28.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,839 | $26.0K | 0.00% | 00.0% | Unchanged |