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, Q1 2024
Institutional positions in Phathom Pharmaceuticals, Inc. as of Mar 31, 2024. 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
- 114
- −3 vs. Q4 2023
- Shares held
- 55.4M
- +1.29M (+2.4%) vs. Q4 2023
- Total value
- $588.2M
- +$84.9M (+16.9%) vs. Q4 2023
- New holders
- 13
- 41 more added
- Sold out
- 16
- 34 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Phathom Pharmaceuticals, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 10,109,279 | $107.4M | 4.53% | 00.0% | Unchanged |
| Medicxi Ventures Management (Jersey) Ltd | 7,464,572 | $79.3M | 17.65% | +3,703,703+98.5% | Added |
| Carlyle Group Inc. | 3,496,808 | $37.1M | 2.34% | 00.0% | Unchanged |
| Invesco Ltd. | 3,159,789 | $33.6M | 0.01% | −7,864−0.2% | Reduced |
| Takeda Pharmaceutical Co Ltd | 3,153,217 | $33.5M | 11.59% | −4,306,069−57.7% | Reduced |
| BlackRock Inc. | 2,745,380 | $29.2M | 0.00% | +66,489+2.5% | Added |
| Ensign Peak Advisors, Inc | 2,280,000 | $24.2M | 0.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,979,113 | $21.0M | 0.00% | +22,684+1.2% | Added |
| NEA Management Company, LLC | 1,960,169 | $20.8M | 1.29% | 00.0% | Unchanged |
| Avidity Partners Management LP | 1,735,000 | $18.4M | 0.65% | +13,420+0.8% | Added |
| 683 Capital Management, LLC | 1,650,000 | $17.5M | 1.79% | +370,000+28.9% | Added |
| Jennison Associates LLC | 1,647,697 | $17.5M | 0.01% | +1,647,697 | New |
| Gilder Gagnon Howe & Co LLC | 1,017,617 | $10.8M | 0.14% | −437,515−30.1% | Reduced |
| Propel Bio Management, LLC | 869,927 | $9.24M | 5.38% | +426,880+96.4% | Added |
| Decheng Capital LLC | 850,000 | $9.03M | 1.21% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 751,379 | $7.98M | 0.00% | +16,106+2.2% | Added |
| Catalys Pacific, LLC | 721,962 | $7.67M | 5.18% | 00.0% | Unchanged |
| State Street Corp | 717,201 | $7.62M | 0.00% | +29,364+4.3% | Added |
| Kennedy Capital Management, Inc. | 572,336 | $6.08M | 0.13% | +360+0.1% | Added |
| GW&K Investment Management, LLC | 568,026 | $6.03M | 0.05% | +6,536+1.2% | Added |
| Woodline Partners LP | 566,439 | $6.02M | 0.06% | −529,682−48.3% | Reduced |
| Simplify Asset Management Inc. | 521,935 | $5.54M | 0.53% | +284,000+119.4% | Added |
| Saturn V Capital Management LLC | 500,987 | $5.32M | 2.13% | +340,912+213.0% | Added |
| Ghost Tree Capital, LLC | 485,000 | $5.15M | 1.66% | +99,759+25.9% | Added |
| Two Sigma Investments, LP | 467,448 | $4.96M | 0.01% | +200,591+75.2% | Added |
| Octagon Capital Advisors LP | 455,000 | $4.83M | 0.59% | +405,000+810.0% | Added |
| Checkpoint Capital L.P. | 445,161 | $4.73M | 3.16% | +85,715+23.8% | Added |
| StepStone Group LP | 422,085 | $4.48M | 0.95% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 304,839 | $3.23M | 0.02% | +304,839 | New |
| Northern Trust Corp | 283,200 | $3.01M | 0.00% | −6,619−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 264,494 | $2.81M | 0.00% | +1,970+0.8% | Added |
| Nuveen Asset Management, LLC | 262,048 | $2.78M | 0.00% | −42,561−14.0% | Reduced |
| Morgan Stanley | 237,160 | $2.52M | 0.00% | +112,609+90.4% | Added |
| Millennium Management LLC | 225,024 | $2.39M | 0.00% | +54,980+32.3% | Added |
| Wellington Management Group LLP | 223,390 | $2.37M | 0.00% | +68,999+44.7% | Added |
| Goldman Sachs Group Inc | 207,372 | $2.20M | 0.00% | −2,839−1.4% | Reduced |
| Newtyn Management, LLC | 165,000 | $1.75M | 0.35% | −481,760−74.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 144,700 | $1.54M | 0.01% | +83,700+137.2% | Added |
| JPMorgan Chase & Co | 138,452 | $1.47M | 0.00% | −7,585−5.2% | Reduced |
| Citadel Advisors LLC | 125,645 | $1.33M | 0.00% | +114,112+989.4% | Added |
| Moore Capital Management, LP | 120,000 | $1.27M | 0.03% | +20,000+20.0% | Added |
| Bank of America Corp | 105,855 | $1.12M | 0.00% | +24,062+29.4% | Added |
| Bank of New York Mellon Corp | 95,221 | $1.01M | 0.00% | −11,098−10.4% | Reduced |
| D. E. Shaw & Co., Inc. | 64,138 | $681.1K | 0.00% | −65,251−50.4% | Reduced |
| Penn Mutual Asset Management, LLC | 62,802 | $667.0K | 1.42% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 59,437 | $631.2K | 0.00% | +7,124+13.6% | Added |
| State of Wisconsin Investment Board | 59,186 | $628.6K | 0.00% | +11,872+25.1% | Added |
| Swiss National Bank | 56,000 | $594.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 51,600 | $548.0K | 0.00% | +28,900+127.3% | Added |
| UBS Group AG | 49,923 | $530.2K | 0.00% | +10,491+26.6% | Added |
| Rhumbline Advisers | 47,103 | $500.2K | 0.00% | −1,399−2.9% | Reduced |
| Credit Suisse AG | 39,683 | $421.4K | 0.00% | +1,647+4.3% | Added |
| Inspirion Wealth Advisors, LLC | 35,134 | $373.1K | 0.06% | 00.0% | Unchanged |
| Legal & General Group Plc | 34,102 | $362.2K | 0.00% | −151−0.4% | Reduced |
| Alliancebernstein L.P. | 32,290 | $342.9K | 0.00% | −5,410−14.4% | Reduced |
| Creative Planning | 32,102 | $340.9K | 0.00% | +10,750+50.3% | Added |
| Occidental Asset Management, LLC | 29,672 | $315.1K | 0.06% | 00.0% | Unchanged |
| California State Teachers Retirement System | 28,947 | $307.4K | 0.00% | −1,643−5.4% | Reduced |
| UBS Oconnor LLC | 28,583 | $303.6K | 0.01% | −14,626−33.8% | Reduced |
| Barclays PLC | 28,199 | $299.5K | 0.00% | −21,473−43.2% | Reduced |
| Jane Street Group, LLC | 25,021 | $265.7K | 0.00% | −40,233−61.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 23,579 | $250.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 22,580 | $239.8K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 22,044 | $234.1K | 0.02% | +22,044 | New |
| Jacobs Levy Equity Management, Inc | 20,987 | $222.9K | 0.00% | −572,764−96.5% | Reduced |
| Price T Rowe Associates Inc | 19,573 | $208.0K | 0.00% | +2,172+12.5% | Added |
| EntryPoint Capital, LLC | 19,380 | $205.8K | 0.18% | +19,380 | New |
| SG Americas Securities, LLC | 18,873 | $200.0K | 0.00% | +803+4.4% | Added |
| MetLife Investment Management | 16,471 | $174.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,802 | $167.8K | 0.00% | −136−0.9% | Reduced |
| Deutsche Bank AG | 14,262 | $151.5K | 0.00% | −3,437−19.4% | Reduced |
| Gsa Capital Partners LLP | 14,174 | $151.0K | 0.01% | +14,174 | New |
| UBS Asset Management Americas Inc | 12,893 | $136.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,602 | $133.8K | 0.00% | +352+2.9% | Added |
| Stratos Wealth Advisors, LLC | 12,500 | $132.8K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 12,138 | $128.9K | 0.01% | −2,452−16.8% | Reduced |
| Wells Fargo & Company | 11,605 | $123.2K | 0.00% | +715+6.6% | Added |
| Voya Investment Management LLC | 11,019 | $117.0K | 0.00% | −1,824−14.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 10,989 | $116.7K | 0.01% | +4,363+65.8% | Added |
| Principal Financial Group Inc | 10,783 | $114.5K | 0.00% | −802−6.9% | Reduced |
| Klingman & Associates, LLC | 10,376 | $110.2K | 0.01% | +10,376 | New |
| Davenport & Co LLC | 10,000 | $106.2K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,000 | $106.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,000 | $106.2K | 0.00% | +10,000 | New |
| Virtus ETF Advisers LLC | 9,701 | $103.0K | 0.05% | −666−6.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,906 | $101.7K | 0.00% | +270+2.0% | Added |
| State Board of Administration of Florida Retirement System | 11,228 | $80.2K | 0.00% | +11,228 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,084 | $75.2K | 0.00% | −1,187−14.4% | Reduced |
| Citigroup Inc | 6,045 | $64.2K | 0.00% | +396+7.0% | Added |
| New York State Common Retirement Fund | 5,924 | $62.9K | 0.00% | +137+2.4% | Added |
| FNY Investment Advisers, LLC | 5,000 | $53.0K | 0.03% | +5,000 | New |
| US Bancorp | 3,450 | $36.6K | 0.00% | +3,450 | New |
| Ameritas Investment Partners, Inc. | 3,095 | $32.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,839 | $30.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,084 | $22.1K | 0.00% | −1,249−37.5% | Reduced |
| Royal Bank of Canada | 2,016 | $22.0K | 0.00% | −8,416−80.7% | Reduced |
| Metropolitan Life Insurance Co | 1,818 | $19.3K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,090 | $12.0K | 0.00% | −1,734−61.4% | Reduced |
| Huntington National Bank | 978 | $10.4K | 0.00% | +18+1.9% | Added |