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Phathom Pharmaceuticals Inc (PHAT)

CUSIP: 71722W107 | NYSE | Healthcare · Biotechnology | Small Cap | 401 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJames N. Topper
with Patrick J. Heron, Fhmls IX, L.L.C., Frazier Life Sciences IX, L.P., +13 more
6,013,3277.4%+28,000Oct 29, 2026No 13F filer matched
13G/AMillennium Management LLC3,375,8344.2%Newly reportedJun 30, 2026No 13F filer matched
13D/AJames N. Topper6,013,327
7.4% of class · Oct 29, 2026+28,000
with Patrick J. Heron, Fhmls IX, L.L.C., Frazier Life Sciences IX, L.P., +13 more
No 13F filer matched
13G/AMillennium Management LLC3,375,834
4.2% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Medicxi Ventures Management (Jersey) Ltd7,464,572
43.0% of portfolio›$54.5M
Wasatch Advisors LP2,942,432
0.2% of portfolio›$21.5M
Catalys Pacific, LLC1,882,039
6.6% of portfolio›$13.7M
Hennion & Walsh Asset Management, Inc.392,392
0.1% of portfolio›$2.9M
Simplify Asset Management Inc.249,267
0.0% of portfolio›$1.8M
Bank of New York Mellon Corp156,308
0.0% of portfolio›$1.1M
Profund Advisors LLC121,331
0.0% of portfolio›$885.7K
Citigroup Inc86,279
0.0% of portfolio›$629.8K
KBC Group NV77,139
0.0% of portfolio›$563
Kornitzer Capital Management Inc63,029
0.0% of portfolio›$460.1K
Penn Mutual Asset Management62,802
2.0% of portfolio›$458.5K
Creative Planning47,213
0.0% of portfolio›$344.7K
Commonwealth Equity Services, LLC22,177
0.0% of portfolio›$161.9K
Summit Financial Wealth Advisors, LLC22,143
0.0% of portfolio›$161.6K
Inspirion Wealth Advisors, LLC19,914
0.0% of portfolio›$145.4K
Wealth Enhancement Advisory Services, LLC19,294
0.0% of portfolio›$137.6K
State of New Jersey Common Pension Fund D16,099
0.0% of portfolio›$117.5K
China Universal Asset Management Co., Ltd.14,761
0.0% of portfolio›$108.6K
Arizona State Retirement System14,039
0.0% of portfolio›$102.5K
Mirae Asset Global Investments Co., Ltd.4,134
0.0% of portfolio›$30.2K
State of Alaska, Department of Revenue3,492
0.0% of portfolio›$25
GF Fund Management Co. Ltd.1,818
0.0% of portfolio›$13.3K
Sterling Capital Management LLC1,155
0.0% of portfolio›$8.4K
Larson Financial Group LLC647
0.0% of portfolio›$4.7K
Gamma Investing LLC505
0.0% of portfolio›$3.7K
Nisa Investment Advisors, LLC428
0.0% of portfolio›$3.1K
Farther Finance Advisors, LLC396
0.0% of portfolio›$2.9K
Caitong International Asset Management Co., Ltd284
0.0% of portfolio›$2.1K
US Bancorp \de\277
0.0% of portfolio›$2.0K
Meriwether Wealth & Planning, LLC250
0.0% of portfolio›$1.8K
Parallel Advisors, LLC100
0.0% of portfolio›$730
True Wealth Design, LLC95
0.0% of portfolio›$694
Silver Grove Financial Group, Inc.69
0.0% of portfolio›$504
Root Financial Partners, LLC27
0.0% of portfolio›$197
Elevation Wealth Partners, LLC20
0.0% of portfolio›$146
Covestor Ltd18
0.0% of portfolio›$0
EverSource Wealth Advisors, LLC4
0.0% of portfolio›$29
SJS Investment Consulting Inc.2
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Medicxi Ventures Management (Jersey) Ltd
7,464,572$54.5M43.0%GARPVery LowSt. Helier, Venezuela2026-11-02
Wasatch Advisors LP
2,942,432$21.5M0.2%GARPMediumSalt Lake City, UT2026-10-13
Catalys Pacific, LLC
1,882,039$13.7M6.6%Agg GrowthVery LowTokyo, Mexico2026-10-30
Hennion & Walsh Asset Management, Inc.
392,392$2.9M0.1%ValueMediumParsippany, NJ2026-10-13
Simplify Asset Management Inc.
249,267$1.8M0.0%CoreLowLas Vegas, NV2026-10-27
Bank of New York Mellon Corp
156,308$1.1M0.0%CoreLowNew York, NY2026-11-05
Profund Advisors LLC
121,331$885.7K0.0%GrowthLowBethesda, MD2026-10-29
Citigroup Inc
86,279$629.8K0.0%CoreMediumNew York, NY2026-11-04
KBC Group NV
77,139$5630.0%CoreMediumBrussels, Czech Republic2026-10-22
Kornitzer Capital Management Inc
63,029$460.1K0.0%CoreLowShawnee Mission, KS2026-11-03
Penn Mutual Asset Management
62,802$458.5K2.0%YieldMediumConshohocken, PA2026-10-19
Creative Planning
47,213$344.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
22,177$161.9K0.0%ETFLowWaltham, MA2026-11-02
Summit Financial Wealth Advisors, LLC
22,143$161.6K0.0%ETFLowLafayette, LA2026-10-15
Inspirion Wealth Advisors, LLC
19,914$145.4K0.0%ETFMediumLibertyville, IL2026-10-09
Wealth Enhancement Advisory Services, LLC
19,294$137.6K0.0%CoreLowPlymouth, MN2026-10-13
State of New Jersey Common Pension Fund D
16,099$117.5K0.0%CoreLowTrenton, NJ2026-11-05
China Universal Asset Management Co., Ltd.
14,761$108.6K0.0%GrowthMediumShanghai, France2026-10-28
Arizona State Retirement System
14,039$102.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Mirae Asset Global Investments Co., Ltd.
4,134$30.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Alaska, Department of Revenue
3,492$250.0%CoreVery LowJuneau, AK2026-10-15
GF Fund Management Co. Ltd.
1,818$13.3K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Sterling Capital Management LLC
1,155$8.4K0.0%GARPMediumCharlotte, NC2026-10-22
Larson Financial Group LLC
647$4.7K0.0%GrowthLowSt Louis, MO2026-11-05
Gamma Investing LLC
505$3.7K0.0%IndexVery LowFoster City, CA2026-10-08
Nisa Investment Advisors, LLC
428$3.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
396$2.9K0.0%IndexLowSan Francisco, CA2026-10-08
Caitong International Asset Management Co., Ltd
284$2.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
US Bancorp \de\
277$2.0K0.0%IndexLowMinneapolis, MN2026-11-05
Meriwether Wealth & Planning, LLC
250$1.8K0.0%ETFMediumMinden, LA2026-10-13
Parallel Advisors, LLC
100$7300.0%IndexLowSan Francisco, CA2026-11-03
True Wealth Design, LLC
95$6940.0%ETFMediumAkron, OH2026-10-13
Silver Grove Financial Group, Inc.
69$5040.0%CoreMediumOrchard Park, NY2026-11-05
Root Financial Partners, LLC
27$1970.0%ETFMediumEncinitas, CA2026-10-21
Elevation Wealth Partners, LLC
20$1460.0%ETFLowWalnut Creek, CA2026-10-07
Covestor Ltd
18$00.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
4$290.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
2$150.0%ETFVery LowSylvania, OH2026-10-26