Simplex Trading
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Simplex Trading’s Phathom Pharmaceuticals PHAT Stock Holding History

Simplex Trading’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,599
Closed -$20.2K – 9891
2025
Q4 		$26.5K Sell
1,599
-18,361
-92% -$262K ﹤0.01% 6217
2025
Q3 		$234K Buy
+19,960
New +$206K ﹤0.01% 4746
2025
Q2 		– Sell
-22,474
Closed -$124K – 9490
2025
Q1 		$140K Buy
22,474
+17,079
+317% +$104K ﹤0.01% 4702
2024
Q4 		$43K Sell
5,395
-10,303
-66% -$128K ﹤0.01% 6031
2024
Q3 		$283K Buy
+15,698
New +$219K ﹤0.01% 4189
2023
Q4 		– Sell
-2,120
Closed -$18.3K – 9568
2023
Q3 		$21K Sell
2,120
-22,206
-91% -$305K ﹤0.01% 6584
2023
Q2 		$348K Sell
24,326
-5,085
-17% -$58.6K ﹤0.01% 3680
2023
Q1 		$209K Buy
+29,411
New +$258K ﹤0.01% 4267
2021
Q4 		– Sell
-132
Closed -$3.11K – 11200
2021
Q3 		$4K Hold
132
– – ﹤0.01% 9356
2021
Q2 		$4K Sell
132
-100
-43% -$3.58K ﹤0.01% 9536
2021
Q1 		$8K Buy
232
+98
+73% +$4.1K ﹤0.01% 8031
2020
Q4 		$4K Buy
+134
New +$5.43K ﹤0.01% 7801

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Simplex Trading's PHAT Position: Q1 2026 in Review

Simplex Trading sold out of Phathom Pharmaceuticals (PHAT) in Q1 2026, closing a stake of 1,599 shares — an estimated $20.2K sold.

Simplex Trading first reported a position in PHAT in Q4 2020 and held it in 12 quarters. The position peaked at $348K in Q2 2023. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Simplex Trading reported no remaining Phathom Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 1,599 Phathom Pharmaceuticals shares in Q1 2026, an estimated $20.2K.
  • Simplex Trading first reported a position in Phathom Pharmaceuticals in Q4 2020 and held it in 12 quarters.
  • Simplex Trading's Phathom Pharmaceuticals position peaked at $348K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.